$SSE Index$:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock is reminded at the end of Monday, and the market will be personal on Tuesday tomorrow
Shanghai Composite Index: The Shanghai Composite Index is a normal phenomenon, and after the failure of the upward impact on the annual line that began last Wednesday, the blue-chip weighted class retraced below the average support level. The recent blue-chip category has made up for the decline, and it is expected to bottom out and rebound tomorrow Tuesday.
$GEM refers to $: The GEM bottomed out and rebounded, opening low and going high today, and the constituent theme category began to strengthen one after another. Tomorrow's GEM will rise.
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 860,000 (including 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) $ChinaAMC CSI Artificial Intelligence Theme ETF Connect C$ (008586) (add 3,000 yuan)
Personal Plan:
(1) The theme of CSI artificial intelligence is the main hot track of science and technology, and it is the main industry field of AI development this year.
(2) Since mid-March, the overall downward correction of science and technology categories has also affected the artificial intelligence sector, and the current callback time has reached 1 month, and the technology category has basically pulled back in place, returning to the historical low position in February. Considering that artificial intelligence is a high-growth sector, the future medium- and long-term trend has long-term fundamental development advantages.
(3) I personally plan to concentrate on entering the market at the current bottom, spread out the average price of positions, and I personally plan to take the development dividend of the artificial intelligence industry in the future.
(2)$Huaxia new energy vehicle leading hybrid C$ (013396) (additional position 1000 yuan)
Personal plan: New energy vehicles are the main components of the new energy category, and they are the strongest industry track in the new energy track, and they are also one of the main lines this year. At present, after five years of valuation correction of new energy vehicles, the current new energy vehicles have come out of the market from the bottom to the top and the center of gravity has shifted upward. I personally plan to continue to increase my position in the market during the pullback today, continue to increase the proportion of new energy vehicles, and hold the recovery of the follow-up market.
(3) $ CEIBS CSI Robot Index C$ (020256) (increase position by 1000 yuan)
Personal plan: The CSI Robot Index is the main hot direction of science and technology this year, and it is the field of AI application and development. The current science and technology category as a whole has returned to the historical bottom position in February, and the current technology category has fully adjusted and retreated, and there is an expectation that the trend of bottoming out and rebounding will unfold again. I personally plan to pick up at a low level, increase the proportion of CSI robots, and wait patiently for the main line of science and technology to pick up the trend.
Daily Regular Investing Section:
(1) $10,000 dual-engine flexible configuration hybrid C$ (020199) (additional position 1000 yuan)
Personal plan: Wanjia Twin Engine mainly tracks the flexible allocation of the direction in the field of industrial metals, coal, crude oil, gold, and oil transportation. This year, the global market has entered a cycle of interest rate cuts, which has put commodity prices in a general trend environment of steady center of gravity. And considering that there is a large single-day retracement in today's cycle category, and the general downward retracement is 4%, then, I personally plan to increase the position allocation every callback, track the trend of commodity prices this year, and return to coal, crude oil, and metal positions.
(2) $Southern Dividend Low Volatility 50 ETF Connect C$ (008164) (Add 1000 yuan)
Personal plan: The Dividend Low Volatility 50 Index is a blue-chip weighted sector with high dividends + low volatility, and has recently stepped out of the trend. Today's high-dividend blue-chip weight single-day pullback is relatively large, with a 2% single-day drawdown, considering that this year's blue-chip weight is the main line of development, supported by the development of medium and long-term fundamental advantages. I personally plan to enter the market today on a pullback to receive the low-volatility dividend index and follow the development of the subsequent low-volatility blue-chip category.
(3) $Guolianan Value Preferred Stock $ (006138) (1000 yuan for additional positions)
Personal plan: Guolianan Value Optimization tracks the blue-chip weight category of state-owned enterprise reform, which is one of the main hot tracks this year. The current reform of state-owned enterprises has the advantages of medium and long-term fundamentals, and the current reform enterprises are stable and in a historically undervalued position, and the center of gravity has been steadily rising and strengthening since February this year. 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 of patience.
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.