第779章 CFA会议(1 / 1)

第二天一早,杰森开车送安雅去上学,韩宣站在门口跟车里的女孩告别。

等到八点钟时候,陆陆续续有人来到上西区的别墅,打扮像是从一个模子里刻出来的。

除了领带的颜色不同,其余都是黑皮鞋、黑西装、白衬衫,手里拿着公文包,很气派......

韩宣坐在老爷子的书房里,等待了会儿。

书桌对面呈弧形摆放着十多张椅子,道森站在他身后。

当椅子全都坐满,他问道:“人都到齐了吧”

“是的老板,分公司所有接触过金属类期货的cfa都在这。”

雪山投资公司华尔街分部主管,年纪约在四十二、三岁的凯恩斯回答道,他是英国人,面庞消瘦,眼眶深陷,看上去很干练。

韩宣把玩手里凯兰帝的限量版钢笔,这只价值十六万美元的钢笔,有着镀白金18k金笔尖,镶有1230颗明亮的钻石,笔身和笔帽用18k金制作。

价值不亚于一辆法拉利超跑,在阳光照射下,发出细碎的彩色亮光。

环视面前这些金领阶层,韩宣说道:

“那好吧,现在开会。

收集到的资料我昨晚看了,关于那项计划,你们有什么建议

听清楚,我要的是建议,而不是意见。

不管你们怎么想,这次的计划我肯定要实行,所以不用浪费口水劝说我。”

很多位准备开口的cfa,顿时闭上嘴巴,话都说到这份上,白白惹老板不爽,可不是有脑子的人会做的事。

“昨天伦敦金属交易所的收盘铜价为2798.67美元,较前天下跌了1.3,一周下跌4.34,近三个月内总跌幅9.08,预计还将再次下跌。”

其中一位金融分析师刚说完,另外一位继续说道:

“必和必拓跟力拓、淡水河谷等公司,都宣布增加今年铜矿开采量,增幅在5左右,第一季度世界用铜量,比去年同期增加了3.3。

如果不出意外,原料会略微过剩,再加上近期投资者看衰铜价,应该还会进一步下跌至2750美元左右一吨的低位。

这是彭博社首席金融分析师给出的数据,我的建模研究结果比他更低,只有2710美元。”

“目前拥有全球包括智利、菲律宾等国众多铜矿山和冶炼厂部分或全部股份的世界五百强企业第二十二位,日本住友公司,正试图抬高铜价。

他们的交易员滨中泰男手中,目前约有超过210万吨的铜类期货,控制着伦敦金属交易所约6.1的交易量和未平仓合约。

但我不看好住友公司,铜价过高不符合缺少铜矿的英国、法国、德国,还有我们美国等国家的利益,它是在跟好几个国家斗。

一帮有政府影子的风投家们,带着总数额超四十亿美元的资金,企图拉低铜价,因此我也认为会铜价会进一步下跌”

韩宣对面的这些人,纷纷表达自己的意见。

总共十四个人,只有两位觉得铜价会涨,另外十二位金融分析师都认为会跌。

道森在旁边做会议记录,偶尔看看一脸沉思模样的小老板,他有些担心这次巨大的赌博计划能否成功。

不过之前两次媲美教科书案例的风投,取得巨大收获,让他对韩宣有信心,做好自己的本分工作,继续摘要会议重点内容。

“你认为呢

凯恩斯先生。”

韩宣坐在椅子上,手指交叉放在胸前。

这位凯恩斯的来头可不小,他祖父名叫约翰梅纳德凯恩斯,是现代经济学最有影响的经济学家之一,曾经担任过世界银行第一任行长。

他创立的宏观经济学与弗洛伊德所创的精神分析法,还有爱因斯坦发现的相对论一起,并称为二十世纪人类知识界的三大革命,可见地位有多超然。

老凯恩斯的孙子,马修凯恩斯和他祖父一样,毕业于英国剑桥大学,在34岁那年成功取得经济学博士学位。

像他这种世家出身,并且跟随诺贝尔经济学奖得主弗兰科莫迪利安尼学习过一段时间的人,对经济有着十分鲜明的主见,思路清晰观点分明。

能在宏观经济学方面取得成就,对付起具体事项更是得心应手,所以韩宣才不惜付出三百五十万美元一年的薪酬,从摩根士丹利挖他,聘请他来当自己分公司的主管。

小凯恩斯先生翘着二郎腿,将文件夹放在腿上翻开,说道:“近期以索罗斯为首的联合风投组织势头凶猛,他们手里的未平仓合租,足够再支撑一个半月。

日本住友公司因这几个月铜价下跌影响,损失超过八亿美元,情况逼着它不得不继续斗下去。

据我搜集的线索了解,住友给了滨中泰男二十亿美元的资金,吃下索罗斯他们抛售的期货合同。

别看索罗斯将铜价打压下去许多,但住友公司肯定会再次发力,因为一旦铜价升上去,住友不仅不会亏本,还能从中大赚一笔。

那个日本财团,影响世界铜价很多年,绝不可能轻易认输。

所以我认为近期铜价还会再跌,至于下跌到什么时候,应该在五月初、五月中旬,之后铜价再次被拉高。

索罗斯小看了住友,也小看了日本人的偏执狂性格,这次他会失败,但足以赚到一大笔能和住友继续抗衡的钱,关于这场铜价危机,不到一方撑不住,绝对不可能结束。

我认为索罗斯的赢面比较大,他们有着政府方面的支持,政客都是不要脸的,等索罗斯撑不住了,绝对会帮他。”

凯恩斯平静说出这段话,甚至还想到了以后的发展趋势,事实证明,前世的确像他说的那样,美国商品期货交易委员会和伦敦交易所同时出手了。

这番精彩的言论,让韩宣忍不住想鼓掌,笑着对小凯恩斯说道:“给你350万美元的年薪,我心甘情愿。

那就买铜价下跌,时间一个月,你来主持这次的做空吧,凯恩斯先生。”

凯恩斯摇摇头,“金融分析师不能亲自参与真正的交易,那会影响我们的判断力,人是种感情化动物,你也不想损失钱吧

所以我还是继续做我的分析研究。

只要消息跟得上,不说能让你赚多少,至少不会让你亏本。”

“这就足够了,感谢你们的帮助,那我找其它人来负责操作。

百分之三,只要赚钱,无论赚到多少,我给你们利润3的奖励。”

凯恩斯嘴角上翘,接着问道:“这次你打算投入多少”

“初步先拿十亿美金吧,我要试试伦敦金属交易所的水,究竟有多深”未完待续。

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