A shares:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock was reminded at the end of Tuesday, and the market on Monday next week was a personal idea
Shanghai Composite Index: It is currently in an uptrend, and the time-sharing retracement confirms that the support below does not change the direction of the trend. After the holiday, the Shanghai Composite Index continued to break upward.
GEM: The short-term retraction of the lower support after the continuous rise of the GEM belongs to the trend process of confirming the support. After the holiday, the GEM restarted its rise.
The current personal trend idea is: the idea of entering the market at the bottom of the A-share industry sector, selling high and absorbing the band low
Short-term thinking: The recent position is 1.04 million, and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1) $ CEIBS CSI Chip Industry Index C$ (020483) (3,000 yuan increase)
Personal Plan:
(1) The CSI Chip Industry Index is the main hot track in the science and technology category, and it is the main wide index collection in the hardware direction.
(2) At present, the science and technology category has come out of the bottom-up downward trend, and the volume and price have risen together. Today's single-day retracement of technology confirms that the support strength below is a normal phenomenon of the main rising market.
(3) I personally plan to increase my position in the CSI Chip Industry Index during the pullback and increase the proportion of the semiconductor index. Hold on to the follow-up rebound and pick up the market.
(2)$E Fund State-owned Enterprise Reform Mix$(001382)(Increase position by 2,000 yuan)
Individual plan: The reform of state-owned enterprises is the main hot direction of this year's blue-chip major category. From the perspective of this year's fundamental policy, the scope of reform revolves around emerging growth industries such as the national defense and military sector, the computer sector, electronics, and communications. The current trend of state-owned enterprise reform has long-term advantages in fundamentals, and has formed a volatile upward trend, and the reform of state-owned enterprises is not a short-term concept, and there will continue to be a volatile upward trend in the future. Today, I concentrated on increasing my position in the state-owned enterprise reform index and entering the market during a pullback. Wait patiently for the follow-up market to continue to rise.
(3) $ Dongfanghong CSI Dongfanghong Advantage Growth Index C$ (018921) (increase position by 1000 yuan)
Individual plan: 55% of advanced manufacturing + 21% of consumption constitutes the main advantage of growth value investment, which is the main beneficiary of the domestic economic recovery this year. The recent depreciation of currencies in the Asia-Pacific market, while the renminbi has performed well, shows that the trade surplus and monetary and financial instruments are playing a role this year. It can be seen that since the beginning of this year, the domestic manufacturing and consumer industries have been in the process of recovery and rise. Taking into account the Dongfanghong CSI Advantage Growth Index as a brokerage financial management, the trend trend center of gravity is steadily upward, and with the improvement of fundamental economic data, it is in the main upward advantage this year. I personally plan to continue to increase the proportion of manufacturing and consumer industries today, and seize the recovery period of economic fundamental dividends this year.
Daily Regular Investing Section:
(1) $Bosera SSE STAR Market 100 ETF connects to C$ (019858) (additional position of 1,000 yuan)
Individual plan: The STAR 100 Index is the main broad index in the technology category, and it is a broad index covering small and mid-cap technology and covering the most comprehensive technology trend. Recently, the science and technology category has begun to rebound and warm at the bottom, and the current pattern of volume and price rise has been established, and the bottom center of gravity has fluctuated upward. I personally plan to increase my position in the market during the pullback today, increase the proportion of my position in the STAR 100 Index, and track the recovery performance of the follow-up technology category in May.
(2) $ Guojin Quantitative Selected Mix C$ (014806) (add 1000 yuan)
Personal plan: IFC Quantitative Selection is to track the trend direction of the A-share small market, take the CNI 2000 Broad Index as the benchmark, and invest in a quantitative way. From the current point of view, the small market as a whole has been in the process of repairing the bottom of the upward trend since the end of January, and is still in the bottom low range compared to last year's position. The CNI 2000 Index is currently in good shape at the bottom, and will continue to fluctuate upwards in the future. I personally plan to increase the proportion of the position of the CNI 2000 Index in the small market correction today, and take advantage of the market trend of the small market to make up for the upward repair.
(3) $ Huaxia new energy vehicle leading hybrid C$ (013396) (additional position 1000 yuan)
Personal plan: The new energy vehicle leading hybrid is the leading enterprise target in the track of tracking and configuring new energy vehicles, and it is the track direction with the strongest performance this year in the new energy category. At present, new energy vehicles are stronger than other new energy themes, and they have come out of the process of steadily rising the center of gravity. Considering that April to October will be the peak sales season cycle for new energy vehicles. I personally plan to continue to increase my position in new energy vehicles after today's pullback and hold the upward swing this time.
Today's position reduction part: none
List of current positions: At present, the real market has been opened, you can click to view it by yourself. Thank you for your long-term likes, comments and support.