第756章 反向收割开始
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第756章反向收割开始(第1/2页)
如果说格罗夫斯资本和桥本基金的反扑,是往烈焰中泼了一盆火,能够稍微降低火势,但阻挡不了熊熊火焰。
那么林川的布局,便是往烈焰里倒油,尤其是水位24米以下的一系列提前补充协议,更是犹如巨大油箱直接炸开。
格罗夫斯资本和桥水基金那点水,直接蒸发成了氢气氧气。
而且还引火烧身,烧到了自家航运和生鲜,这下不仅做空资本大幅蒸发,就连自己重仓持股的资产都损失惨重。
华尔街,桥水基金。
身为华尔街精英的他们,已经乱成一锅粥。
“该死,他怎么会有三千亿?而且怎么老天都在帮他,水位居然降到了历史性的低位。”
“而且鼎信资本提前签订了各种针对水位下降到24米以下的补充协议,简直仿佛提早预测到了一样。”
“完了,我们的大型货轮全得减载30%,加上他们新推出的寰宇区块链通行码和碳关税结算链,我们的货物会大量积压港口。而他们根据补充协议,水位下降到24米以下能收回租给我们的全部冷藏集装箱。我们的三文鱼等生鲜货物,全部都将面临变质腐烂。而且运河拥堵延误交货→大豆期货无法实物交割→空头逼仓,我们做多的农产品期货更危险。”
“之前我以为,他只是砸钱拉高港口债券并且布局基本盘。可现在看来,这分明是设计好的全面围剿。那些补充协议,仿佛早就知道水位会下降到24米以下,就等着这一刻爆发,全有的剑瞬间全落在我们头上。”
“水位下降到24米以下百年难得一遇,他怎么可能提前预判?”
“可他所有布局和补充协议,现在来看都是冲着这点来的,除了预判,还怎么解释。”
“明明是我们设下陷阱,让他投资港口基金并且继续投入沉没成本护盘吗?可是现在却怎么感觉,是我们掉入了他的陷阱。上次铜价因世纪性洪水和泥石流暴涨,也是这样,难道这世上,真的有人能够预测天灾不成?难道华夏的气候AI模型,已经领先我们这么多?”
“可恶,鼎信资本港口债券涨停了,加上航运的亏损,我们的风险敞口已经大到承担不起。”
一向翻手为云覆手为雨的他们,彻底慌了。
他们倒没有跟普通人一样赌徒心理,现在还无脑继续硬撑,只是他们作为最大做空资本,不是轻易就能撤的。
他们一旦大举买入平仓,就会进一步推高股价,然后造成轧空,股价火箭一样往上窜。
那些小打小闹的,可以断尾求生,他们想要断尾求生,都没那么简单。
就在这时,一人惊呼:“不好,格罗夫斯资本正在不顾一切平仓,造成了小幅轧空。”
众人倒吸凉气:“该死,这些叛徒。”
负责人立即给格罗夫斯资本的负责人打电话,兴师问罪:“蠢货,不能平仓,你们的行为会造成轧空,引火自焚,烧死自己,还害了我们。”
对面那头,几近疯狂:“我当初就说了,那位林川惹不得,上次我们不小心发生冲突,撤离得很及时,造成的损失不大,无伤大雅。结果你们偏要拉着我们一起做空,还说什么十拿九稳,十拿九稳个屁,非但没能割他韭菜还害我们掉入深渊。不是我们害了你们,是你们把我们坑死了。”
(本章未完,请点击下一页继续阅读)第756章反向收割开始(第2/2页)
桥水基金负责人安抚说道:“我承认,低估了那位林川,水位下降到24米以下,更是预料不到,但是这些,只是暂时的。我们已经准备攻击碳税链、进一步展开航道封锁计划……”
他一边安抚,一边冲其他人做了个手势。手势的意思是——平仓。
他说的那些,不过是幌子,不是骗人,确实会那么做,但他们非常清楚,效果很有限。最多只能稍稍稳住形势,或者骗骗全球散户,等别人撑着,自己先撤。
那迟早要撤,与其等格罗夫斯资本平仓之后,推高股票再撤,那不如赶在格罗夫斯资本之前,自己先平仓,死贫道那不如死道友。
然而格罗夫斯资本的精英们,也不是傻子,自然没有被忽悠住,两方同时平仓轧空在所难免。
而这时候,林川提前跟保护伞沟通的效果也开始呈现出来。
当然澹台月的爷爷和很多高层,都主动支持。
于是华夏常驻WTO代表发起“全球供应链韧性倡议”,呼吁建立区块链赋能的绿色航运走廊”(全文引用林川的碳税链技术参数),国际海事组织(IMO)华夏副主席附议:该提案符合IMO2025减碳路线图第7.3条→桥水基金攻击碳税链等同于对抗联合国议程。
华夏在《G20贸易部长联合声明》插入条款:支持数字通关互认系统降低供应链成本(指向寰宇通行码)。
华夏基础设施投资银行发布:智慧港口升级贷款优先支持ISO23456认证港口(林川专利成为事实国际标准)。
华夏专家主导修订:《运河水位预警操作规程》,当连续30天水位低于24.2米时,启动优先通航权分配机制。
华夏在博鳌论坛演讲提及:要探索数字文明时代的新治理范式,让规则成为服务人类的工具,而非资本博弈的武器(央视直播画面背景呈现寰宇区块链系统界面)……
华夏政府没有直接下场,但是很明摆着告诉全世界,鼎信资本港口基金,我们罩着。
这下让本就势不可挡的港口债券,变得更加的不可撼动了。
桥水基金指望的稍微稳住形势,忽悠住全球散户自己先撤的计划,都瞬间成了泡影。
鼎信资本港口债券全面轧空,直线飙升。
这导致格罗夫斯资本和桥本基金的退场都很不顺利,爆仓在即。
于是,他们试图动用迫不得已很毁信誉的一招——拉闸。
2021年就有个经典的案例——GME(游戏驿站)事件。
当年Reddit论坛WallStreetBetS(WSB)散户发现GME空头头寸达流通股140%
于是大举买入推高股价,空头机构(梅尔文资本等)爆仓在即。
于是华尔街拉闸,RObinhOOd等券商禁止散户买入(只许卖出)。
清算所DTCC大幅提高保证金至330亿美元。
导致GME股价从483美元闪崩至40美元,散户损失300亿。
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