Good afternoon, brothers and sisters! Like it first and then look at it, with a monthly income of one million! On Wednesday, A-shares as a whole are still falling, compared to the U.S. stocks hit a record high last night is really a stark contrast, A-shares are still in the stage of shock adjustment in the short term, Dalong first continues to take a good wait for the rise, and is expected to begin to rise gradually in the second half of the week.
Dalong will be optimistic about gold and U.S. stocks today, and Dalong will mainly buy low in the technology sector and wait for A-shares to rise.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 550 billion, a decrease of 11.36% compared with Tuesday
Foreign capital (northbound funds) are closed for one day today due to the Buddha's birthday holiday
The net outflow of main funds was 15.2 billion
The top three major stock indexes of U.S. stock futures fell slightly and rose slightly
Hong Kong Foundation is closed for one day on Buddha's Birthday today
Hang Seng Technology is closed for one day on Buddha's Birthday today
Vietnam's base rose 0.91%
BSE 50 down 0.06%
|Analysis of each sector of A-shares and market outlook:
The robot is in the bottoming stage in the short term, and Dalong continues to buy low and be bullish. Real estate Dalong maintains a short-term high sell and low buy, which can be bullish. 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 and Games fell again today, Dalong temporarily took it and waited for it to rise, and Dalong did not move for the time being. Quantify Dalong continues to be bullish unchanged, and Dalong takes it and waits for the rise.
Securities fell sharply today, but Dalong did not consider increasing positions, bull market brokerages have a market, there is no bull market in A-shares this year, so Dalong maintained a rebound to reduce brokers. Coal Dalong does not consider playing now, Dalong only considers rebounding and reducing positions. 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 are closed for one day today due to the Buddha's birthday holiday, and the market will open tomorrow, and the dragon will not move today. U.S. stocks are not worried, Dalong continues to suck low today, and Dalong continues to be bullish on every Nasdaq to rise 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 golden dragon sucks low once today and waits for it to rise!
|Dalong Fund operates today:
Gold:
1.$GF Shanghai Gold ETF connects C$ (008987) 2500 yuan
The last time Dalong increased his position in gold was on May 10, when Dalong increased his position the next day gold rose 2%, and now gold is also fluctuating for a few days to start rising, Dalong continues to increase gold today, although the Federal Reserve has not confirmed the timing of interest rate cuts, bringing uncertainty to the future path of interest rate cuts. In the long run, the probability of gold prices continuing to fluctuate and rise is greater, and the U.S. monetary policy is the trend of the times, superimposed geopolitical risks are increasing, central banks are continuing to increase their holdings of gold, and the gold market will still be easy to rise and fall. GF Shanghai Gold closely follows Shanghai Gold AU9999, AU999 directly tracks the rise and fall of international gold, and is in line with international standards in terms of ups and downs, compared with other gold funds, there is also a wool remember to take a look, through this you can receive exclusive red envelopes, and then on the car gold is definitely more cost-effective.
Miki:
2.$ Wanjia Nasdaq 100 Index (QDII) A$ (019441) increased its position by 2,000 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.
Digital Economy:
3. $Xinyuan Digital Economy Mixed C$ (018819) increased its position by 40,000
Dalong today transferred Pengyang CSI digital economy theme C to Xinyuan digital economy, which is a similar merger and position adjustment, as for why, it can be seen from the performance that Xinyuan digital economy is much better than Pengyang, all of which are similar funds, and Dalong also controls the number of funds.
Today's Deleveraging Plan:
Pengyang CSI Digital Economy Theme ETF Connect C (015788) was transferred to Xinyuan Digital Economy Hybrid C
Short-term A-shares are in the bottoming stage, the market has not completely stopped falling to the bottom, Dalong only added a gold, U.S. stocks Nasdaq and digital economy today, and other Dalong temporarily did not move, waiting for A-shares to 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 his mind because of this short-term fluctuation, Dalong increased his position by 44,500 today and reduced his position by 00,000.
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!