Chapter 68: One Night of Fish and Dragon Dance (Part II)

There was a bribery scandal in the pharmaceutical industry, but the honest pen shows that the pharmaceutical sector rose in April, what is this?

Because there is a bribery scandal, so it goes up?

What are you kidding, since Monday, April 2, the pharmaceutical sector has fallen by more than 5% so far, and if it is still rising, then doesn't it mean...... It was next up more than 5%.

If the pharmaceutical sector will rise back, what is the reason? There must be enough to offset the big positives of the bearish, or is the bearish fake?

Wang Nuo's mind has countless data and information flying.

At this moment, the bulls, ghosts, snakes, and gods in the financial circle have also run out.

"Chang Teng Group denies being involved in the case!"

"Kehong executives were taken away, and the management said it was only to assist in the investigation. ”

"The broader market weakened, with the pharmaceutical sector leading the decline. ”

"Strengthening supervision is imperative, will this squeeze the profits of pharmaceutical companies?"

Outsiders look lively, but insiders are ready to go, the so-called raising soldiers for a thousand days and using soldiers for a while, countless cases in history show that black swans represent huge losses and profits.

Whoever can get ahead of others will take away the benefits contained in this accident, or who will fall into the pit.

For the Institute of Financial Research, whoever can point out whether there is a mountain of gold or a giant pit in front of him will become famous, and the buyer researcher will definitely not be stingy to vote for you.

"Xiao Man, you contact Rainbow, if you need us to do further analysis reports, pass me the data that you should let me know. ”

"Ah Chang, I want you to pick out the information that can be used, as quickly as you can. ”

"Ah Liang, you are in charge of screening and preliminary analysis, and you have to ensure that what I see is useful. ”

"Arnold......" Zhou Minghai commanded with some excitement, and when his eyes turned to Wang Nuo's side, he saw Wang Nuo's appearance just coming back to his senses, hesitated for less than a second, and said something that surprised everyone in the conference room, "I have read the information, you can read it again." ”

"Liu Ye, you take all the information about the pharmaceutical industry in the institute, and then collect information with Ah Chang. Zhou Minghai commanded Liu Ye again.

At this juncture, everyone has no qualifications to oppose Zhou Minghai, but as long as they are not fools, they can see how eccentric Zhou Minghai is.

A top student of Northwestern University of Finance and Economics in the United States, Zhou Minghai asked the other party to do chores, and Zhou Minghai, a senior intern at Shanghai Institute of Finance, actually took him with him to teach in person, and the identity of a senior brother is really easy to use.

Wang Nuo didn't expect that he could actually enjoy this kind of treatment, at this time, the people who can sit in their positions and read documents without having to run around are the core of every research group.

"Don't think too much, you're not familiar with these things, just learn first. Zhou Minghai patted Wang Nuo's shoulder, and when he turned his head to look at the big screen, there was a deep expectation in his eyes.

The bribery scandal in the pharmaceutical industry is a small black swan event, for people in the financial research industry, usually those analysis reports are brushing the copy BOSS, and the black swan event is the wild BOSS, and those who have played the game know that the wild BOSS often produces good things.

The reason why Zhou Minghai is looking forward to it is because if he can lead the research team to publish industry-leading research reports, his career will go to a higher level.

"Brother Hai, Rainbow said that the data is normal for the time being, and we will be notified if there is an abnormality. "It takes a certain amount of time for information collection, screening, and preliminary analysis, but whether the data is abnormal or not is real-time, Chen Man immediately said to Zhou Minghai.

"It's fine. Zhou Minghai let out a sigh, seeing a trace of doubt flashing in Wang Nuo's eyes, he explained while there was still a little time: "Whether the data is abnormal or not, it means whether there is big capital manipulating, do you know the principle of stock trading?"

"Price first, time first. Wang Nuo replied casually, he still had some time.

Wang Nuo is undoubtedly bullish on the pharmaceutical sector, but he is not sure whether this wave of market will continue to cause a decline, and the position of entering the market to hold Qianpu shares is about -1.5%, so there is no danger of being forced to liquidate, because it will fall to 10% at most, and 8.5% is not enough to cause forced liquidation.

"Yes, let me give you a simple example, in the past, the steps of large capital shipments were to first pull the underlying stock up and down, and then they first hung tens of thousands of buy orders to attract follow-up buyers, and then removed step by step, and then hung their own buy orders, so that the trading qualifications of other buy orders were ranked in front of them, and they could start to close their positions. Zhou Minghai said simply.

Wang Nuo's mouth opened wide suddenly, but if he thought about it carefully, this method was really simple and rude.

Closing the price limit will cause the price to remain unchanged, and after successfully attracting follow-up buyers, the use of this method can indeed make the buying trading qualifications of large funds retreat.

"This method is illegal, so in recent years, if you want to use this way, you must hide some positions first, and the effect is not good, because everyone will test, I lose a hand to buy up, if the volume is not right, my order is traded, it can be roughly determined that there are funds in the manipulation. Zhou Minghai spoke very quickly.

Wang Nuo is also studying these experiences carefully.

"There are some other methods, but Rainbow said that the data is not abnormal, which means ......" Zhou Minghai said in a certain tone: "Either the market is normal, or this is playing big." ”

"In any case, the three-day break is enough for the market to react, and we have to make a choice until the situation becomes clear. ”

"For a short period of time after an emergency, it will generally be a shrinkage, and then a long and short divergence, and a large volume transaction, so the sooner you make a choice, the more counterparties will be available. ”

"For the buyers of the Blue Sky Fund, there are many sell-side research institutes that can sell reports, and sell-side research institutes that can do after-sales service are trustworthy. ”

Zhou Minghai's mouth was like a machine gun, as if he wanted to stuff all the knowledge into Wang Nuo's mind.

Wang Nuo also understood what Zhou Minghai meant, the unexpected event exacerbated the long-short divergence, released the amount of energy, and opened the rise and fall channel, so the time for the demons to dance has come.

"Brother Hai, the first batch of information. Zhou Minghai had just finished explaining to Wang Nuo, and less than three minutes before he gave the order, Yao Shuliang handed over a few printed sheets of A4 paper.

"There are no pharmaceutical companies involved in the case?" With Zhou Minghai's acquiescence, Wang Nuo leaned over to read the information together, and the latest information lifted his spirits.

As they got more information, the expressions of Zhou Minghai and the others became more and more hesitant, but Wang Nuo became more and more sure of his analysis.

There is no abnormality, which is the biggest abnormality, because Wang Nuo knows that the pharmaceutical sector will rise this month, so his analysis conclusion is actually nothing to say, the more the pharmaceutical sector falls, the more it means that the more it will rise, it must be bought.

Wang Nuo hesitated about Qianpu shares, and the stop-loss line he set was 10%, but the current decline was due to emergencies, and it did not represent the decline that Qianpu stock should have, so today's decline may not occupy the stop loss.

In Wang Nuo's judgment, the overall sector has declined, which proves that the rebound in the market outlook has increased, that is to say, the probability of Qianpu rising has increased.

"We ......" Zhou Minghai was about to say his opinion, but the door of the conference room was pushed open, and Tao Hui's figure appeared in front of everyone.

"We are bearish. Maintaining the usual strength, Tao Hui brought the latest news: "Blue Sky Fund and Rainbow Risk Control Department have fallen out, Alsleng wants to increase positions, pull down costs, and expect to complete the counteroffensive, Rainbow Risk Control Department threatens to lock their positions, and they hope that we will not add fuel to the fire." ”

There was silence in the conference room for a while, and then Zhou Minghai looked at Tao Hui with some unwillingness, and said, "But I'm bullish!"