The core point!
1. The three major U.S. stock indexes adjusted yesterday, but from the specific direction, there will be some differences in performance.
The performance of semiconductors continued to be strong, in line with expectations. Nvidia is on the road to continue to hit new highs, but Tesla has fallen hard, and Apple has fallen by more than 2%! Therefore, there is a certain differentiation in technology stocks, and the popularity of AI continues!
But thinking about it from another aspect, after Nvidia's continuous rise, there may be a big adjustment, which needs to be careful, and the more it rises, the greater the risk.
So we can wait for what might happen this week.
At the same time, the U.S. stock market will have heavy data releases this week, and there will also be heavy speeches, so on the whole, the possibility of adjustment is relatively large.
Last Friday and yesterday, we reduced our positions in technology in batches**, and today due to the fall of the Nasdaq, we will not continue for the time being, but we will continue to increase our positions in some adjustment directions, such as consumption and biotechnology. This can also be seen as a kind of high-low switch.
2. In terms of Hong Kong stocks, we can observe that yesterday's Chinese concept stocks fell sharply, which will inevitably have a negative impact on the performance of Hong Kong stocks today.
In other words, Angkor's strategy of suggesting that it is best to reduce Hong Kong stocks last week is still correct. At present, Angkor does not have Hong Kong stocks**, and it feels relatively relaxed, and the general direction of switching to US stocks is right.
But if Hang Seng Technology falls by more than 2% today, it should not continue to reduce positions, but if Hang Seng Technology continues to adjust, there may be a good direction.
However, due to the particularity of Hong Kong stocks, Angkor's suggestion is very clear, and it is not recommended to put too much energy on Hong Kong stocks.
3. In terms of A-shares, the Shanghai Composite Index is strong**!
Although the Shanghai Composite Index rushed above 3035 yesterday, the strength is not good, and the best situation today is to continue to return to the 3000-3035 range**. If it can last for 3-5 days, it can be regarded as a strong momentum accumulation process, so this is actually the best trend at the moment.
You must know that the Shanghai Composite Index has risen by 400 points, and it needs a ** to continue to digest the profit-taking order, so we need a certain amount of patience.
On the contrary, if you are in a hurry to pull it up after experiencing enough **, there will be a stage high.
4. Yesterday, we focused on reducing our positions and reduced the computing power direction of U.S. technology and A-shares, so today we pay attention to the performance of relevant directions and continue to make targeted operations.
5. Judging from the reflection of U.S. stocks, there may still be continued performance in the direction of semiconductors, computing power servers, and first-class drugs today, but after the climax, we must be prepared to turn around and leave.
In addition, if we operate**, be sure to have a stop-loss concept and preparation, and strictly enforce it!
Of course, the above is for reference! Analysis
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