As long as the funds are sufficient, the first thing that comes to Wang Nuo's mind is the recent direction of the research team's work, the pharmaceutical sector.

As a sell-side research group that undertook the buy-side research business, the pharmaceutical sector is undoubtedly an area where Wang Nuo can have an information advantage, and the Blue Sky Fund has five or six billion funds there, and a slight move is a force that cannot be ignored in the market.

And Wang Nuo has determined that the pharmaceutical sector will rise in April, but it is still in the bottoming stage in the first few days at the beginning of the month, which means that the market must be there, but it has not yet come, this is the opportunity.

"There are a total of 107 stocks in the pharmaceutical sector, I should choose a target among the few operated by the Blue Sky Fund, if I know that the pharmaceutical sector is going to rise, and then I select stocks according to my own analysis, what proportion of energy will be consumed?" Wang Nuo thought for a while, turned on the computer and looked at the recent work of the research group.

Generally speaking, the fund's position in a stock is not allowed to exceed 10%, nor is it allowed to exceed 10% of the total market value of the underlying stock.

As long as it is a bullish stock, your market value is not much, I will try to hold 10% of yours, your market value is too large, I will hold 10% of the total amount of my fund, it is said that the blue sky fund is so angry that the risk control department of Rainbow jumps straight to the feet.

But from another point of view, it can also be perceived that the management of Blue Sky Fund such as Alslen has a lot of confidence, and they not only want to participate, but also have the purpose of manipulating the two small-cap stocks.

"Jiuyuan Pharmaceutical, Haixin Pharmaceutical, Qianpu Shares?" flashed a lot of information and preliminary analysis and speculation in his mind, and Wang Nuo was slowly looking for the inspiration for that investment.

"Haixin Pharmaceutical and Jiuyuan Pharmaceutical should not have the possibility of major fluctuations, what about Qianpu shares?"

"Does Changteng Group want to acquire Qianpu shares, and if they initiate the acquisition, will Kehong Biotech also enter the market?"

"It should be said that Kehong must enter the market, some of Qianpu's patents and technologies are duplicated with Kehong's exclusive drugs, and Changteng's goal of acquiring Kophong is to compete, and Kehong will at least raise the price. ”

"Now Qianpu's stock price is inflated, because Chang Teng has the possibility of initiating an acquisition, and Chang Teng's entry will definitely lead to Kehong's action at least to raise the price. ”

"The pharmaceutical sector will rise in April, will it be the overall improvement of the industry, which is a boost to Changteng's acquisition of Qianpu, and it is also a great support for Kehong's disruption. ”

"What I need to know is whether the market will really fall, if the general environment is not good, and the pharmaceutical sector will counterattack, it will undoubtedly increase the possibility of Changteng's acquisition of Qianpu. ”

The research team released a forward-looking analysis of China's stock market for the second quarter, which was full of bullish rhetoric, but in order to complete the task of securities companies, Wang Nuo and others were actually bearish.

In the past few days, the stock market has been shrinking and fluctuating, and the posture of the market outlook is clear at a glance, but what if? Wang Nuo did not use an honest pen to predict the trend of the market, he only determined that the pharmaceutical sector would rise, in case the market also rose, and the rise of the pharmaceutical sector was driven by the market, then Wang Nuo actually only had the advantage of those data at hand.

"Reducing variables is equal to reducing returns, and maintaining variables is equal to constant risks, this is really ......" Turning the pen speechlessly, Wang Nuo felt a sense of sadness.

But thinking carefully about the public welfare cooperation between the Water Purification Project Foundation and Hujiang Hotel and other enterprises, Wang Nuo gradually couldn't hold back the impulse in his heart.

In financial investment, there is no so-called steady win, you either exchange energy for money, or take due risks, there is no third option.

"If you don't try, you never know how good you are. Wang Nuo remembered his mother's teaching when he was a child, people live for a lifetime, it is a process of continuous trying, what is there to be afraid of?

"Allocate funds to hold Qianpu!" This night, Wang Nuo read the information until the early hours of the morning.

The next day.

"Do you want to sign a capital allocation agreement?" In the office area of the research group, Yao Shuliang looked at Wang Nuo in surprise, frowned and said: "It's not difficult, it's just that, Arnold, finance can only be used for investment, not speculation, you have to understand this." ”

"It's rare to be cooperating with Rainbow Fund, Brother Liang, I think there is a chance here" Wang Nuo said: "And I only need a quota of 300,000." ”

"300,000, it doesn't matter, anyway, your kid earned more than 20,000 last night, plus the salary also has a 30,000 guarantee, and then counting the income of mutual fund A, I rely on it, your income is higher than mine." Yao Shuliang complained, patted his chest and said: "No problem, I'll help you get it, most of the capital allocation companies in the industry are related to brokers, don't worry." ”

The size of the profit of the brokerage's economic business is determined by the customer's trading volume, so the brokerage hopes that the customer's transaction volume is as large as possible, which can not only make the market more active, but also earn more commissions, so many companies have a brokerage background.

As an analyst of a brokerage research institute, Yao Shuliang can also ensure that Wang Nuo gets the most secure capital allocation agreement, because he is looking for a capital allocation company with the background of Wanli Group.

Yao Shuliang is an analyst at Wanli Financial Research Institute, with an annual salary of hundreds of thousands, he looked at the contract of 300,000 yuan, and directly guaranteed Wang Nuo, and successfully got an ultra-low 1% monthly interest and the highest 10 times leverage, and also excluded a lot of restrictions, such as the limit on the position of a single stock, and the limit on floating loss liquidation, all of which can be removed or loosened.

Yao Shuliang is not worried about Wang Nuo playing himself, even if he is an analyst of Wanli Financial Research Institute as a guarantee, if Wang Nuo's principal is equal to the floating loss, he will be forced to close the position immediately, and Wang Nuo will use the account provided by the capital allocation company, and he will lose 30,000 yuan if he is in the sky, which is a small meaning.

On Friday, when Wang Nuo received his July income, he signed the allocation agreement.

"If the proportion of energy consumption does not exceed 90%, as long as Qianpu shares rise by more than 10% this month, I will have to earn, and the part that rises by 10% is pure profit. Wang Nuo calculated a little, "If Qianpu is acquired, it may be suspended, and I don't know if it is enough for a month." ”

"It's just that I've forced myself to set a stop-loss line. ”

"If the loss of 30,000 yuan has not occurred before Chang Teng's acquisition of Qianpu, I will cut the meat and leave, but if there is a good thing before falling below the stop loss line, the increase is likely not to be 10%. ”

A piece of information passed through his mind, and Wang Nuo did not hesitate to invest 330,000 yuan in Qianpu shares.