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史玉柱的豪赌动机有两种可能,一是对冲风险,二是做多资金成本不够,与国际投行进行暗中对赌,以减少做多的成本。民生银行最知名的做多者史玉柱,又卷入沽空纠纷,史玉柱的多空双面形象也显露无疑。来自香港联交所的数据显示,在今年6月初之前,史玉柱一直是坚定的多头。但这之后,史玉柱持有的淡仓(看淡市场的仓位)比例逐步上升。与此同时,从8月下旬开始,民生银行遭到投行大肆沽售,在不足两个月的时间内,股价下跌两成。由于史玉柱在8月底的淡仓持有比例达3760万股,相当于好仓持股量的10.99%,被视为民生股价下挫的
Shi Yuzhu's gambling motive there are two possibilities, one hedging risk, the second is to do more than the cost of capital is not enough, with the international investment banks secret betting to reduce the cost of doing more. The most well-known Minsheng Bank to do more Shi Yuzhu, but also involved in the short dispute, Shi Yuzhu's long and short double-sided image also revealed no doubt. From the Hong Kong Stock Exchange data show that before the beginning of June this year, Shi Yuzhu has been a firm bull. However, Shi Yuzhu held short positions (bearish market positions) gradually increased the proportion. In the meantime, Minsheng Bank was put on sale by investment banks in late August. In less than two months, its share price plunged by 20%. As Shi Yuzhu short positions at the end of August held 37.6 million shares, equivalent to 10.99% of the long positions in the stock, is considered Minsheng shares fell