Good afternoon, brothers and sisters! Praise first and then see, monthly income of 10 million! Good afternoon, family, really served, no change at all, Dalong said yesterday that yesterday's A-share rise is an over-falling rebound, give a slap to a candy, the next day will be doubled back, it is really not surprising at all, today A shares are really double for me to go back, yesterday the people who increased the position are going to regret it, to Dalong said, A shares are now short-term or adjusted, the rebound Dalong will clear the position well!
At present, the short-term A-share decline has not ended, Dalong has basically not increased its position in early April has been waiting, Dalong still does not make any big moves today, and does not add A-shares for the time being.
Dalong has been playing in Italy for the past few days, and he was very happy, but when he saw the performance of A-shares, he really didn't feel the mood at all, and he lost tens of thousands of dollars a day, and he didn't want to speak.....
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume is 500 billion, which is basically flat compared with Tuesday, and there is no volume to indicate that it will fall
Foreign capital (northbound funds) outflowed 4.3 billion today
The net outflow of main funds was 284.05
All three major stock indexes rose in the first session of U.S. stock futures
HKKY rose 1.90% today
Hang Seng Technology rose 2.56% today
Vietnam's base rose 0.35%
BSE 50 up 3.23%
|Analysis of each sector of A-shares and market outlook:
Robot before the dragon at the highest level has been profitable to reduce positions, the dragon began to take back in batches today, the short-term decline has not ended, waiting for the next wave of rise. The Beijing Stock Exchange 50 Dalong is still considering the profit of 8-10 points, the short-term or high-level shocks, semiconductor chips artificial intelligence computer computing technology will be adjusted for a period of time in the short term, Dalong continues to wait and see, new energy vehicles photovoltaic lithium battery energy storage new energy vehicles Dalong continues to hold and wait, and it is still at a low level. Liquor There is no big market in the short term, Dalong continues to wait and see Media Animation Games Dalong first waits for the end of the shock to continue to go up Quantification Short-term or fall-based, Dalong temporarily wait-and-see Securities Dalong first maintains weekly investment, short-term brokerage big market, brokerage bull market will rise, now is a shock market, there will be no bull market in A-shares this year, and there is no big market for brokers.
Coal Coal is now too high, Dalong is considering rebounding profits and reducing positions Pharmaceutical and medical innovative drugs Dalong continues to hold and wait for the rise, can only look at the long-term, there is no big market in the short term Hong Kong stocks Hang Seng Technology Dalong continues to lie down and wait for the rise of the United States base The U.S. stock Dalong continues to lie down and wait for the rise, optimistic about continuing to break new highs, Dalong is continuing to consider holding bullish for a long time. Military Dalong continues to hold and wait for the rise, with a target profit of 10 points. Gold is not entangled, gold will continue to rise to new highs, Dalong continues to hold bullish international gold to break $2,400.
|Dalong Fund today's operation: (click on the blue font to go directly to the fund page)
(1) $JPMorgan S&P 500 Index (QDII) C$ (019305) increased its position by $2,500
U.S. STOCKS: THE S&P 500 INDEX MEASURES THE PERFORMANCE OF 500 LARGE U.S. COMPANIES, AND THE TOP 10 HOLDINGS OF THE S&P 500 INDEX: APPLE, MICROSOFT, AMAZON, FACEBOOK, EXXONMOBIL, JOHNSON & JOHNSON, BERKSHIRE HATHAWAY, JPMORGAN CHASE, ALPHABET INC A, ALPHABET INC C (GOOGLE'S PARENT COMPANY) ARE NOT VERY FAMILIAR WITH THESE COMPANIES, MOST OF THEM ARE FAMILIAR WITH THE TOP 500 COMPANIES. So investing in the S&P 500 is indirectly owning the shares of these high-quality companies. These companies account for 80% of the U.S. domestic stock market by market capitalization. As a result, the index is often used as a benchmark for the entire U.S. stock market. From January 1928 to December 2023, there are a total of 1,152 months, with the S&P 500 achieving positive returns in 682 months. This means that the index has been a profitable investment about 96% of the time every month for the past 59 years. This possibility is not much better than a coin toss. In the long run, the S&P 500 index is still very worth investing in, and there is no need to worry about U.S. stocks
(2) $E Fund CSI A50 ETF linked to C$ (021207) to increase its position by 2,500 yuan
CSI A50: Optimistic about the investment value of the core high-quality assets represented by the CSI A50, its stock selection criteria is to rank first in the average daily free float market value in the CSI tertiary industry in the past year, covering 50 CSI tertiary industries, compared with the SSE 50, the CSI A50 industry has a better balanced effect, increased the allocation of technology and new energy, greatly reduced the weight of food and beverage, and banks, and better reflects the coverage of carbon neutrality, new energy and medical innovation in the new stage of economic development, and achieved cross-market coverage.
The constituent stocks of the CSI A50 Index are the leading companies in the A-share market, with good profitability and growth potential. The timing of the release of the CSI A50 Index is more interesting, in the context of the stock market in the stock capital game, the CSI A50 Index is expected to bring a certain scale of incremental funds to the market, for the A-share market, there is no shortage of funds, what is lacking is investment confidence and continuous money-making effect. When the market-making effect is established, over-the-counter funds will also flock to the stock market, bringing a steady stream of incremental funds to the stock market, and the listing of the CSI A50 Index is expected to become an inflection point signal for the A-share market
(3) $ China Commercial Stable Double Interest Bond B$ (630107) increased its position by 2,000 yuan
Bond base: To put it simply, there is no market for short-term A shares, the bond base is now the most stable, the stock market has been falling in recent years, only the bond base is constantly rising to a new high, the bond base does not have to worry about the position, as long as there is no liquidity risk and financial collective redemption, the bond base will continue to rise, this year's A share market will not be too good, the bond base will continue to perform high, Chinese commercial bonds have been ranked high in the same kind of bond base, Dalong continues to rest assured and bold plus.
Today's deleveraging plan: None
Outlook view:
The short-term market of A shares has not stopped falling, Dalong does not increase the position of A shares for the time being, today Dalong continues to increase the position of the United States, bond base and a new base, these short-term will not be affected by the decline of A shares, the current A shares of Dalong thinking is very firm, will not be the same as others on both sides of the wall, what rises to see what rises, A shares are now all sectors are at a low level Dalong will hold and wait for the rise, must be firm in thinking, Dalong on a line of thought, Dalong personally continue to be optimistic about the rise of A shares, persistence is victory!
Dalong will return to China the day after tomorrow, and Dalong will resume normal daily updates at that time, wait for me!
Dalong currently has less than 35 funds, which will be reduced to about 20 in the future, and Dalong will allocate 1 or 2 for each sector to avoid inaccurate tracking caused by the sudden adjustment of the fund. Dalong is not an infinite bullet, there are records of increasing and reducing positions every day, and currently selling to be received 00,000 yuan, if there is a change in the fund operation, Dalong will send a small post notice before 14:40, remember to look at it every day, don't fall into the heavy operation.
It's not easy to code words, I hope you can "like and comment" after reading the article to support Dalong!
Thank you to the 3688 friends who liked yesterday, and today's goal is to like 6888,
See who is the fastest, and everyone is welcome to exchange their opinions more, work together, learn from each other, if you think it is good, you can praise an encouragement, and if you think it needs to be strengthened, you can comment and criticize it, Dalong will accept it humbly, what to say, speak freely! I wish you all a high rise in investment in the new year, and make more money!