Hello everyone, the rebound of the volume and price rise is coming, are you happy?
Today's more important news: the National Development and Reform Commission issued a heavy document, explaining in detail the "Several Policies on Promoting the Steady Growth of the Industrial Economy", and proposing 18 policy measures in terms of fiscal taxes and fees, financial credit, supply and price stability, investment and foreign investment.
These policy measures are really stimulating the real economy, and today A shares have risen along with the trend.
But I think that although "several policies" is positive, but falling on the disk, just like the interest rate cut and RRR cut, it is not an immediate positive, today's overall rise, the "policy" is good to help, more importantly, the market itself has completed the technical demand for the second downward exploration, there is a rebound and rise in the momentum, will be in the news of the good, there will be a larger rise.
Today's 10 trillion track stocks are all back, the most dazzling is the chip (Penghua Guozheng Semiconductor Chip ETF Connection C, Sino Analytica Growth Hybrid, Galaxy Innovation Growth Hybrid A), up nearly 6%, the same as crazy; followed by new energy (Qianhai Open Source New Economy Flexible Configuration Hybrid C, ABC Huili New Energy Theme Flexible Configuration Mix) also led the rise, photovoltaic (Tianhong CSI Photovoltaic Industry Index C) rose by more than 3%+, the original core lithium volt three musketeers have fully returned, this signal for the trend of the market, Crucial.
We start from the 4th quarter of 2021, the market almost has no main line, many are small and medium-sized market value of small plates in the face of the concept of speculation, although the hot spots continue, but are not sustainable hot spots, the market value and influence of the plate is also small, resulting in the overall trend of A shares is very hesitant, repeated up and down.
Therefore, if the market wants to choose the direction, especially if it continues to rise, then the plate power of these technology tracks must not be absent, and the volume and price can rise together to drive the mood of the market back.
I am very happy to see such a trend today, although I do not rule out a little trepidation in my heart, afraid of another "temptation", but in any case, the technology track can explode once, and the impact on emotions and funds is positive. Even if there is another step back, then the retracement period is the best buying point, because there is now the performance of the technology track, as long as the track plate still has strength, there is hope, the bottom of the market bottom rebound is also inevitable, the market confidence will not be scattered.
Well, let's talk about so much first, and share Tong Tong's operation today. I don't chase the core lithium volt today, the increase is too large, in case the deduction is a "day trip", I cried to death on the short high, it is better to wait for the follow-up track to rise in the direction of more certain, and then add the position.
【Stock Base Operation】:
1, increase the position of 1 unit Harvest CSI rare earth industry ETF connection C, demand continues to "break ground", domestic rare earth prices have reached a new high, this trend will continue in the short term, there is also room for further replenishment in the stock price, today's chips, new energy, military, photovoltaic have a relatively large rise, the rise of more I temporarily do not chase, rare earth today is not high, small positions plus one.
2, increase the position of 1 unit PICC CSI 300 Index, CSI 300 always feel that there is no creative index when the time comes to be fierce, but this index should be infinitely close to the big rebound, fixed investment is very appropriate, especially in the current position.
【Debt-based operation】:
1, increase the position of 3 units Penghua Puli bond C, yesterday all the debt base performance is not very good, under a lot of pressure, some of the decline is very large, are about to catch up with the stock base, this time the allocation of the debt base is particularly important. Penghua Puli does not contain convertible bonds, the style is relatively stable, the decline is also small, suitable for a stable investment style. With the advancement of the interest rate reduction policy, the performance of the debt base in this regard is estimated to be not as good as last year, so it is recommended that we distinguish the investment boundaries of the debt base and the equity base, the stock base is used for high-yield game, and the debt base is used for low-risk defense. Penghua Puli Bond C and Alipay Gold Selected Star Bond Base Penghua Fenglu Bond is not inferior, I will regularly chase positions.
Today's operation is not much, after all, the big rise in the market, do not chase too much money, and today the amount is more obvious, the follow-up upward momentum is enough, I do not do T to reduce the position for the time being, temporarily put down the trembling mood, hold the base to rise!
PS: In 2022, the total investment of my personal fund is 500,000 yuan, and 1 unit is 1,000 yuan, which is the minimum amount of each operation. Investors can set their own 1 unit amount according to the amount of funds invested, which is convenient for them to formulate investment guidelines for themselves.
The above operations are for personal sharing only and are not intended as investment advice. Equity investment is risky, and you need to be cautious when entering the market! I wish you all a smooth operation and a lot of money.