After standing above 3000 points last week, it started to get hot. The turnover can be reflected, it has exceeded one trillion yuan in several days, and today's turnover is also 931.7 billion yuan.
I thought that Guo Jia's team had withdrawn from the market, but once there were signs of a decline, Guo Jia's team still had funds and steadily dragged the market. Overall, the past two weeks have not been as "desperate" as before.
Someone sent me a private message about the direction he was optimistic about recently.
To be honest, pressing ** is not what I am good at, and I will not be heavy in the industry sector in my investment principles. But among the hotter sectors recently, one is the dividend strategy we mentioned earlier, and the other is AI.
Which industry to be optimistic about depends on the future
If you are cautious about the market outlook, there are structural opportunities. So the direction of dividends where hedging funds go and the AI in the hot spots are two good hot spots. Of course, these two sectors have risen quite a bit.
For a more moderate strategy, it is also a good choice to simply buy a broad-based index and follow Guo Jia's team to buy CSI 300.
If you are optimistic about the market outlook, then the growth attribute of the asset, ** strength, of course, will be more volatile.
Bonus**We talked a lot about it before, this time let's talk about AI.
AI is a "new thing", in the field of investment, it may be all things AI+, and everything that is touched may rub the hot spot of AI.
*From an angle, let's look at the index first**:
CSI Artificial Intelligence Thematic Index (930713).: Up 36 in the past 1 month49%
A sample of 50 listed companies** whose business involves providing basic resources, technology and application support for AI was selected as the index sample to reflect the overall performance of listed companies with AI themes**.
Tracking**: ETFs: E Fund, Huaxia, Ping An.
Connection**: E Fund, Huaxia have.
Index**: Tianhong, Rongtong.
Index Enhancement: Western Profit.
The largest ETF is E Fund, and the ETF seems to be slightly better in terms of performance.
CSI Artificial Intelligence Industry Index (931071): up 3786%
From the companies that provide basic resources, technology and application support for artificial intelligence, an index system is constructed according to the proportion of artificial intelligence business, growth level and market capitalization, and 50 most representative listed companies** are selected as index samples to reflect the overall performance of listed companies in the artificial intelligence industry**.
Tracking**: ETFs and their connections**: Quam.
CSI Shanghai-Hong Kong-Shenzhen Artificial Intelligence 50 Index (931487).: Up 28 in the past 1 month56%
A sample of 50 listed companies** with high market capitalisation and growth capacity was selected from the listed companies** in the Mainland and Hong Kong markets that provide basic resources, technical support and applications for AI to reflect the overall performance of AI-themed listed companies** in the Mainland and Hong Kong markets.
Track**: ETF: Founder Fubon.
CSI Artificial Intelligence 50 Index (931441).: Up 36 in the past 1 month84%
The CSI Artificial Intelligence 50 Index selects 50 listed companies** with thematic representativeness and growth potential from the listed companies that provide basic resources, technical support and application of artificial intelligence as the index sample to reflect the overall performance of listed companies with artificial intelligence themes**.
The abbreviation of this index is AI50, and there is no ** tracking.
CSI Computing Infrastructure Theme Index (931688)., up 38 in the past 1 month91%
50 listed companies** whose business involves data center construction, operation and related hardware equipment manufacturing are selected as index samples to reflect the overall performance of listed companies** with the theme of computing infrastructure.
There are no tracking at the moment.
CSI Cloud Computing and Big Data Thematic Index (930851).It has risen 39 in the past 1 month54%
50 listed companies** whose business involves the provision of cloud computing services, big data services and hardware equipment related to the above services were selected as the index sample to reflect the overall performance of listed companies** with cloud computing and big data themes.
Track**: ETF: E Fund (12.)8.3 billion), Guangfa, Penghua, Huaxia, China Merchants.
Connection**: E Fund, Huaxia.
Index**: Financing.
Index Enhancement: Dongcai.
CSI Cloud Computing 50 Index (931469)., up 42 in the past 1 month72%
50 listed companies** whose business involves the provision of cloud computing services such as infrastructure as a service, platform as a service, software as a service, and hardware equipment for cloud computing were selected as the index sample to reflect the overall performance of listed companies in the cloud computing industry**.
Track**: ETF: Xinhua.
CSI Shanghai-Hong Kong-Shenzhen Cloud Computing Industry Index (931470)., up 34 in the past 1 month26%
A sample of 50 listed companies** with businesses involved in the provision of cloud computing services and hardware equipment for cloud computing in the Mainland and Hong Kong markets was selected as a sample of the index to reflect the overall performance of listed companies** in the cloud computing industry in the Mainland and Hong Kong markets.
Tracking**: ETF: Huatai Pineapple, Tianhong (0.).4.1 billion).
Connection**: Huatai Berry, Tianhong.
Index**: CUAM.
CSI Computer Thematic Index (930651)., up 35 in the past 1 month84%
Listed companies** involved in information technology services, application software, system software, computer hardware, etc. were selected as index samples to reflect the overall performance of listed companies with computer themes**.
Track**: ETFs: Cathay Pacific, Tianhong (20.)6 billion).
Connection**: Cathay Pacific, Tianhong.
That's probably all for this, and there are some related indices, such as communications, data, 5G, etc., which are all related. In general, the index of the AI concept, corresponding to the specific index, may involve artificial intelligence, cloud computing, computer and other sectors, and the range of each sector is about the same.
Of course, I still have to remind you that this sector has risen a lot.