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[5月13日]指数估值数据(螺丝钉定投实盘第364期:投顾组合发车;个人养老金定投实盘第14期;养老指数估值表更新)
银行螺丝钉· 2025-05-13 13:45
Market Overview - The market opened with a slight increase but closed slightly down, maintaining a five-star rating [1] - The CSI 300 large-cap stocks saw a minor increase, while small-cap stocks experienced a slight decline. Value styles such as banking and dividends rose, whereas growth styles fell. The pharmaceutical sector overall increased [2] - The Hong Kong stock market, which had a significant rise yesterday, saw a decline in the morning [3] Sector Performance - Technology stocks in Hong Kong experienced a notable decline [4] - Despite the recent drop, the technology stocks are still considered to be at normal valuation levels after a significant rise in previous weeks, indicating they are not yet undervalued [5] - The earnings reports for Hong Kong technology stocks are being updated, with Q1 earnings growth appearing relatively strong, alleviating concerns about short-term volatility [6][8] Trade and Tariff Updates - A recent announcement regarding the postponement of tariff increases led to a market rebound [9] - However, the tariff issue remains unresolved, with ongoing uncertainty due to factors such as Trump's unpredictability [10] - The market is expected to experience fluctuations in the near term [11] Investment Strategies - The article discusses a systematic investment strategy using a "periodic but irregular" approach, where more is invested when valuations are lower [16] - Two methods for following investment combinations are available: manual and automatic [18][19] - The article emphasizes the importance of maintaining a calm demeanor and being able to withstand market fluctuations to achieve satisfactory investment results [29]
[4月29日]指数估值数据(螺丝钉定投实盘第362期:投顾组合发车;个人养老金定投实盘第12期;养老指数估值表更新)
银行螺丝钉· 2025-04-29 13:42
文 | 银行螺丝钉 (转载请注明出处) 今天大盘微涨微跌,波动不大,截止到收盘,还在5.1星。 大盘股波动不大,小盘股上涨。 医疗、科技等上涨。 医药行业几个龙头公司发布财报,盈利增长逐渐恢复,带动今天医药医疗比较强势。 港股微涨,港股科技股领涨。 港股科技股在4月初大跌后重回低估。 这两周上涨比较多,目前还在低估,不过距离正常估值也比较接近了。 1. 最近市场进入了震荡期,连着两周,大盘上下波动都比较小。 马上就是五一假期了。 本周二周三还是正常交易。 本周二发车也继续。 过了周三15点,就进入假期,基金也暂停交易;下周二恢复正常。 假期里就不用买卖基金了,假期里申购赎回也是等假期后才成交。 2. [大吉大利,今天吃基] 第362期的螺丝钉定投实盘来啦。 时间:2025年4月29日 方案:定投买入 品种: 指数增强投顾组合:11579元 主动优选投顾组合: 12878元 其实在整个历史上,大约只有7%的时间是市场大幅上涨的阶段,其他时间是震荡和下跌行情。 但也就是这7%的时间,带来了市场大多数的回报。 点击下图,即可立即跟投买入: 点击下图,即可立即跟投买入: 定投 金额采用的是 「定期不定额」的策略,估值 ...