Key takeaways:
1. U.S. stocks have diverged, Nvidia has expected adjustments, although the bottom has rebounded, but after hitting a record high in a row, the stock price needs a certain period of time to recuperate, plus the release of PCE data on Wednesday and Thursday, it is expected that U.S. stocks, especially the Nasdaq, will appear obviously**!
Angkor was in the group yesterday ** US stocks will be small ** on Tuesday, leaving room for Wednesday and Thursday, ha, this possibility is quite high!
However, we can see that biotechnology can no longer be suppressed, and in the case of the endless emergence of innovative drugs this year, with the blessing of AI, biotechnology companies will have a large wave of upside!
Yesterday, a small pharmaceutical company announced the clinical results of the first drug, the effect was amazing, and the stock price directly doubled, so the concept of A-share ** drug is worth paying attention to today!
According to the plan, Angkor will add back the U.S. stocks ** that reduced their positions last week in batches on Tuesday, Wednesday and Thursday, and it is currently being implemented as planned, and will continue to add a wave of U.S. stocks ** today!
2. In terms of Hong Kong stocks, U.S. stocks and Chinese concept stocks have performed well driven by Li Auto and Gaotu, and with the good news of Sino-US talks, it is expected that Hong Kong stocks may continue to rise today.
Hang Seng Technology said that 3500 points is a pressure, which was reached yesterday, and today it will consider reducing or clearing positions and concentrating on US stocks! Of course, this is a risky move, so it's good to refer to it.
At the same time, Angkor is also gradually reducing its position in Hong Kong stocks and pharmaceuticals**, which will be merged into the direction of biotechnology in US stocks!
3. In terms of A-shares, the Shanghai Composite Index returned to 3,100 points yesterday, and the current turnover is not standing at trillions!
Judging from the recent ** conversion, the weight is a bit off, and the computing power and new quality productivity are outstanding, and this conversion is quite benign. At the same time, the money-making effect of the market has been very obvious.
That is to say, the main force did not want to set people around 3000 points, indicating that the ambition is high, and the short-term pressure of 3035 is just to provide us with an opportunity to sell high and suck low.
Yesterday, I heard a financial blogger say that we should cherish the current opportunity of the yin line! Angkor is still relatively agreeable.
That is to say, in the continuous **, chasing high is risky, unless you can see accurately, chasing the core variety, otherwise it is easy to eat the set.
A better strategy is to be bold in the event of a brief correction in the market! It's much safer this way.
Today's highlight of the Shanghai Composite Index is to attack 3035 on the basis of standing at 3000 points.
Today, it is best for the Shanghai Composite Index to open flat or low, and do not leave a gap, otherwise there will still be an adjustment to fill the gap.
4. The hot spot of the a** field still pays attention to computing power, especially domestic computing power and new quality productivity, that is, the direction of robots.
The height of a mechanical and electrical board is close to the limit, and it continues to be sealed after opening the board yesterday, indicating that there are still expectations for a rush, but the next divergence will increase, but the money-making effect will continue!
One of yesterday's hot spots was domestic computing power servers, which are expected to continue to rise today.
The new quality productivity, that is, the direction of the robot, is differentiated, and it is necessary to carry out a game around the leader!
5. On the whole, whether it is U.S. stocks or A-shares, they are stronger than expected, that is, although the desired adjustment appears, the adjustment is relatively small, so in the overall market atmosphere, it can be relatively aggressive for the time being!
The above is for reference! Analysis
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