"It's too narrow. Zhou Minghai carefully read the research report, and finally could only give this opinion: "Your data interval is too narrow." ”

Zhou Minghai still couldn't help but express his opinion: "Expanding the data range as much as possible is a common technique used by analysts, which is equivalent to increasing variables, and there are many more things that can happen between 1-100 than 1-10." ”

"And your point of view is too clear, you spend half of the time explaining the market trend after the adoption of the management method, and a fool can see that you are biased towards this area, if it doesn't happen?"

"You're betting too much. Zhou Minghai kept giving his opinions, and when he finally came to a conclusion, his tone was very helpless, "But you can only bet a little bigger, and we can only bet a little bigger." ”

The more well-known the analyst, the more qualified he is to be vague, and the nameless analyst can only fight for strength, and it is an extremely tragic fight.

I'm this year's Buyer's Champion Analyst Selection, and I can certainly use the twelve-word mantra of "be cautious, be cautious, be cautious, and maybe volatile."

But I'm just a nobody, I can only say my opinion, if it's right, it's fame and fortune, if it's wrong, then ...... Who cares?

This is the sadness of ordinary analysts.

"Come on. Zhou Minghai looked at Wang Nuo, and finally found that he had nothing to say, facing the Huapu Fund Research Department, he and Wang Nuo were both small people, and they were not qualified to be vague.

"I passed the report over. Wang Nuo nodded, Zhou Minghai felt that there were no hard injuries in the report, which was enough.

As long as there are no hard injuries, Wang Nuo feels that this report can be submitted.

Send the electronic version of the report to the email address left by Tao Keren, and make another phone call, and all that Wang Nuo is left is to wait.

While waiting, Wang Nuo also completely regarded 100,000 yuan as his own bag, and after a day or two of rest, he had to look for the next opportunity to invest and learn.

After receiving the email, Tao Keren immediately asked his subordinates to print out the report, and he read the electronic version first.

Tao Keren is a senior executive of the fund company, how can he not understand the content of Wang Nuo's report, but after a cursory scan, he sighed: "It's actually a short-term report." ”

The time span of the study is not always better.

The longer the time span in your report, the more variables it represents, for example, those industry analyses that take five years or ten years, and the reader may forget that they have read the report after five or ten years.

Wang Nuo chose mid-May as the end point of the report, which is a lot of courage.

You know, this kind of short-term report is the most powerful and the easiest to show value.

But again, big benefits mean big risks.

"Xiuxiu still has a bit of a human eye. Tao Keren smiled and muttered to himself, and casually asked his subordinates to submit the research report to the database, so that the analysts in the research department could read it at any time.

Not long after, Wei Qiang, the analyst in charge of this research task, knocked on the door of Tao Keren's office.

……

Wanli Financial Research Institute, Tao Hui also has analyst friends in Huapu, and she also got this research report immediately.

"Short-term report?" Tao Hui smiled, "It's really a newborn calf that is not afraid of tigers." ”

It's May 9th, and Wang Nuo has published a research report that ends on May 20th, which means that every day is a test.

Tens of thousands of words of research reports, ten days, the data in you are all dry goods.

However, as Zhou Minghai said, Wang Nuo can only make this choice.

Passing the test by concealment is a loss for Wang Nuo, in the eyes of Tao Keren, Tao Hui and others, he just didn't accept his fate.

Thursday, May 10th.

Huapu Fund, Research Department.

Before the stock market opens, analysts pass on reports and opinions that should be revised to the various fund management teams.

Wei Qiang, who is responsible for the market analysis of the private hospital sector, has no love, does he dare to accept the analysis report of Wanli Financial Research Institute?

"Mr. Tao killed me. Wei Qiang looked bitter and said to himself unhappily: "The other party's data interval has a small overlap with my analysis conclusion, which seems to be a little radical, that is, give me more information for reference?"

In fact, Wei Qiang felt that the market would fluctuate between 5-10, and Wang Nuo gave 8-10, which is the so-called more aggressive.

It's just that Wei Qiang doesn't trust Wang Nuo's opinion at all, he used to be an analyst on the list, and he is arrogant.

With a ding, there was a special sound in the research department to prompt the securities market to start trading, Wei Qiang looked at the computer screen, and the data on it began to beat chaotically.

A few minutes later, Wei Qiang had a feeling: "How do these data look like a ...... Familiarity?"

……

Tao Keren had a small meeting with the company's senior management, and when the meeting ended, it was already early 10 o'clock in the morning, he suddenly remembered Wang Nuo's report, and opened the stock market software casually, so that he almost forgot to push open the office door.

……

Wanli Financial Research Institute, Tao Hui sat in the office, watching the private hospital sector start to trade in large quantities, and her face was full of astonishment.

……

"To sum up, the OBV indicator has shown signs of expanding its amplitude during the week, the long-short divergence has further intensified, and the market variables have increased. Wei Qiang, Tao Keren and Tao Hui all had a sentence from Wang Nuo's research report in their minds.

"What about the report?" In the research department, Wei Qiang suddenly turned his head and instructed his researchers: "What about the report I printed? The one that Mr. Tao uploaded to the database yesterday and bring it to me!"

"From the point of view of the trend of fundamental changes and the data evolution cycle, the beta index of private hospitals should be more than 1, and the alpha index should be greater than 0, which has a certain investment value ......."

"Compressing the timeline and magnifying the shock of the data surface, we can see that the resistance level does not fully reflect the objectivity of the price......"

The reason why the short-term report is the most powerful is because it will be verified immediately.

Wang Nuo's report was originally thrown aside by Wei Qiang, but he was right.

This is the iron law of fund operation, and the difference is that everyone has an independent view of risk and return.

Wang Nuo felt that the beta index was greater than 1 and the alpha index was greater than 0 in several time periods, and with the increase in the amount of energy, it was a very correct choice to give investment advice to buy.

Well, throw away all the arguments, Wei Qiang can also see at a glance that the market has verified Wang Nuo's point of view, the amount of energy can explode, the long-short divergence is aggravated, and the market contains large variables.

"This is unreasonable!" Wei Qiang looked at Wang Nuo's research report with some paranoia, feeling that there was a pile of paste in his mind, but in any case, the current market is responding to Wang Nuo's analysis step by step.