$SSE Index$:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock was reminded at the end of Thursday, and the market will be personal on Friday tomorrow
Shanghai Composite Index: Today's Shanghai Composite Index hit an annual line, driven by the weight of the leader, leaving the upper shadow line, which is expected to repeatedly rush higher in the near future to test the pressure of 3100. Tomorrow, the Shanghai Composite Index will pull back.
$GEM refers to $: The trend of GEM is weak, and it is repeatedly in the stage of bottom adjustment and accumulation, and the GEM will pull back tomorrow.
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 Preferred Stock $ (006138) (3000 yuan for additional positions)
Personal Plan:
(1) Guolianan Value Optimization tracks the blue-chip weight category of state-owned enterprise reform, which is one of the main hot tracks this year.
(2) The current reform of state-owned enterprises has the advantages of medium and long-term fundamentals, and the current trend of reform enterprises is stable, and they are in a historically undervalued position, and the center of gravity has been steadily rising and strengthening since February this year.
(3) At present, for the reform direction of state-owned enterprises, I personally plan to concentrate on the allocation at the current bottom low, the fundamental advantages of economic recovery, and the layout of value investment style sectors at the bottom patiently.
(2) $ Taixin Medical Services Mixed C$ (013073) (1000 yuan for additional positions)
Personal plan: medical services are the main hot tracks in the six categories of medicine, and medical care is divided into medical services and medical devices, which is a strong sector in the pharmaceutical category. The pharmaceutical category entered a pullback trend in mid-March, and the current medical position returned to the historical bottom low in February, forming a double-bottom support structure of the daily K-line. I personally plan to increase my position and enter the market low today, and distribute the entry at the historical bottom of the medical sector. Spread out the average price of the position, and wait patiently for the market to recover and pick up.
(3) $ CEIBS CSI Chip Industry Index C$ (020483) (1000 yuan additional position)
Individual plan: The CSI Chip Industry Index is the main component of the technology category and is one of the hot tracks this year. Recently, the major categories of science and technology, led by semiconductor chips, have come out of the downward trend and fallen, and the current semiconductors have signs of bottoming out and stabilizing. I personally plan to retrace at a low level, increase the proportion of semiconductor chip holdings, and wait patiently for the main line of science and technology to pick up the trend.
Daily Regular Investing Section:
(1) $Huatai Barry NASDAQ 100 ETF Connect (QDII) C$ (019525) (add 1000 yuan) (lower rate, fast redemption, T+2 advantage)
Individual plan: The NASDAQ-100 index is a broad index of U.S. technology and is the direction of the global market technology leaders. The recent hawkish interest rate hike rhetoric in U.S. stocks has suppressed the retreat of the three major U.S. stock indexes. The recent adjustment of the U.S. stock market stage is basically in place, and the negative news has been digested. I personally plan to increase my position in the Nasdaq 100 index during a pullback, and increase my position in the US stock NASDAQ at a low level. Wait patiently for the arrival of the U.S. stock market recovery stage.
(2) $ChinaAMC CSI All-Index Real Estate ETF Connect C$ (008089) (Add $1,000)
Personal plan: The real estate industry is a cyclical weight sector in the A-share market and a pillar industry of the national economy. At this time, the real estate sector is at a historical low in the past five years, the real estate sector has pulled back in place, and the bottom double-bottom structure has been formed. I personally plan to enter the real estate sector at a low level today, spread out the average price of the position, and patiently wait for the rebound of the real estate sector at the bottom.
(3) $ Wells Fargo CSI Science and Technology Innovation 50 ETF Connect C$ (013314) (increase position by 1,000 yuan)
Personal plan: CSI Science and Technology Innovation 50 is composed of 70% of the GEM + 30% of the Science and Technology Innovation Board, which is the main broad index of A-shares, and the current ChiNext is in the 1800-point line, and the Science and Technology Innovation Board is in the 700-point area, both of which are at the bottom of the five-year history. My personal plan is to enter the market at a low level in the event of a pullback, increase the proportion of positions in the Shuangchuang 50 Index, and patiently spread out the average price of positions. Wait for the follow-up recovery to come.
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.