$SSE Index$:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
Address of the last article: April 16 end of the personal operation post (quick click to read)
The old stock reminds at the end of Tuesday, and the market on Wednesday tomorrow is a personal idea:
$GEM refers to $
(1) One of the problems with the recent trend is whether most people in the market have misunderstood the news of the weekend. The improvement of the delisting system is indeed good, but it is important to know that the risk of delisting mainly lies in the existence of those with poor performance and small market value in the small and medium-cap theme categories, but it does not mean that the small and medium-cap theme categories in the market are the targets of delisting?
(2) Therefore, after the market opened this week, there have been a lot of diode thinking, black and white thinking!
(3) Then hold small and medium-cap theme categories, and hold relatively small market capitalization plates, then it will keep falling. Could it be that the perfection of the delisting mechanism is to "wipe out" all the small and medium-sized markets? Obviously, the starting point of this line of thinking is wrong.
(4) This is a process of pushing through the old and bringing forth the new, rather than representing what must be grouped together and what must be abandoned? Therefore, after this complete reshuffle, the market will gradually return to rationality, and the industry will also bottom out and stabilize. It is also the moment when the right side sees the final bottom.
(5) My personal trend view is that now the patient distribution is back to the over-bearish, low-level sectors, industry indices, etc. This time the bottom will be the time to witness the stabilization of the historical double bottom.
The recent position is 870,000 (including about 90,000 current and bond-based positions), and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1)$ Chinese Business 300 Smart Mix C$ (015095) (3000 yuan for additional positions)
Personal Plan:
(1) The Business 300 Smart Selection is a quantitative CSI 300 enhanced index that tracks the direction of the CSI 300 Broad Index.
(2) The CSI 300 Index is an important index index to measure the direction of the upward and downward trend of A-shares, which is biased towards the blue-chip weighted broad-based index. At present, the A-share market is at the 3,000-point line of the Shanghai Composite Index, and the ChiNext is in the 1,700-point area. It belongs to the bottom range of annual valuation in the past ten years, and the CSI 300 index is at the bottom of historical valuation at this time.
(3) I personally plan to establish a bottom position tracking at the current bottom low concentration allocation, increase the position of the CSI 300 Enhanced Index, and I personally plan to obtain excess returns through quantitative methods.
(2) $Bosera SSE STAR Market Listed 100 ETF Connect C$ (019858) (increase position by 1,000 yuan)
(3) $ Guojin Quantitative Selected Mix C$ (014806) (1000 yuan for additional positions)
(4)$Huatai Pinebridge NASDAQ 100 ETF Feeder (QDII) C$ (019525) (add 1000 yuan)
(5)$CEIBS CSI Robot Index C$(020256) (increase position by 1000 yuan)
(6)$ChinaAMC Hang Seng Hong Kong Listed Biotech ETF Feeder (QDII)C$(016971) (Add $1,000)
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.