Chapter 342: Intimate Little Cotton Jacket

"The bottom has been established, Shanghai Stock Exchange 3500, Shenzhen Stock Exchange 11700, IF4100, IH3000, IC6400, from the point of view of index contribution value, the duration of the weight protection disk span is larger......"

"The signs of the year-end index correction are gradually obvious, and the upward and downward trend should start from the direction of valuation, and the price correction is bound to come......"

"The phenomenon of capital exodus or migration cannot be sustained, and there is a high probability that the trend of capital feeding the stock market will ...... at the end of the year."

Chang Yubin didn't do anything, just posted a link to the research report on Wang Nuo's Weibo, and after opening it, his attitude was obvious: the market in December was bullish.

And it is not simply optimistic about the rise of a certain stock, but also optimistic that most stocks will rise, and in the process of rising, the frequency and magnitude of the entry of blue-chip funds will decrease, and ordinary stocks will pick up.

From a professional point of view, this analysis is very objective, and if the stock market starts to rise at this moment, San's view is very likely to be confirmed by the market.

The question is...... The matter of the chief analyst, why should the assistant analyst be used, and Wang Nuohang's certification is a philanthropist, what does Chang Yubin think?

"It's kind of a tear in the face. Even Zhou Minghai saw Chang Yubin's sinister intentions.

Standing on the moral high ground is undoubtedly a big advantage, but ...... Hello, professional ability may not necessarily pass, besides, Wang Nuo has certified the name of a philanthropist, can you say that this thing has no impact on analyst rankings?

Not to mention outsiders, Zhou Minghai himself knows that his votes contain Wang Nuo's great contributions, and the votes of Chen Lifang and Tao Keren are not so much for Zhou Minghai as for Wang Nuo.

In addition, the hardware above the academic qualifications is indeed a weakness, Chang Yubin came to "communicate" with Wang Nuo, and it seemed to be dizzy, but it was actually a fatal blow.

For Chang Yubin, winning proves that Wang Nuo's team is indeed not worthy of the current ranking, and it is obvious that the strength is flawed, and it is a matter of loss...... That's fine, just say "I approve of you", how relaxed and comfortable.

If it is a duel with Zhou Minghai, if Chang Yubin loses, it will be a big loss.

As for what Zhou Minghai said about tearing his face...... The chief analyst personally went into battle to "communicate" with an assistant analyst, not to tear his face, but to promote the juniors?

Wang Nuo signed the research report, and his view is that he is optimistic about the sideways or downward, weighted disk.

San's view is bullish, believing that the indices need to be corrected, that is, the weights may also drag down the large indexes.

This is the opposite analysis conclusion, which is equivalent to going out in person and saying "You are wrong" to Wang Nuo.

"People sit at home, and pots come from heaven. Wang Nuo also held his breath in his heart, Zhou Minghai put the façade of a team there, no one attacked, he was a young newcomer who had been in the industry for half a year, but he attracted a lot of vitality.

Who to reason with? Being pinched as a soft persimmon is useless to reason with anyone.

What's even more uncomfortable is that Wang Nuo thinks about it by himself, and the results of rational analysis deep in his heart show that he is really a soft persimmon.

Zhou Minghai is experienced and capable, Yao Shuliang has also been in the industry for many years, from a prestigious school, and the signed author of the research report should be Wang Nuo to be questioned.

If Wang Nuo wins, what he gets is just due recognition, and if he loses, it will at least prove that he is the rat of the analysis team, and then ...... Other speculations are not unmistakable.

The methods of the predecessors of the same industry are really vicious, but ......

"There are more than 900 stocks that outperform the market, that is, if the stock market rises, there will be more than 900 stocks that lead the market, in this case, the probability of a center of gravity adjustment is close to zero. Wang Nuo was depressed, but he was also a little crying and laughing.

Chang Yubin's analysis conclusion is almost contrary to the speculation of the honest pen.

If the stock market rises and the weighted blue chips are lagging behind, then think on your toes and know that the remaining stocks will outperform the market because ...... The top 10 weighted stocks account for 60%.

The other 3,000 stocks in Shanghai and Shenzhen did not move, and the top ten heavyweight stocks collectively fell by 1%, and the index fell by 0.6%, that is, in this case of a decline in the market, 3,000 stocks will have an alpha value greater than zero.

The rise and fall of the index is almost controlled by the weight of the blue chips, and only more than 900 stocks have an alpha value greater than zero in December.

The reason why Wang Nuo waited was because the direction of the market outlook was really not completely clear, but what he made clear was that the probability of the weight blue chips underperforming the market should be less than 30%, or even basically unlikely.

Less than a third of the stocks outperformed the market, and then the broader market rose? Then there is only one case, the weighted blue chips are in the median line of gains, and the gains of other stocks are also concentrated around the four sides of the gains of the big index, and it is almost certain that the gains are not much different.

So how to weight the relevant indices of blue chips and ordinary individual stocks for correction?

"I'll do it. Zhou Minghai smiled bitterly beside him, ready to take over what belonged to him.

He has already thought that he will get a research report when he goes back tonight and have an "exchange" with other analysts.

"I can't hide from it. Wang Nuo stretched out his hand, but there was a sense of confidence in his tone.

The current situation is the best for Wang Nuo, because people are soft-spoken, so there is no need to worry about the additional consumption of the energy of the honest pen, and he himself feels that this will only stay at the level of communication.

The opposing point of view is too appropriate, almost digging a pit by himself, and then consciously lying down, waiting for Wang Nuo to go over and bury the person.

It's ...... Thousands of miles to send warmth.

And most importantly...... Wang Nuo was not wrong, he couldn't hide.

Unless you don't do it anymore, otherwise, sooner or later you have to take this step, analysts are compared, who loses, who wins is a standard to measure ability, now someone is so caring, why not put on the other party's intimate little padded jacket?

A steady profit and no loss business, there is no reason to give Zhou Minghai to enjoy it alone.

"What is your point of view?" Zhou Minghai didn't object, he groaned for a while, and asked: "It's not clear in January, and I personally feel that the upward pressure on the market is too great in December, but if Chang Yubin represents Tyrone, then these pressures may be bearable." ”

"The weight of the disk, whether it is up or down, the probability of the weight blue chip outperforming the market is very high!" Wang Nuo completely revealed his attitude: "If IF, IH and IC are calculated using the Shanghai and Shenzhen indexes, I dare to do long stock index futures now!"

Zhou Minghai and Yao Shuliang were speechless again.