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 Friday, and the market is personal after the holiday next week
Shanghai Composite Index: The Shanghai Composite Index came out of a narrow range this morning and rose and fell, and the overall performance shrank and gradually bottomed. At present, the Shanghai Stock Exchange is grinding the bottom of the market, and it is expected that the market will bottom out and rise upward after the holiday. (The market is different before and after the holiday, down before the holiday, up after the holiday)
GEM: The GEM has not had a new low since August 29, and several major industries on the GEM have performed poorly today, falling back to the multi-cycle moving average, mainly due to the double weakening of new energy and medicine. Next week's post-holiday performance will resume its recovery.
Position: The recent position is 1.99 million, and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1) $Bosera SSE Science and Technology Innovation Board 100 ETF connects to C$ (019858) (increase position by 3,000 yuan!) (Kechuang 100)
Personal Plan:
(1) The STAR 100 Index is the main broad index of science and technology, and its scope is wider than that of the Science and Technology 50, which is a collection of small and medium-cap science and technology categories.
(2) Recently, the science and technology category has begun to transition from the bottoming stage to the bottom of the stabilization period, and the current position is in the lowest point of history, and the shrinkage to the end of the volume of selling pressure. At this time, a sideways bottoming structure was formed in line with the record low in February.
(3) Considering that the future development prospects of the science and technology sector are considerable, it has long-term fundamental performance support. My personal plan is to concentrate on the stage of the Science and Technology Innovation 100 Index to enter the market at the low level of the stage, spread out the average price of positions, and wait for the subsequent recovery and recovery.
(2)$Everbright GEM Preferred C$(003070) (Add 5000 yuan!) (GEM)
Personal plan: The ChiNext index is one of the three major indexes of A-shares, and it is a vane to measure the money-making effect of the market. Recently, in the A-share market, the GEM has returned to the first-line position of 1500 points, and has gradually stabilized since the historical bottom of 1512 points. The GEM was affected by the weakening of new energy and medicine today, and stepped back on the lower average support position, and it is expected to continue to pick up after the holiday. Judging from the medium-term trend, the GEM is expected to return to the 1700-point area in the future. My personal plan is to meet the pullback today and concentrate on adding 5,000 yuan to the GEM index! Spread out the average price of the position, and wait patiently for the subsequent turning point to come.
Daily Regular Investing Section:
(1)$Taixin low-carbon economy mixed C$(013470) (increase the position by 5000 yuan!) ）（CPO）
Personal plan: Optical module CPO is the main theme of the A-share market this year, and the trend is tracking the direction of Nvidia and the CPO industry chain. Among them, Taixin's low-carbon economy is the only target of CPO optical modules that are still at a low level. The Fed's official rate cut next Thursday is expected to materialize. And at present, the market has a large expectation of a 50 basis point interest rate cut for the first time, which is directly positive for CPO. Among them, the technology giant Nvidia has recently risen sharply and continuously, driving the technology category of U.S. stocks to restart and rebound. The logic of the rise of the center of gravity of the long-term trend of CPO has not changed, and it is expected that the trend will accelerate in the market in September. I personally plan to increase the CPO optical module by 5,000 yuan every callback! Wait patiently for the CPO industry to continue to rise from a low level.
(2) $ CEIBS CSI Robot Index C$ (020256) (1000 yuan more position) (robot)
Personal plan: CSI Robot Index is the main hot sector of A-share technology and the main direction of the development of the AI industry. Recently, in the A-share market, the overall technology category has returned to the lowest point in history, and the robot sector has returned to the lowest position in history due to the weakening of the general environment. The recent trend of the robot has gradually strengthened from the bottom, the bottom has formed a support structure, and the trend is no longer a new low. From the perspective of the long-term development of the industry, the future development of robots will be the key direction of AI development. My personal plan is to enter the market in the lowest range in the history of robots today, and wait patiently for the robot sector to rebound and form a warming trend.
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.