C919 Completes First Commercial Flight; Which Fund to Join?
Five poor, six desperate, seven turnaround - this phrase has been popular lately.
We don't know about June and July, but by May there were only three trading days left, with the Shanghai Composite Index down 3.33%, the ChiNext Index down 4.11%, and the Sci-tech 50 Index down 4.52%. It's really a bottom-line situation.
And even more disastrous is the latest economic data:
This means something, and many people have their own answers. The only thing we can say is that the economic recovery remains very weak, and after this data comes out, will policies further stimulate and provide more tangible support? This is probably the most concerned question in the market right now: When will Mom's love arrive?
There are also some good news - the biggest one being that the C919 completed its first commercial flight, which will become a focus point for recent market trends.
The theme fund closest to the concept of the C919 is undoubtedly the military-related theme funds, such as the Ping An Zhong Sheng Kong Jian Jun Gou (LOF) (A class: 160643, C class: 010364).
So, are there any funds that are specifically about the C919? I went to search and found that there is.
The "Hua Zheng Shang Fei" high-end manufacturing industry theme index focuses on civil aviation in China, selecting stocks from A-share market companies that belong to domestic or foreign whole-machine manufacturers, and providing engine, body structure design, equipment and system, aviation materials, MRO, etc. for these companies.
Tracking this index fund has been available since February of this year. Let's take a look at its performance:
After nearly three months, the return is -3.22%, and the fund size isn't very large. Actually, its performance in the recent month has been quite good:
And currently, its holdings have not been disclosed. But this is an index fund, so there's nothing to worry about. It's just following the big aircraft industry chain.
So, if you want to participate in the trend of investing in big aircraft, you can consider this index fund, A class code: 017651, C class code: 017652.
Naturally, this is an off-exchange fund, and the previous mention of Ping An Zhong Sheng Kong Jian Jun Gou (LOF) can be operated on the exchange. It just depends on personal investment preferences.
According to the Jingshi A-share temperature gauge, the current market temperature is 30.43°C, which is in a low position.
Reference holding ratio: 100% - 30.43% = 69.57%
Based on a total holding amount of 15,000 yuan, the actual holding ratio is approximately 65%.
The main index estimates have changed, with only two indices rising against the trend - one is the Sci-tech 50 Index, and the other is the photovoltaic industry index.
From a weekly perspective, the photovoltaic industry index has already had two consecutive weeks of gains, with a possible rebound signal. However, it also left behind a long shadow line, and last week's close was down 2.77%, making it difficult to determine whether it is a bottom-up reversal signal.
The Sci-tech 50 Index on the weekly chart does not show an obvious upward trend, only to stabilize. From the daily perspective, last week's closing price formed an actual green line that just touched the 20-day moving average, which needs to be watched for whether it can continue to break through.
Last Thursday, the 43rd automatic investment of 1,000 yuan was made, with a total principal amount of 49,000 yuan and cumulative losses of 239.76 yuan.
The bird has already set up automatic investments, with each Thursday's investment of 1,000 yuan. If you want to follow along, please pay attention to the reminder every Thursday.