Who will be the first to jump out? Wang Nuo is looking forward to it.

The waiting time was not long, dinner had not been eaten yet, Wang Nuo had no peers on his side to be bored, but Zhou Minghai finally began to have normal movements.

Everyone no longer purely despises and questions about academic qualifications, but begins to throw out dry goods.

"Even if the market is differentiated, I personally think that the relative yield of heavy stocks in the early stage is too high, the decline of ordinary stocks is too deep, and the probability of making up for the fall and making up for the rise is quite high...... an analyst.

"More than 130 private equity funds have announced the completion of position reduction, from another point of view, it can also be said that the vast majority of the remaining sector funds have not completed the year-end position adjustment work, this adjustment is likely to reduce the position operation, which undoubtedly pushes up the probability of the index downside...... "A buy-side analyst.

"There are many support indicators near 3500, from a fundamental point of view, the stock market does not have much downside, from the first three quarters, the domestic economy is still significantly better this year, compared to the beginning of the year, until the stock market has not given corresponding feedback......"

Why is the circle of analysts a small circle, just looking at the dialogue of this group of people, you can get a glimpse of the leopard and know a little about it.

Ordinary people come in to look at the analysts' remarks, and the bag is at a loss, all kinds of economic data, all kinds of financial terms, not professionals, who can know everything?

If you have to go to study for a few years? It's better to care about the illegitimate child of a certain celebrity.

Therefore, the dialogue between financial analysts has no intention of outsiders paying attention at all, only the insiders themselves play.

In response to the morning's research report, Wang Nuo can also see that so far, there are no qualified people who have come forward to make professional arguments.

Now it's all the kind of guy who "touches porcelain", anyway, if you say something wrong, you can delete it later, who knows who is who?

"In the past, Brother Hai might have replied a few words, but now ......" During dinner, Wang Nuo watched Yao Shuliang playing happily with Zhou Minghai's mobile phone, and couldn't help but feel that it was a good thing to have a "lively" colleague.

Brother Liang in society, even sweeping aunts can talk about it, let alone take advantage of the east wind on the list to communicate in front of peers.

"By the way, Arnold, do you want to enter the market at the end of the year?" In the restaurant, Zhou Minghai finished ordering, and only then did he seem to react, and asked: "If you want to do the medium and long-term, you can start to operate with the stock pool on the company's side now, the risk of loss is relatively low, and the relative income is more guaranteed." ”

"At the very least, we can still see the direction of operation on the proprietary and asset management side from some market changes. Yao Shuliang was also interested, blinked and said, "My coffin has already begun to enter." ”

"Brother Hai and Brother Liang are optimistic about the medium and long term?" asked Wang Nuo.

The dinner to celebrate the list was held yesterday, and the three of them finally had dinner together tonight, Wang Nuo didn't want to talk about his investment direction, but since Zhou Minghai cares, it's okay to say a few words.

Wang Nuo's current view is that the medium and long term is bullish as a whole, but ...... You can wait a little longer, and the short-term or market differentiation is the most likely.

"It can't be said that it is bullish in the long term, but the probability of loss is low, we at least know the blue sky, Wanli, Huapu, Sheng and a few places of some positions, comprehensive market, now enter the market, as long as the position is reasonably allocated, how much to earn dare not say, more than loss, it can still be guaranteed. Zhou Minghai said.

"The short-term is bearish, the medium- and long-term is bullish, but there are many medium- and long-term variables, and I dare not guarantee it. Yao Shuliang also elaborated: "On the whole, it is okay to enter the market first and hold a certain position, and then adjust it according to market changes, and follow the stock pool of the fund." ”

"I also think that the market is falling slightly or sideways in the short term, but ......" Wang Nuo took a sip of tea, and after a little hesitation, he said: "There may be opportunities for the short-term of heavyweight stocks, that is...... Stock indices may be able to do. ”

Zhou Minghai: "......"

Yao Shuliang: "......"

In fact, Zhou Minghai and Yao Shuliang's way is to use their own information advantages to enter the stock market to allocate positions, and slowly adjust according to the supply of variables, if the probability of a normal person's profit is half and half, they will almost reach 70%.

In addition, the loss space is relatively easy to control, and after long-term operation, Zhou Minghai and Yao Shuliang's wallets will certainly not be deflated.

In other words, if Zhou Minghai and Yao Shuliang stretched the timeline to quarters, they would almost certainly make money, and Wang Nuo's way would be ...... Compare adventure.

That's right, everyone thinks that the market is differentiated, and it can also be said that there are opportunities for stock indexes, but ...... Obviously you know that the fund has traces of operation on some individual stocks, why do you want to spell the stock index?

It's the difference between making money steadily, or risking a lot of money.

"In the short term, you think that the probability of sideways is the largest, which should be the same for all three of us, and the risk of doing futures is a bit high, although the possibility of ordinary stocks falling and weighting blue chips is not small, but the chance of success is not worth investing. In the end, Zhou Minghai shook his head and said.

"It's not that you don't know, we are bearish on the market, or even short on individual stocks, more to deal with the company's side, short-term ups and downs are still in the balance, and the capital side has to determine the data trend. Yao Shuliang persuaded: "You shouldn't be in a hurry to use money now, when this market passes, the market may become clearer." ”

"That's why I'm not entering the ...... right now," Wang Nuo said with a smile.

It is precisely for these reasons that Wang Nuo has not entered the market until now, and the variables he has cut are...... In December, there were 900 to 1,000 stocks with alpha greater than zero in the stock market.

There are just over 3,000 stocks in Shanghai and Shenzhen, with an alpha value greater than zero, which is to outperform the market in the most concise words, that is, if the market falls by 10%, then there are more than 900 stocks above -10%, and if the market rises, there are more than 900 stocks that have risen more than the market.

This reduction variable was chosen by Wang Nuo on the premise of reducing the proportion of energy consumption, which is very easy to use, and it is ...... It can be used whether the market is up or down in the future, and it can be adjusted according to market changes.

Wang Nuo thought very beautifully, including him, the people in the research office thought that the person who was taking the lead now was Zhou Minghai, and the rest could just wave their flags and make money silently.

However, after killing Wang Nuo, he didn't expect that Zhou Minghai, the chief analyst, would be safe and sound, but he was continued to be "educated".

"Damn!" Just when everyone was eating and chatting, Yao Shuliang, who had been taking time to play with his mobile phone, suddenly complained: "Dog, it's actually Tyrone's person, and...... Arnold, you haven't finished your pot. ”

Yao Shuliang showed the phone to Wang Nuo.

The information displayed above made Wang Nuo wonder if he was going to tell fortunes and see if he had committed a villain recently.