#如何利用十万闲钱理财 #
Good afternoon, after two days of tragic decline, today finally ushered in the repair market, as of the text, the three major indexes rose, the ChiNext board rose more than 1%, the two cities rose more than 3,000, the capital north capital and the main force today have maintained a net inflow.
In fact, yesterday,the funds in the north of the late market were scrambled, and today there was a net inflow of more than 6 billion yuan, and the net inflow of the main funds today exceeded 10 billion.
Yesterday's new energy, military semiconductors have fallen sharply, yesterday has comforted everyone, valuable things fell to a certain position will definitely have funds to buy, many of the plates that fell sharply yesterday have rebounded today.
Although there is diving in the market and a certain writing stock in the afternoon, the overall look is fine, and it is easy to dive every time the intraday rally occurs, because there are profits to escape.
The overall market is not much to say, because even if it is a general rise of three thousand shares, there are still people who will lose money, so let's talk about the specific sector.
Industry analysis and personal operation of each sector:
New Energy:
Although new energy has fallen for several days, the current position is still quite high, and it is vulnerable to the impact of overseas new energy, so I myself have cleared the Qianhai open source utilities industry stocks.
Yesterday said that short-term can buy Bo rebound, but the risk is still relatively large, because the over-the-counter fund frequent operation is inconvenient, on the one hand, there are high fees, on the other hand, it is not real-time trading, we may buy the first two or three days can get the rebound, but before waiting for the sale to pull back. So I'm not going to do new energy short-term, and now that I'm selling it, it has nothing to do with me.
Do short-term small partners only need to pay attention to the new high position to reduce the position on the line, because the pressure of new energy now continues to rise is still very large, at present, there are still several points of rebound space, radical can fight, stable small partners can be appropriately reduced at each rebound.
Now my new energy fund is only left with Tianhong CSI photovoltaic industry index A, I think photovoltaic is still no problem, but also has been with everyone to increase the position until now, yesterday the tail of the disk pulled up no loss, today rebounded a more point, the current position is moderate, everyone hold it well, the small partner who did not get on the car can also get on the car, control the position on the line, try to keep the low suction.
Military:
Military industry fell too badly yesterday, fortunately today there is a repair, but the trend is not very strong, at present will continue to maintain shocks, this position is not good to operate, I have cleared the position of Huaxia industrial upgrading mix to wait and see, follow-up there is a big fall will consider buying Changxin National Defense Military Industry Quantitative Flexible Configuration Hybrid C or Boshi Military Theme Stock A
semiconductor:
Semiconductors are now up a day down a day, yesterday fell sharply, today rebounded more than 2%, the trend is still good, so my new energy and military clearance of the semiconductor has not moved, the long-term line to take up a day down a day is not much meaning, short-term and for one or two points of operation feel troublesome, for the time being or just put it, the small partner who has not been on the car can pay attention to it first, the follow-up pullback when decisively buying, in this position down two or three is a good buying point.
Liquor:
Today the entire liquor sector rose nearly 3%, Guizhou Moutai rose nearly 4%, the stock price returned to 2000 points, the old white dry wine in the morning, up more than 15% in two days, the trend is very fierce, China Merchants CSI Liquor Index (LOF) A rose more than 3% today, mainly in the fourth quarter is the peak consumption season of liquor, there is performance support, plus the position is relatively low, so it is sought after by funds, buy liquor should be unwinded, today is a short-term good take profit point, we can reduce the position, long-term holders continue to hold it.
I have cleared the warehouse, I wanted to wait for the callback to buy back, but I have not sold it and have flown, watching everyone eat meat.
Medical: Sino-European Healthcare Mix C
Medical care today also rebounded, but there is no liquor strong, medical market because the valuation has changed, a lot of pharmaceutical profits have been greatly compressed, so it may take time to repair, but the new energy can not go up, liquor also rebounded in place, that fund will still come to medical hedging, so everyone suck low on it.
Pay attention not to configure too much, do not add positions too frequently.
Others are subject to some policy loosening, like real estate, home appliances and the like may have a small wave of market, but do short-term requirements for trading points are higher, and tossing half a day may not make much money, I will not go to join in the fun, it is better to invest in a little index. Tianhong CSI 300 ETF Connection C Tianhong GEM ETF Connection C
Now the funds have been from the high level of new energy to consumption and other sectors, next year the style may change again, new energy everyone pay attention to take profits, now or see more and less moving, either to me like the clearance and wait-and-see, or low suction low plate to pave the way for next year.
The above is only personal views and analysis, for reference only, personal no operation today, everyone operates according to their actual situation.