Author: Wang Yuanyuan
Editor丨Wu Yanling Li Yutong
After the electronic analyst of Founder Securities called "4000 points of A shares" and attracted widespread attention, therelevant person in charge of Founder Securities told the media on June 7 that the company has launched compliance investigation and accountability.
Interestingly,when the Shanghai Stock Exchange hovered at 3,400 points in May 2021, Huang Yanming, director of the Guotai Junan Research Institute, also shouted that "sideways won't last long, challenge 4,000 points".It was widely reported by the media, and after the melon-eating crowd watched, there was no follow-up.Few people asked Guotai Junan for Huang Yanming's opinion, and Guotai Junan did not respond.
Similar views, different people shouted at different times, brought different results, and the subsequent flow of public opinion, behind the changed secondary ecology.
From onlookers to curiosity
On June 6, the dazzling sales data of electric car companies gave the market a boost.
On this day, it is a joy for many secondary practitioners on the buyer and seller side, especially the fund managers who have taken a handful of new shares.
It was also on this day that Tan Jun, an electronic analyst at Founder Securities, took a picture of the Shanghai Composite Index at 3220 pointsand declared in a circle of friends: "I should be the first person on the Internet to call 4000 points, I believe in the power of belief. ".
Then the state of this circle of friends became popular, and the melon eaters, secondary practitioners, media, and self-media all joined the crowd to watch.
The voices of the discussions are probably similar - this state is more like "eye-catching and winning".After all, the last time the Shanghai Composite Index reached 4,000 points was in 2015, and every time the market picks up and there is a good market, it seems that there will always be someone who will shout the expectation of 4,000 points and brush a wave of existence.
In addition, despite the bright electric vehicle sales data, based on macroeconomic concerns, buy-side investors who buy stocks with real money have a different view of the future.
And as soon as there is a market situation, it has long been commonplace in the industry for brokerage analysts to "chicken blood" as expected behavior."Aren't many sell-side analysts like this?" said a fund investment researcher.
But the second-level people who eat melons don't stop there.
"Good-looking" and "Hermes bag in hand" have all become topics of discussion.Even the screenshots of Tan Jun's own WeChat account were widely circulated, and many people who had no business relationship went to add friends.
On June 7, when someone went to add the analyst's WeChat friends, WeChat even popped up a prompt: "The other party has been added as a friend too frequently, please try again later."There are also some online pictures posted in various groups, and it is considered that Tan Jun, the analyst who called out 4,000 points.
Such a trend of public opinion seems somewhat unfriendly.
After a wave of widespread attention, Tan Jun's circle of friends has been set to be visible for three days, and the remarks about 4,000 points on June 6 have already been deleted.
It is not uncommon for analysts to shout 4000 points and 5000 points
Being famous in this way may not be a good thing for an electronics industry analyst, especially since last year.
In fact, the practice of shouting 4,000 points and 5,000 points has long existed in the circle of sell-side analysts.For example, in 2014, Ren Zeping, the chief macro analyst of Guotai Junan, shouted that "5,000 points is not a dream"; in 2021, Huang Yanming, director of Guotai Junan, shouted that "sideways will not last long, challenge 4,000 points".
The only difference is that both Ren Zeping and Huang Yanming have a certain status and accumulation in the industry and have already become "Internet celebrities", while Tan Jun, who started his securities career at Huaxin Securities in 2017, is a fledgling. newcomer.
In addition, at least that year, Ren Zeping also published a research report for his 5,000-point view: "On the Last Battle Against the Bear Market - 5,000 Points Is Not a Dream".The Guotai Junan strategy team led by Huang Yanming also released a research report titled "Monarch Strategy: The market will challenge 4,000 points".
In contrast, only Tan Jun, a fledgling industry analyst in the subdivision industry, made empty conclusions based on no research report.
Tan Jun's public identity is the electronics industry analyst of Founder Securities.Association information shows that it joined Founder Securities in December 2021, and the current registration status is normal.
