7.13 Wednesday update
Bill stamped: I hope fund investment and financial management can bring us more compound interest and freedom!
1, The recent market is too shameless. When most stocks fall, they do not fall. Today, the market mostly rises but they do not rise. This is somewhat distorted. This week it is very important whether the Shanghai Stock Exchange Index can regain the 3300 point level. The current focus is on the 3195 point support level. If you step back, you can increase your position. Today, the total transaction volume of the two cities throughout the day was approximately 942.3 billion yuan, less than one trillion yuan, and the net outflow of northbound funds was approximately 6 billion yuan.
2, technology sector, new energy dropped in the morning and revived with full blood in the afternoon. The leading Ningde drove the GEM to rise sharply. This position should be treated with caution. At present, I still hold fixed investment in smart cars and there is no change. The new energy vehicle fund remains The income is from playing, and it does not account for a high proportion in the overall configuration. I mentioned in my analysis of the photovoltaic sector on Monday that photovoltaic was trying to replace new energy as the main line. Unfortunately, the market was too weak on Monday to pull it up, but it was pulled up directly today. Relatively speaking, the risk is lower than that of new energy vehicles. Can participate. Chip semiconductors have been hammered again today. The main reason is that the market is worried about the resurgence of the epidemic in Shanghai. Most of the leading semiconductor companies are located in Shanghai, which cannot be ignored.
3, The pharmaceutical sector, which has a reasonable valuation, is still recommended to continue to hold the allocation unchanged. The military industry sector still has the opportunity to make up for the increase after the semi-annual report is released. Although it is difficult for the large consumer sector to become a mainstream trend, there is still room for recovery. As long as the market is good, it can follow the rise. It is recommended to continue to hold it. The agricultural sector remains unchanged.
4, infrastructure sector remains optimistic in the third quarter, just continue to hold it. The real estate sector rebounded a bit today, mainly due to the official announcement today of the "Implementation Plan for Carbon Peaking in the Urban and Rural Construction Sector" issued by the Ministry of Housing and Urban-Rural Development and the National Development and Reform Commission. It is proposed to promote the integrated construction of building solar photovoltaics and strive to achieve 50% roof photovoltaic coverage of new public institutional buildings and new factories by 2025. However, I personally do not recommend allocating real estate foundations in the third quarter.
5, In the major financial sector, the number of mortgage-suspended real estate projects in various places has increased to 80 in the past two days. This news has directly brought the banking sector into a pit, and the insurance sector will inevitably be affected. Two of the three financial fools fell down, and the securities sector followed suit. The index was also suppressed by these guys and almost turned green. Let's stay still and wait and see for the time being.
Today’s highlight : What to do about exponential distortion? details are updated to [Bill Stamp Fund Investment] Knowledge Planet.
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