Personal analysis of hot sectors:
【Index sector estimated rise and fall】
CSI 300 Index: -0.5%~0.5%, narrow range;
[Today's strategy]: Broad-based index, I hold the People's Insurance CSI 300 Index, and I will wait and see today.
I think: today is a narrow range near yesterday's white line, there is no rebound to the moving average, there is no rise, the lower support and the upper pressure are relatively far, and there is no direction and no movement.
[Big tech sector estimated rise and fall]:
Chip: more than 2%, Zhongyang rebound;
Software: 0~1%, normal rebound;
Electronics: 1%~2%, small yang rebound;
5G: 1%~2%, small yang rebound;
Artificial intelligence: 1%~2%, small yang rebound;
【Today's Strategy】:
Chip hardware direction I hold is Sino Analytica Growth Hybrid today high take profit, Deppon semiconductor industry hybrid C, today wait and see.
I think: the big white line rebounds after the chip bottoms out 5 antennas, and the rebound force is relatively large, but when it meets the 120 antenna, it rushes back down, and there are 20 antennas and 30 antennas in this position, and the upper shadow indicates that the selling pressure has appeared.
Electronic consumption, 5G communication, artificial intelligence direction I hold is Quam CSI Artificial Intelligence Industry ETF Connection C Look at the end, for the time being, it is still okay, Tianhong CSI Electronics ETF Connection C Today's high take profit, Huaxia CSI 5G Communication Theme ETF Connection C Today wait-and-see.
I think: after the electronic bottom 20 antenna, the middle sun rebounded, but rushed back down, the upper shadow is a little long, I feel uncomfortable; 5G bottomed out 5 antennas and continued to bounce upward, indicating that there is support below and an upper shadow, but this length can still be within my tolerance range, or cautiously optimistic; Artificial intelligence pumped 20 antennas today, and fell back after encountering 10 antennas, indicating that the selling pressure has not been cleared, and it is estimated that there will be a narrow range of oscillations.
The direction of technology leader I hold is Tianhong Innovation Growth Hybrid C, which is not moving today.
I think: after the analysis of various science and technology sectors, some sectors have rushed back down, but some varieties still continue to rise, which belongs to a multi-pattern, not a full-scale selling pressure, so that the status quo is maintained and not moved.
[Estimated rise and fall of the big track sector]:
New energy vehicles: -0.5%~0.5%, narrow range;
Lithium ore: -0.5%~0.5%, narrow range;
Photovoltaic: -2%~-1%, small yin adjustment;
Carbon neutrality: -2%~-1%, small yin adjustment;
【Today's Strategy】:
New energy, lithium mine, battery direction I hold is Huitianfu CSI New Energy Vehicle Industry Index (LOF) C Wait and see today, SDIC UBS New Energy Hybrid C , wait and see today.
I think: new energy vehicles rebounded after bottoming out 30 antennas today, the trend is stronger than expected, 5 antennas continue to move up and wait for when to start, there is no stop profit strategy for the time being; Lithium mine today narrow range shock, not a rebound, not an adjustment, lateral fluctuations have no direction, the position is above 30 antennas, I feel that the adjustment is not large.
Photovoltaic industry, carbon neutrality direction I hold is Tianhong CSI Photovoltaic Industry Index C today wait-and-see, SPDB AXA environmental protection new energy hybrid C , today wait and see.
I think: photovoltaic rushed back down to the bardo adjustment, 5 antennas actually lost, this is a little less than expected, now I don't see the lower shadow, 10 antennas are too close to not much buffer, it is estimated that it will have to wait for the end of the adjustment (after all, it is normal to adjust for 6 days to adjust); Environmental protection is adjusted by the pressure of 30 antennas, this trend is the most standard, stepping back on the moving average is a low absorption opportunity, but there is no lower shadow at present, so 5 antennas are not necessarily support, continue to wait and see without moving, until there is a stable signal.
【List of changes in my position after the above analysis】
Special Notes:
1. The above content is only my own investment log and does not have any guiding effect.
2. The view is only for your reference, whether you can keep up with this idea, please decide for yourself.
3. It is not easy to be original, if you think your article is good, please like and comment, it will be a great encouragement to me.