Good afternoon, brothers and sisters! Like it first and then watch, monthly income of 10 million! Tuesday A shares are still mainly shocks to adjust the market, before the holiday in the past few days, A shares will not be a big market, Dalong currently sees that the funds are still flowing out, there is not much money in the field, it is difficult for A shares to break through the 3100 point resistance level before the holiday, to wait for the break through after the holiday.
, mainly for the military industry, Hong Kong-based Hang Seng Technology, semiconductor technology, liquor, medicine and medical treatment.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 644 billion, a decrease of 12.65% compared with Monday
Foreign capital (northbound funds) outflowed 3.99 billion today
The net outflow of main funds was 17.5 billion
The three major stock indexes of U.S. stock futures all fell in the first session
HKBASE rose 2.31% today
Hang Seng Technology rose 3.13% today
Vietnam's base fell 0.01%
BSE 50 up 0.41%
|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. The short-term rebound of the BSE 50 is not strong, and Dalong only considers rebounding and reducing positions. Semiconductor chips artificial intelligence computer computing technology are already at the bottom, and Dalong is starting to buy low and bullish. New energy vehicle photovoltaic lithium battery energy storage short-term or shock adjustment, Dalong did not consider increasing positions for the time being. Liquor Liquor is still mainly looking at the rebound in the short term, and Dalong continues to lie down and wait for the rise. Media, animation, and games Dalong is considering buying low in batches, doing high throwing and low buying, and there will be room for growth in the short term. Quantification There will be a rebound in the short term, and the big dragon will start to buy low and be bullish. Securities short-term or bottom shock, the dragon temporarily does not move.
Coal is already at a high level in the short term, and Dalong will not touch it for the time being, only consider taking profit, and do not consider entering. Pharmaceutical and medical innovative drugs will rebound in the short term, Dalong has increased its position yesterday, up 2 points today, Dalong does not move Hong Kong stocks Hang Seng Technology Dalong has said yesterday that Hong Kong stocks Hang Seng Technology will rise, and today it rose 3 points Dalong continues to be bullish. U.S. base Dalong is bullish today, U.S. stocks don't have to worry, it's easy to rise back Military Dalong continues to be bullish and unchanged, or is optimistic about the rise. Gold and silver Gold dragon yesterday profit clearance, fortunately run, last night and today gold fell more than 2 points, the dragon is not moving now, waiting for gold to fall for a period of time.
|Dalong Fund operates today:
Quantification:
1.$ Guojin quantitative multi-factor stock A$ (006195) increased its position by 2,000 yuan
Quantification has been adjusted at the bottom for a long time, almost close to the bottom, Dalong began to continue to suck low and bullish, the problem is not big, the quantitative market changes quickly, but the enthusiasm of the overall hype will only decrease, will not disappear, there will still be a market after the ink, quantification generally rises and falls faster, and it will be profitable in a day or two, and Dalong intends to get a profit of 15 points Dalong is walking.
Debt Base:
2.$ China Commercial Stable Double Interest Bond B$ (630107) increased its position by 2,000 yuan
Although the stock market has been falling in recent years, but the bond base has been rising steadily, which is still very important, the current market is stable OK, China Commercial Bonds from 23 years now have a yield of 5 points, the maximum drawdown is only 1.3%, can be attacked and defended, risk control is still very good, if A shares continue to strengthen, the income of Chinese commercial bonds will be better, because there are part of the equity to increase income, but also there are bond income to remain stable, stable happiness.
Hong Kong stock Hang Seng Technology:
3.$CUAM Hang Seng Technology ETF Feeder (QDII) C$ (013128) increased its position by $2,000
This is the second time that Dalong has increased its position in Hong Kong stocks for more than a month, most of the time Dalong has been on the sidelines, Dalong has not loved Hong Kong stocks for a month, Hong Kong stocks have fallen for more than a month, because Hong Kong stocks have not ended the downward trend, and now after almost 2 months of decline, the short-term is in a bottoming stage, Dalong is ready to start picking, Hong Kong stocks have recently fallen continuously mainly due to the failure of the Federal Reserve's interest rate cut and the turbulence of the international situation, the global stock market has fallen, and now the technical perspective of Hong Kong stocks has been at the bottom, and there is a high probability of a rebound in the short term, so Dalong only considered low absorption, from a long-term perspective, Hong Kong stocks have fallen for 4 years, why Hong Kong stocks fell so muchIf the capital of A shares is 100 yuan, then the capital of Hong Kong stocks may only be 50 yuan, or even less. Hang Seng Technology has concentrated a large number of head companies Tencent, Alibaba, NetEase, Meituan, JD.com, Xiaomi, Baidu, etc., these are long-term good companies, the market is always born in despair, Dalong today continues to increase the position of Hong Kong stocks Hang Seng Technology layout short-term rebound.
Software:
4.$ CEIBS CSI All-Index Software Development Index C$ (020485) increased its position by 1,000 yuan
Software Dalong has been on the sidelines 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:
5.$ Yinhua integrated circuit mixed C$ (013841) to increase the position by 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:
6.$Oriental Artificial Intelligence Theme Mixed C$ (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:
Dalong today mainly increased the position of semiconductor equipment, software, integrated circuits, debt base quantification, Hang Seng Technology, A shares will fall in April as a whole, Dalong has not increased the position for more than a month, at the end of April, Dalong began to gradually return to the layout of the fall, 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 |
Recently, after a two-month decline, A-shares have now fallen to the bottom area, Dalong will begin to suck low in batches, Dalong has not increased his position for a month, and now Dalong is ready to wait for May Day to see the rebound after the May Day, note that Dalong is looking at the next adjustment of A-shares rose, Dalong increased his position by 09,000 today, and reduced his position by 00,000.
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 reducing positions every day, and he is currently selling 00,000 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!