Good afternoon, brothers and sisters! Praise first and then watch, monthly income of 10 million! Yesterday to a slap, today to give a piece of sugar, too familiar with the market, don't because today's rise and feel OK, A shares are now weak market has not changed, and today is a shrinkage rise, intraday will definitely dive, now can only slowly wait for the warmup, will not be so fast, always remember to earn and run, late discount legs.
Dalong basically did not add a few positions in early April, most of the time was on the sidelines, that is, waiting for the end of the A-share adjustment, in late April, Dalong will gradually suck low and be bullish, waiting for the next wave of A-share rise, Dalong focuses on adding the technology sector, as follows.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 650 billion, a decrease of 6.63% compared with Tuesday
Foreign capital (northbound funds) outflowed 1.6 billion today
The net inflow of main funds was 14.8 billion
All three major stock indexes rose in the first session of U.S. stock futures
HKKY fell 0.41% today
Hang Seng Technology fell 0.56% today
Vietnam's base fell 0.38%
BSE 50 up 3.22%
|Analysis of each sector of A-shares and market outlook:
The robot before Dalong has already made a profit to reduce his position at the highest level, and Dalong is now taking back the BSE 50 Dalong in batches and only considering rebounding profits and reducing positions. Semiconductor chips, artificial intelligence, computer computing technology, and short-term bottoming stage, Dalong will take back the low-absorption in batches. New energy vehicle photovoltaic lithium battery energy storage New energy vehicles now have little room to fall, but there will be no bull market rise, Dalong continues to hold and wait for the rise, and it is still at a low level. There is no big market for liquor in the short term, and Dalong continues to lie down and wait for it to rise. Media, animation, and games Dalong continued to lie down and wait for the rise. Quantification The negative of quantification was clarified last night, so it rebounded today, and Dalong continued to hold and wait for the rise, and the profit was running. Securities are now at a low level in the past four years, but there is no big market in the short term, brokerages will only start in the bull market, there will be no bull market in A-shares this year, Dalong will not add brokers for the time being, holding the current position unchanged.
The coal position is already very high, and Dalong is only considering a rebound to reduce his position. Pharmaceutical and medical innovative drugs in the short term if there is no super good, there is no market in the short term, Hong Kong stocks Hang Seng Technology Dalong continues to lie down and wait for the rise, Hong Kong stocks have fallen for 5 years, and now they are still at a low level, but there is still no market in the short term, Dalong has not added Hong Kong stocks for a month, and he will invest once today. U.S. stocks will adjust for a period of time in the short term, and Dalong will increase its positions in batches and wait for it to pick up. The military industry is still mainly volatile in the short term, and Dalong continues to hold and wait for the rise, with a target profit of 10 points. Gold Although the position of gold is very high, Dalong continues to be bullish on new highs, Dalong continues to hold bullish international gold to break 2400-2500 US dollars, Dalong is to continue to consider adding gold.
|Dalong Fund operates today:
1.$ 100 NASDAQ 100 Index (QDII) A$ (019441) increased its position by 2,000 yuan
U.S. stocks: U.S. stocks have recently been adjusted because of the Fed's failure to cut interest rates in June and high inflation, but don't worry, U.S. stocks will continue to reach new highs after adjustments.
2.$CUAM Hang Seng Technology ETF Feeder (QDII) C$ (013128) increased its position by 2,000 yuan
Hang Seng Technology: Dalong has not added Hang Seng Technology in early April, mainly because the adjustment is not over, Hong Kong stocks in early April also continued to fall, at present, the technical Hong Kong stocks Hang Seng Technology has been gradually bottoming out of the stage, Dalong first picked up in batches, from a long-term perspective, Hong Kong stocks have fallen for 4 consecutive years, the current Hang Seng Index rolling price-earnings ratio is less than 8 times, the Hang Seng Technology Index is about 17 times, almost all of them are near the historical 0th percentile value, long-term investment value is highlighted, From the perspective of valuation, it is currently at a historical low, and the risk is certainly not large, focusing on the information technology field of Hong Kong stocks from the perspective of Hang Seng Technology's holding industry, mainly covering the head Internet, new car-making forces, chip manufacturing and medicine. This year, the Federal Reserve will cut interest rates, once the interest rate cut lands, it will also have a long-term positive impact on Hong Kong stocks, but it still depends on the long-term, the previously released US CPI data makes the probability of a rate cut in June basically no play, depending on when the interest rate can be cut at the end of the year.
