Good afternoon, brothers and sisters! Good afternoon, like first and then watch, monthly income of 10 million! Good afternoon, brothers and sisters, today Wednesday is a meat-eating market, Dalong yesterday increased the position of Hong Kong stocks Hang Seng Technology, semiconductor chip technology sector rose collectively today, Dalong has made it clear that at the end of April, Dalong will increase its position and buy the bottom, A shares are now at the bottom after 2 months of decline, Dalong began to suck low and be bullish.
Dalong will continue to read the optimistic military industry, Hong Kong stocks Hang Seng Technology, U.S. stocks, semiconductor chips, artificial intelligence and other sectors in batches of low absorption, optimistic that A-shares will continue to rise after the holiday, and Dalong is currently most optimistic about the technology sector.
Yesterday when Dalong increased the position, some people said that Dalong yesterday to increase the position is in the pit people, Dalong is actually quite helpless and sad, why do you want to look at other people's faces if you don't add a position, Dalong has not increased the position for more than a month, and now the end of April bottomed out, when does Dalong not add now? Really tired. I add mine, I don't care what others say, I'll do it if I see it!
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 570 billion, basically unchanged from Tuesday
Foreign capital (northbound funds) inflowed into 2.7 billion today
The net outflow of main funds was 300 million
All three major stock indexes rose in the first session of U.S. stock futures
HKKY rose 2.68% today
Hang Seng Technology rose 3.27% today
Vietnam's base rose 1.92%
BSE 50 up 1.26%
|Analysis of each sector of A-shares and market outlook:
The robot has bottomed out in the short term, and the big dragon continues to buy low and be bullish. The BSE 50 Dragon does not consider adding, but only considers rebounding and reducing positions. Semiconductor chips Artificial intelligence computer computing technology Dalong has increased its position yesterday and rose as scheduled today, and the technology sector as a whole is currently at the bottom, and Dalong continues to increase its position bullish. There is no market for photovoltaic lithium battery energy storage for new energy vehicles for the time being, and Dalong will not add it for the time being, and plans to go on smart cars in a few days. The liquor dragon continued to lie down and wait for the rise, not moving for the time being. Media, Animation and Games has bottomed out, and Dalong continues to increase its bullish position. Quant The short-term rebound trend has begun, and Dalong continues to buy low and be bullish. Although the securities are at a low level, there is no big market for the time being, and Dalong has reduced its position.
Coal At a high level, Dalong does not consider touching, only considering. Pharmaceutical and medical innovative drugs are still mainly shocks in the short term, and Dalong will continue to lie down and wait for the rise of Hong Kong stocks Hang Seng Technology Dalong has increased its position in Hong Kong stocks Hang Seng Technology yesterday, and Dalong continues to be bullish today. The US base dragon continues to buy low and is bullish, there is no need to worry, the US stock market will continue to reach new highs. Military Dalong continues to be bullish unchanged, with a target profit of 15 points. Gold and silver The highest point of the gold dragon has been cleared with profits, and the dragon is connected to silver today.
|Dalong Fund operates today:
U.s.:
1.$汇添富纳斯达克100ETF联接(QDII)C$(018967)2000元
You can always believe in U.S. stocks, Dalong said a few days ago when adding U.S. stocks, although U.S. stocks fell 6 times in a row, but as long as the bearish U.S. stocks will rise back in 1510, U.S. stocks also rose as scheduled last night, U.S. stocks rose last night mainly for 3 reasons, one is the easing of the situation in the Middle East, there is no signal of further conflict between Iran and Israel for the time being, risk aversion has regressed, gold fell, U.S. stocks rose, and the second is that the U.S. PMI unexpectedly cooled down in April, and the expansion rate of U.S. corporate activity slowed down to the slowest in four months, which may increase the probability of the Federal Reserve cutting interest rates this year, and the third is that the performance of U.S. technology stocks continued to improve, providing more upward momentum for U.S. stocksAt present, the U.S. stock market is continuing to be bullish and break through new highs, but it also reminds everyone that although the U.S. stock market is bullish, it is also at a high level, and the dragon will take the idea of batch investment to enter the market and hold it for a long time. Over the past few decades, the U.S. economy has experienced several recessions and recoveries, but overall has maintained steady growth. Especially in the fields of information technology, biotechnology, and finance, US companies have always been in the leading position in the world, providing a strong impetus for the rise of the US stock market, and the US dollar, as the world's main reserve currency, has also played a role in supporting the US stock market. The stability and credibility of the U.S. dollar are higher, making global investors more willing to invest money in the U.S. stock market, which has promoted the rise of the U.S. stock market.
Silver:
2. $SDIC UBS Silver Futures (LOF) A$ is fully transferred to $SDIC UBS Silver Futures (LOF) C$ (019005)
Gold Dalong has been at a high level of profit clearance, silver Dalong before the base of a bottom position class A, because silver is also at a high level, so Dalong is now turned to class C to facilitate short-term operation, gold and silver will continue to rise after the recent short-term adjustment, Dalong today back part.
Chip:
3. $Chuangjin Hexin chip industry stock C$ (013340) increased its position by 10,000 yuan
Chips have started an upward trend in the short term, Dalong increased 10,000 chips today, from March to now the chip sector has been adjusted for a month, 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, macro policy is very supportive of the chip industry. The development of domestic substitution is imminent, and the space is huge. 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.
Quantification:
4.$ Guojin quantitative multi-factor stock A$ (006195) increased its position by 2,000 yuan
The quantitative short-term has started the trend of rebounding and rising, Dalong continues to buy low and bullish, and the rhythm of the quantitative strategy is stable, and there is no need to worry about rising back soon.
Computer:
5.$ Rongtong CSI Cloud Computing and Big Data Theme Index (LOF) C$ (014130) increased its position by 5,000 yuan
The computer has fallen for a month, and now it is also at the bottom of the stage, and the technology has been expected to rebound in the short term.
Artificial intelligence:
6. $10,000 artificial intelligence mixed C$ (014162) increased the position by 5,000 yuan
Artificial intelligence has been falling for a month and is now in the bottom area, and Dalong began to pick up chips in batches and wait for the rise, with a target profit of 20 points.
$Baoying CNI Securities Leading Index C$ (015860) reduced its position by 10,000
Although the brokerage is now at a low level in the past 4 years, the short-term brokerage has no big market for the time being, because there is no bull market in A-shares now, so the brokerage before the big dragon reduction point will be added to other short-term sectors that are optimistic about the rise.
Dalong yesterday added positions in semiconductor chips Hong Kong stocks Hang Seng Technology all rose sharply today, Dalong today increased positions in computers, semiconductors, artificial intelligence, chips, quantitative US base, etc., continue to be optimistic about the rise of A-shares, at the end of April 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 2-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 optimistic about the rise of A-shares, Dalong increased his position by 26,000 today, and reduced his position by 10,000.
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 10,000 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!