The intra-month trend of the new material concept plate is a variable for others, but for Wang Nuo, it is a certainty of 100% probability, so the corresponding operation is 100% consumption.

But this certain amount is put on the analysis of the entire stock market, and it is certainly impossible to eliminate the variables with a 50% probability of rising and falling, maybe 6 up and 4 down, maybe 7 up and 3 down, so will the corresponding numbers change?

It's like shaking three dice, and the numbers that may be drawn are 3 to 18, but I know that one of the dices is 6, and for me, the numbers that may be drawn are 8 to 18.

If it is not a 100% probability, is it not 100% consumption? Wang Nuoxin's speculation is based on this.

"Master, what are the plates related to the new material concept plate?"

Yao Shuliang raised his eyebrows, smiled and quipped: "There are a lot of steel, coal, etc., what do you want to do?"

"Speculate on stocks. Wang Nuo said indifferently that the staff of the Institute of Financial Research are also financial practitioners, but they almost do not have access restrictions on the financial market, and there is no need to hide this kind of thing.

"Isn't it okay to buy new material concept stocks, aren't you bullish?" Yao Shuliang said.

"I bought 6 lots of Qianyu New Materials, and now I want to diversify my risk. Wang Nuo opened the stock trading software on his mobile phone and showed the position to the three seniors.

"Arnold, yes, this cost price blinds my eyes. Lu Chang saw the Qianyu New Materials stock held by Wang Nuo, and said with some exaggeration: "You have done a lot of T+0, amazing." ”

"Treat, I didn't want to slaughter you, a newcomer, but now I have to. Yao Shuliang is still smiling, and his character is fully revealed.

Wang Nuo is a little helpless, the stock trading software he uses has an algorithm on the cost price of the stock position, for example, he bought 11 hands of Qianyu New Materials, the cost price was 9.31 yuan, and after it rose to 9.97, he threw 5 hands, so the cost price was not 9.31 in an instant, but 8.76.

If Wang Nuo throws 10 hands at 9.97 yuan, and only 1 hand is left, then the cost price will be 2.71 yuan.

The algorithm is so cool, many investors say that the increase in positions to pull the low price is also used in this algorithm, and the use of T+0 to ultra-short-term operations, low cost also uses this calculation method.

It's just that no matter how you calculate, the brokerage will definitely not miscalculate your profit and loss amount, and the above algorithm is just to allow you to calculate your total profit and loss on a certain stock.

Because of this, the old fritters in the financial circle have even seen a lot of negative cost prices, and Lu Chang is just routinely ridiculing Wang Nuo.

"It's definitely no problem to treat you, but what do you think of the stocks in the two sectors of non-ferrous metals and steel, master?" Wang Nuo asked with a smile, many of the stocks in the new material concept plate are also stocks in the non-ferrous metals and steel plates.

"Nonferrous metals and steel? Your Qianyu New Materials is a stock in the non-ferrous metal sector, isn't it rising?" Yao Shuliang is still not very serious, he is actually too lazy to analyze the market at length.

On the contrary, Chen Man, who had never spoken, was more interested in Wang Nuo's topic, and when Yao Shuliang didn't want to move, she echoed: "I've been paying attention to the steel plate recently, and Brother Liang has shown both hands." ”

"Well, I didn't focus on that, just take the information I got from analyzing the new material concept section, and say a few words in words that Arnold can understand. Yao Shuliang didn't forget to ridicule Wang Nuo for two sentences, and then said seriously: "Two words, go low!"

"The most important problem faced by steel, coal, energy and other stocks in the past two years is overcapacity, the companies with good profitability have deteriorated, and the companies with poor profitability have lost money, and the overall decline in stock prices and valuations has exceeded the decline in the broader market. ”

"The wonderful thing is that the profit is less, the stock price has fallen, and their PE has actually fallen, what does this mean? This shows that the stock price has fallen more than the profitability has fallen, and their prospects are not optimistic, and there are countless PE negative numbers. ”

"The point is that the whole world knows that if China wants to maintain economic growth, the intensity of production capacity can not be too high, to digest these production capacity, stimulate domestic and foreign demand, and engage in infrastructure, strategies such as the Belt and Road Initiative can be said to have come into being, and the promotion of a strategic plan requires sacrifice, but also requires time and continuous efforts. ”

"Stock valuations in several sectors are now factored into fundamental variables, and fundamental information is almost a lifeline for them. ”

For example, with the current economic situation in China, if you want to consume a ton of steel or a hundred tons of coal, you may need to consume 100 kilograms of so-called new materials. ”

"If the new material concept plate rises, then we can almost be sure that the probability of the linkage plate rising will be very high, and I may also have a straw when I buy a bottle of drink. ”

Yao Shuliang is very jumpy when he jumps out, but when he wants to analyze the market, even if he uses a relatively shallow angle and vocabulary to accommodate Wang Nuo, his professionalism is also revealed.

"The premise is that the new material sector is going to rise, but if I know that the new material sector is going to rise, why don't I buy the stocks of the new material concept sector? Yao Shuliang came to a conclusion.

After listening to this analysis, Wang Nuo's only feeling is admiration, it is not difficult to talk about financial research in depth, but if you want to go deep and simple, you need to be quite level.

Brother Liang's words just now are undoubtedly worthy of the words "in simple terms", a small amount of data, a large number of arguments, concise opinions, and without three or five years of work experience, he didn't dare to bring those confident emotions in his tone.

In the view of Yao Shuliang, Lu Chang and Chen Man, the final conclusion is similar to not making a conclusion, you know that straws sell a lot, can't you analyze that the beverage market is also hot?

Economic data is not isolated, it is a chain, and if you identify one of them, you can reduce the variables in the others, there is no doubt about it.

Others can't determine a certain probabilistic event, so the entire data chain is a variable for them, Wang Nuo can, the data chain in his eyes has fewer variables, and what he urgently needs to find is the variable in the formula for honest pen consumption, and then refer to the data to find a way.

"When it comes to analysis reports and economic data, where is there more financial research institutes?" A wave of excitement surged into his heart, and Wang Nuo threw himself into the vast sea of documents.

Until late at night, Wang Nuo stayed in the research institute to read documents and analyze the market, and his state of being in a state of enchantment made Yao Shuliang, who wanted to ask for a treat, embarrassed to interrupt.

On the first day of work, Wang Nuo let everyone know his "seriousness".