Today, A-shares experienced a slow increase with decreasing volume. Several sectors are worth discussing regarding my trading ideas.
The market is not suitable for chasing gains or panic selling; steady accumulation is the long-term survival strategy. I'll directly share my views without beating around the bush.
**Dividend Sector**: Today I bought a batch of Ping An Hong Kong Stock Connect dividends at a low point. Hong Kong dividends have been bottoming out these days and are almost back to September's levels. Risk-averse funds tend to flock here. If the correction continues, I will continue to build positions in batches. Currently, my holdings are not satisfactory enough.
**Hang Seng Tech**: Southbound funds have been relatively quiet recently; liquidity in Hong Kong tech stocks is weak overall. I choose to wait and see; my previous profits were quite substantial, and I can hold on. Opportunities will come eventually.
**Low-Altitude Economy**: Likely to rebound within three days. Today, when the unrealized losses are present, you might consider adding a bit more to your position. But if you have no position, avoid chasing; I haven't allocated funds in this area myself.
**Non-Ferrous Metals**: Short-term outlook is not optimistic; no action taken.
**Gaming Sector**: Supported by both performance and AI application potential, performed well today. With both tech and consumer attributes, I remain optimistic about this direction. Keep positions unchanged.
**Brokerage**: Personally believe the rally isn't over yet; there should still be opportunities this week. If you're holding unrealized losses and willing to hold medium-term, you can buy on dips today. If your position size is sufficient, don't move; those lacking patience should avoid entering now.
**Robotics**: Favorable sector, but most positions are already sizable. I do not plan to add today.
**Semiconductors/Chips**: If you have small unrealized gains, consider adding on dips as needed. If your position is large, avoid overtrading.
**Photovoltaics**: Last week’s entry point was good; today, I stay on the sidelines.
**Solid-State Batteries**: Continue to wait.
**Innovative Drugs**: Bought yesterday; no action today. Those without positions should avoid chasing.
**Baijiu and Consumer Goods**: Funds are flowing in today. Economic data remains decent, and the logic is starting to play out. Hold patiently if you have positions; if not, observe for now.
The above are just my personal trading records and market observations and do not constitute any investment advice. The market carries risks; everyone should make independent judgments.
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Today, A-shares experienced a slow increase with decreasing volume. Several sectors are worth discussing regarding my trading ideas.
The market is not suitable for chasing gains or panic selling; steady accumulation is the long-term survival strategy. I'll directly share my views without beating around the bush.
**Dividend Sector**: Today I bought a batch of Ping An Hong Kong Stock Connect dividends at a low point. Hong Kong dividends have been bottoming out these days and are almost back to September's levels. Risk-averse funds tend to flock here. If the correction continues, I will continue to build positions in batches. Currently, my holdings are not satisfactory enough.
**Hang Seng Tech**: Southbound funds have been relatively quiet recently; liquidity in Hong Kong tech stocks is weak overall. I choose to wait and see; my previous profits were quite substantial, and I can hold on. Opportunities will come eventually.
**Low-Altitude Economy**: Likely to rebound within three days. Today, when the unrealized losses are present, you might consider adding a bit more to your position. But if you have no position, avoid chasing; I haven't allocated funds in this area myself.
**Non-Ferrous Metals**: Short-term outlook is not optimistic; no action taken.
**Gaming Sector**: Supported by both performance and AI application potential, performed well today. With both tech and consumer attributes, I remain optimistic about this direction. Keep positions unchanged.
**Brokerage**: Personally believe the rally isn't over yet; there should still be opportunities this week. If you're holding unrealized losses and willing to hold medium-term, you can buy on dips today. If your position size is sufficient, don't move; those lacking patience should avoid entering now.
**Robotics**: Favorable sector, but most positions are already sizable. I do not plan to add today.
**Semiconductors/Chips**: If you have small unrealized gains, consider adding on dips as needed. If your position is large, avoid overtrading.
**Photovoltaics**: Last week’s entry point was good; today, I stay on the sidelines.
**Solid-State Batteries**: Continue to wait.
**Innovative Drugs**: Bought yesterday; no action today. Those without positions should avoid chasing.
**Baijiu and Consumer Goods**: Funds are flowing in today. Economic data remains decent, and the logic is starting to play out. Hold patiently if you have positions; if not, observe for now.
The above are just my personal trading records and market observations and do not constitute any investment advice. The market carries risks; everyone should make independent judgments.