Good afternoon, brothers and sisters! Friday A shares rose sharply across the board, if you don't dive tonight, a big return to blood, a few days ago many times emphasized that A shares have bottomed out will rise, Dalong a few days ago to buy the bottom of the semiconductor artificial intelligence computing power Hong Kong-based Hang Seng Technology is also all up sharply, the current market Dalong on a word, continue to be bullish A shares rise, May will continue to rise, Dalong will continue to buy the bottom today.
A shares have now completely stopped falling to the bottom, Dalong will continue to buy low and bullish, persistence is victory and cheer! Believe in yourself! Dalong and others will go to the airport, the afternoon plane to Hangzhou, every time Dalong goes out of the door A shares will rise, everyone praises more, Dalong will stay outside for a while!
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 700 billion, a decrease of 2.92% compared with Thursday
Foreign capital (northbound funds) inflowed 13.5 billion today
The net inflow of main funds was 5.7 billion
The top three U.S. stock futures indexes all rose 1%
HKKY rose 3.43% today
Hang Seng Technology rose 3.65% today
Vietnam's base rose 0.40%
BSE 50 up 0.40%
|Analysis of each sector of A-shares and market outlook:
Robot has now bottomed out, and Dalong continues to buy low and bullish. The Beijing Stock Exchange 50 has no market for the time being, Dalong does not consider adding for the time being, and Dalong only considers rebounding and decreasing. Semiconductor chips, artificial intelligence, computer computing technology, Dalong has added several heavy positions in the past few days, and today it continues to rise as scheduled, and Dalong continues to buy low and be bullish. There is a short-term rebound in the energy storage of photovoltaic lithium batteries for new energy vehicles, and Dalong continues to lie down and wait for the rise. Liquor only rebounded in the short term, and Dalong continued to lie down and wait for the rise. Media, Animation and Games have stopped falling in the short term, and Dalong continues to buy low and be bullish. Quant Now the big dragon continues to be bullish unchanged. The news of securities last night was good, and the news of brokerage mergers and acquisitions was good for brokerages to rise sharply today, but it was only a short-term market, and the sustainability was not strong.
Coal The position is too high for the big dragon to touch. Pharmaceutical and medical innovative drugs Dalong continues to buy low and is bullish at present. Hong Kong stocks Hang Seng Technology has risen for 4 consecutive days, Dalong a few days ago to buy the bottom of Hong Kong stocks Hang Seng Technology, at present, Dalong continues to take a good wait for the rise, optimistic about continuing to rise. The big dragon is not worried and continues to be bullish. At present, Dalong is also bullish, and the profit of more than 10 points is running. Gold and silver are still in an upward trend, and Dalong continues to be bullish and buy low.
|Dalong Fund operates today:
Quantification:
1.$ Guojin quantitative multi-factor stock A$ (006195) increased its position by 2,000 yuan
Quantitative funds are based on data, investment logic and computer technology, etc., through the analysis and induction of factors that affect the rise of stock prices, and finally build an investment model, and put it into actual investment to guide investment decisions.
Software:
2.$ CEIBS CSI All-Index Software Development Index C$ (020485) increased its position by 2,000 yuan
As an important foundation to support the development of the mainland's information industry, the software development sector plays a very important role in promoting the development of the mainland's digital economy and intelligence, from the perspective of industry development trends, digital economy, intelligence, etc. cannot but become the development trend of the software development industry in the future, and the software development industry occupies an important place in the process of building digital economy and intelligence in the future, and will maintain growth step by step. In addition, under the large circulation structure of the mainland, the industrial structure needs to be reconstructed, and gradually open up all links of economic activities, and move forward with collaborative cooperation and development, which will accelerate the pace of enterprises towards platform and digital ecology, and at the same time promote the development of the software development industry.
Chip:
3. $Chuangjin Hexin chip industry stock C$ (013340) increased its position by 5,000 yuan
From a technical point of view, chip stocks are at a historic low level, and the performance of the first quarter of the chip semiconductor companies announced last night is very good, which is also a good thing, optimistic about the chip sector, the entire domestic semiconductor equipment and materials, because it is still in the early stage of development, there is a lot of room for future development. In this context, the domestic material and equipment segment leaders are expected to seize the golden opportunity period of domestic substitution and achieve rapid rise and development.
Military:
4.$ Harvest CSI High-end Equipment Subdivision 50 ETF connected C$ (018028) to increase the position by 2,000 yuan
The fundamentals of the military industry are not negative, the performance of military enterprises is OK, the current military industry is rising slowly, there is no other problem, the dragon is to continue to suck the military industry bullish, and wait for the military industry to make a profit of 15 points before considering running.
