"I can't see through, artificial intelligence is a hot topic, and there are too many variables. Hearing Zhou Minghai's inquiry, Wang Nuo, who had not yet used his honest pen, shook his head temporarily and said: "On the key stocks, the stock of Quantai seems to have gone a wave, but it ......."

Wang Nuo looked at Chen Man, Qi Yong, Hong Dingqian and others, and did not speak again.

"Arnold and Liang follow me to the office, and the others go to work. Zhou Minghai ignored Qi Yong at all, beckoned Wang Nuo and Yao Shuliang, and walked towards the office.

"Financial research is really an inbreeding industry!" When Wang Nuo and the three walked out of the conference room, Qi Yong finally couldn't help but complain: "Don't even give me a chance." ”

"Okay, we're just newcomers, so there's no trust at all. Hong Dingqian was concerned about other places, smiled and comforted Qi Yong, rolled his eyes, and immediately approached Lu Haijia.

Wang Nuo seems to know some information that outsiders don't know, but as Wang Nuo's roommate, does Lu Haijia also have a chance to get in touch with it? Hong Dingqian seems to have seen the red renminbi.

Hong Dingqian was right, Wang Nuo did know some information.

The stock pool of the Blue Sky Fund is roughly divided into two parts, one is their original investment field, that is, medicine, oil and shipping, and the other is the option recommended by the Rainbow Fund, that is, the stock pool of other funds of the same company.

It is common practice in the industry that several or even a dozen funds under a fund company will overlap in their investment targets, and it is not impossible to understand this phenomenon with more funds and greater strength.

Wanli Financial Research Institute was originally responsible for the original three investment directions of Blue Sky Fund, but under the "efforts" of Zhiying and Lu Shen, the situation has changed slightly.

Texhong Fund's own research department, Zhiying Financial Research Institute, and Wanli Financial Research Institute, the approximate division of labor is that Texhong will analyze all the targets in the blue sky fund stock pool, Zhiying is responsible for the old three industry targets, and Wanli is responsible for the new target stocks.

Wang Nuo, Zhou Minghai and Yao Shuliang are three people, and this period of time is analyzing the field of intelligence.

In China's stock market, there are only five intelligent related sectors, and there are even more individual stocks, and it is impossible for the research office to be busy, so the blue sky only asks Wanli to give a short- and medium-term industry report, plus the analysis of several recommended stocks of the Rainbow Dafeng Fund.

The task is not heavy, but Wang Nuo is excited that Blue Sky revealed some of their own and Dafeng's operational intentions, and the situation became clearer.

Walking into Zhou Minghai's office, after Wang Nuo sat down, he picked up the unfinished words in the conference room: "I'm afraid they won't be able to withdraw." ”

"Dafeng is doing long-term, and several heavy stocks have been held for more than a year, and it may be difficult to exit, but it will not be too much. Zhou Minghai waved his hand and said: "What do you think about the intention of Dafeng and Blue Sky to be considered as a variable?"

"Constant speed, bottoming. Yao Shuliang said two words.

"There may be opportunities in the short term. Wang Nuo added.

"Blue sky should be medium and long-term. Zhou Minghai shook his head again.

"What's the matter with us?" Wang Nuo said subconsciously.

Yao Shuliang immediately laughed and said, "Yes, what we have to do is accuracy, it doesn't matter if it's long, medium or short." ”

There was a burst of laughter in the office, the financial research institute and the fund company are different, Lantian wants to do the medium and long-term, but it does not mean that Wang Nuo and they can't give short-term reports.

As long as it is right, as long as there is room for operation in the report, the long-term can also be frequently adjusted in the short term.

Moreover, the blue sky let Wanli shift his focus, in such a few days, if Wang Nuo dared to report in the short term, it would be even more powerful.

