1. Good evening, brothers and sisters, tonight's fund income has been updated, but it is actually a loss of 14,000, and it is another bowl of Laotan sauerkraut beef noodles, who called the weekend suddenly two such big bearish, it is difficult for A shares not to fall, so the question is, is there any hope for eating meat in red May? Listen to Dalong to analyze it!
2. Quantification ($ Guojin Quantitative Multi-factor Stock A$ Dacheng CSI 360 Internet + Big Data 100 Index C$ Orient Securities Ronghui Growth Preferred Mix A$) quantitative short-term or shock-based, currently only suitable for short-term high selling and low buying, Dalong first continue to hold and wait for the rise.
Game ($ChinaAMC CSI Animation & Game ETF Connect C$) The game sector is at a resistance level after a continuous rise in the short term, and it will fall for a few days before rising in the short term.
U.S. stocks ($CCB Nasdaq 100 Index C (QDII) $ Wanjia Nasdaq 100 Index (QDII) A$) U.S. stocks are not entangled, no matter whether the Fed cuts interest rates this year or not, U.S. stocks will rise, there is no doubt that Dalong will continue to suck low.
Brokerage: ($ Baoying CNI Securities Leading Index C$) Brokerage has no market for the time being, although the brokerage has fallen for 4 years, but the brokerage will only break out of the bull market, this year's A share is a volatile trend, there will be no bull market, so the brokerage will not break out, the brokerage can only do short-term now, Dalong maintains the idea of rebounding and reducing positions.
Pharmaceutical and medical innovative drugs: ( $ China-Europe medical and health mix A$ Taixin medical service mix A$) Pharmaceutical and medical innovative drugs will continue to rebound and rise in the near future, but the upside is limited, and Dalong will continue to take a good position and wait for the rise.
Information and innovation, artificial intelligence, computing computer, AI: ( $ China Commercial Computer Industry Quantitative Stocks A$$ China Europe Electronic Information Shanghai-Hong Kong-Shenzhen C$) Artificial intelligence and other technology sectors still have short-term demand for decline, and there will be a rebound in 1-2 days after the fall, and the dragon will continue to suck low.
Liquor: ($China Merchants CSI Liquor Index (LOF)A$CEIBS Core Consumer Stocks C$) Liquor is more embarrassing now, there is no room to fall, and there is no room to rise, more to maintain the bottom shock, will rise slowly, Dalong continues to take a good wait for the rise.
New energy vehicle photovoltaic lithium battery: ( $ China Post Energy Innovation Hybrid C$ $ Fuguo CSI New Energy Vehicle Index (LOF) A$ $ China Merchants CSI Photovoltaic Industry Index C$) New energy vehicle photovoltaic is now short-term no bull market, new energy photovoltaic has fallen by 60% in recent years, the position is very low, the short-term can only look at the rebound, there is no big rise, no big market remember.
Semiconductors: ($Harvest SSE Science and Technology Innovation Board Chip ETF Connection C$ Yinhua Integrated Circuit Hybrid C$) Semiconductors will also fall for 1-2 days in the short term before they rise, and Dalong will first buy low in batches and wait for the rise.
GEM: ($ Wells Fargo ChiNext Index (LOF) A$) GEM short-term resistance of 1900 points, when to break through here The next wave of A-share rise will come, you can pay more attention to it in the near future, it will not be too fast.
Hong Kong stocks Hang Seng Technology: ( $ Harvest Hang Seng Hong Kong Stock Connect New Economy Index (LOF) A$ $ CUAM Hang Seng Technology ETF Connect (QDII) C$) Directly and for a few days, Hong Kong stocks Hang Seng Technology continued to rise, mainly A-share funds and overseas funds are flowing into Hong Kong stocks, and the short-term Dalong is continue to be bullish on Hong Kong-based Hang Seng Technology unchanged, still optimistic about the rise.
3. Two major bearishness this week:
First, the real-time transaction data of northbound funds has been cancelled and announced, why cancel foreign capital, we also know that northbound funds (foreign capital) have always been wearing the hat of smart funds, because they can perfectly sell high and buy low, and the winning rate is almost more than 90%, so there will be a lot of foreign capital operations, which is why billions of foreign funds can influence the 100 billion A-share market, northbound funds mainly affect the market sentiment of A-shares, and now the real-time data of northbound funds has been canceled, and the short-term impact on A-shares is definitely negative. Because this makes many funds that have been following the operation of foreign capital do not know what to do, and must choose to wait and see, but let's think about it sideways, why do funds trust foreign capital and not domestic capital? Because the leeks of domestic investors are more ruthless than foreign capital, uprooted, Dalong suggested that the domestic capital should be shut down, flowing out every day, out of sight and out of mind, to be honest, Dalong is also very convinced, do not do personnel, before the cancellation of fund valuation said that it was for our good, and now the suspension of foreign intraday real-time data is also said to be good for us, I want to ask where is the good? Should it fall or not? On the contrary, the data on our judgment of the rise and fall of A-shares are blocked.
Second, the IPO restarted after 3 months, we all know that A-shares have always been listed more, delisting, IPO new issuance has been to bring blood to A-shares, A-shares fell sharply in January this year, a month more than last year, when the regulator suspended the IPO in order to protect the stock market, and now restart the IPO after 3 months, although on April 30 the new listing rules were introduced to improve the quality of the listed stock market, but that is more of a long-term good, short-term IPO restart for A-shares or draw blood negative.
4. These two negative news can be said to have a great impact on A-shares in the short term, and they are both decisive events, but A-shares are now at a low level in the past three years, and there is no room for decline in the current position.
Today, Monday, there was a net outflow of 4.591 billion yuan from foreign capital (northbound funds), and COSCO Shipping Holdings, Midea Group, and Yangtze River Power received net sales of 369 million yuan, 287 million yuan, and 247 million yuan respectively. NAURA had the largest net purchase, with an amount of 286 million yuan. That is to say, foreign capital today bought the shipping port sector, household appliances, power sector, and bought the semiconductor sector, and now the foreign capital data is updated after the market, not updated intraday.
5. This week, the A-share dragon is optimistic about the first fall and then the rise, the plan to eat meat in May will not change, stay patient and don't panic, in fact, I am also used to it, every time the market falls, the atmosphere immediately becomes tense, and then it rises, and immediately it is a happy atmosphere, if it is a new friend, it is easy to be infected by this emotion, and you are also worried and scared together.
Not to mention the rest, for the next trend of A-shares, Dalong is really not worried, no matter how it fluctuates in the middle, as long as the overall profit is OK at the end of the month, this is the result we want OK? Don't think about it now, it's useless to think about it~
6. Okay, everything that should be said has been said, let's experience it for ourselves, the following are the two kittens in Dalong's house, take a look at it on the camera, hehe, cute.
Dalong's operating style is very decisive, bullish on bullish, bearish on bearish, dare to tell the truth, never hesitate to ink, if you support Dalong, remember to click + pay attention after reading the article, keep a good attitude, thank you very much for your encouragement and support! Thank you for being so good and paying attention to Dalong!