Today is August 30, 2023, I am the monkey brother of Little Monkey Market, Monkey brother focuses on plate sharing, and provides market inventory after hours. Who does not know Brother Monkey, Mo Chou Lu is ignorant.
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Science and technology 50, chips rose 2%, 5G, robots rose more than 1%, nonferrous metals, gold rose slightly, since the market took the repair route, the next step is definitely to participate, seize the opportunity This market is more rare. Recently, the market sentiment has picked up, but the pace of sector rotation may also be very fast, and you can consider switching to TMT, medicine, military industry, etc. in the near future, short-term policies are favorable, there are more trading opportunities, and there are more early adjustments and better chip structures. In the short term, it focuses on the performance of domestic economic data and the interpretation of Sino-US relations, and in the medium and long term, it is still considered to be in the bottom range, and it can be laid out one after another, first defending the plate and then gradually attacking. On the one hand, U.S. bond yields are expected to fall from a high level, which is conducive to growth, and on the other hand, China is still in the policy game period. The configuration is relatively balanced. The bearish is the mainstream, those who did not get on the bus wait for 2850-2950, some of those who got on the bus have already got off, and some are ready to get off tomorrow. I am relieved that this wave of market is optimistic about technology and real estate. In terms of direction, it is optimistic about real estate, nonferrous metals and CSI 300, and the growth direction is optimistic about the robot sector.
Sector Analysis:
Real estate: Recently, I have been emphasizing real estate to everyone, and it has been very strong these days. When the financial real estate was launched, it was said that when real estate is stronger than finance, it is the real main rising wave of real estate, and now it is coming. These two days real estate is obviously stronger than finance, and strong is not one point or two, the weekend has given real estate a very clear policy expectations, resulting in real estate to go very strong, recently is also every day is good, here real estate should still have policies to come out, continue to be optimistic about the real estate market! Related Fund: China Merchants CSI 300 Real Estate Equal Weight Index C (013273)
Brokerage: Even if CITIC Securities is all green market reports, it shows that this direction is really weak, and the current capital battlefield is not in this direction, and temporary observation is the mainstay. Related Fund: Huatai Berry New Economy Shanghai-Hong Kong-Shenzhen Flexible Allocation Hybrid A (003413)
Medical: Controlling and reducing the cost of medical insurance will be a long-term theme. The opportunity lies in the structural opportunity in medical insurance spending, and the National Health Insurance Administration has recently clearly explained on the new round of renewal rules that it is clear support for innovative drugs, which is a statement that has not been seen much before. At present, the potential space for medical insurance to spend on innovative drugs is very large, especially after the price of some previously high-priced generic drugs is reduced, there is room to support some innovative products, so this issue should be viewed from a structural perspective. After optimistic about medicine, anti-corruption and centralized procurement and other policies have landed, the big pit has appeared, which may be the real bottom. After the rebound, focus on the layout of medicine to see if it can become a new main line. Fund: Huabao Medical ETF Link C (012323)
Chip: Chip stocks rose violently, all because of the news of Huawei's mobile phone yesterday night, tomorrow chip stocks soared a wave is normal, after all, it has fallen for so long, tomorrow's explosion is also reasonable, but this depends on the imminent performance. From the perspective of consumer electronics, mobile phone sales year-on-year and month-on-month August weekly first appeared, sales recovery is worth paying attention to!
Baijiu: Near the end of the month, after the intensive disclosure of the half-year report, you can rearrange the investment strategy for the second half of the year. The food sector was under pressure in the first half of the year, and the effect of raising prices was not good, and in the second half of the year, focus on whether there will be opportunities for improvement. Related Fund: China Merchants CSI Liquor Index Fund C (012414)
U.S. stocks: The Nasdaq 100 index rose +2.14% on Tuesday night (combined with exchange rates), this week pay attention to Thursday's August manufacturing PMI, the visit of the US Secretary of Commerce to China! The Nasdaq has started a new round of rally, and the other day has been reminded to increase positions, all completed the layout. Believe in Meiti real technology, just lie down and win. Fund: GF NASDAQ 100 ETF Linked RMB (QDII) C (006479)
Specific strategy:
Brother Monkey (Little Monkey on the Market) personally pays attention to buying thematic funds in the science and technology, pharmaceutical, dividend, and US stock sectors in the afternoon, which is in line with the subsequent trading opportunities. (For now, it is suitable to continue to low-suction latent and wait patiently). This sharing is purely voluntary labor and is not responsible to anyone. Buy and sell freely, and be responsible for yourself! Friends help Brother Monkey like or leave a message 666 to show support!
This market is always seven losses, two draws and one profit, as long as I can wake up 1% of the people are also considered meritorious, thank you!
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If a single article has 1000 likes or read 10000, the next article will be updated within 24 hours. Ashamed, I cheekily asked for it many times, but I couldn't achieve it! Friends with a battery on their mobile phones, I don't know what to do without you giving me likes. We'll see you tomorrow!