Chapter 136: Blue Sky Will Increase Positions
"It's no wonder that Blue Sky is so focused on data analysis. Yao Shuliang despised that group of capital a little, but he spoke in an envious tone.
Schmidt is not a listed company, not because it is not qualified, but because it involves some sensitive areas and cannot be listed at all.
However, Xinghua Technology is the leading enterprise of Chinese artificial intelligence, and even said that it is half of the field of Chinese artificial intelligence, and it will definitely not have a small influence if it wants to release AI chips.
However...... For this group of capital in the securities market, this is a good time to "speculate" on stocks.
The hot spot came out, the funds entered, and the speculation waved, attracting small scattered people to come in and take over, and then sit back and wait for the stock price to fall, and another hot spot came, and so on, the stock market is the cash machine of capital.
The layman may think that this seems to be a profitable deal, but with the entry of funds and clear attributes, the market will change, and if the capital can't do long, they will go short, and the speed of long-short conversion will not slow down.
Blue Sky values data analysis because fundamental information has been almost determined, and variables exist more in the data.
"What they want is a short-term report. Zhou Minghai's face was also a little bitter, although he joked just now, saying that he didn't care about the operation of the blue sky, but the big change was imminent, and he could only respond to the situation.
Whether it is a blue sky or Wanli, what we want to know is whether the market will be speculated, what we want is for the research institutions to see the movement of the opponent from the changes in the data, whether it will rise or fall, what is the amplitude, where can the amount be put appropriately, whether the time to exit the market exists, and how much room for turnaround?
It's a torture, so much data, the devil knows how the market changes.
"There should be a few days of gestation period, and Xinghuafa's failure to release chips can only be regarded as variables, Ah Liang, Ah Nuo, these two days have been hard, we have to work overtime. Zhou Minghai quickly calmed down.
Isn't it just an almost purely data-based analysis? Isn't it just a pure game of capital power? Since you have entered the financial research industry, this kind of thing will definitely be encountered, and if you want to go down the road of analysts, you can't be instigated at this time.
If you win, you will gain fame and fortune, and if you lose, you will go back and forth.
"The problem is that we have too few sources of information and data. Wang Nuo was not a little depressed, but was eager to try, and tried to ask Zhou Minghai: "Can you let Lantian and Wanli give more support?"
"Arnold, you don't understand. Yao Shuliang put his arm around Wang Nuo's shoulders and said, "As long as it is determined that it is a data confrontation, Blue Sky and Wanli should give real data, otherwise, what is the use of us analyzing fake data?"
"The data they give is either their own, or the opponent's data obtained through some means, and we can use it as real data. Zhou Minghai also taught Wang Nuo a trick.
Blue Sky gives data, either their own, or they get it, other funds operation data, in short, it must be the real variable of the entry, what Wang Nuo needs to do is to analyze this information and data, regardless of where the data comes from, all the buyer can guarantee is the authenticity of the data.
But in the end, Wanli Financial Research Institute, as a seller, also has a natural weakness, they can't get all the trading data, Wanli Securities won't give it, and Rainbow Fund can't take it out.
Wang Nuo heard the voice: The analysis report of Wanli Financial Research Institute this time is at most to brush his face, and Wanli Securities and Rainbow Fund are only regarded as early investments.
Wang Nuo was right, Wanli Securities and Tianhong Fund fed some data to Zhou Minghai's team, in line with the idea of having dates and not playing three poles.
If Wang Nuo and the others can get it right once, then they will feed some data next time, and they will not be completely put on the throne until the research strength here is recognized.
"In June, the research work I participated in will not have a practical impact on the trading of Wanli Securities and Rainbow Fund. Wang Nuo was "wealthy", in order to avoid the consumption of energy by subconscious thoughts, he first determined this point, and when he saw the handwriting left, he immediately felt at ease.
It's just an exam paper, it's not difficult to play, Wang Nuo immediately set his sights on the exam question Quantai Technology.
