Taihe Securities Research Department, which can also be called Taihe Research Institute, can be regarded as a behemoth in the industry, and its research areas cover macroeconomics, investment strategies, fixed income, industries, listed companies, funds, etc., so to speak, as long as China has, it has research.
As a domestic research and analysis institution that can barely be regarded as an authoritative one, Taihe Research Department actually didn't look at Lei Ting's investment, but he couldn't resist someone who wanted to find fault and insisted on pushing Lei Hao under its gaze.
On the afternoon of the 17th, when Lei Hao received the report from Leo, at the same time, the research analysis report dominated by him was also handed over to Liu Qiuhong, general manager of Taihe Research Department.
"Thunder Investment" Liu Qiuhong is a woman, as the general manager of the research department, she actually does not go down to do research in person, but develops business, makes overall planning, and operates the department as a company.
"Sister Qiuhong can take a look at this document and compare the analysis and market status in it, I have been following this company for a while."
It was Yang Lucheng who spoke, as the CEO of a fund company under the same institution, his relationship with the institute was naturally good enough to wear the same pants.
"Private work" Liu Qiuhong glanced at Yang Lucheng funny, she is forty-eight years old but still charming, she is very good at using her own advantages, of course, she is not lacking in ability, otherwise she would not be able to sit in her current position.
"No, no, no, it's a potential adversary."
Yang Lucheng waved his hand, remembering the time when he was overturned by Lei Hao, he felt a little depressed and angry in his heart.
But today, Yang Lucheng dared to say that he was thinking about the company, pointed to the document, and said: "Lei Hao, on the cover of the Forbes Chinese version, do you remember Qiu Hong?"
"Yangcheng little tiger remembers, the little fresh meat that is rare in the circle."
Liu Qiuhong smiled, and Lei Hao's information quickly appeared in her heart, even if her vision was very high, she had to praise Lei Hao for being "young and promising".
"I remember that the scale of Thunder Investment was very small, and they published a research report that the children were quite confident, giggles."
Liu Qiuhong covered his mouth and laughed softly, opened the document and looked at the information inside.
"It's all over the place, well, it's a little weird."
After looking at it for a while, Liu Qiuhong became interested, a person like her who has been managing the research department for a long time, can see the information contained in the data, and finally can only summarize it into a sigh: "Little madman." ” "Sister Qiuhong, let's take a look at the market situation."
Yang Lucheng said confidently.
"Hmm" Liu Qiuhong didn't know why, called up the data in the computer, compared and checked, and finally frowned.
A Lei Hao will not be regarded as a big problem by Taihe, and a research department of Thunder Investment, Taihe does not have to take it seriously, but when the two are combined to affect the flow of some funds, this variable is worth faceting.
Especially when the other party is on the right path, Taihe Research can use the other party as an option for competition or cooperation.
"The equity of Thunder Investment, Lei Hao did not release the slightest meaning."
Yang Lucheng noticed Liu Qiuhong's doubts and gave an answer in a timely manner: "Many companies in the industry have tried to get in touch, but in vain. ” "Eating alone is taboo in the financial circle."
Liu Qiuhong laughed and said: "But he is full of precision, first-class enterprises do standards, second-rate enterprises do brands, third-rate enterprises do products, the securities industry is actually similar, Thunder Investment wants to be a platform and has the right to speak, do they dare to speak?"
"People dare to fight against the Yangcheng Tigers with the regulatory authorities, what dare they not do" Yang Lucheng put forward his own suggestion: "I mean, while his foothold is not stable, press him" "Is it necessary?"
"I think I want to have it too" Lei Hao thought that he would be sniped, but he didn't expect things to come so suddenly and violently.
On the morning of the 18th, Lei Hao continued to send reports to various institutions, Qingyu, Wanbei, and even Taihe, in fact, all asked Thunder Investment for an analysis report, and the information was actually almost public.
On the side of Thunder Investment, we also subscribe to the analysis reports of well-known institutions in the industry, so that everyone can know each other's views and analysis.
Occasionally, if a new organization wants to carry out this kind of business, it will first use the method of sending reports for free like Lei Hao, and then move to the charging stage after winning a certain right to speak.
The report given by Lei Hao today is the same as the previous times, it is an ordinary document that seems to be stable, mixed with one or two of his own private goods.
Bearish Gonglide A, and then bearish Manwei Communications, are stocks in the electronics manufacturing sector, the former has a market value of 10 billion, and the latter has a market value of nearly 20 billion.
Thunder Investment is short selling these two stocks, the amount is not high, it can be over 10 million level, Lei Hao believes that it will not affect the general trend.
But until the close of noon, even if there was no hint of future information, Lei Hao still saw that something was wrong.
The two stocks did not fall Even if it doesn't fall, the trading order is still very active The trading order is active, and it is nothing, but Lei Hao knows very well that the company will not absorb and repay the coupon at this price.
So who is taking the market, does it have the funds to enter the market, and why "It's kind of weird."
Lei Hao frowned, but there were two nodes in the relevant future information.
Gonglide A will fall below the 20-day moving average of 1347 on Thursday the 20th, which is down 52 from the company's short selling price of 1421, and fell by 1 Mao 5 on Monday the 24th, which is down 11 relative to the price of 1347.
As for Manwei Communication, it turned around from 2019 to 1899 and then fell below 1850.
Now there are two days left before the 20th, Lei Hao is not in a hurry, a few percentage points of decline, for the magical Chinese stock market, that is, it can be reached in the blink of an eye.
But this situation is obviously wrong, the buying is too strong, and although there is a possibility of a decline after the volume, it does not apply to the current situation of these two stocks.
"Mr.
Lei" The office door was knocked on and pushed open, and Yu Rong, who was a little panicked on his face, walked in, holding a stack of documents in his hand.
After seeing Lei Hao, Yu Rong quickly spoke: "Taihe, Taihe Research Department has issued a temporary research report, they are optimistic about the electronics manufacturing sector, and each individual stock in the sector has been rated. ” "Taihe."
This familiar word flashed in Lei Hao's mind, and then he thought a little depressedly: "It's really ghostly." ” After taking the document, Lei Hao carefully checked the specific information, and sure enough, he saw the data Yu Rong said, which was not easy to do
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