Xiaojun has experienced two rounds of bear market, from losing one million in 15 years to earning two million back, and is good at judging the top and bottom of the stock market!
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Yesterday, Xiaojun was mainly changing the drama position, and this month is basically the same as Xiaojun's analysis at the beginning of the month: the first half of this month is mainly fixed-investment, and it was mentioned earlier that Xiaojun's short position is waiting for a big drop near the end of the month, that is not falling in place for so many days in a row.
The reason is that the main reason is that the high has been grinding for too long, coupled with the external bearishness, so Xiaojun thinks that the rebound is the most reversed, and many short orders are set around 2800 to 2900, so Xiaojun's big position chooses to wait, and these days it is mainly defensive. But the short-term has fallen five times in a row, and there is no point in running again, this wave is stepping back, and the index is not 4,000.5 points, and there is no volume.
Intraday simulated valuation
Reducing positions for three days in a row, today is not a big reduction, Oriental ingenuity I changed a little intelligent driving, yesterday reduced 5,000, today Xiaojun reduced 5,000, today Dongfang also fell less.
Xiaojun Wanjia has 10,000 left in 40,000, there are 10,000 left in Quant 30,000, and 69,000 in Dongfang 80,000.
The central idea of Xiaojun's position: five consecutive declines and today's shrinkage, Xiaojun Zhongjia slightly grabbed the rebound. The first smart car, the rise in February is mainly the whole vehicle of intelligent driving in cooperation with Huawei, a wave of explosion, if you have a whole vehicle, it should rise well, but the upstream intelligent driving is not too much, so in the past few days, everyone has found that the adjustment of intelligent driving is relatively small.
The whole vehicle Xiaojun thinks that it has also peaked, so according to the rebound, it is also the principle of less rebound.
Xiaojun continues to invest in intelligent driving today. In addition, Xiaomi is also cutting into intelligent driving, so the competition of smart cars will accelerate in the second half, and $Hony Yuanfang Automobile Industry Upgrading Mixed C$ will continue to increase its position by 3,000 yuan.
Second, the bottom of the chip Xiaojun is equipped with other semiconductor plates, and the chip is ready to invest in the back wave of the market, Xiaojun believes that the science and technology 50 have fallen for five consecutive years, and the chip semiconductor has the opportunity to rebound, and the chip Xiaojun continues to invest 2,000 yuan $ CEIBS CSI Chip Industry Index C$
Third, one and a half points of science and technology innovation 50 quantities of energy, today there is a chance to appear in the volume. Therefore, Xiaojun CPO did not dare to copy, and Xiaojun continued to copy 2,000 yuan $Bosera CSI Robot Index C$. This is also a variety that has fallen down after Xiaojun's focus. Robots are also a big tech flashpoint this year!
Fourth, Penghua Pharmaceutical made Xiaojun earn more than ten points before the Spring Festival, and he was mainly based on domestic innovative drugs.
In addition, HUAWEI CLOUD has recently provided the Pangu drug molecular model and launched the Pangu Assisted Pharmaceutical Platform, which provides one-stop functional support, is easy to use, and covers the entire drug development scenario and process, shortening the lead drug development cycle from several years to one month.
Therefore, Xiaojun continued to invest 1,000 yuan $Penghua Pharmaceutical Technology Co., Ltd.
Personal position sharing (position is the most important): At present, the stock fund position is 2 million including losses, and bond-based insurance wealth management is not included in the total quota.
Position change record: In July 2022, the position was adjusted from 100 to 150, and in November 2023, it was adjusted to 2 million, and the investment included losses, which is reasonable, and today's position is 6.66
Personal positions, space is limited, you can see Xiaojun's real offer
Thank you to 1060 people for praising Xiaojun yesterday, and I look forward to continuing to exceed 1200 today, holding Xiaojun together, and earning it back together in 2024!