Good afternoon, brothers and sisters! Praise first and then look, monthly income of millions! Thursday A shares as a whole is still a shock market, one will rise, one will dive, and it will be May Day for a long time, the market funds are flowing out, so the market is weak, but A shares are now at the bottom, Dalong does not like ink, now the market Dalong has a way of thinking, identifying bullish A shares, Dalong will continue to fall and suck low, waiting for May to rise.
The short-term technical resistance level is 3100 points, this position must not be broken before the holiday, and so on in May to break, Dalong will continue to suck low in batches of various sections today.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 600 billion, 2.77% compared with Wednesday's volume
Foreign capital (northbound funds) outflowed 1 billion today
The net outflow of main funds was 11.2 billion
The top three U.S. stock futures indexes all fell nearly 1%
HKKY fell 0.35% today
Hang Seng Technology fell 0.55% today
Vietnam's base rose 0.05%
BSE 50 down 0.39%
|Analysis of each sector of A-shares and market outlook:
The robot has bottomed out in the short term, but it will take another month to start a new wave of rise, and the big dragon will first buy low in batches The Beijing Stock Exchange 50 big dragon does not consider adding, only considering the rebound and reducing positions, and there is no big market for the time being. Semiconductor chips artificial intelligence computer computing technology are currently at the bottom, and Dalong is beginning to buy low and be bullish. New energy vehicle photovoltaic lithium battery energy storage There is no big market in the short term, only a rebound, no reversal, and Dalong continues to lie down and wait for the rise. There is no big market for liquor for the time being, and Dalong only holds it for the time being, and does not add it for the time being. Media, animation, and games are at the bottom in the short term, and it is expected to rise gradually soon Quantitative short-term or shock-based, will rise slowly, and Dalong will continue to lie down and wait for the rise. Securities brokers do not have a big market in the short term, so they can only say that they look at the long-term, and Dalong is considering rebounding and reducing positions.
Coal In the short term, Dalong only considers rebounding and reducing positions. Pharmaceutical and medical innovative drugs are in the bottom area in the short term, and Dalong is bullish in batches. Hong Kong stock Hang Seng Technology has risen for 3 consecutive days, and now the ink point is normal, and it will rise in a few days after digesting the shock. U.S. stocks don't need to worry, Dalong continues to be bullish. Although the short-term market of the military industry is relatively slow, it will continue to rise slowly. Gold and silver The high level in front of Dalong has been cleared with profits, and Dalong is now starting to take it back.
|Dalong Fund operates today:
Gold:
1.$GF Shanghai Gold ETF connects C$ (008987) to increase its position by 2,500 yuan
Gold dragon a few days ago the high point has earned 16 points to take profit clearance, but also to avoid a wave of fall, the dragon today began to gradually return to gold, this year the Federal Reserve will cut interest rates, although it is not sure how many months, but will definitely cut interest rates once, if the future interest rate cut really landed, it is a positive rise in gold, and this year's international turmoil, the Middle East situation escalated, these are good gold long-term rise reasons, and the global central bank in recent years continue to increase their holdings of gold, gold is also a positive impact, GF Shanghai gold tracking is Shanghai gold AU9999, Shanghai gold is with the international gold trend, compared with other gold products in synchronization is more consistentIt is also relatively safe, and the current gold dragon is continuing to be bullish for a long time, and the dragon is increasing its position today.
Resource:
2.$SDIC UBS CSI Resources Index (LOF) $ (161217) increased its position by 1,000 yuan
Resource stocks have performed very well in recent months, and have maintained a volatile upward trend, resource stocks include energy, non-ferrous metals, non-metallic mining and products, agriculture, forestry, animal husbandry and fishery and forestry products stocks, resource stocks, is a typical cyclical stock, high elasticity, short-term is the best, from the annual level, The annual level of resource stocks is certainly not over, the Fed's interest rate hike cycle is over, and it is expected to start the interest rate cut cycle in mid-2024, the weak dollar will stimulate the financial attributes of resource stocks, and Dalong is now laying out in batches to do a wave of short-term market.
Mix:
3.$ Bank of Communications Schroder Qicheng Mixed C$ (014039) increased the position by 1000 yuan
This is just a mixed base, or very stable, A shares rose once in February this year, and then fell sharply in January and 3-4 months, but Bank of Communications Qicheng has been fluctuating from January to now, indicating that the manager's ability to adjust positions is still very strong, Dalong bought this fund in June last year, when the profit was cleared, and now Dalong is back to take it back, now A shares lack incremental funds, too much plate rotation is basically a day trip, the mixed base will adjust positions in a timely manner according to the market, or very stable, Dalong entered the market today, in addition, Bank of Communications Qicheng has been limited to 1000 before, and now open the purchase limit to 50,000, Dalong is also just convenient to get on the car。
Robot:
4.$ CEIBS CSI Robot Index C$ (020256) increased its position by 1,000 yuan
The robot has been adjusted for 2 months, and now the bottom area has basically bottomed out, but it is expected that there will be a new wave of rise in about a month will begin, Dalong is now entering the market in batches of low suction, and the robot in Europe is a better tracking in the robot index, so Dalong chooses this, Dalong has made a profit in front of the high-level robot to reduce its position, and now the low-level Dalong is gradually retracting, as an emerging technology, the application field is broad, whether it is industrial, commercial or household and other links There is a huge market space. With the accelerated integration of new technologies such as artificial intelligence and 5G with robots, the penetration rate will be increased and the development of new application scenarios will be accelerated.
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:
$Bosera China Bond 7-10 Year Policy Financial Bond Index C$ (017838) took profit and cleared its position
Dalong yesterday increased the position of semiconductor chips and so on rose slightly today, Dalong today increased the position of hybrid, semiconductor equipment, robots, resources, gold, etc., pre-holiday A shares are mainly shock-based, May will start to rise, at this stage Dalong took advantage of the adjustment of low absorption, 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 buy low in batches, Dalong has not increased his position for a month, and now Dalong is now starting to buy the bottom bullish, Dalong increased his position by 07,500 today, and reduced his position by 04,000.
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 2688 friends who liked Dalong yesterday, and today's goal is to like 2888, see who is the fastest, and welcome everyone to exchange their opinions more, cheer together, learn from each other, and wish everyone a new year of investment and more money!