$SSE Index$:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock is reminded at the end of Wednesday, and the market will be personal on Thursday tomorrow
Shanghai Composite Index: The news has contributed to the upward trend of the Shanghai Composite Index, which is currently in a strong position and is expected to continue to rebound tomorrow Thursday.
$GEM refers to $: The GEM trend is weak, and the current rally has begun, and the rally will continue tomorrow Thursday.
The current personal trend idea is: the idea of entering the market at the bottom of the A-share industry sector, selling high and absorbing the band low
Short-term thinking: the recent position is 880,000 (including the current and bond-based positions of about 90,000), and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1)$Guolianan Value Selection Mix$(019430)(Add 3000 yuan)
Personal Plan:
(1) Guolianan value selection is committed to sustainable, low drawdown, long-term higher investment returns, starting from growth, valuation, competitive advantages of the industry pattern, etc. Mainly in terms of value investment, the direction focuses on cyclical sectors, consumer sectors, power, military industry, electronics and other growth sectors, plus some Hong Kong stocks with high cost performance.
(2) At present, the A-share market is at the 3,000-point line of the Shanghai Composite Index, and the ChiNext is at the 1,700-point area. It belongs to the bottom range of the annual valuation in the past ten years, and for the current historical undervaluation position, with the growth rate of the domestic economy picking up, the trend of medium and long-term economic development has improved, and the secondary market has the advantage of the upward trend of the center of gravity from the fundamental point of view.
(3) At present, for the cyclical, consumption, and growth sectors, I personally plan to establish a bottom position tracking at the current bottom low entry allocation, the fundamental advantages of economic recovery, and the layout of value investment style sectors at the bottom patiently.
(2) $ Yinhua CSI Innovative Pharmaceutical Industry ETF Connect C$ (012782) (add 1,000 yuan)
Individual plan: The CSI Innovative Drug Industry Index is an A-share innovative drug broad index, which is the main hot track of the pharmaceutical category. Since March, the innovative drug has retreated downward, and now it has returned to the historical bottom position in February, and the current position is in the momentum accumulation stage at the bottom of the right side. The bottom double bottom structure is completed. I personally plan to enter the market at a low level today to increase the allocation, hold the direction of the broad index of innovative drugs, and patiently wait for the rebound of the A-share pharmaceutical market.
(3) $ Guojin Huiying Pure Bond C$ (006760) (increase position by 1000 yuan)
Personal plan: Guojin Huiying pure bonds belong to medium and long-term bonds, and the trend performance of the pure bond market shows an upward trend of gravity. At present, the performance of the pure debt medium and long-term bond market has entered a new round of upward trend. After a sideways break in March, the focus of medium- and long-term bonds has steadily shifted upward in the tone of loose monetary policy this year. I personally plan to increase the proportion of medium and long-term pure bonds in pure bonds, improve the defense of positions, and grasp the trend of the bond market this year.
Daily Regular Investing Section:
(1)$ Chinese Business 300 Smart Mix C$ (015095) (3000 yuan for additional positions)
Personal Plan: China Commercial 300 Smart Selection is a quantitative CSI 300 Enhanced Index that tracks the direction of the CSI 300 Broad Index. The CSI 300 Index is an important index index to measure the direction of the upward and downward trend of A-shares, and 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 the annual valuation in the past ten years, and the CSI 300 index at this time is in the historical low range. I personally plan to establish a bottom position tracking at the current bottom low level and continuously concentrate on the allocation of entry positions, and increase the position of the CSI 300 Enhanced Index, and I personally plan to obtain excess returns through quantitative methods.
(2) $ Wells Fargo CSI Xinhua National Brand Engineering ETF Connect C$ (014407) (add 1000 yuan)
Personal plan: The national brand project of CSI Xinhua News Agency is the main component of domestic consumption and the pillar industry of the national economy. From the perspective of the current consumer industry, the recent pullback has entered the bottom low, and the retreat of the secondary market for domestic consumption at this time is sufficient, coupled with the good economic data in the first quarter, which will gradually be reflected in the recovery process of the consumer industry. I personally plan to increase domestic demand consumption at a low level today, spread out the average price of the position, patiently allocate at the bottom, and grasp the recovery trend of the consumer industry.
(3)$Tibet Dongcai CSI Shanghai-Hong Kong-Shenzhen Internet Index C$ (012372) (1000 yuan)
Personal plan: The CSI Shanghai-Hong Kong-Shenzhen Internet Index is a wide index of Internet technology, and the trend is consistent with the trend direction of the Hang Seng Technology Index. My personal plan is to enter the market at a low level in the event of a pullback, increase the proportion of Hang Seng Technology, a leading Internet company in Hong Kong stocks, and patiently spread out the average price of the position. Wait for the follow-up to pick up the market.
Today's position reduction part: none
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.