The market has continued to attack this week, which has continued the trend of the rise before the festival.Effectively boost.Specific reasons include the increase in the previous national teams entry into the market. It not only increased its holdings of the large -cap stock index ETF, but also increased the ETF of the small and medium -cap stock index, which greatly enhanced the market confidence, reversed the trend of the market accelerated.The trend reversed; the second was that the CSRC launched a series of reform measures, and the new chairman of the CSRC Wu Qing hosted a dozen seminars at the beginning of the Spring Festival to listen to all aspects of the market and release positive signals.It will indicate that some policy suggestions that can be implemented will be implemented as soon as possible. Those who do not meet the conditions for the time being will be given.Strategic deployment of Zhen investor confidence.
The trend of the broader market has gradually reversed, and the markets rushing back to 3000 points is of great significance. 3000 points are a very important integer in the history of A shares.The embodiment of market confidence has risen.Under the initial implementation of the market trend, investors should maintain confidence and patience, and have a firm layout for some wrong -killing high -quality stocks or high -quality funds to wait for the arrival of the market.The quotation of the Dragon may be a structural bull market market. The valuation repair of some wrong -killing high -quality stocks is the main investment line of the year. The technology sector is also expected to have a wave of rise under the drive of AI to form a hot spot for investment.Judging from the recent market performance, market confidence has been greatly improved, and of course, it cannot be taken lightly.The trend of reversing the market must not only consider the performance of A shares, but also save Hong Kong stocks, because the performance of Hong Kong stocks is slightly behind A shares during this time, but the AH shares are relatively large.The space is relatively limited.For Hong Kong stocks Hang Seng State -owned Enterprise Index, Hang Seng Technology Index and other index ETFs, it can increase its efforts to increase its holdings to boost the performance of Hong Kong stocks, thereby attracting the inflow of international capital.
In addition, I have recently proposed six policy suggestions to release the institutional dividend by promoting the reform of the capital market. Considering that the time of the Hong Kong stock closing in the afternoon is 4 points, and the closing time of A sharesIt is 3 oclock, it is recommended to delay the closing time of A shares by one hour to 4 oclock.This is convenient to release important policy news after the A -share closing, which can increase market transaction activity and play a role in active capital markets.The current markets have put forward some policy suggestions. The regulatory level also actively listened to the opinions of all parties and formed a benign interaction, which released a very positive signal.The capital market can remove some stubborn diseases through reform, and then build a prosperous capital market, which is an important aspect of realizing a financial power.
The money -making effect of the Dragon Year will be significantly better than the Year of the Rabbit. Many investors have investing in investment in the Year of the Rabbit.Based on.From the perspective of investment, the first is the valuation restoration of the white horse stocks, such as consumption that benefited from economic transformation, and leading stocks in the direction of new energy technology.Opportunity to invest.The second main line is the main line of AI, because after ChatGPT leads the rise of AI last year, the recent Sora video model launched by OpenAI has also attracted widespread market attention.This may also increase everyones enthusiasm for investing in related technology stocks.The third is that some high -dividend and low valuations may also have repeated performances this year. Some investors who pursue stable returns may pay more attention to investment opportunities for high dividends.Therefore, in the year of the Dragon, these three main lines should be said to be relatively clear, and the three main lines are suitable for different types of investors.To make value investment, you must configure different industries and directions according to your own ability circle, and invest in your familiar industries and companies, so that you can hold it.For the pursuit of stable returns, investors can pay attention to the special estimated sector, and investors who are pursuing growth can pay attention to scientific and technological sectors such as AI, and at the same time, investors who have a certain growth space can configure the wronged white horse stocks that have been killed wrongly.Opportunity.
In the year of the dragon, the market opportunity should be significantly increased. After the market trend reverses, the investors confidence has gradually begun to repair.However, many investors have suffered a large investment loss in the past two or three years, so their confidence is still relatively weak, and has not yet come out of the bear market.The market market is always arising in despair, rising in hesitation, and perishage in crazy.Before the Spring Festival, there was a time in despair, and now it is when he is hesitant, so at this time, investors must overcome the hesitation psychology.The market is getting better, and many high -quality stocks have fallen sharply in stock prices. Compared with the high point, it may only be only 30 % and folds, and some are even lower. After the stock price has fallen sharply, the cost performance of investment is getting higher and higher.Therefore, investors should adjust their mentality, actively change their thinking methods, and seize the opportunity to seize the next round of market through the layout of high -quality stocks or high -quality funds.
After the market is started, it is not smooth sailing, and there will be a certain amount of volatility.Therefore, it is recommended that investors still invest with leisure money without leverage to prevent relatively large psychological pressure once the market fluctuates.When it fell quickly last year, if it was an investor without lever, although it would suffer the pain of decline, there would be no risk of passive liquidation.But if you add leverage, it may not be your friend, but your enemy.It is a pity that some investors with a high leverage rate have not been able to turn the market reversal.Therefore, it is recommended that you learn lessons, insist on investing in leisure money, invest in your own funds, and do not use leverage.In the year of the dragon, there are relatively many opportunities in the market, especially many good stocks are relatively cheap.Buffett said that super decline is a gift from God to value investment. At the moment, we must strengthen their confidence and maintain a good attitude to catch the gift.Be able to truly grasp some of the good stocks that have been killed, good company, waiting for this round of structural bull market.
In terms of fund investment, this year may become a big year for fund investment.In the past two or three years, the fund has been influenced by the general trend, and most of them have fallen. As the market improves, the fund may have rebounded.Especially if you can seize the opportunity of the valuation of high -quality leading stocks, the funds net value is expected to perform well.Investors can deploy some top ten heavy warehouses that are good funds of high -quality companies.In addition, many investors pay attention to ETF, including the national teams entry into the market, and the main is the broad -base ETF. The advantage of ETF can be used as a tool for the large plate band.Because ETF is always close to the full warehouse, it is very related to the fluctuations of the broader market. The handling fee to the exchange is also relatively low.Of course, from the perspective of fund investment, in the year of the Dragon, investors choose some high -quality funds with better heavy warehouse stocks, which have a greater opportunity to get better investment returns, because the fund investment is closely related to the market.In addition, it is also recommended that you lay out funds that adhere to the concept of value investment. In particular, the selection of the top ten heavy warehouse stocks belongs to some funds, because the performance of the fund depends to a large extent on the performance of the top ten heavy warehouse stocks.(Viewpoint for reference, investment needs to be cautious, source: network)
