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1. Technical analysis post: around 12:00
2. Operation strategy post: around 14:00
3. Evening review review post: around 20:30
First, today's strategic ideas:
1, today's Weiwei stop profit half of Hong Kong stocks Hang Seng Technology hybrid base, counting today's Hengke half a month has risen by more than 13%, temporarily add the low T out; Then move 50,000 from the green power to coal, and add a few fixed investment;
2, the current industry sector views:
Coal temporarily rebounded, the current Beigang inventory has been greatly destocked + coal prices have stopped falling, coupled with the weather has entered the high temperature season, daily consumption has risen rapidly, etc., which has boosted the plate;
Livestock rebounds after a sharp rise, the probability of being in the bottom area here increases, and it is expected to grind the bottom for a period of time in the short term, and only after the peak season in the fourth quarter is it expected to take a decent rebound;
Precious metals are short-term bearish, overnight Fed news is hawkish, although the interest rate hike is paused, but it hints that it will still raise interest rates by 50 basis points this year;
Green power here with the high temperature weather after the increase in electricity demand will form a boost to the plate, so there is also an opportunity to step back, but the elasticity of green power is too small, just retain a part of the position;
New energy vehicles are currently subject to sales peaking, and there is a bit of no solution in the short term, and they can only participate with the idea of Bo rebound;
Baijiu has rebounded by 8% in the short term in several trading days, and it is not rational to chase up again;
Third, today's operation part:
SPDB AXA Global Intelligent Technology Stocks (QDII) C Today Weiwei Plus 1.3 thousand, the direction of this hybrid base allocation is mainly NVIDIA, Microsoft and Google and other Internet giants, so the trend is similar to NASDAQ, but because it is an active hybrid fund, the manager can adjust the position according to the market, so the performance will be better than the NASDAQ;
E Fund Artificial Intelligence ETF Connection C Today Weiwei Plus 1,000, this tracking sector is artificial intelligence, artificial intelligence covers the application areas include intelligent driving, financial technology, smart home and intelligent manufacturing, etc., from a technical point of view, the medium-term trend of the sector is good, short-term adjustment in place has opened a new round of rebound market, here the probability of continuing to go higher is greater;
Dacheng CSI 360 Internet + Big Data 100 Index C Today Weiwei Plus 1,000, the direction of this index base tracking is the Internet + big data sector, the cumulative increase of the sector in the past year is more than 34%, the cumulative increase in the past half a year is close to 16%, outperforming most of the narrow index and broad index, from a technical point of view, the sector is still in a proper upward trend, the medium-term trend is good, and today's step back is a better opportunity to increase positions;
Cathay CSI Coal ETF Link C Today Weiwei added 50,000, transferred from green power, observed that the current coal price began to stop falling and rebound, so put the coal position up, because the family urgently needs 20 money at the beginning of next week, and Weiwei's overall position is close to full, so it can only be used for the time being;
The following three points are very heavy, be sure to read them
1, the strategy sometimes according to the end of the plate to make some temporary adjustments, due to time reasons may not be too late to post reminders, so every day at the end of the day you can pay attention to the changes of the personal real market, in order to facilitate everyone to view, the real market will always be open;
2, on the question of whether it can be added/subtracted, in fact, there is no unified answer, depending on its own actual situation to make a decision;
For example, if the position is heavy but optimistic about the market, then only lock the position and do not increase the position; If the position is light and optimistic about the market, then add one plus in batches when adjusting; If the position is heavy but you are worried about adjustment, then reduce it in batches;
3, you can look at the idea but do not copy the homework, because everyone's situation is different: for example, sometimes it can be added, but Weiwei's position will not be added when the position is heavy; And sometimes it is necessary to reduce, but there is no need to reduce when the position is light, the situation is different;
Disclaimer:
The data is only Weiwei's personal operation logic, not as anyone's investment basis, never let who to buy or sell, according to this operation, profit and loss at their own risk; Other people's views are good to refer to, investment should have its own opinion, after all, money is their own, should be based on their own ideas;