From the data given by Wanli Securities and Blue Sky Fund, Wang Nuo can easily see that both sides tacitly focus on Quantai Technology and do not care about other underlying stocks at all.
"The amount of energy will definitely explode, and with the data of Wanli and Rainbow, my demand for this is not great. ”
"If you ask the price, it's almost the same as exchanging energy for money, it's not advisable. ”
"Fundamental information can be considered, although the next capital will take over the speculation of the information side, and it is also a way to determine the changes in the data side from these variables. ”
Looking at the data changes of Quantai Technology, Wang Nuo had a large number of numbers flying in his mind, and he also began to think about how to use the honesty pen.
In fact, even without using an honest pen, Wang Nuo dares to make a bullish analysis of Quantai.
Rainbow's blue sky and Dafeng have the willingness to enter, and even have the action of injecting funds, Wanli Securities has also set its sights on this, coupled with the good support of Xinghua Technology, counting the brewing time of the data side, it is not an exaggeration to give a bullish conclusion.
But Wang Nuo is at most sixty percent sure, and he can't afford to lose now.
The charity fund will probably not open a stock market account until tomorrow, Qin Junyang is very slippery, for the money, he prepared the contract that needs to be injected and pumped yesterday, and the money that Wang Nuo can call, after deducting the cost, may be less than 3 million.
These millions are the money of the charitable fund, and if the first investment loses, the donor will definitely blow up.
Sixty percent certainty is too little for Wang Nuo, he wants to use the lowest possible energy consumption ratio to obtain the highest possible profit probability, and he also sees this possibility.
The energy consumption of the honest pen is proportional, for example, if you ask OBV, the consumption ratio is about eighty percent, but in fact, in a certain period of time, the amount of energy data known in advance can allow Wang Nuo to get almost 100% of the win, such as the Shuchuan Expressway.
Therefore, Wang Nuo believes that the honest pen has a small characteristic, and its concept of time is different.
Generally speaking, Wang Nuo cut the variables in advance, and the duration should be from the moment he knows it to the end of the matter completely, so there is no reason why this consumption is in a uniform state.
Just like Wang Nuo knows the total amount of energy from Monday to Friday, there is no reason why the consumption ratio on Monday is 8 percent, and Friday is also 8 percent, it can also be said that the influence of variables on things is not equal in different periods.
This seems to be an inconsequential matter, but for Wang Nuo, there is room for operation, and he has the opportunity to use a consumption ratio of less than 10 percent to get an infinite probability of success close to 10 percent.
Wang Nuo understood too late, limited by the amount of energy and time, there are not many articles he can do, and this kind of thing is probable, and it can't be said that it will work every time.
"The more suitable variable to determine should be ......" All the data and information intersected in his mind, and Wang Nuo set his sights on the Blue Sky Fund's position in Quantai Technology.
"The data given by the Blue Sky Fund this week is their real position data. "The handwriting remains.
"At the close of trading on Friday, June 8, the total value of Quantai Technology shares held by Blue Sky Fund exceeded 10 million yuan. "The handwriting remains.
"At the close of trading on Friday, June 8, the total value of Quantai Technology shares held by Blue Sky Fund exceeded 20 million yuan. "The handwriting remains.
"At the close of trading on Friday, June 8, the total value of Quantai Technology shares held by Blue Sky Fund exceeded 30 million yuan. "The handwriting remains.
"At the close of trading on Friday, June 8, the total value of Quantai Technology shares held by Blue Sky Fund exceeded 40 million yuan. "The handwriting remains.
"At the close of trading on Friday, June 8, the total value of Quantai Technology shares held by Blue Sky Fund exceeded 50 million yuan. "The handwriting is gone.
6 points of energy consumption, to get such a news, Wang Nuo felt very satisfied, he knows more than others information, that is, the blue sky fund will enter the market this week to hold the shares of Quantai Technology, and the position will eventually reach the level of 40 million yuan to 50 million yuan.