1 Review today: Market continues to volume downward today, , closing a cross star, the net outflow of main funds exceeded 10 billion, and in terms of sectors, state-owned assets cloud, data security, digital economy , traditional Chinese medicine, etc., led the rise, airports, coal, tourism, etc., the declines were among the top. Although stocks rose more and fell less, there was still no money-making effect, and the market sentiment was depressed. In the future, the market will test the effectiveness of the previous low of 2863. Short-term investors will continue to wait and see, and medium-term investors will continue to pay attention to undervalued dividend . Although the market has rebound requirements, stable investors should not be anxious, because fast is slow!
2 Keep 60% of position .
3 Basic logic: The Russian-Ukrainian conflict is a modern war version, information, intelligence, and network security are important components of future regional conflicts. Foresighted funds obviously like communication, electronic equipment, aerospace and military industry, excellent performance, and in-place adjustments, and other superimposed concepts can pay attention to it at dips.
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