Chapter 417 Investment, Position

Tyrone Financial Research Institute, Ying Zhexiu faced Qin Jiyong's attention and said this conclusion categorically.

"It is true that the strategic side determines the data side, and the data side also determines the strategic side, but throughout the report given by the Wanli Financial Research Institute, their data is subjectively biased...... "Ying Zhexiu did not have stage fright and talked eloquently.

Looking at it completely objectively, the wording in the research report given by Wang Nuo is relatively stable, but as long as it is a research report that reaches a conclusion different from the mainstream voice, it will inevitably be subjectively biased.

An economic data, or it can be objective and immutable, but when you add the trend and magnitude of subjective speculation, it can be slightly different.

In addition, the official data and the survey results of private institutions will also be different, and the differences in institutions will also make the data different, Tyrone believes that the number of workers in steel enterprises has decreased by 100,000, and Huapu can be considered to be 110,000.

Data is subject to subjective speculation, and the data subjectively guessed by analysts is the speculation of market participants and decision-makers, which is a chain and the value of analysts.

As long as insiders read the research report, they can compare the subjective cognitive differences between themselves and the authors at a glance, while the difference between Ying Zhexiu and Wang Nuo is that the former thinks that the latter's subjective speculation on the data is too strong.

"We all know that the structural adjustment promoted by the strategy after overcapacity caused hundreds of thousands of people to lose their jobs and change jobs last year, and the output value decreased by almost 100 billion, and this part of the value was not digested by the new industries that were replaced, and last year's GDP growth was less than 7%......

"Under this premise, too much change is excessive pay, I don't think the old industrial structure can afford to give up trillions, first change, then stabilize, and then change is the most appropriate way......"

"Even if it's ...... The company's information from some sources also shows that the policy side is satisfied with the development results in the fields of environmental protection and new energy, knows that labor pains are inevitable, and recognizes that the current patience has begun to be tested......"

God knows, Ying Zhexiu has been waiting for this opportunity, he very much hopes to prove that he is better than Wang Nuo in front of Qin Jiyong, objectively speaking, his analysis direction and control of data are better than Wang Nuo...... More secure.

For Tyrone, stability is earning, and Ying Zhexiu's analysis will never go wrong.

"Different analysts have very different views on the market, which is already a stylistic contradiction. Qin Jiyong sighed, but as long as he thought about Tyrone's capital flow and influence, he felt helpless.

Steady is to earn, it already has a leading edge, relying on its huge size, Tyrone does not need to go much faster than other investors, as long as it is a little small step, it can create enough profits.

So...... Wang Nuo's high-risk, high-return model is usable or not.

"The positive can also be a directional strategy deduced from data and information. Qin Jiyong thought silently in his heart, and at the same time, he had also heard about the situation Wang Nuo was facing.

Under pressure, he did not change his original intention, but still gave a conclusion that was contrary to the mainstream of the market, which is very powerful.

Huapu Fund.

"Mr. Tao, to be honest, Arnold should not have published such a research report at this time. After the meeting of the research department, Chu Muwei, who was sitting in Tao Keren's office, said with a smile: "He is gambling on the benefits." ”

"That kid doesn't want to come to Huapu. "Tao Keren was very sad.

"I'll say more, as an analyst, his foundation has been laid well, what he needs now is not radical, but stable, surnamed He, Ah Cheng Those fund managers are not always asking him to be in the limelight, research this thing, long-term stability, occasional brilliance is enough. Chu Muwei shook his head and said: "You asked me to evaluate this research report in private, and I can only give a good evaluation of the gambling, at most it is ......."

"He gambled reasonably, the probability of success or failure is very low, the probability is not to lose or not to earn, but as long as there is an inflection point, it will either be a big profit or a big loss. Chu Muwei concluded.

Tao Keren was even more speechless, since receiving Wang Nuo's research report, Huapu's research department has taken this information as a reference for the record, but the conclusion of the research report is too gambling, and the result is ...... Huapu is also an institution that makes money.

I'm so rich, why should I gamble? Even if the probability of winning or losing is very low, the time cost of funds is enough for ordinary people to buy a house in Shanghai, so why bother?

There is something even more fucked up, looking at Wang Nuo's investment case, Tao Keren has simply come to the conclusion: the cheap son-in-law will revise the investment strategy accordingly.

Thinking about Wang Nuo's current situation, Tao Keren is in pain, the Thanksgiving Charity Foundation is under a lot of pressure, and the Thanksgiving Investment side is going to make trouble again, and the analyst has fired a shot first, this kind of son-in-law...... It's a bit too much.

If one is not good, the analyst makes a mistake in the research report, and the investment company loses money, which will directly affect the operation of the charitable foundation.

More than half of the fundraising capacity of the Thanksgiving Charity Foundation is brought about by Wang Nuo's strength in the financial circle, and the remaining half is attracted by the charity projects of the foundation itself.

Tao Keren is very sure that Wang Nuo is now also in a state of "making money steadily", but that guy is used to wandering in high-risk areas.

Ye Yaohua and Yuan Rongxin also agree with Tao Keren's point of view, thanks to the support of the seller information database of Wanli Financial Research Institute, as well as the data obtained by Wang Nuo from various cooperative buyers, the difficulty of investment profit is actually not high, as long as the scale is not large enough to affect the investment strategy of large institutions, it is almost a steady profit.

However, in society, I Brother Nuo, after I have money, it seems that if I don't use leverage, it is not called investment, and I have no interest in buying and selling individual stocks, either playing futures or engaging in foreign exchange, and the risk is slightly higher.

Yuan Rongxin is more worried that Wang Nuo still has a burden of pressure on the operation of the charitable foundation, if something happens to personal investment, it is easy to have a chain reaction, he should be more careful, why should he venture in?

Don't...... Mr. Wang really "regards money as dung", and he has donated tens of millions, and he can't be called a problem if he loses tens of millions.

Wang Nuo knows other people's opinions, but his views are different: "Winning or losing is called gambling, and winning is bigger than losing, so it is called investment." ”

According to the information and data under his control, Wang Nuo feels that the probability of the rise and fall of bifocal and one steel should not be fifty or fifty, as for the specific situation...... That would oscillate with the change in information.

"This is a derivation of direction. Wang Nuo is looking forward to the changes in the market.

On February 11, the first Monday after the Spring Festival, the domestic financial market reopened.

Investing based on the conclusion of the strategic analysis will be very simple, that is...... Heavy opening position.

Rebar, 3057 yuan per ton, 10 tons per hand, 4877 hands in.

Coking coal is 1164.5 yuan per ton, 60 tons per hand, and 1576 hands entered.

And then...... Hey, you don't need to buy coke for the time being.