Chapter 415: Differences, Disagreements

In Shanghai, Ye Yaohua, who was alone, had no place to go even on Chinese New Year's Eve, and the uncalm in his heart made him choose to go back to the company to continue reading documents.

"From the research report on the stock market, Arnold's views are a bit blic. Ye Yaohua read Wang Nuo's research report on the stock market again, and took a puff of cigarette silently.

Wang Nuo is optimistic about the upward movement of the stock market, and the external research report gives the environmental protection and new energy sectors a "buy" suggestion, and the tone in the internal information is more certain, almost confirming that the strategic side will increase investment in this field.

Conversely, what impact will it have on the old secondary industry model by increasing environmental remediation, adjusting the development direction of the industry, and helping the faster development of new energy and other fields?

Substandard factories are bound to be shut down, so ...... Yield constraints.

If we want to protect the environment, if we don't vigorously rectify coking coal, steelmaking, and so on, then it is called a strange thing, and since we have rectified it, will the output not be affected? Who does not know how extensive China's secondary industry was when it was extensive.

These things can be summed up as a supply-side contraction, so the problem is that the price is determined by value, but ...... Affected by supply and demand, it can even be explained at a certain level that the price is determined by supply and demand.

Supply exceeds demand, and it is strange that prices do not rise.

Wang Nuo is from the changes in the stock market, the sharp rise in some sectors and the strategic analysis data given by several buyers, he came to the direction of his high probability, and he still lacks Ye Yaohua's data analysis and Yuan Rongxin's specific analysis of the strategic side.

During this time, Ye Yaohua has also been doing data analysis, and the tragedy is that he didn't dare to hand over the conclusions he came to to Wang Nuo, because: fifty fifty.

The ups and downs are ambiguous, the long and short divergences are serious, the variables are accumulating, the market psychology is polarized, and the index has reached an inflection point.

Yes, after rising by 20% in the fourth quarter of last year, the price of black futures still has an inflection point, that is, there is still room for upside, which makes Ye Yaohua himself feel surprised, in addition to the accident, he has a kind of fear and ...... Agitated.

Fear of the enormity of the risk, also excited and the risk is the twin brother's interests are also placed there.

"On the purely data side, I can only do some technical arbitrage, that is, trend operations, if I want to get more space, I must look at Lao Yuan's conclusion. Ye Yaohua was very nervous and helpless.

Guizhou Province, Tongshun City.

"Teacher, I know, but I am...... I want to know more precise information. "Eryuan Village, Yuan Rongxin sat in his room, talking on the phone with his teacher.

The national situation determines the operation mode of China's financial circle, and at least in the field of strategic analysis, personal connections are really important.

Wang Nuo can get information from several institutional buyers, can he enter the investment and have the same profit probability as ordinary retail investors?

As a strategic analyst, he has a lot of phone numbers of his peers, and everyone usually communicates with each other, forming an information network for strategic analysts.

What are the variables of such and such a strategy, the strategy analyst is the first to know, and even ...... Something ineffable is also there.

Therefore, the strategic analyst is really trying to make connections, and Yuan Rongxin is now collecting information everywhere, and also exchanging the information he has with his friends, and then everyone talks and talks, and a lot of things are clear to him.

For the time being, Yuan Rongxin can only say that he can't see through, and the macro strategy is of course a little good for the price of black futures, but the black futures have risen so much in the early stage, and they have completely consumed the support given by these strategies.

The market outlook is roughly divided into three kinds, one is good and the same as market expectations, the price is not up or down, the second is good to get out, the price is down, and the third is to be more positive and the price will rise.

This is the same reason that the dollar index has to fluctuate after the Fed is blind every time, and the dollar depreciates after raising interest rates, not because of the depreciation caused by interest rate hikes, but because the rate hike is not as expected, everyone has risen before, or because a high-level said that it will not be increased in the short term after the interest rate hike, so it is still to depreciate.

The information Yuan Rongxin got was that he was not up or down, not embarrassed, not up or down, and the expression on his face was a little stinky.

But this is the normal experience of strategic analysts, if Yuan Rongxin can know the accurate information...... Then the market has already given corresponding feedback, and it is not his turn to make a profit.

"Ashin, Mr. Li is here, come out and accompany him. Cousin Yuan Rongren's voice sounded outside the door, interrupting Yuan Rongxin's thinking, he could only smile helplessly and walked out of the room.

Before returning to his hometown, Yuan Rongxin was sensitively aware of the strategic changes of the Thanksgiving Charity Foundation from the participation of Ringan City, and as a strategic analyst of Thanksgiving Investment, he and Li Zhaofeng were also half colleagues, and they simply got accurate information.

Then, Yuan Rongxin was very unhappy, this unhappiness was aimed at his hometown Tongshun City, he knew very well that Tongshun and Ren'an City are now raising the Thanksgiving Charity Foundation high, if things change, then the situation will be different.

Very simply, the "good" is not as expected, and the "price" of the attitude of the two markets will change accordingly, and the "good" is enough, or even exceeds expectations, and the "price" soars immediately.

What Yuan Rongxin is unhappy about is that it is clear that the boss Wang Nuo is doing charity, but he actually has to face these pressures, which is really ...... No.

When he saw Li Zhaofeng, Yuan Rongxin obviously saw that Li Zhaofeng's expression was unconcealably tired, and he seemed to be busy in the past few days.

"Brother Xin, pity me that I can't go home on Chinese New Year's Eve, so I can only come to you to ask for a drink. When Li Zhaofeng saw Yuan Rongxin, he was also able to relieve his guard a little, and quipped meaningfully: "Tongshun City is also here to drink a cup of wine." ”

"It will be fine after a while. Yuan Rongxin said with a smile, he paid more attention to the company's next investment projects, and he quickly abandoned the state of the holiday, and the whole person entered the rhythm of work.

Contrary to Yuan Rongxin and Ye Yaohua, Wang Nuo has not devoted himself to work for the time being, although he has few blood relatives in his family, he also has to socialize during the New Year, and those colleagues who used to take care of him and his father also have to visit, and there are some unavoidable official exchanges, and a few days have passed when he is busy.

By the time Wang Nuo returned to Shanghai, the time had reached Saturday, February 9, and the domestic market was still resting.

The Spring Festival holiday has passed quietly, and the smoke of gunpowder in the market is about to ignite, Ye Yaohua and Yuan Rongxin, who have been busy for a few days, still did not give tendentious suggestions, but as the days passed, they still held their previous views...... Since there is an investment plan that can obtain stable income, why should you enter the futures market?

The stock market is also good, take it well in stability, take tens of millions of dollars in it and walk around, Ye Yaohua and Yuan Rongxin dare to pack tickets to have a stable rate of return.

Merely......

"Cognitive differences do exist, which means that there is room for operation. Wang Nuo saw an opportunity from various feedbacks, because ...... There are still differences in the perception of the stock market.

As for the perception of the stock market, Wang Nuo dares to say that he is absolutely right.