One. Disk observation
1. Among the major indexes, the China Securities 2000 rose the most, up 0.97%, and the largest decline was Hang Seng Technology, down 1.88%
2. Among the major ETFs, the Communications ETF was the strongest with an increase of 3.72%, followed by the Games ETF with a 3.35% gain, the Travel ETF was the weakest with a decline of 2.35%, followed by the Hang Seng Connect ETF with a decline of 2.11%
3. On the market, 3188 rose, 1633 fell, accounting for 63%, 66 up and 3 down, and the market sentiment was normal. The two cities traded 864.8 billion yuan, a decrease of 23.1 billion yuan from the previous trading day. More than 7.6 billion yuan was sold in the north direction and more than 3.5 billion yuan in the south direction. The top three net inflows of A-shares were consumer electronics, communications equipment and media, while the top three net outflows were electricity, computer applications and beverage manufacturing.
Two. Key ETF Analysis:
1. China Special Estimate/Golden Special Estimate/Belt and Road Direction:
For central enterprise win-win ETFs or state-owned enterprise win-win ETFs, you can pay attention to infrastructure 50 ETFs or infrastructure ETFs with better cost performance.
In the direction of gold special assessment, you can pay attention to low financial ETFs or securities ETFs.
2. Artificial Intelligence Direction:
Computer ETFs or software ETFs or artificial intelligence ETFs, the weekly line fell near the 60-week moving average, and the daily line fell below the 60-day moving average, waiting to see if it can recover above the 60-day moving average.
3. Media and game direction:
The early rise is large, the daily line fell below the 60-day moving average, the weekly line is far from the 60-week moving average, it should not be finished, but the market will repeat.
4. New energy direction:
You can pay attention to new energy ETFs or battery ETFs or new energy vehicle ETFs
5. Wine/consumption direction:
You can pay attention to the Consumer 50 ETF or the Home Appliance ETF or the Aquaculture ETF or the Travel ETF
6. Medical direction:
You can pay attention to Medical ETF or Innovative Drugs ETF or Hang Seng Healthcare ETF or Shanghai-Hong Kong-Shenzhen Innovative Drugs ETF.
7. Chip semiconductor direction:
You can pay attention to chip ETF or semiconductor ETF or science and technology 50 ETF or 5GETF.
8. Hang Seng Hong Kong Direction:
You can follow Hang Seng ETF or Hang Seng Technology ETF or China Internet ETF.
Summary
1. It is not recommended to take over the direction:
1. Game ETF or Media ETF
2. Computer ETF or Software ETF or AI ETF
3.5 GETF or Communications ETF
Two. Direction of light warehouse participation:
1. Infrastructure 50 ETF or infrastructure ETF
2. Semiconductor ETF or chip ETF or Science and Technology 50 ETF
3. Home appliance ETF or travel ETF
Three. Low suction + fixed investment direction:
1. Hang Seng Technology ETF or China General Connect ETF
2. Medical ETF or Hang Seng Medical ETF or Shanghai-Hong Kong-Shenzhen Innovative Drug ETF
3. Financial ETF or securities ETF
4. New energy ETF or battery ETF or photovoltaic ETF
5. Consume 50 ETFs or aquaculture ETFs
Disclaimer: The above is only a personal understanding of the market, only for learning and communication, does not constitute investment advice, profit and loss at your own risk. #ETF# #Fund# #Stock# #Market Guess Up or Down# #China National Fortune# #A股核心资产#