$SSE Index$:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock reminds at the end of Monday, and the market on Tuesday tomorrow is a personal idea:
Shanghai Composite Index: Today's market, driven by the weight of cyclical resources, continues to be a doji, and it is expected to beware of the emergence of highs after the holiday. The current trend I personally tend to be defensive, position control.
$GEM refers to $: The trend of GEM continues to be weak, and the gap is covered by the downside after the holiday.
The current personal trend idea is: the idea of entering the market at the bottom of the A-share industry sector, selling high and absorbing the band low
Short-term thinking: the recent position is 800,000, and the total position this year is 3 million. (3 million in the plan to change, 1 million deposit time waiting)
(3) Personal Position Strategy:
Today's Position Increase:
(1) $ Yinhua CSI A50 ETF Connect C$ (021209) (add 3,000 yuan)
Personal Plan:
(1) The CSI A50 Index is a leader in traditional industries and a leader in emerging industries, and its performance is better than that of other traditional 50 index broad indexes. It is currently the most extensive coverage of the main weighted and wide index.
(2) The CSI A50 Broad Index covers 11 primary industries, covering more than 60% of secondary industries and more than 50% of tertiary industries, which is more comprehensive and adequate than the traditional 50 index. The current dividend rate of the CSI A50 Broad Index has been stable at more than 30%, and the dividend has been stable at more than 40% in recent years, much higher than that of the CSI 300 Index.
(3) The current change in the weight of A-shares, each round of style rotation, CSI A50 Index tracking comprehensively. I personally plan to start entering the market today to establish a bottom position allocation and follow up the subsequent trend development.
(2) $ChinaAMC Hang Seng Hong Kong Listed Biotech ETF Feeder (QDII) C$ (016971) (Add $1,000)
Individual plan: The Hang Seng Hong Kong Listed Biotechnology Index is the main component of the same major categories of Hong Kong stocks, and is a broad index of Hong Kong biomedicine. Since February this year, the Hong Kong stock pharmaceutical market has built a bottom area, and at present, the bottom area is being consolidated, and the bottom is gradually building a momentum. Considering the medium- to long-term direction, Hong Kong stocks have recovered from the bottom of valuations. I personally plan to increase my position and buy low today, and continue to increase my allocation in the bottom area of Hong Kong stocks and medical technology. Spread out the average price of the position, and wait patiently for the market to recover and pick up.
(3) $ChinaAMC CSI All-Index Real Estate ETF Connect C$ (008089) (Add $1,000)
Personal plan: The CSI real estate sector is the main weighted sector of the A-share cycle and a pillar industry of the national economy. At present, the real estate industry has been in a stage of a bottom trend since February after seeing the lowest position in five years, although the upward trend has not yet started, but with the economic range, land prices around the country will pick up. I personally plan to increase my position at the bottom of the historical low to increase the CSI Real Estate Index, spread out the average price of my position, and wait for the bottom to start.
Daily Regular Investing Section:
(1) $Guolianan Value Preferred Stock $(006138) (1000 yuan for additional positions)
Personal plan: Guolianan Value Preferred Stock is a blue-chip track in the direction of state-owned enterprise reform, and it is the main industry of economic development this year. This year's reform of state-owned enterprises has been on the agenda, which is the current main line of key tracks, and the overall trend has steadily shifted from the bottom of the undervalued area to the upward center of gravity. From the perspective of medium and long-term trends, the reform of state-owned enterprises will have fundamental advantages. I personally plan to use the low-level after the recent pullback, low-suck entry allocation, and hold the follow-up trend of the reform theme of state-owned enterprises to pick up the market.
(2) $CEIBS CSI Chip Industry Index C$ (020483) (1000 yuan additional position)
Individual plan: The CSI Chip Industry Index is one of the main industries in the technology category this year, and it is also the hot industry track this year. This year's science and technology category in the semiconductor chip industry belongs to the main hot track of hardware, is the focus of science and technology category, the current de-capacity has been completed, the semiconductor chip industry is in a period of low prices, the current bottom bottom to build momentum I personally think is an opportunity. I personally plan to meet the pullback in the CSI chip industry index, return to the entry allocation in the bottom area, increase the proportion of positions, and wait patiently for the follow-up trend of the semiconductor chip index to pick up.
(3) $Wells Fargo CSI STAR 50 ETF Connect C$ (013314) (add 1,000 yuan)
Personal plan: The Shuangchuang 50 Index is composed of 70% of the GEM and 30% of the Science and Technology Innovation Board, which is a comprehensive wide index of the A-share theme category, and the current GEM is in the 1800-point line, and the Science and Technology Innovation Board has also returned to the lowest area in history, and the current position belongs to the undervalued area of the theme category. My personal plan is to enter the market at a low level and patiently spread out the average price of the position. Wait for the bottoming out market to come.
Today's part of reducing the position and falling into the bag:
(1) JPMorgan Overseas Stable Allocation Mix A (Take Profit and Pocket, Profit 1%)
(2) Wells Fargo CSI Coal Index C (take profit half, profit 2%, adjust to Wells Fargo CSI Science and Technology Innovation 50 Index)
(3) Morgan NASDAQ 100 Index (Take Profit Pocket, Profit 4%)
(4) Bank of Communications Zhixuan Enterprising C (take profit and fall into the bag, profit 3%)
(5) E Fund CSI 300C (Take Profit Bag, Profit 5%)
List of current positions: At present, the real market has been opened, you can click to view it by yourself. Thank you for your long-term likes, comments and support.