Good afternoon, brothers and sisters! Like it first and then look at it, with a monthly income of one million! Tuesday is generally a high open low market, mainly the funds have run to speculate on Hong Kong stocks, today A shares here is a sharp shrinkage of no funds into the market, but A shares have been in the bottom area, the short term is close to the end of the adjustment, is expected to gradually rebound in the second half of the week.
The current market of A-shares is, rising slowly, falling fast, so Dalong will sell high and suck low to do short-term-based, not long-term, Dalong will continue to buy low in batches of A-shares, Hong Kong stocks, Hang Seng Technology, and wait for the rebound, the short-term resistance of the gem is 1900 points, keep an eye on here, when to break through this resistance, the rebound of A-shares will begin.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 600 billion, a decrease of 8.04% compared with Monday
Foreign capital (northbound funds) do not publish real-time trading data during the session, and will be announced after the market closes
The net outflow of main funds was 11.4 billion
The three major stock indexes of U.S. stock futures all fell in the first session
HKKY rose 0.83% today
Hang Seng Technology rose 0.94% today
Vietnam's base rose 0.50%
BSE 50 up 0.64%
|Analysis of each sector of A-shares and market outlook:
The robot dragon intends to suck a part of it low today and wait for a rebound. The BSE 50 Dalong will not be considered for the time being, and the short-term Dalong will only consider rebounding and reducing its position, and Dalong will not get on the bus for the time being. Semiconductor chip artificial intelligence computer computing technology Semiconductors are in the bottoming stage in the short term, and Dalong continues to buy low today and wait for the rise. There is no big market in the short term, and there is no big market in the short term, and there is no big market for the time being. There is no sustained rise in liquor for the time being, but there is no risk, Dalong does not plan to increase his position for the time being, and Dalong continues to lie down and wait for the rise. Media Animation Games Today is an over-falling rebound, and Ma Dalong continues to take it and wait for the rise. Quantify Dalong continues to be bullish unchanged, and Dalong takes it and waits for the rise.
There is no big market for securities, but considering that they are at a low level, Dalong continues to lie down and wait for the rise. Coal Dalong does not consider playing now, it is too high, and Dalong does not consider it. The pharmaceutical and medical innovative drug Dalong continues to be bullish and bullish in the short term. Hong Kong stocks Hang Seng Technology Hong Kong stocks Hang Seng Technology Dalong continues to suck low today, and there will be a wave of big rises later, Dalong continues to go up to the United States U.S. stocks are not worried, Dalong continues to be optimistic about rising to new highs. Military industry Dalong continues to be optimistic about the rise, and waits for a profit of 15 points Dalong to consider. Gold and silver The gold dragon has been sucking low for two days, and the overall situation is still optimistic, and there is a high probability that the dragon will make a move tomorrow.
|Dalong Fund operates today:
Debt Base:
1.$ China Commercial Stable Shuangli Bond B$ (630107) increased its position by 3,000 yuan
Dalong continues to increase the bond base today, and the bond base has been adjusted in the past few days, and many friends are worried about whether the debt base is not good? In fact, there is no need to worry so much, the bond market has not had any negative news recently, that is, it has risen more naturally adjusted, looking at the long-term words, this fluctuation is not a matter at all, and the bond base in the future is likely to continue to rise in the past few years, A-shares have been falling, but compared to the continuous roller coaster market of A-shares, the bond market has been maintaining a bull market rise, and for a long time, bond fund products generally will not have large fluctuations and drawdowns, so there is no need to think too much about the timing problem, for those who do not pursue high returns, do not want to bear large fluctuations, and want to pursue more than depositsFor investors with slightly higher returns on money market funds, long-term bond funds are a relatively good choice. In recent years, the stock market has fallen, bank wealth management has fallen, and deposit interest rates have fallen again and again, at this time the bond base is the best, this year's A-share market is not too optimistic, and the economy is also recovering slowly.
