Asset managers and funds, such buyers, must have their requirements when purchasing research services from sellers.

Dong Qingfang is doing the research business of the proprietary department of Wanli Securities, and it must almost cover the entire primary industry.

Wang Nuo did the same research, he issued the first report in four days, Dong Qingfang didn't need to think about it to know that there was something inexhaustible, but he didn't expect that this was not not exhaustive, but directly came to the west.

I'll give you a simple overall analysis, and then point out the seed plate, saying that it wants to lead the rise, simple, direct, with a little bit of ethereal feeling.

"He knew very well that I couldn't do such an investment report. Dong Qingfang turned on the computer, looked at the research report above, and thought: "So what he wants is that the amount of energy and the price are indispensable, and the winner must be divided, and the possibility of a stalemate and a tie is too small." ”

Dong Qingfang felt a wave of admiration in his heart, Wang Nuo first gave up the home advantage, and then gave up the time advantage, and reported every four days, showing his pride as an analyst.

"The heart is so big. Dong Qingfang sighed, he admired Wang Nuo's momentum, but he didn't agree with Wang Nuo's way.

A top-ranked analyst made Wang Nuo's choice, that is, he was brilliant, and a newcomer to the research institute gave this report, that is, he was beyond his strength.

In the final analysis, the job of an analyst is to accumulate advantages and evolve quantitative changes into qualitative changes.

In addition to Dong Qingfang, whether it is Zhou Minghai, Yao Shuliang, or Lu Jianming, Bai Rong, they all have this attitude, and Wang Nuo's choice is a little risky.

Inside the office area, there was silence, only the sound of squirming to clean up documents.

In the financial circle on Monday, before the opening of the market is waiting, or the bottom is waiting, the big people are busy sounding the first market alarm, but the small people have already done everything that should be done, and only after the alarm is sounded, they will enter the next stage of work.

Wang Nuo sat on the office chair, and he was also a little bored.

After the report was handed in, the stock market as a whole was declining but there was a hidden crisis, and Wang Nuo had no intention of entering the stock index futures and options market.

Because the honest pen gave a definite answer to the seed plate, Wang Nuo had no intention of investing, he just put millions in the market according to his own views and Ye Yaohua, Zhou Minghai and others, and carried out a more cautious correlation operation, and the risk was not great.

"Female researchers are inherently discriminated against, and it doesn't make a difference to me who is the leader anyway. Bai Rong sat in her seat, busy sorting out some documents, and had no desires in her heart.

"There should be a market in the seed sector, but it is not so simple to lead the rise. Lu Jianming, who was sitting not far from Wang Nuo, quietly clenched his fists: "Unless your previous arguments are realized one by one, otherwise, it will definitely not be that simple, if it ......"

"Your arguments have come true, and I don't mind throwing in the towel once. Lu Jianming quietly breathed a sigh of relief in his heart.

Before the stock market opened, the call auction began, and at first glance, many people were almost shocked to lose their glasses.

Just looking at the market, the stock market is miserable green, the decline is not deep, but the decline is obvious.

However, stocks related to the primary industry are in the red one after another, and there is a posture of becoming a safe haven.

On top of that, the seed sector is really leading the gains.

Lu Jianming's heart twitched.

Dong Qingfang had a bad premonition.

Zhou Minghai was also a little dumbfounded.

There is one thing that everyone in the financial industry knows: the market comes first.

Throughout the history of world finance, the data on the financial market will always take a little step or two before the information is released, which is caused by information asymmetry.

In most cases, when ordinary investors are still at a loss, financial capital, which has the advantage of information, has begun to cut into the market and pull up or down the price to the corresponding position.

Of course, financial capital can also be deceived by "information" at some point, that is, it will cause the market to fluctuate violently in a short period of time.

But in any case, the sharp changes in the market out of the information plane almost indicate that the information side has to keep up with this fluctuation, that is, ...... There is material to explode.

Sure enough, half an hour later, two pieces of information broke out in a row, allowing the market to quickly accept the data change just now.

"Inflation expectations ...... rising"

"The formation of hurricanes in the Atlantic, the possibility of drought in the United States, and the rise in international food prices. ”

Two pieces of information in a row, the first one covers China, and the second is the United States.

The biggest impact is the agricultural futures market, followed by a series of data related to agriculture-related stock prices, agricultural product prices, etc., the United States is still sleeping, and the Chinese financial market immediately reacted.

China is a big importer of agricultural products, and as soon as international grain prices rise, domestic agricultural futures prices will rise accordingly.

On the A-share side, due to some policy reasons, there are no listed companies directly engaged in grain production in China, so the second-level seed sector has been sought after by capital.

Inflation, rising food prices, the seed sector is not rising, as for those agricultural machinery, agricultural product processing, agricultural modernization and other stocks, more or less a little benefit, but in general, the seed industry is 100% leading the rise.

Wang Nuo's argument was directly half proven, but fools know that the higher inflation expectation data and higher international grain prices are a small positive for domestic agricultural product prices, and everyone may be able to raise prices slightly.

As for the data side, the good is coming in, and the crossover of various indicators is not in the form of gold, is it difficult or Xiangxiang?

"Not necessarily, China's agricultural product formation mechanism is different, futures prices must be bullish, but spot prices do not have to rise. There was the last trace of resistance in Lu Jianming's heart, and he still had the luxury of waiting for Wang Nuo to take the throne immediately after his defeat.

"The data for the seed sector is good, there are prospects for other sectors, and the rise in inflation expectations is positive for almost the entire stock market. Dong Qingfang has not yet broken through the last psychological defense.

Wang Nuo gave a short-term report, covering a 5-day timeline, and winning half of it is not a win, maybe there is a reversal? The rest of the plates are not without good things brewing.

However, after losing two bombs in the morning, as if to confirm Wang Nuo's analysis of the data side, financial capital seems to have completed the opening of positions in the early stage, and the next operation of the main force seems simple and rude.

The daily limit of two or three individual stocks in the seed sector of "Honghai Seed Industry and Henong Technology ......", with the information support of the rise in the price index of agricultural products, shattered Dong Qingfang's last illusion.

The four arguments have been turned into real arguments, and Wang Nuo's final conclusion is no longer wrong, and the seed sector with a rise of nearly 7% in more than an hour should be fired from the institute if there is an analyst who believes that it cannot maintain its lead in the next few days.

Whether it's fundamentals or data, where is it not bullish?

Wang Nuo's sword came from the west, and it directly turned into a sword to seal his throat.