In September, the scorching heat did not subside.

Shanghai's financial center is by the river, and the financial elite look out of their offices and skip the muddy river, sometimes looking down on the Yangtze River Delta Plain.

Huo Maoxiang stood in front of the floor-to-ceiling window, looking at the scenery outside the window, as if he had seen the road he had walked again.

once thought that he could dominate the financial circle by entering the financial circle, but now sitting in the position of director of the research department of the fund company, Huo Maoxiang has a feeling of "the higher he stands, the more he thinks he is small".

Where there are people, there are rivers and lakes, and people are a drop of water in the rivers and lakes, which one does not follow the flow?

There was a knock on the door of the "Tuk Tuk ......" office.

"Come in. Huo Maoxiang turned around and said flatly.

"Mr. Huo. The assistant walked in with a stack of documents, showed a flattering and friendly smile to Huo Maoxiang, and consciously divided the documents into several stacks and put them on the office, and started to work with ease.

It's just that the documents on Huo Maoxiang's desk seem to be too dense, and the assistant places them around, and in the end, there is still a copy left that is not suitable for place, so he changed his mind and said: "Mr. Huo, this is a research report submitted by Wanli Financial Research Institute, and you have instructed ......."

"Take it. Huo Maoxiang walked over and took the document handed over by the assistant.

As soon as he started, Huo Maoxiang's face changed slightly.

The thickness of the file is high, and it is ...... Divide into three portions.

Senior personnel in the financial research circle can guess the approximate amount of information through the thickness of the document, Huo Maoxiang naturally has this skill, and he immediately has some hunches.

"Medicine, insurance, securities?" Huo Maoxiang frowned slightly, briefly looked at the directory information, and waved his hand to the assistant, signaling that the latter could leave.

"The analysis of the two industries of medicine and insurance occupies only half of the space, and the analysis of the securities industry is even a little more than one-third, and the rest of the space is enterprise analysis." Huo Maoxiang was surprised again.

Flipping through some more key pages, the key data and opinions immediately came into view, Huo Maoxiang's eyes narrowed slightly, and then his mouth unconsciously half opened and closed again.

Long.

Huo Maoxiang felt a sigh in his heart: There are really people who don't want to go with the flow.

"Bearish on the securities and pharmaceutical industry, bullish on Huabang Pharmaceutical, Tailong Securities, Beijiang Securities, bullish on the insurance industry, bearish on Warburg Pincus. Huo Maoxiang raised his eyebrows, and the surprise on his face was very obvious.

"The insurance industry and the securities industry are both financial industries, one is bearish and the other is bullish?"

"Industry analysis and ticket pushing are at odds with each other?"

"No, how do these four stocks feel so familiar, this is ......."

"Hahaha!

Huo Maoxiang kept talking to himself, and when he sat down and opened the research report given by Wang Nuo, and then opened the documents of his research department, he couldn't help but feel excited.

These three reports are not just reports, these are three war letters.

Shenghe Research Department has no plans to issue research reports on these three industries for the time being, but whether it is Winbond Pharmaceutical, Tailong Securities, Beijiang Securities and Warburg Pincus, they are all research targets of Shenghe Research Department.

Among them, Shenghe Research Department is bearish on Huabang Pharmaceutical and Warburg Pincus, that is, it holds the opposite view to Wang Nuo, while the two securities stocks are bearish by Shenghe Research Department, which is in the same direction as Wang Nuo's view.

That's a lot of fun.

First, Wang Nuo analyzed the industry, and he also pushed stocks with a considerable proportion of weight in the industry, but they were long and short opposite, which ...... It's funny.

Second, the four votes pushed by Wang Nuo are all stocks being studied by the research department of Shenghe Fund Company, two positive and two negative, which is ...... More interesting.

"The opposite direction determines life and death, and the same direction divides victory and defeat. Huo Maoxiang originally felt that work and life were unwavering, but now he sees where his passion lies.

After reading the important data and arguments in the research report given by Wang Nuo, Huo Maoxiang spent nearly two hours, he stretched out his hand and pressed a button on the phone.

"Inform everyone that all stock market analysts are coming to my office. Huo Maoxiang said calmly into the phone.

After a while, the relevant analysts from Shenghe Research Department were present.

It only took two days for Wang Nuo to make a report, and he almost brought his subjective initiative to the strongest point, so today is only Wednesday, September 5th.

As we all know, at this point on Wednesday, the securities market is likely to be in a relatively stable stage, and analysts are a little more relaxed.

After the analysts from Shenghe Research Department entered the director's office, they were still interested in joking with each other.

"How many people have read the research report given by Wanli Financial Research Institute?" Huo Maoxiang asked a question first.

Only four analysts said that they had read it, and it was less than three hours after the research report of Wanli Financial Research Institute was submitted to Shenghe Fund, and four analysts had already read it, which was already a good result.

"What do you think?" Huo Maoxiang asked with some expectation, tapping the arm of the chair with his index fingernail lightly.

"Opinion? ”

"It's a bit of an outrage. ”

"The views are so contradictory. ”

"Every page is taken apart and looked at it, and it is okay, but when it is superimposed, the views are too different from ours. ”

In fact, when an analyst looks at the report, he or she looks at the key information and data, and then compares the information of the authority with his own impression, and the general opinion can come out.

Wang Nuo's report is so thick, and if you want to pick out the places with different views, it is definitely a bunch of piles, and it is impossible for everyone to adopt this method, so it is relatively simple.

Huo Maoxiang was not satisfied with this, and continued to ask: "Let's talk about it in more detail. ”

"In the first and second months of the third quarter, the market rose first and then fell, banks, real estate and other blue chips followed the market, and brokerage stocks slightly outperformed the market, but in the current situation, there is a great chance that securities stocks will make up for the decline. ”

"In August, the net assets of the brokerage industry showed a slight negative growth month-on-month, the market was not active, and the market was very clear about the long and short stalemate, but the institutional brokerage positions were generally too high, which was a bit miserable. ”

"The insurance industry has good policy expectations, and the corresponding stocks have not fully digested the fundamental support, or have been dragged down by the recent decline in the market, and the market outlook should be optimistic, and the medium and long-term prospects are good. ”

"Winbond Pharmaceuticals has not yet withdrawn from the pharmaceutical bribery scandal, and the safe haven attribute of the pharmaceutical industry has weakened, so it is not recommended to intervene in the short and medium term. ”

Huo Maoxiang wanted to listen to the analysis, and everyone was not weak, and blurted out various opinions, as a securities analyst, the entire market should be in his mind, not to mention that these industries and stocks happen to be the target of everyone's analysis.

There is no difficulty, no problem, Shenghe's research department is so confident.

"So, everyone is not very optimistic about these research reports, right?" Huo Maoxiang also smiled, remembering Yang Jianzu's entrustment, he said with a smile: "Then I'll let them take the report back." ”

"This ......" several analysts almost broke out in a cold sweat, they were willing to give advice, but they didn't want to take the blame, but if you think about it carefully, you can see that the people present almost include all the stock market analyst groups in the research department, and no one has made a bird.

There are many people who carry the pot, and the pot will not be too big, and those reports are really too contradictory, although it is a slap in the face to return it, but ...... Who cares?