The views of the research report are derived from countless data changes and strategy changes, and the financial market is a whole, if analysts are "sensitive" to certain numbers, the chain jumps a few times, and the conclusion is unrecognizable, so the market will have different views.

Moreover, for the professional elite in the financial circle, whether it is price or other data, it is actually the embodiment of market psychology, that is, the existing data embodies the current state, and the role of analysts is to speculate on the future state.

Wang Nuo's impression of Ye Yaohua and Yuan Rongxin is that he is good at capturing the direction of change of the model, and he will deduce a core strategy change that is different from the mainstream cognition from each small cognitive difference, and then according to this change and amplitude, the most powerful is ...... Correctness!

For example, now, Wang Nuo's core cognitive difference lies in the manufacturing performance index, and the difference in this number is derived from countless small changes...... The data plane changes come out.

Ye Yaohua can give objections from the technical side, but it will be a total denial, a small cognitive difference.

Yuan Rongxin can also refute from a strategic perspective, but it is a point to break the surface, and it is another round of complex debate.

Both paths are difficult to take, the main one is ...... What Wang Nuo said makes sense.

With one year of experience in the industry, from seller to buyer, from analyst to investment leader, Wang Nuo's professional ability has improved very quickly, and the speed of experience accumulation is also frighteningly fast.

Green Corner may feel that Wang Nuo is "immature", while Ye Yaohua and Yuan Rongxin do not have the qualifications and strength.

What outsiders don't know is that Wang Nuo's argument is a reversal of the results, and he has learned to cut out a variable and then deduce it from the core, so that the accuracy of the factors around the "manufacturing performance index change" is also guaranteed.

The form in which it manifests itself is ...... Wang Nuo finally perfected his arsenal, and his ability to "shake the pot" was improved.

"Is it difficult for me to even give objections now?" Ye Yaohua and Yuan Rongxin felt tired, they missed Mr. Wang who only carried a "machete" in his hand.

Now that Wang Nuo has shouldered the RPG, if you want to refute his point of view, you have to pull the fighter out first.

It's just that Ye Yaohua and Yuan Rongxin didn't object to Wang Nuo's intentions, but extended from this argument and told their own cognition of the market.

"Before the 1st, there is not much downside for the Australian dollar, unless the mainstream perception of the market changes. ”

"I tend to think that when the 1st opens, until the manufacturing performance index is released, there will be a trend higher, at least sideways. ”

"Even if the manufacturing performance index deteriorates, the Australian dollar weakens and is full of uncertainties, and how the international market changes is still a chaotic matter. ”

Ye Yaohua and Yuan Rongxin immediately gave their views.

The international market is very complex, and the price of a certain currency and a certain commodity is bearish, but ...... From a financial point of view, money is also a kind of subject, and even the essence is bonds, so the word "relative" is always engraved in the minds of international financial investors.

Currency A for currency B, currency B for gold, gold for oil, oil for currency C...... After a chain, it may be that when the asset is finally exchanged for currency A, there will be a change, and then some leverage will be stuffed into it, and the change will be a lot.

A data fluctuation is a market, a variable is a market that contains the volume and price, even if it is Wang Nuo, there is no probability of 100% victory, even if he determines that the manufacturing performance value is less than 50, the market may also give the so-called "bottom-buying rebound", "better than bad victory" and other reversal market.

"Everything is probability. Anyway, Wang Nuo saw the number in his hand, and after calculating it, he could enter.

It's complicated to say, but it's very simple to do, and the core argument has been deduced to the present, which is that "changes will occur, will appear at that time, and will appear in that direction", go short on the morning of the 1st, and then wait and see if you have to wait for the 3rd non-farm to come again.

What Wang Nuo didn't know was that Green Corner's point of view was somewhat different from him, he directly cut the variable of "kangaroo", and Green Corner used encirclement and suppression tactics.

Hong Kong Island, Jonas, who is used to come to the marketing department to play a small temper, heard the feedback Zhu Zeyang got from Wanli, and his small temper instantly turned into a big temper.

"No, Zhu, you should be glad that the project is not yet complete. Jonas's face was so stinky that he almost swept the entire marketing department.

"Mr. Jonas, although I don't have a research report, what I want to tell you is that Wang Nuo's funds have already arrived in the account opened in Tyrone International, and he ...... There is no operation. Zhu Zeyang had a headache, but he still felt that the matter was not out of control, and emphasized: "There is no operation, you should know very well what the representative means." ”

"You mean, Wang's view is neutral?" Jonas was a little persuaded by Zhu Zeyang.

The international market, whether it is invested in any target, can be short or long, not to operate means to recognize the current data, the perception of the market can only be neutral.

It is generally accepted in the financial research community that neutral research reports and non-research reports are similar to each other.

"Is there a second possibility?" Qiao, believe me," Zhu Zeyang quietly changed his title and said: "I know the consistent practice of the China Institute of Financial Research, the previous research report is brilliant, and the second research report is impossible to swim in high-risk areas, and he needs to realize the results first." ”

"Are you sure?" Jonas also knows the urine nature of the sell-side agency, a research report is correct, and the sell-side agency will monetize the results, that is, after getting the due contract or remuneration, the next statement will happen.

"I'm sure that the Wanli Institute of Finance is waiting for our contract. Zhu Zeyang was confident and said: "Everything is under control." ”

"I hope so. Wang Nuo's inaction made Jonas a little disappointed.

The objective facts are ...... Green Corner actually does not have much demand for short-term research reports, in the period of time before the completion of the project preparations, they have no intention of participating in the market at all, since Wang Nuo's funds are not moving, the marketing department will do whatever it wants, Green Corner has no attitude at all.

If Wang Nuo is in a hurry to "cash out" after a successful research report, then Jonas doesn't really care about the "slackness" of the marketing department, after all...... Dragons do not dwell with snakes.

"We all think we are crazy, that's true, but ......" Jonas didn't say anything serious to Zhu Zeyang on the surface, and it seemed that he was also a consistent performance of a difficult emotional intelligence household, but there was a faint trace of expectation in his heart: "Only a madman understands the thoughts of a madman, Wang, your style is not like this." ”

The team members of Green Corner, Blue Sky, Huaying 4, ICA and other funds have only one attitude towards the marketing department: the administrative dog is rough.

This is very easy to understand, if the investment team is a soldier who is struggling on the front line under pressure, the marketing department and the comprehensive department are all logistics, and the sell-side analysts, including Zhou Minghai, are also in the logistics category, Wang Nuo is recognized to a large extent because of his high return on investment, he is not only publishing research reports, he is also making investments.

The team, including Green Corner, glances at all the research reports published by Wang Nuo, and you can see a strong "death squad" style.

Neutral research report is possible, but there is also a possibility, a way that only the first-line investment elite can look forward to.