"It's still too risky to start with a short-term report. Zhou Minghai interrupted Wang Nuo and Yao Shuliang's laughter, and said with some worry: "The blue sky gives too little time, how can we know how to move the curve of Quantai." ”

"And I feel that the Blue Sky Fund is hiding a lot of information, why did they enter the market at this time? Just because of the pressure of the deputy director?" Yao Shuliang opened the cigarette case and began to scatter cigarettes and light cigarettes, while saying: "I am a little suspicious that Dafeng is also increasing its position, and the Rainbow Department is going to do something." ”

"It's not impossible, anyway, everyone is a private equity fund. Zhou Minghai sighed, but still kept a smile on his face: "At the very least, Lantian Ken let us know the fact that they have entered the market, and also revealed some position data, and the difficulty of analysis has been reduced." ”

"Brother Hai, if Brother Liang guessed correctly, Dafeng is also increasing his position?" Wang Nuo asked: "You know, the data that Blue Sky has given us shows that they have added more than 3,000 hands in the past few days, and it is obvious that they are protecting the bottom. ”

"Therefore, we should regard both Tat Fung and Blue Sky as one of the variables that affect the future direction of the whole Thai market. Zhou Minghai said a nonsense.

Dafeng Fund holds about 20,000 shares of Quantai Technology, the cost price is unknown, according to the current market value, this is more than 46 million yuan, according to the available information to speculate, it is in a 5%-10% book loss state.

The Blue Sky Fund entered the market in a few days and held more than 3,000 hands, the size of which is also more than 7 million yuan, and the obvious intention to protect the bottom is really unpredictable.

Quantai Technology closed at 23.08 yuan last Friday, a decline of 13.7% in the previous year, and Dafeng held a position for more than a year, but it can make the book loss of this stock position less than 10%, which is related to their successive increases and continuous adjustments.

Then Dafeng's attitude is actually obvious, Quantai continues to fall, they continue to increase their positions, and even add to close to the limit of positions, and the attitude of the deputy director of investment of Rainbow Fund is almost universally known for its long-term optimism about Quantai.

In this case, blue sky entry, equivalent to Rainbow has tens of millions of funds to use on it, for the total market value of 12 billion, more than half of the total number of outstanding shares of Quantai Technology, is not a small number, because its average daily trading volume is about 30,000 hands, turnover rate of about 1%.

The reason for Wang Nuo's expectation and caution is that after Lantian issued a request, the trading volume of Quantai Technology is increasing, and last Friday it was 60,000 lots and a turnover rate of 2%.

Fools know that there is a situation here, and Wang Nuo can know some information about the blue sky, so it is strange that he can not be greedy.

The problem is whether to win long or short, Wang Nuo's current money is placed in the charity fund account, and after his charity fund completes the stock account opening process, it cannot be operated on margin trading, which means that he can only be bullish.

"However, what the blue sky says, I can't believe it. "Wang Nuo is very troubled, the guys in the fund company sometimes give false news, they say that you will believe it when you enter, then don't blame you if you are sold.

Private equity funds have no obligation to release position information to the public, and when they enter the market, at what price, and how many positions they hold, all have to be deduced by others through external data.

All Wang Nuo can do now is wait.

There are many variables, high risks, and large possible returns, if no new information is conveyed, Wang Nuo may choose other more stable stocks, and there is an honest pen to cut the variables, so he can not be in a hurry.

However, what Wang Nuo didn't expect was that he waited for a while, and after the stock market opened, as long as the stocks related to the word "intelligence" were related, they began to burst out of energy, and funds continued to flow in and out, and things began to change.

Not only did Blue Sky Fund sit still, but Wanli Securities, which had not made a request to the research office for a long time, also began to pass on information.

The last variables that Wang Nuo wanted to get have finally surfaced.

"Xinghua Technology may launch their AI chips at the press conference!" Wang Nuo, Zhou Minghai and Yao Shuliang looked at each other, and the only thought was that "the financial circle is really deep".

Whether it is Wanli Securities or Rainbow Fund, it is clear that China's stock market can be summed up in one word: speculation.

Wang Nuo was a little excited and entangled at this time, because ...... This is definitely short-term, or even ultra-short-term.