Chapter 331: Take a gamble
"What do you think of Minghai?" Tao Hui skipped Wang Nuo and asked Zhou Minghai's opinion directly.
"If you're stressed, I'm going to help you share it. Zhou Minghai suddenly opened his mind and gave an answer that made Tao Hui's face flush.
Yao Shuliang sat next to him, watching Zhou Minghai and Tao Hui sprinkle dog food, and then seeing that Wang Nuo, the little guy, also had a school girlfriend, and suddenly felt that he had nothing to love.
Zhou Minghai's answer is indeed enlightening, he knows that Tao Hui is under a lot of pressure, and during this time of competing for analyst rankings, Tao Hui has asked for a lot of resource support from Wanli, and now it is time to repay the debt.
As a man, can a woman bear all the pressure? Even if Tao Hui is a strong woman, Zhou Minghai does not lack this responsibility.
And...... In society, Brother Hai, with one sentence, he directly pulled Chief Tao to his side.
Women, once she becomes your person and you treat her well, then don't worry, she will definitely help you maximize your interests.
"There is definitely pressure, but the results of the analyst selection in December, the first research report after you are on the list, must not be foreign. Tao Hui sorted out her mood and completed the identity transformation from enemy to friendly in an instant.
Wang Nuo glanced at Zhou Minghai and quietly gave him Brother Hai a thumbs up in his heart.
Look at this posture, during this time, Zhou Minghai not only went to the roadshow to canvass for votes, but also took advantage of the situation to get Tao Xiangu.
"Middle-aged women are hungry and thirsty. Yao Shuliang sat beside Wang Nuo and muttered in a volume that only the two of them could hear.
Hearing Yao Shuliang's muttering, Wang Nuo almost choked to death by the tea, and observed Tao Hui and Zhou Minghai's faces with a little fear, and really wiped a cold sweat for Yao Shuliang.
Yao Shuliang, this guy really dares to do anything.
Zhou Minghai really didn't hear Yao Shuliang's words, he was also thinking about Tao Hui, thought for a moment, and said: "I refused this time, and I will agree next time, working in Wanli, how can I not contribute to the asset management and self-management departments, after all, they usually give us a lot of support." ”
"After being on the list, the first research report is brilliant, and the cost of subsequent ugliness is higher. Tao Hui said.
"The first research report is ugly, and if the follow-up is brilliant, it can also save a little impression points, and this kind ......of business is clear, and the public research report is doing well, but it is just a contribution to the research business, and the research business of our office is already full," Zhou Minghai analyzed.
Wang Nuo sat next to him, eating dog food quietly, watching this problem quickly change from internal contradiction to internal and external contradiction, he suddenly missed his girlfriend Tao Xiu a little.
The matter is actually very simple, there is a probability of conflict between the requirements of the securities company and the pursuit of the research institute, and Zhou Minghai just took Wanli's resources to strive for the list, and now the requirements of the brokerage are a bit excessive, and it is reasonable.
Even if you refuse the request of the brokerage this time, what about the next time? If you are not an independent financial research institute, you must have to face these problems, and even if it is an independent financial research institute, it is sometimes common to sell public research reports.
Wang Nuo is unhappy in several places, one is that Zhou Minghai is wronged, and he wants to help, the second is that he is likely to sign the public research reports, and the third is that these research reports will affect his investment.
Out of the bearish stock market research report, and then their own direction of operation should also be the same?
Analysts are allowed to invest in the financial market by themselves, which is allowed by the current rules, but when it comes to the operation of the asset management and proprietary departments of securities companies, there must be some taboos, and it is difficult to guarantee that the regulators will not see these things.
Wang Nuo was not afraid, but he didn't want to trouble.
The best case, of course, is that the brokerage company goes coolly, and the institute runs independently...... Thinking of this, Wang Nuo had an impulse.
It seems, as if, as if...... The independent operation of the institute can also be an endeavor.
So if you want to eat Wanli Financial Research Institute? Wang Nuo couldn't help but imagine this possibility, but in the end he still felt that his strength was insufficient, but the idea had already taken root in his heart.
Whether in the past, now, or in the future, the Institute of Finance can give Wang Nuo great help, just a convenience to know the direction of large capital operations, coupled with the model of collective wisdom, can give him great support for the chaotic financial investment planning.
But Wang Nuo's capital level is improving, and these supports can easily become constraints, if his own operation will affect the overall situation, what will he do then?
It is not as good as selectively collecting the information you want to know, which requires the institute to operate independently, but ...... Easier said than done.
"It's a bit far to think about these things now, so let's solve this matter first. In order to avoid the risk of being targeted by the regulators, Wang Nuo was reluctant to publish a wrong public research report in the office.
Zhou Minghai didn't want to make a wrong research report, Yao Shuliang was also unwilling, and Tao Hui was actually unwilling, so looking at it this way, the four people in the office had the same goal.
However...... It's hard.
The brokerage is bearish on the overall stock market, which is in line with the current market trend, but the probability of error is half.
On the timeline, Wang Nuo and others tend to only analyze the year-end market, and do not involve the market in January next year, which is another conflict.
There are piles of contradictions above the underlying stocks.
A stocks are bearish? We are bullish.
B stocks are bearish? We are still bullish.
A certain sector is bearish? What an international joke?
These issues need to be argued between Tao Hui and the company, and Wang Nuo can make a fuss about these things.
Pick out the sectors and individual stocks that would have fallen in the first place, and then ...... Maybe the analysis for the stock market as a whole would be wrong, but it will be right in the core areas.
Of course, the upward trend after the sideways shock is only an analytical conclusion, Wang Nuo, like all analysts, will not determine the general direction of the trend, maybe the company is bearish, the market has also fallen?
In that case, the asset management and proprietary departments of Wanli Securities will definitely die completely.
"It's up to us to pick the votes here. Wang Nuo asked Tao Hui.
"Do you think that group of people will reveal all the information?" Tao Hui asked rhetorically: "What we can roughly know is a range, and they won't and don't need to tell us the specific target." ”
Or maybe they didn't have a specific target at all. Wang Nuo raised his eyebrows.
"You'd better not get involved, analysts entering the market is a bit of a sideshow, especially related party transactions, and the regulators have been very strict recently. Tao Hui angrily warned Wang Nuo.
"I temporarily believe that our research report in December can be bearish in the market first, and then depending on the situation in January, if the market tends to be better, the research report in January will be bullish, if it falls, it will continue to be bearish in accordance with the company's requirements, as for the target ......" Wang Nuo said: "According to the same model, they dare to give, we dare to publish the research report." ”
On the timeline, the rise and fall of stocks are inevitable events, and the same direction, which was correct in December, may be wrong in January, but ...... Analysts can change it.
In December, it was directly bearish to January, and when it really came to January, couldn't analysts discover new variables?
And a large amount of buyer information poured in, Wang Nuo didn't even use the honest pen to cut the variables, he had already won more than half, and when the honest pen energy turned from negative to positive, he dared to gamble...... Let's see if the analysis of time variables will be accurate.