Zhou Minghai stared at Wang Nuo with bright eyes, and exclaimed again in his heart, "I found a treasure", and then said something that made me blush: "It's not that I'm not optimistic, but cautious." ”

As soon as Zhou Minghai's words fell, Yao Shuliang and others almost complained out that the so-called "cautious optimism" in the industry was often blinded.

"Brother Hai, in fact, I am also cautiously optimistic about the stock market in the second quarter. Yao Shuliang was bold and said directly with a smile.

"Go aside, Arnold," Zhou Minghai turned his gaze to Wang Nuo's side and said, "You make an analysis report on the concept of Internet finance, and let's study it together." ”

"Does Brother Hai want to take the concept of Internet finance as one of the entry points?" Lu Chang immediately reacted: "Is this necessary?"

The financial world is a dark place, and financial research institutes sometimes lie against their will, for example, the research team is ready to make an analysis report that is bullish on the stock market in the second quarter, but there are also skills in this.

I think the stock market is going to fall, but I have to publish a bullish analysis report for the sake of profit, then the skill is very important, I can be bullish on the entire stock market, but if I choose the right entry point, then I can completely brush up on the industry.

For example, if the overall stock market is falling, and I have risen by a few points, then when I make an analysis report that is optimistic about the market outlook, is it normal? And if I can pick a few rising sectors when the market is falling, I will be awesome.

"The other side gave the news that the direction is changing in the past few days, and they can't receive the associated chips. Zhou Minghai blinked, did not answer Lu Chang's inquiry, but smiled: "You should know why this is." ”

"This bunch of vampires. Lu Chang cursed stupidly.

Wanli Financial Research Institute needs to make a compromise for the investment department of Wanli Securities, but Zhou Minghai also has convenience, for example, some information that ordinary investors cannot access, everyone can know in advance.

Just like the Internet finance concept section, when the investment department feels that it doesn't matter if the information is leaked, Zhou Minghai and they can know that there is no trading volume in the past few days, and they can know the attitude of many opponents in the investment department, which is a bunch of available data and information.

"What the hell is going on?" Liu Ye was completely confused at this moment, he didn't feel that there was a problem with his analysis report, so why did the transaction of Internet financial companies have a situation where there is no way to deal with large funds.

What are the capitalists thinking?

"I don't understand it either. Chen Man shook his head naturally, and then turned his gaze to Wang Nuo's side.

Not only Chen Man, but everyone in the office area focused on Wang Nuo.

A few days ago, everyone always thought that Wang Nuo was stubborn, drilled into the horns, and made a wrong investment, but now the situation is about to be reversed, and everyone is equivalent to being knocked on a stick.

Wang Nuo's qualifications are the shallower, and his professional quality and experience can be said to be the least, why does everyone make mistakes, he can hit accurately?

Since it is not a profession or experience, there is only one answer, Wang Nuo is either unlucky, or he is really the kind of person who appreciates the food of the grandfather, others see the numbers, Wang Nuo is a person who can smell the taste, and tend to be good and avoid evil.

"Talent!" Zhou Minghai silently repeated these two words in his heart.

In the face of ethereal talent, Zhou Minghai doesn't care about any top students from Northwestern University of Finance and Economics, because he knows that people with academic qualifications and strong talents will not come to the small temple of Wanli Financial Research Institute at all.

Besides, didn't Liu Ye also hold a bearish view? In this professional competition, which he didn't pay attention to at all, he suddenly fell into the pit, or everyone in the group fell into the pit, except for Wang Nuo.

In the financial circle, chasing the rise and fall, and going with the flow can only say that you still have a chance to eat, everyone kneels and you stand alone, and you are alive after you die, this is amazing, this is talent, and this is the person who has the opportunity to climb to the top of the pyramid.

If Wang Nuo knew Zhou Minghai's evaluation, he would definitely not be able to agree, because he held an honest pen in his hand, and he was not the ancestor who appreciated food at all, but ...... Master Zu lives in his kitchen and orders whatever he wants.

Facing everyone's surprised eyes, Wang Nuo suppressed the excitement in his heart, and then shook his head and said: "I want to make an analysis report while watching the market changes, many things are just a concept, and the analysis report for the second quarter is not very urgent." ”

"Okay, I personally think this market will continue for a while, even if there is big news, it should be brewing for a while. Zhou Minghai thought about it and agreed: "And the variables are not completely gone, it can only be said that the winning rate is high enough." ”

"It's not that the win rate is high enough, it's that it's going to win!" I think what we need to think about is not whether it will go up, but where it will go. Hearing Zhou Minghai's latest words, Wang Nuo shook his head and said.

At this time, what Wang Nuo needs is not modesty, as soon as Zhou Minghai's information is transmitted, coupled with the variable eliminated by the honest pen, he can be regarded as a little bit of a figure out of the hidden swords and swords in the recent market situation.

"I still insist that the transaction size of the Internet finance industry in the first quarter will be officially recognized as more than 150 billion. Wang Nuo said firmly.

"Impossible! The data of the first and second months can be roughly calculated, where did they come from 50 billion a month?" Liu Ye was still in a depressed state, but he still insisted on this point.

"Maybe there is a change in policy?"

"Is capital driving policy changes, or does capital know in advance the direction of policy discussions and the probability of its introduction?"

"There should be a typical case, doesn't it mean that there are a few companies planning to go public? Maybe they succeed? As long as they can be successfully listed, the overall valuation of the industry will become higher. ”

Yao Shuliang, Lu Chang and Chen Man all opened their mouths to analyze.

The market is always in a state of turmoil, and the variables of the stock market are endless, and the saying that there are a thousand Hamlets in the eyes of a thousand people can be applied to the securities market.

Just because your argument is correct does not mean that the analysis in your argument is completely correct.

"There is still a long way to go for pure Internet financial companies to be successfully listed, at least in the first half of this year, there is absolutely no chance. Liu Ye's expression was serious, and he suddenly said: "I have a certain source, and this is also one of the arguments that I did not write in that report. ”

got the news from Zhou Minghai, Liu Ye found that the competition he didn't do suddenly deteriorated, and he planted a heel in front of Wang Nuo, which directly made him say a piece of information that Wang Nuo and others didn't know, but it also meant that he had begun to face Wang Nuo, at least in this matter, he faced Wang Nuo for the first time.

"That is, there are two variables that translate into a definite volume, namely the transaction size exceeding 150 billion in the first quarter and the successful listing of no target companies in the first half of the year. Wang Nuo thought about it and said seriously: "There are a lot of things that can be deduced in this way." ”

"It's 150 billion again!" the corners of Liu Ye's mouth seemed to twitch.

"The market is open, it's rising!" Suddenly, Lu Chang said nervously beside him.