index fell slightly in the afternoon, and real estate stocks set off a wave of limit upwards, driving the upward trend of related sectors such as big finance, value blue chip , and military industry, photovoltaics, and new energy vehicle performed averagely.
can finally end the 9 consecutive losses. My position is more focused on the track, so I don’t make much profit and can’t beat the Shanghai and Shenzhen 300. Next, the index will stabilize and the growth direction is expected to be strong.
There is no operation today.
The logic is that there are not many sectors that have fallen in , and there are also fixed investments in the near future, so there is no need to buy them again. In terms of selling, the weight rises, and I don’t hold much, so I just lie down.
Other sectors’ personal opinions:
Medical: surges higher and falls back to , and short-term sideways trend has been initially obvious. Next, there is a high probability that it will fluctuate repeatedly in the sideways. When it is close to the lower edge, you can do to absorb funds and , so there is no need to chase the rise. I won't move today.
Liquor: will fall a lot and make a move. The sustainability is not expected to be good. Anyway, it is not dangerous. You can buy low when you step back, and I will not move.
New energy vehicle: has been running near the previous low and is building double bottom . If it can stabilize this week, even if it succeeds, it is expected to rebound later. It is now in the observation period, and I will remain unchanged.
Photovoltaics: has little fluctuation, similar to the trend of new energy vehicles. It is also in the observation stage. I check for omissions and fill in the gaps. I have enough fixed investment, so I just waited to stabilize the rebound. I won't move today.
Military Industry: continued to fall, but did not hit a new low. I waited for the short-term to stop falling and rebound upward, and I didn't move.
chip: starts trying to stop the decline, and it will take at least two trading days to confirm it. I don’t have much hope this year, mainly lurking, I won’t move.
Hong Kong base: starts rebounding again, and this round should be able to reach a recent high. At that time, I will consider reducing my position and making T, and I will not move today.
US base: will release price index and non-agricultural data this week, which may affect the short-term trend of US stock . If the trend is good, it will further affect the trend of interest rate hike next month. Just wait, I won’t move.
summary, I have no operation today.
market layout growth does not have an advantage, and there is no need to talk too much. Today, the Shanghai Composite Index has a gap again, and the subsequent replenishment of should also be dominated by weight. At least get some blood back and stabilize it, and there is still room for growth. Aoli gives .
Like it and get rich, follow it and don’t get lost, and work together!
is written in the following text:
Watermelon style: operation is stable, but the holding style will be slightly radical in the second half of the year, and it will rebound.
key configuration: growth direction (chips, military industry, new energy vehicles, photovoltaics) + liquor medical brokerage
left and right side operation: During the decline and stabilized, adds positions is on the left side (usually puts 8 layers of position ). During the oscillation and recovery process, the position is on the right (2-layer position)
