1. From yesterday evening to early this morning, I believe many friends are very excited!
Therefore, if we look at the ** we hold, Nvidia must be the largest heavy stock! The first heavy position has risen by 16%, and the market value has increased by more than 20,000 small targets.
Take Invesco Great Wall Nasdaq Technology as an example, it may rise by 4%-5%! This is a proper big meat.
But that's the way it is, when you're very excited, calm down, is Nvidia's stock price rising a little too high and too fast?
Angkor urgently posted an article just now, in which he made a detailed deduction of Nvidia!
Angkor is in 523 began to significantly increase its position in U.S. stock technology**, the reason is because Nvidia is going to publish its financial report on the 24th!
Therefore, Angkor jokingly said to the friends in the group that we can proudly say that we have witnessed history together and participated in this epic ** together!
Moreover, in recent days, Angkor has not been deterred by NVIDIA's sharp adjustment, but has gradually increased its position, which is witnessed by everyone, and Angkor can also proudly say that our recent judgment is quite accurate!
However, what Angkor wants to say is that today, we are going to start reducing positions, and as for the reason for reducing positions, you can turn to the article just now.
Today's plan is to reduce the position of about 10% of the five technologies ** with a relatively high amount of NVIDIA! Of course, this is the best strategy, in order to win the possible greater returns, and the mid-line can be ignored!
2. With the unexpected share price of Nvidia, in fact, the performance of the A-share science and technology 50 yesterday was insufficient, so today, driven by the surge of Nvidia, there should be performance, if it does not perform, it will be too disappointing!
Therefore, it is expected that the Science and Technology Innovation 50 will rise by about 2% today, and the ** of the Science and Technology Innovation 50 may drive the Shanghai Composite Index to cross 3,000 points!
Angkor's bold prediction is that the Shanghai Composite Index opened higher in the morning, directly crossed 3000 after opening high, and rushed to 3035, fell back when encountering resistance, and finally closed above 3000!
That said, there is likely to be a second gap in the Shanghai Composite Index today!
But yesterday I also said in the group that if the Shanghai Stock Exchange can pass 3000 today, it can liberate Tuesday's trap, indicating that the main force is ambitious, and the limit of this round of ** will be above 3100 points, and the pressure at the weekly level is at 3127!
Therefore, during this period of time, as long as it does not break 2940, we can be relatively positive about the current **. However, Angkor believes that the essence of A-shares has not changed much, and it is not worth investing heavily in troops, and this view will not change for the time being!
3. For the direction of A-shares, we are still optimistic about the computing power industry chain, and today we can focus on the NVIDIA industry chain and liquid cooling direction! In the direction of computing power, a little more ** has been added in recent days, but the computing power of A-shares is still mapping NVIDIA, so if we can be the source, we don't have to invest too much in A-shares.
CPO and media are worth doing, but they are also considering selling high and buying low, if they rise more, they can come out of it, and then it falls, and then buy it back, that's it!
Therefore, if it rises a lot today, for example, if the CPO rises a lot, it will be reduced!
4. For Hong Kong stocks, the pressure of Hang Seng Technology is at 3500, and it should be able to rush today, if it reaches 3500, it will continue to decrease a little, Hong Kong stocks Angkor is planning to gradually give up and shift the focus to U.S. stocks, one is the technology of U.S. stocks, and the other is biotechnology of U.S. stocks!
5. For the research and judgment of the Shanghai Composite Index and the research and judgment of A-shares, Angkor is cautiously optimistic, but if the Shanghai Composite gaps again today, it means that there will be a more obvious adjustment, and everyone is cautious.
6. For U.S. stocks, technology stocks led by Nvidia are currently singing, which can be regarded as coercing U.S. stocks forward, and there are also certain risks to be paid attention to!
The above is for reference! Analysis
February** Dynamic Incentive Program