The base heavy liquor real estate, increase or retreat? February 7 operational analysis

Mondo Finance Updated on 2024-02-07

Hello everyone, I am guarding the clouds and seeing the moon. In the 15th week of the regular investment Harvest Optimized Dividend Mix (070032), the distribution of the ** position industry is as follows, 30% of the liquor sector and 12 of the real estate sector5%, bank deposits and liquidation reserves 20%, so pay attention to the trend of liquor and real estate sectors.

The overall situation of the market: the three major indexes continued, the Shenzhen Component Index rose more than 3% intraday, and the Beijing Stock Exchange 50 Index rose 366%。As of midday, the Shanghai Composite Index rose 091%, the Shenzhen Component Index rose 295%, the GEM index rose 231%, with a turnover of about 630 billion yuan, and the trading volume was nearly 150 billion yuan higher than that of the previous trading day.

Liquor sector: up 127%, with a total turnover of 1258.6 billion yuan, with a net outflow of 27.8 billion yuan. Kweichow Moutai rose 084%, up 417%, Wuliangye rose 076%, Luzhou Laojiao rose 140%。After the overfall, follow up on the flow of funds in the market and control.

Real estate sector: bottomed out in early trading, up 080%, with a total turnover of 10.3 billion yuan, and a net outflow of 04.1 billion yuan. Poly Development rose 021%, China Merchants Shekou fell 182%。Yesterday's new low after the rise, the early stage after the continued to be sharply, cautious.

Summary: Liquor continues**, real estate**. At present, I am holding a position and investing in Harvest Optimized Dividend Mix**, and I will invest according to the plan and wait for my position**.

The above is purely a personal opinion, and the products mentioned in the article are for creative purposes

List of high-quality authors, not recommended. If the article is fortunate enough to be read and feels okay, please pay attention to it and like it to support. Adhere to the concept of value investment, keep the clouds open and see the moon.

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