CUAM Hang Seng Technology's composite rate is the lowest 0.15%, the lowest rate among all Hang Seng Technology Indexes, and the arrival time is the next day to Yu Bao, and CUAM Hang Seng Technology has the first yield in the past six months in the same category, and it is very likely that the end of the Fed's interest rate hike is the beginning of a new round of Hong Kong stocks. At present, Hong Kong stocks are already in the bottom area, and Dalong has begun to continue to layout.
3. $Chuangjin Hexin chip industry stock C$ (013340) increased its position by 2,000 yuan
Chips: Dalong plans to add chips today, from March to now the chip sector has been adjusted for a month, if nothing else, the chip will be adjusted in late April, from a technical point of view, chip stocks are at a historic low level, and the reversal of the performance of the chip industry is a high probability event, the macro policy is very supportive of the chip industry. On behalf of the core competitiveness, the national key support, the national large fund support, focus on investing in leading enterprises in various subdivisions of the chip industry, and further promote the development of "China Chip". China is the world's largest semiconductor consumer market, and it needs to import a large number of semiconductor products every year. As a hard-core technology chip has been choked by developed countries, subject to others, Huawei incident and ZTE incident are living examples, so the development of the chip industry is not only a strong continental power, but also a huge market urgent need, imperative.
4.$ CEIBS CSI Robot Index C$ (020256) increased its position by 2,000 yuan
Robot: Robot dragon at the highest point to take profit part, now the low dragon began to slowly pick up, although today is rising, but the overall is still at a low level, the right side of the dragon on the car is safer, the robot will have a good market this year.
5.$ Guojin CSI 300 Index Enhanced C$ (017925) increased its position by 2,000 yuan
CSI 300: The market is now at a low of 3000 points, and the CSI 300 index is safe, and the market is basically profitable when it returns to around 3200 points, and now the CSI 300 is at a historical low, and the risk is not great.
6.$ Harvest CSI High-end Equipment Subdivision 50 ETF connected to C$ (018028) to increase the position by 2,000 yuan
Military industry: The military industry dragon in the front of the highest point also took profit, now the low dragon continues to pick up, and so on 10 points of profit is walking, the military industry has no bad news, is the slow rise, the dragon slowly sucked low on the car bullish.
7.$Oriental Artificial Intelligence Theme Mixed C$ (017811) increased the position by 2000 yuan
Semiconductor equipment: This is semiconductor equipment, Dalong has not increased its position for a month, and the market has fallen for a month, and now Dalong has begun to gradually get back and wait for the next rise.
Today's Deleveraging Plan:
$JPMorgan Japan Select Stocks (QDII) C$ (019449) Clearance
$Dongfanghong CSI Dongfanghong Advantage Growth Index C$ (018921) clearance
These two big dragons later adjusted their positions to technology, and there were not many positions, so they cleared them first.
Personal Fund Transaction History:
Outlook view:
Dalong has not increased his position much for almost a month, and today Dalong has added some US stocks, Hong Kong stocks, chips, robots, CSI 300, and military industry, and the position of A shares is not high now, but the recovery is relatively slow, so be more patient, Dalong increased his position by 14,000 today and reduced his position by 5,000.
At present, Dalong has a fund position of 2 million, Dalong currently has less than 35 funds, and the follow-up will be reduced to about 20, and Dalong will allocate 1 or 2 in each sector to avoid the tracking inaccuracy caused by the sudden adjustment of the fund. Dalong is not an infinite bullet, there are records of increasing and decreasing positions every day, and he is currently selling for 29,000 yuan.
(Important reminder!) If there is a change in the fund operation of the big dragon tail market, it will be notified by the post before 14:40, remember to read it every day, and don't fall into the heavy operation.) ）
Thank you to the 1587 friends who liked Dalong yesterday, today's goal is to like 6888, see who is the fastest, and welcome everyone to exchange their opinions more, cheer together, learn from each other, I wish you all a new year of investment and more money!