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 Wednesday, and the market will be personal on Thursday tomorrow
Shanghai Composite Index: This week's market trend is consistent with my expectations, first down and then up, and the Shanghai Composite market is back to the gap. Then it strengthens upwards. The Shanghai Composite Index is expected to rise tomorrow.
GEM: The recent pullback of the GEM is close to sufficient, first down and then up, stepping back to confirm the support strength of the 20-day line, and then going up out of the 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 1.19 million, and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1) $CSOP Asia Pacific Select ETF Connect (QDII) C$ (021190) (add 30,000 yuan)
Personal Plan:
(1) The CSOP Asia-Pacific Select ETF tracks 13 market directions in the Asia-Pacific Rim region.
(2) The current Asia-Pacific market is in the stage of stabilization at a low level after falling in place, and after bottoming out on April 19, it is in a double-bottom structure at the bottom of the low. At this time, the exchange rate of the Asia-Pacific currency against the US dollar is close to stable, reducing to a historical low, considering the current high interest rate pressure on US bonds brought by the current high interest rates of the United States, the Federal Reserve will officially start to cut interest rates in the second half of this year. At that time, the exchange rate of the Asia-Pacific market will rise.
(3) I personally plan to increase my position at the bottom of history today to allocate Asia-Pacific Select ETFs, track the trend of Asia-Pacific indexes, and grasp the hot direction of the main line of the external market this year.
(2) $Penghua Pharmaceutical Technology Stock C$ (017900) (1000 yuan for additional position)
Personal plan: Penghua Pharmaceutical Technology stocks mainly track the direction of innovative drugs in the A-share market and the Hong Kong stock market, with strong performance and are in an upward recovery market since bottoming out in January this year. At present, the pharmaceutical technology market is in a stage of main line recovery, and the pharmaceutical category has experienced a downward trend retreat for about three years, and the current low valuation has returned to the upward momentum. Compared with the exponential trend of innovative drugs, it can be seen that the trend of Penghua Pharmaceutical Technology is stronger. I personally plan to increase my position in the market today during the pullback, continue to increase the proportion of A-shares and Hong Kong stocks in the direction of innovative drugs, and hold the follow-up trend to rebound.
(3)$E Fund State-owned Enterprise Reform Mix$(001382)(Increase position by 2,000 yuan)
Personal plan: The mixed reform of state-owned enterprises is to track the direction of this year's blue-chip weight hotspots, and the state-owned enterprise reform hotspots have long-term advantages in the fundamentals this year. Judging from the current process of reform of state-owned enterprises, blue-chip weighted state-owned enterprises are in an undervalued position in the industry. I personally plan to increase the state-owned enterprise reform index in the event of a pullback today, patiently hold the rebound of the undervalued blue-chip weight from the bottom of the historical valuation, and hold the hot spot of this reform.
Daily Regular Investing Section:
(1)$Everbright ChiNext Preferred C$(003070) (additional position of 3000 yuan)
Personal plan: The ChiNext index is one of the three broad indices of A-shares, which is a vane to measure the money-making effect in the A-share market, and is also a representative broad index of the current small and medium-cap theme category. At present, the GEM is at a historical low of less than 2,000 points, which belongs to the undervaluation period of the five-year history of the GEM. I personally plan to increase my position in the ChiNext index at a low level during a pullback today, and the current ChiNext is in the low range of 1800 points, and I continue to take the opportunity to increase the proportion of my position at the low level.
(2) $ CEIBS CSI Chip Industry Index C$ (020483) (increase position by 1000 yuan)
Personal plan: The CSI Chip 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 chip trend, the current chip pullback is sufficient, close to the bottom low in the early stage, considering the recent recovery of chip supply and demand, the problem of overcapacity has been solved. I personally plan to increase my position in the CSI Chip Index during a pullback today, and patiently wait for the chip industry to recover from the bottom of historical valuations.
(3) $SPDB AXA CSI Securities Company 30 ETF Connect C$ (017779) (Add 1,000 yuan)
Individual plan: CSI Securities Company 30 Index is the top 30 weighted index of brokerages and the main component of the A-share financial category. The current brokerage has been in the bottoming range, and the brokerage sector is in a 5-year historical undervalued position since 2018. This time, the brokerage is still at a low level and has not yet started. It is expected that there will be a follow-up market that will go down first and then up. I personally plan to enter the market at the low level of the pullback today, 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.