Like it before watching, make a big profit this year! I hope that after reading it, you will reach out and give a thumbs up, thank you very much! Regardless of profit or loss, the big head is always there. You are also welcome to pay attention and learn and progress together!
Briefly talk about today's market! Today's A-shares continue to adjust, I thought there would be a good start in July, it seems that I still think too much. In fact, the big head does not have much expectation for today's A-shares, if I can maintain no loss and get through this difficult period, I will be very happy.
In addition, the RMB exchange rate is still unstable and depreciating, which has seriously hit market confidence, and northbound funds have also followed the net selling recently. You know, foreign capital increased its position at the beginning of this year, and now it is a low net sale, which is considered to be cutting meat, which is indeed not a good signal.
Of course, there are good times and bad times when investing. Now is a bad time, at this time the big head has two views, either lie down directly, work hard, and wait for the big rise to come. Or settle slowly, pick up cheap chips, and wait for the big rally to come. As for cutting meat, I won't cut it, otherwise I really won't have a chance.
About the Industry Sector:
Baijiu
Baijiu is now adjusting at a low level, and there are still about 4 points below the gap. If the gap below is made up, there is no support in the follow-up, and the liquor may hit a new low in nearly a year.
semiconductor
Semiconductors are currently repeatedly oscillating around the annual line, and I don't think semiconductors need to worry, after all, the semiconductor position is not high.
artificial intelligence
Artificial intelligence recently paid attention to whether the World Artificial Intelligence Conference was good news. I think artificial intelligence can still rise later.
New energy
New energy vehicles will be adjusted in the future, anyway, new energy vehicles I lie flat.
medical
Medical care has recently been hitting a three-year low, indicating that the bear market is still in place.
U.s.
The overall strategy of U.S. stocks remains unchanged, I will make a fixed investment if it falls, and I will not move bullish when it rises.
Today's personal operation sharing:
1, increase the position of 2000 "Morgan emerging power hybrid A (377240)", the big head today increased the position of a fierce brother's digital economy and new energy mix, at present this fund is mainly involved in the digital economy and new energy two directions. The big head also looked at it, in fact, as long as the market improves, Brother Meng's return should be very fast.
2. Increase the position of 3000 "Huabao Internet of Everything Flexible Configuration Hybrid C (016463)", the big head today increased the position of an artificial intelligence hybrid, which is an artificial intelligence hybrid fund managed by the TMT boss, mainly involving intelligent office, network security, computing power algorithms, etc. In addition, this fund is relatively volatile among similar technology funds, so I think there should be a good opportunity for subsequent technology rises.
3. Increase positions in 2000 "Southern military industry reform flexible allocation hybrid C (011148)", the big head today increased the position of the military industry, the military industry has recently stepped back a lot, so the big head is ready to invest one after another. At present, the valuation of the military industry is still at a medium and low level.
4, increase the position of 20 million "10,000 CSI software service index A (018182)", the big head today to increase the position of a software service, the software service index has been adjusted a lot, the big head feels that this is a good opportunity, so I will choose to invest slowly. Also, this World Artificial Intelligence Conference is also positive for the software index.
5. Increase the position of 1000 "Chinese high-end equipment manufacturing stock A (008009)", the big head increased the position of high-end manufacturing today, and now high-end manufacturing is also the adjusted low point, and the big head fixed investment once and other rebounds.
Investment strategy: A total of 10,000 positions were added and 00,000 positions were reduced today. In addition, the previous reduction of 8,000 positions has not yet arrived today. There are no unlimited bullets in the big head, you can directly look at my total funds. The big head will do a swing, that is, the profit will be some, the loss-making will buy some, and then wait for the rise. The long-term target of the large head, the Shanghai Composite Index 3700 points, ChiNext Index 3000 points.
Finally, sometimes short-term persistence will not see results, but long-term persistence will eventually usher in the rewards. Today's market is like this, I hope everyone stabilizes their hearts!
Oh, thank you for your previous friends for your support and hope to see friends, you can type "888" in the comment area to let the big head know that you have been here. Friends who haven't paid attention at the same time, remember to follow a wave, come on!