Good afternoon, brothers and sisters! Praise first and then look, monthly income of 10 million! Monday A shares and Dalong predicted exactly the same, on Hong Kong stocks and individual sectors rose, technology semiconductor artificial intelligence sector led the decline, after all, Friday U.S. stocks technology plummeted, A shares on Monday with the fall is normal, April is a week is the May Day holiday, the overall April Dalong is continue to bearish, but Dalong will take advantage of the decline in the past few days to start gradually sucking down.
Last week, Dalong reduced his position by 40,000, and this week Dalong will increase his position by 100,000 in batches and wait for May Day to rise.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 650 billion, a decrease of 4.25% compared with Friday.
Foreign capital (northbound funds) inflowed into 600 million today
The net outflow of main funds was 15.3 billion
All three major stock indexes rose in the first session of U.S. stock futures
HKKY rose 1.60% today
Hang Seng Technology rose 2.22% today
Vietnam's base rose 0.65%
BSE 50 down 0.30%
|Analysis of each sector of A-shares and market outlook:
At the end of April, Dalong began to gradually suck low, waiting for the next wave of rise. Beijing Stock Exchange 50 short-term Dalong does not consider adding for the time being, and the short-term is mainly shocked, and Dalong does not move for the time being Semiconductor chips Artificial intelligence computer computing technology Dalong began to buy low in batches and wait for the rise. There is no big market for the time being, only the over-falling rebound, and Dalong continues to lie down and wait for the rise. Baijiu can only see the rebound now, and there is no reversal for the time being. Media, animation, and games Dalong considers low sucking in batches and doing high throwing and low sucking. Quantification Short-term or high-level shocks, Dalong temporarily lies down and waits for the rise. Securities There is no big market in the short term now, Dalong continues to lie down and wait for the rise, and Dalong is considering reducing his position after rebounding.
The position of coal is too high, and Dalong only considers taking profit and does not consider increasing positions. Pharmaceutical and medical innovative drugs are now in a low stage, and Dalong will first suck low in batches, and can only look at the long-term. Hong Kong stock Hang Seng Technology The short-term adjustment is almost the same, and it will continue to rebound in the short term. The U.S. base has fallen for 6 consecutive years, Dalong is low and bullish today, and the U.S. stock market does not have to worry, it is easy to rise back Military industry Dalong continues to be bullish and unchanged, and is still optimistic about the rise. Gold and silver Although the long-term is still bullish, and the Fed will raise interest rates at the end of the year, gold is too high in the short term.
|Dalong Fund operates today:
Miki:
1.$CUAM NASDAQ 100 ETF Feeder (QDII) C$ (018967) increased its position by 2,000 yuan
U.S. stocks have been falling during this time, the Nasdaq index is falling for 6 consecutive years, why U.S. stocks have fallen recently There are three main reasons: first, the probability of the Federal Reserve's recent interest rate cut has declined, and Fed officials said that they may put interest rate hikes back on the table, the second is that the escalation of the situation in the Middle East has led to the outflow of funds out of U.S. stocks, and the third is that U.S. stocks are just a normal adjustment after a continuous rise to break new highs, not that it is completely impossible, U.S. stocks are now only short-term adjustments, and will continue to rise after the adjustment。
Military:
2.$ Harvest CSI High-end Equipment Subdivision 50 ETF connected C$ (018028) to increase the position by 2,000 yuan
The military industry dragon has been added last Friday, and today is also up more than a point, at present, the military industry has nothing negative in the short term, and the performance of military enterprises has been very stable, the early stage of the military industry fell is only the overall A share weakness dragged down the military industry, and now A shares gradually stop falling to the bottom, the military sector will naturally drive the rise, Dalong is optimistic that the military sector will continue to rise, the logic of the military sector must be driven by performance, not by speculation. The military industry is something that guarantees national security and is irreplaceable, so it must be driven by performance, and the military industry will continue to rise as a whole.
CSI 300:
3.$ Guojin CSI 300 Index Enhanced C$ (017925) increased its position by 1,000 yuan
We must have found a problem, many people 2700 points to buy the bottom, but now 3000 points to lose more, because many people copy the bottom of the gem, and the gem-related sectors of medical, semiconductors, new energy has been falling, these months up the index more, CSI 300 belongs to the index, the market rises he rises, CSI 300 is now at a low level in the past three years, the overall is still underestimated, Dalong now continues to lay out the CSI 300, so that when the A-share index rises, there will also be gains, and the long-term is OK.
Medical:
4.$ Taixin Medical Services Mixed A$ (013072) increased the position by 1000 yuan
The current situation of medical care is that the technical side has been in the bottom area, and there will be a rise in the short term, but it is a little slower, and it can only look at the long-term.
Software:
5.$ CEIBS CSI All-Index Software Development Index C$ (020485) increased its position by 1,000 yuan
Software Dalong has been waiting for more than a month, and has fallen for more than a month, and now Dalong is starting to suck low in batches, and then a new wave of rise should start in May.
IC:
6.$ Yinhua Integrated Circuit Mixed C$ (013841) to add 1000 yuan
The integrated circuit dragon has been waiting and watching for more than a month, and has fallen for more than a month, and is now in the bottoming stage, and will gradually fluctuate and rise in the next month. The outlook of the integrated circuit industry is mainly driven by market demand and technological progress. From the perspective of market demand, due to the continuous expansion of the application of electronic products in various fields, the demand for integrated circuits is also increasing.
Semiconductor Equipment:
7.$Oriental Artificial Intelligence Theme Mix C$ (017811) increased the position by 1000 yuan
Semiconductor equipment has been adjusted in the short term, Dalong began to buy low and bullish, the global electronics market continues to grow, and the demand for semiconductor equipment continues to expand. The demand for semiconductor equipment for electronic products such as smartphones, tablets, and TVs continues to grow, especially driven by emerging technologies such as 5G and artificial intelligence, and the semiconductor equipment market is expected to usher in a new round of growth.
Today's Deleveraging Plan:
$Bosera Gold ETF Linked A$ (002610) Profit Clearance
Dalong today mainly increased the position of semiconductor equipment, military CSI 300., medical, software, integrated circuits, etc., A-shares will fall in April as a whole, Dalong has not done it for more than a month, today began to gradually return to Dalong, is expected to gradually increase the position of 100,000, waiting for the rebound in May, pay attention to the rebound, not a reversal.
Personal Fund Transaction History:
Market outlook |
Let's talk about the current market of clearance, the fall of A shares in April is not over, just that it has fallen to the bottom area recently, Dalong will begin to suck low in batches, Dalong has not increased his position for a month in front of him, and now Dalong is ready to wait for the rebound after May Day, it is still in batches, and it can not be greatly entered, Dalong increased his position by 09,000 and reduced his position by 05,000 today.
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 5,000 yuan.
(Important reminder!) If there is a change in the fund operation, a post notification will be sent before 14:40, remember to read it every day, and don't fall into the heavy operation.) ）
Thank you to the 1988 friends who liked Dalong yesterday, today's goal is to like 2888, see who is the fastest, and welcome everyone to exchange their opinions more, work together, learn from each other, I wish you all a new year of investment and more money!