U.s.:
2. $ Wanjia Nasdaq 100 Index (QDII) A$ (019441) increased its position by 1,000 yuan
Dalong continues to increase its position in the U.S. stock NASDAQ today, for the U.S. stock Dalong is not worried at all, this year's U.S. stocks are expected to continue to last week's new highs, 24 years of the Federal Reserve is expected to continue to postpone interest rate cuts, but there will be at least one interest rate cut within the year, and so after the Fed rate cut landed, U.S. stocks will continue to rise to new highs, U.S. stocks Nasdaq is a representative of technology, the strong Hengqiang, Dalong is optimistic that artificial intelligence will lead the Nasdaq index higher in the later stage, in addition, don't always think that U.S. stocks are too high, you have always felt that he has been rising, Dalong will continue to invest in the US stock NASDAQ for a long time, and the US stock market is not negative in the short term, and the US stock market is now a very good layout position. In addition, 10,000 Nasdaq has been limited to 10,000 purchases, the U.S. stock market has risen too much, too many people have bought, while there is still a quota of Dalong hurry up, lest it will not be able to go up after the closure, no matter whether the Federal Reserve cuts interest rates or not, U.S. stocks will definitely continue to rise, there is no doubt that Dalong will continue to buy U.S. stocks low today, and the Nasdaq will remain unchanged, and you can always believe in U.S. stocks.
Robot:
3.$ CEIBS CSI Robot Index C$ (020256) increased its position by 2,000 yuan
Robot dragon at the highest point to take profit part, now the low dragon began to slowly pick up, although today is rising, but the overall is still at a low level, the right side of the dragon on the car is safer, the robot will also have a good market this year, with the deepening of the degree of aging, the supply of labor in the mainland continues to decrease; At the same time, with the continuous improvement of the wages of manufacturing workers, out of the need to improve efficiency and reduce costs, robot foundry will become a long-term trend, and there are many policies to support AI robots. The 10 billion robot industry fund has undoubtedly injected strong financial support into this field. In addition, the financing and listing of a large number of investment institutions and humanoid robot-related enterprises has also made the development prospects of the humanoid robot industry chain more clear.
IC:
4.$ Yinhua integrated circuit mixed C$ (013841) to add 1000 yuan
Integrated circuits are mainly a collection of large-scale circuits made of semiconductor materials, which can basically be divided into upstream equipment materials, midstream design, manufacturing and packaging and testing, and downstream consumer electronics applications. Integrated circuits are the core components of the downstream of semiconductors, which can account for about 80% of the applications of the downstream of semiconductors, specifically looking at the investment value of integrated circuit ETFs. First of all, its long-term market size is in a steady growth trend, on the one hand, the integrated circuit industry chain has a relatively strong domestic substitution demand, on the other hand, the current world is in the 5G update substitution cycle, which has also brought the development of the domestic integrated circuit industry chain.
Today's Deleveraging Plan:
$E Fund CSI A50 ETF linked to C$ (021207) profit liquidation
This is a new fund before Dalong, and now it is open to Dalong to sell profitably.
Short-term A-shares are in the bottoming stage, Dalong is now close to full position, Dalong today plus integrated circuits, robots, US base, debt base, etc., other Dalong temporarily does not move, it is almost time for Dalong to copy the bottom, stabilize.
Personal Fund Transaction History:
Market outlook |
This week, the A-share dragon is the idea of falling first and then rising, the overall idea of closing the red in May will not change, and the dragon will not change its mind because of this short-term fluctuation, and the dragon will increase its position by 07,000 and reduce its position by 10,000 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 decreasing positions every day, and he is currently selling for 24,000 yuan.
(Important Reminder!) If there is a change in the fund operation, a post notification will be sent before 14:40, remember to look at it every day, and don't leave it behind. ）
Thank you for the 888 friends who liked Dalong yesterday, today's goal is to like 2888, see who is the fastest, and welcome everyone to exchange their opinions more, work together, learn from each other, I wish you all a new year of investment and more money! Earn Together in 2024!