Chapter 186: Rising and Falling (Ask for the first order)
In the box, the food was served, Tao Keren also opened a bottle of red wine, and the work of pouring the wine was naturally handled by Wang Nuo, but the three of them from the research department of Huapu Fund chatted very well.
Wang Nuo is patient, or to give Tao Keren face, and fulfills the duty of a junior character, he pours wine when he should pour wine, and he has no opinion on how to scald dishes and chopsticks with boiling water.
Long.
It seemed that it was time to start eating, so Tao Keren threw the topic to Wang Nuo.
"What do you think?" Tao Keren asked Wang Nuo while chewing on the food while holding the dishes and chopsticks.
Chu Muwei and Wei Qiang also quieted down, everyone knew the rules of the social circle, and generally when they were concentrating on talking, they didn't want Wang Nuo to interject, but when it came time to focus on eating, they could mention Wang Nuo a little.
Wang Nuo took advantage of Tao Keren's conversation and put something in his stomach, at this time he was just half-full, but the first sentence he said directly changed the atmosphere.
"If it were me, I wouldn't care about the opinions of that group of fund managers. Wang Nuo's words are not shocking, and he is endless.
"Poof, ahem, sorry. Wang Nuo's words made Wei Qiang choke on wine.
Tao Keren also opened his mouth wide, and his expression was a little surprised and ...... Look at.
Chu Muwei was interested, and his eyes seemed to be shining.
"The research department thinks that there is room for operation in the market outlook, and the fund management team wants to reduce their positions, is there anything to do with each other?" Wang Nuo shook his head: "It doesn't matter at all, I will issue my report, you operate your funds, believe it or not." ”
"Ahem. Wei Qiang inexplicably felt an itchy throat and coughed twice.
What is an analyst?
What is arrogance? This is called arrogance!
I'll publish my report, believe it or not! The strongest analysts are no more than that.
The problem is that when this kind of words came out of Wang Nuo's mouth, Wei Qiang just felt a little weird.
What is the purpose of Tao Keren's call for Wang Nuo to come over? It is to help Wang Nuo expand his contacts, and by the way, he will hand over some business of the research department of Huapu Fund to him, which is to help.
What about now? Wang Nuo's attitude seemed very subtle, he seemed to ...... Dare to say.
"Last week's rise of 4.6%, this morning rose slightly, from the perspective of fund managers, they from the beginning of the year to the present, generally get more than 10 percentage points of book profits, a stable investment method is what they are pursuing now. Chu Muwei has low emotional intelligence, but as long as it is about market analysis, he is willing to discuss.
"As I said, the analyst gives a report, and it has nothing to do with the direction of the fund manager. Wang Nuo said with a smile: "I have read the documents of the Huapu Fund Research Department, if it is correct, everyone is optimistic that the central bank will issue a reverse repo, and I also think that the stock market will rise a little on this basis." ”
"That's right, from the perspective of funds, the central bank must release money, the renminbi first depreciates and then appreciates, the depreciation is due to the outflow of funds, but the appreciation is the official operation, so the funds flow into the hands of official institutions, and the market has been siphoned off part of the funds, and the short-term gap will inevitably be formed......" Chu Muwei casually began to speak at length.
"The formation of a high level in the securities market, the flow of funds from the financial side into the entity, to support the appropriate acceleration of economic development, is the most likely to be formed. ”
Bilibili said a lot, Chu Muwei threw out a bunch of dry goods, and put the overall market and even the entire economic situation on the table for analysis.
"So, the research department is bullish. Wang Nuo pointed out the core point.
"But the research department needs to consider the consequences of reporting errors. Tao Keren tapped his fingers on the table.
"Who can guarantee that the research report is 100% correct?" Wang Nuo asked rhetorically.
"That's right, haha, who can guarantee that the research report is 100% correct!" Chu Muwei felt that Wang Nuo's words poked his heart.
How can there be a 100% correct analysis report in the financial market, everyone is playing probability, how much benefit, how much risk there must be!
Chu Muwei thinks that several of the analysts of the Huapu Fund Research Department are all fans of the authorities, this matter is a fart, everyone thinks that there is room for operation in the future market, just publish a report, whether the group of fund managers believe it or not.
Suddenly, no matter how Chu Muwei looked at Wang Nuo, he felt pleasing to the eye, and he didn't have a high emotional intelligence, but he just liked this style.
Tao Keren has a headache, having one Chu Muwei is enough for him, and now there is another Wang Nuo, he has a feeling of digging a pit and burying himself.
From the perspective of the interests of the department, Tao Keren needs to consider the stability of the research department, and if the fund managers have objections, it would be good for the research department to issue a more cautious report, and both sides will have a step down.
It's good now, Wang Nuo provoked the stubborn psychology of Chu Muwei's analysts, as the chief analyst of the securities market, it is strange that Chu Muwei will now agree to change his attitude.
"This kid ......" Tao Keren looked at Wang Nuo, but he was not angry.
As the relationship between Wang Nuo and Tao Xiu deepened, Tao Keren began to recognize and accept Wang Nuo, so he began to pave the way for Wang Nuo.
Tao Keren thinks that bringing Wang Nuo into some of his circles is a kind of support, and now it seems that Wang Nuo has his own opinions and ...... Standpoint.
"I give as much as I take. Wang Nuo looked at Tao Keren thoughtfully, and his own thoughts appeared in his heart.
It is true that Tao Keren's support is important to Wang Nuo, and he needs this help, but the cognitive difference between him and Tao Keren lies in the feedback.
Wang Nuo didn't think that he was just asking for it, Tao Keren gave him business and brought him into contact with analysts like Chu Muwei and Wei Qiang, could it be ...... Doesn't he have a value of his own?
From a certain point of view, Wang Nuo believes that it can be Tao Keren who takes advantage.
Because of self-confidence, Wang Nuo dared to express his opinions.
Because of his self-confidence, Wang Nuo surprised Tao Keren.
"What do you think?" Tao Keren asked Wang Nuo a question that was repeated for the second time.
"There is a reverse repo, there is an increase, I don't know if 4,000 points can be touched, but the position of about 3,700 points, it is obvious that there is still room for upside, whether it is price or volume, there is a certain amount of support. Wang Nuo naturally answered this question.
"You don't know how the fund company operates, the research department can't completely refute the fund manager's opinion in this situation, we can't give a simple buy recommendation, the fund manager team is the foundation of the company. Tao Keren seemed to be talking to Wang Nuo, but he was actually explaining to Chu Muwei.
Once the fund manager feels that the performance is okay, he may choose to play dead, and at such a time, how can the research department whip this group of lazy guys who have already completed their tasks?
"It just so happens that I'm bullish on reverse repos and bullish, but I still think it's going to fall back in the end. Wang Nuo threw out the core point.
The crowd was amazed.