"I've seen that one too. Liu Ye's face finally flashed a trace of waves, but he was still pressed back, and then he spoke: "The gambling is indeed full." ”

"Which one, which one?" Wang Dan was excited.

Tao Xiu's eyes also flashed with curiosity.

This kind of thing with high risk and high return, not to mention laymen, even insiders are very interested, and Liu Ye's professional performance just now can also be said to be too stable.

"You can take a look. Wang Nuo hasn't used an honest pen until now, so he didn't worry about consumption, and directly handed over this information.

The two girls buried their heads in reading, and in less than a minute, they immediately raised their heads again, their faces dazed.

Investment plans, wealth management products, these things, ordinary people can also see the skin, and many of them do not understand the risks involved.

Wang Nuo's pick is mainly to invest in enterprises involved in the field of Internet finance on the New Third Board and GEM, including equity and bonds, and the bonds are all convertible bonds, and these target companies have a characteristic, that is, they hold financial licenses.

At first glance, it looks like nothing, but after careful analysis, you can smell the smell of gunsmoke, because ...... The valuations of these targets have spilled over to the point where they are starting to approach the tipping line.

"Now Internet financial enterprises, must have a financial license, which occupies a considerable proportion in their valuation system, at present, the official does not mean to increase the license review, that is to say, the valuation of these financial licenses is on a downward trend. Liu Ye opened his mouth and explained simply.

"So?" Tao Xiu and Wang Dan were still confused.

"So this part of the valuation of Internet financial companies will be evaporated or reduced. Wang Nuo thought for a while and gave a simple example, "It's like the Internet café license in the 90s, if the license is suddenly not issued, they will be very valuable." ”

"I see, you're flipping the evidence. Wang Dan was full of interest and said, "I know this." ”

"It can't be said that whether to control the number and frequency of license issuance is not a huge variable for listed companies, but for non-main board Internet financial companies, it is almost a lifeblood. Liu Ye said: "This financial plan invests in bonds and stocks, but in fact, it is still more biased towards holding shares, so the financial manager is optimistic that the valuation of Internet financial companies will rise." ”

"Analyst Zhou just said that this plan, it is good that the expected rate of return is very flexible, and the risk exists in the policy side without change, they must squeeze out the water in the valuation, that is, its loss probability is too high. Liu Ye continued.

Wang Dan and Tao Xiu began to know a little about it, and the former exclaimed in surprise: "Is this the reason why it has always had an open period?"

"Yes, this money manager is a bit crazy. Liu Ye spread his hands and joked with a smile.

"Brother Hai is not optimistic?" Wang Nuo was a little surprised, he still remembered that Zhou Minghai asked him to ask directly if he didn't understand any questions, did he just let him watch and play by himself?

"This kind of investment plan, few people look at it. Liu Ye smiled, suddenly patted his thigh, and said: "By the way, I have an analysis report on China's Internet industry, which contains a few pages of an analysis report on Internet finance, Wang Nuo, if you need it, I will show it to you." ”

Liu Ye's words made Wang Nuo suddenly not know how to answer, and Tao Xiu and Wang Dan, who were sitting on the side, were also a little excited, but they couldn't say where this emotion came from.

There is no doubt that Zhou Minghai and Liu Ye are both very professional people, the former has been immersed in the field of financial research for many years and can be regarded as experienced, and the latter is a top student of Northwestern University of Finance and Economics in the United States, and has several years of work experience in investment companies, and his ability is not comparable to the three senior students of Shanghai Institute of Finance.

It can be said that when Zhou Minghai and Liu Ye both hold the same opinion, Wang Nuo's opinion can be ignored, because he wants experience or no experience, and he has no academic qualifications.

What else is there to say? Tao Xiu and Wang Dan didn't think there was anything to say, but for some reason, they just felt weird in their hearts.

People, living as a matter of course, but wanting to see something that is not taken for granted.

"In that case, I'd better take a look at the one recommended by Brother Ye. Wang Dan's eyes rolled, she liked money, but after seeing the risks, she immediately chose a safe plan.

"If I could, I'd still like to see your analysis. Wang Nuo said subconsciously, and after feeling the surprise of the other three, he was also a little helpless.

"No problem, I'll give it to you later. Liu Ye waved his hand and agreed with a smile, then looked at the time and said, "But now, are we going to arrange dinner?" Xiuxiu, Dandan, let's have a meal tonight, it should be to celebrate Wang Nuo's housewarming, how about it?"

"Tell me how long you've been here. Wang Dan pouted and said, of course she knew that Liu Ye's target was Tao Xiu, but there was a free meal to eat, and she didn't mind rubbing a meal.

As for Wang Nuo, from beginning to end, no one seemed to think that he would object.

Only Tao Xiu glanced at Wang Nuo lightly when he agreed to Liu Ye's proposal, and there was a trace of expectation in his heart.

Dinner was ordered for takeout, and Liu Haigui didn't seem to be the kind of person who didn't have bad money, so he didn't even mean AA, so he ordered a bunch of things directly.

After eating, everyone chatted for a while, and when the two girls returned to their residence, Wang Nuo learned that Tao Xiu and Wang Dan actually lived next door, and he also successfully got Liuye's research and analysis report on China's Internet industry.

Until now, Wang Nuo has made sure that Liu Ye is not hostile, and he can be called personable when he talks or something, but the basis for all this to happen is because of ...... The other party did not see him as a competitor at all.

"One is a top student from a world-renowned university of finance and economics, and the other is a senior at Shanghai University of Finance, so it's no wonder that the other party didn't put me in the category of competitors at all. "Go back to your room and get the new bed cover or something,Wang Nuo thought a little self-deprecatingly.

Thinking of the afternoon conversation in the field of Internet finance, Wang Nuo's heart was a little messy.

Whether to re-select a research target is something that Wang Nuo is considering now.

"Why don't I admit defeat?" Almost while considering giving up, a smile appeared on the corner of Wang Nuo's mouth, opened the analysis report given by Liu Ye, and read it while turning the pen.

On this side, Wang Dan and Tao Xiu washed their hair and stayed in Tao Xiu's room to watch TV dramas together, and waited until 11 o'clock in the evening, Wang Dan went back to his room to sleep, and when Tao Xiu closed the window, she saw Wang Nuo reading the document through the unclosed window next door.

Wang Nuo and Liu Ye live in 1201, Tao Xiu and Wang Dan live in 1202, and Tao Xiu's window is facing Liu Ye's window and diagonally facing Wang Nuo's window after being pushed open.

As the night deepened, when Tao Xiu woke up from her shallow sleep and was about to go to the bathroom, she saw through the curtains that Wang Nuo's room was still lit.