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2024-12-13 16:55:41

Afternoon comment: Suddenly rising, what is the reason?


Today, I bought the 1000 yuan CEIBS Robot Index (020256) on dips, and it rose sharply after opening a position last week. At present, the income is 2.89%, and it has been adjusted for two consecutive days, and I continued to add positions on dips. At present, the position is a bit low. Robots should be one of the main lines of the New Year's market, which continues to be good for catalysis. Tesla, the general leader, rose sharply last night, which gave a boost to the market of A-share robots. The New Year's market generally has 10 times as many shares, so the room for robots to rise is not small, and it is suitable for eating meat.At around 11 o'clock, the market suddenly rose. The first reason is that A50 futures suddenly rose, which is estimated to be good for the outside world. In addition, brokers also suddenly pulled up, and when funds are optimistic about the market, they will pull brokers. There are also Chinese prefix and large-cap stocks that are very powerful today. The national debt has soared to a record high, and the stock market has come.


Today, two medical funds will be invested, namely, 800 yuan Nazhi Biotechnology (017895) and 800 yuan Fuguo Medical (018209), and 1000 yuan A-share consumption base (005970). I am a long-term consumer of medical care, and I have performed well in the past two days. Next year, the consumption subsidy policy will not be small, and the medical valuation is cheap, which is worthy of layout, just need more patience. Everybody keep up.Afternoon comment: Suddenly rising, what is the reason?Today, I voted for 1000 yuan Fuguo A500 Index (022464), and the current income is 1%. When the market comes, I will buy the A500 index to quickly increase my position. On the 15th, the personal pension will also include A500 in the investable fund range, and there will be another wave of incremental funds. My current thinking is to broaden the base, balance the allocation of science and technology, medical care and consumption, and not fall. If the market turns fast, it will suddenly rise, and I will stick to the position.

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