A shares:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock is reminded at the end of Monday, and the market will be personal on Tuesday tomorrow
Shanghai Composite Index: Today's trend is low and high, the trend is good, and on the whole, it has withstood the negative impact of the news, which is a bearish out. Tomorrow Tuesday is up to the upside.
GEM: The GEM continues to step back today, and it is expected to step back to near the 20-day line again, and after filling the gap below, it will be able to get out of the corresponding rebound market.
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 1.03 million, and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1) $Bosera SSE STAR Market 100 ETF connects C$ (019858) (additional position of 10,000 yuan)
Personal Plan:
(1) The STAR 100 Index is the main broad index of science and technology, which has a wider tracking range and is the main collection of small and medium-cap science and technology.
(2) The current science and technology category has recently risen and fallen, and the science and technology category in the first half of the market in May is in the stage of stepping back and gaining momentum, and the recent pullback has been sufficient.
(3) I personally plan to concentrate on increasing the direction of the technology category wide index today, and I will buy 10,000+ directly today when I pull back today, and wait for the low upward recovery market to come.
(2) $ Tianhong Xinyi Bond C$ (007741) (increase position by 8000 yuan)
(Class C shares are free of redemption fee for 7 days, the rate is lower than the last 1 month, and the rate is up 0.81% in the past 1 month, and up 2.6% in the last 6 months)
Personal plan: Tianhong Xinyi bonds have been receiving positive returns for 4 consecutive years since their establishment, mainly in the medium and long-term bond market, with the trend of gravity upward, and the drawdown is small and the repair is fast from the historical trend. Judging from the social finance data at the weekend, it is expected that the macro control of RRR and interest rate cuts will continue to be carried out in the follow-up of this year, which will be good for the performance of the bond market this year and the upward trend of the medium and long-term bond market. Considering that the fixed income team of Tianhong Fund has won the Golden Bull Award for 10 consecutive years, and the scale of fixed income products has exceeded 100 billion, I chose Tianhong Xinyi Bond to increase its position to track the follow-up market trend.
(3) $ China Merchants CSI Semiconductor Industry ETF Connect C$ (020465) (increase position by 5,000 yuan)
Individual plan: The CSI Semiconductor Industry Index is a hot topic track in the science and technology category. It is the wind vane index of the current trend of science and technology. Judging from the current semiconductor trend, the current semiconductor pullback is sufficient, close to the bottom of the early stage, considering the recent semiconductor performance data disclosure landing, there will be an upward corresponding upward trend after the news is exhausted. I personally plan to increase my position in the CSI Semiconductor Index during a pullback today, and wait patiently for the semiconductor industry to recover from the bottom of historical valuations.
Daily Regular Investing Section:
(1) $ IFC Quantitative Select Mix C$ (014806) (add 1000 yuan)
Personal plan: IFC Quantitative Select Mix tracks the trend direction of the A-share small cap, and uses the CNI 2000 Broad Index as the trend tracking. Recently, since the small market bottomed out in early February, the overall performance has been good, and it has been in the upward trend of the rebound, and the overall trend is in an upward trend repair. I personally plan to increase my position in the CNI 2000 Index during a pullback today, increase the proportion of index-based quantitative funds, and wait patiently for the market trend to pick up.
(2) $ ChinaAMC CSI New Energy Vehicle ETF Connect C$ (013396) (increase position by 1,000 yuan)
Personal plan: The CSI New Energy Vehicle Index is a hot track this year and a leading direction in the new energy category. At present, the performance of new energy vehicles has fundamental support, and the bottom valuation is repaired and returned. It is expected that this year's new energy vehicles will go out of the upward trend of leading other theme tracks. Affected by external news in the short term, it is a bearish landing, the market has withstood today, and it will continue to rise in the future. I personally plan to increase the position allocation in the near future in the event of a pullback, and increase the proportion of the leading weight of new energy vehicles. Hold on to the subsequent rebound and recovery of the market.
(3) $ Wells Fargo CSI Xinhua News Agency National Brand Engineering ETF Connect C$ (014407) (increase position by 1000 yuan)
Personal plan: The national brand project of CSI Xinhua News Agency is the main component of the national economy and the main hot direction of the domestic demand economy. The recent consumer industry has shown an upward trend since the beginning of this year, which can be seen in the recovery of domestic consumption, the recent social finance data landing, the CPI landing, the short-term consumer downward pullback, this year's loose monetary policy will take the lead in promoting the recovery of major consumer industries. I personally plan to enter the market at the low level of the pullback today, return to domestic demand and consumption, spread out the average price of the position, and wait for the market to recover upward.
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.