Mix:
5. $BOCOM Schroder Qicheng Mixed C$ (014039) increased the position by 1000 yuan
Dalong today to increase the position of Bank of Communications Qicheng mixed base, A shares are not too stable now, the volatility will be relatively large, or the mix is more stable, looking back on this year's market, 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, the performance has explained everything, the side reflects that the manager's ability to adjust the position 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 be adjusted in time according to the market, or very stable, Dalong entered the market todayPreviously, Bank of Communications Qicheng has been limited to 1,000 purchases, and now the purchase limit has just been released to 50,000, which is more convenient for Dalong to operate, and it is respectful to do it first.
Artificial intelligence:
6. $10,000 artificial intelligence mixed C$ (014162) increased the position by 5,000 yuan
Dalong has increased his position in artificial intelligence the day before yesterday, and today it skyrocketed Dalong continued to improve his position, and now it is still at a low level, don't worry, artificial intelligence has fallen for a month, and is now in the bottom area, Dalong began to pick up chips in batches and wait for the rise, with a target profit of 20 points.
Computer:
7.$ Rongtong CSI Cloud Computing and Big Data Theme Index (LOF) C$ (014130) increased its position by 5,000 yuan
Dalong has increased the position of the computer the day before yesterday, and it has risen sharply today, and the current Dalong is the bottom position, so Dalong continues to increase its position sharply, and it is still at a low level, do not worry, the computer has fallen for a month, and now it is also at the bottom of the stage, and the technology has rebounded in the short term, and Dalong is bullish today.
Dalong continues to invest in stable profit increase life 2.0 version 2.0 of the family is really difficult, 24 years have passed half, but Dalong looked at the stock market income, or a loss of hundreds of thousands, and then looked at the bank financial management, it is also a piece of green, and then look at the deposit interest rate, that is less pitiful, in recent years, various financial products are really not a few good, the stock market has fallen, bank wealth management has fallen, the deposit interest rate has fallen again and again, and the bank no longer issues a three-year term. Five-year large-amount certificate of deposit products, other banks are also following up one after another, do not rule out the future interest rate situation, now it is low can not bear to look at it directly, now want to earn some long-term stable income is really difficult, at this time Dalong still chooses to be stable, Dalong will continue to choose the layout has been investing in long-term savings insurance, stable profit increase whole life version 2.0. It is worth noting that the predetermined interest rate of the product reaches 3%, and there are very few products that can reach this interest rate now, and the longer you hold it, the higher the cash value of the policy, until life. Because the cash value continues to grow, An Wenying has the function of saving and appreciation, and can also have a good income, and the income is written in black and white in the contract, rigid payment, which is very important to Dalong. Take Dalong as an example, according to the algorithm of version 2.0 of Anwenying, increasing the amount of whole life, with Dalong now 35 years old, 35 years old one-time insurance of 100,000 idle funds, at the age of 60 the policy value has been 200,000, so it is still a lot, and a one-time investment can also lock in long-term income in advance, compared to the turbulent market of the stock market, Anwenying is still much safer, at least there is no need to worry every day. If you want to maintain a stable income in the wind and waves of the market, this savings insurance is a good choice, you can also click on the stable profit increase whole life 2.0 to enter the insurance page for income calculation, in short, if you don't want to experience the current toss market of A shares, An Wenying is one of the best choices.
Today's Deleveraging Plan:
Dalong added a few days ago to the semiconductor artificial intelligence computing chips, Hong Kong stocks Hang Seng Technology, etc. all rose sharply today, Dalong continued to add chips, quantitative software, military industry, artificial intelligence, computers, etc., Dalong is optimistic about the bottom of A shares now, Dalong will continue to buy the bottom bullish, is expected to gradually increase the position of 100,000, optimistic about the rise of A shares in May!
Personal Fund Transaction History:
Market outlook |
Dalong is not a person who likes ink, and now the A-share Dalong is firm in a line of thought: see the bottom and copy the bottom to be bullish! In the sector, Dalong will mainly lay out science and technology, semiconductors, artificial intelligence, computing power, computers, medical and pharmaceutical, Hong Kong and Hang Seng technology, intelligent vehicles, low-altitude economy, military industry, gem and other sectors to buy low and bullish. April is the last time for the release of quarterly reports and annual reports, and all kinds of thunderstorms are announced at the end of the month. From March to now, A-shares have fallen for 2 consecutive months, and most sectors have adjusted by 10%-30%, which is sufficient for A-shares, and A-shares are now eligible for rise. Dalong increased his position by 22,000 and reduced his position by 00,000 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 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 3688 friends who liked Dalong yesterday, today's goal is to like 2888, see who is the fastest, and welcome everyone to exchange their opinions, work together, learn from each other, I wish you all a new year of investment and more money!