The market's weathervane changes really quickly.
Half a month ago, investors with full positions were still in the abyss of despair.
Now, it has become the investors who missed the opportunity, how to get on the train and enter the game.
Perhaps no one expected that the weathervane of the bull and bear market would change significantly in just eight trading days.
This is due to the fickle nature of the internet, from being bearish to bullish, the change is so fast.
Now, it's not the investors with full positions who are thinking about whether to reduce their positions, but the investors who missed the opportunity, who are thinking about whether to participate in the market.
Because it is obvious to everyone that the market's weathervane has indeed changed.
It can be said in several aspects.
First, the market trend is changing.
The market trend has actually changed, the index has started to break through the upper edge of the downward track.At the same time, the mid-term moving averages have also begun to quietly turn back, showing a trend of rising.
The change in market trends is never achieved overnight, but the continuous sharp rise also indicates that the trend is changing.
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Purely from the perspective of the index points, the chips below 3000 points have mostly had the opportunity to break even.
Of course, it is impossible for most stocks to rise back to the position of 3000 points.
Because the market's rise starts from the weight, not from individual stocks, most individual stocks are still oscillating and wandering in the bottom area.
But the market often starts with the weight to build the stage, and then individual stocks will have a dragon and phoenix dance market.
At least this stage is built first, and then there will be opportunities for individual stocks to rise, and a batch of strong stocks will emerge.
However, it is not necessary to be overly optimistic, after all, what can be changed is only the mid-term trend, and the long-term trend change is not in a day, and there is still a long way to go.
Second, the policy direction is changing.
The policy direction, in fact, has changed a lot.Reviewing the market rescue policies in the second half of 2023, although they have been continuously stimulating the market, the effects have been minimal, and even counter-indicative.
The initial mention of the new rules on shareholding reduction was later contradicted by the reverse repurchase agreement.
The IPO review mentioned at the beginning was followed by a series of secondary listings and large-scale dividends before listing.
The combination of policies seemed to be launched, but it also made people feel weak and powerless, including the subsequent restrictions on reverse repurchase agreements, which also gave a time limit.
However, the recent policies are very efficient and efficient.
From the exposure of market manipulation cases, to the public notice of quantitative institutions, to the verification of delisting, and the severe punishment for fraudulent listing, they are undoubtedly a strong stimulant.
It is true that we all know that the change of the market cannot be completed overnight, but the policy cannot always be a flower stand, and it is necessary to do some practical work, otherwise, how can the market environment have a substantial change.
Third, the attitude of funds is changing.
The market funds in this round have actually undergone a major blood transfusion.
On the one hand, the national team continues to buy and buy, stabilizing the market's capital sentiment.On the other hand, some medium to long-term capital has begun to lay out, no longer singing the market down.
It can be said that the real bears have already vented their chips, and at least below 3000 points, the selling pressure is not great.
And the capital of the whole market, under guidance, is more willing to start laying out some low-value blue chips.
It is important to know that whether the market itself can be stable and good is not a mess of themes, but whether the value of blue chips is recognized.
In the second half of 2023, the market was rampant with demon stocks, and the capital quickly harvested the leeks, which did not make the market better and better.
The blue-chip stocks lying on the ground are not the real market, and those demon stocks will sooner or later show their true colors.
Only when the blue chips are stable, and the foundation of value investment is stable, will the market have a greater change, and there will be more opportunities.
The change of the market's weather vane has made those investors who were bearish below 3000 points, or even 2700 points, start to turn more, thinking that the market may really have a market.
This change in attitude is also a manifestation of confidence repair, but in fact, the macro fundamentals have not undergone a qualitative change in just a few dozen days.
It is just the rise and fall of the market, and some policy weather vanes, that have made the market's bulls and bears start new differences and unification.Let's talk about those who want to get on the train but haven't yet.
In fact, this issue is not difficult to solve; once you think it through, everything becomes clear.
Firstly, one must have the right mindset.
If you missed the market rally of 300 points, then you did. No one can precisely bottom-fish.
Some people also gradually filled their positions at 2900, 2800, and 2700.
Consider those who entered the market above 3000 points and are still fully invested and trapped; the most important thing is to maintain a balanced mindset.
Otherwise, being stuck in this situation, neither here nor there, makes it very difficult to make a decision.
If the market goes up again and you enter to trade, the higher the point, the more passive you become, and the more your mindset will be shattered.
Keep a normal heart, treat this as the starting point, at least the market environment is much better than the same point last year.Secondly, it is essential to recognize the main trend.
To make money, one must focus on the main trend; otherwise, there is no chance to earn excess returns.
Relying solely on fluctuations to earn excess returns is something ordinary people cannot achieve, as they lack the capability.
Therefore, when you identify the main trend of the market, simply participating in a segment will yield a return much higher than the overall market.
The key issue lies in whether one can clearly see where the main trend is in the middle of a market cycle.
The main trend often has a significant sector effect, with gains slightly higher than the entire market and is more resistant to downturns.
Thus, searching for the context during market fluctuations will be clearer.
Thirdly, trading should be stable.
The last point is that trading should be stable, not aggressive.
Indeed, one may achieve good short-term returns, but it will also accumulate risks.Many investors prefer to chase rising prices and sell off when prices fall, but the market is destined to make more money by buying dips and selling rallies.
Those who haven't yet boarded the train can look for the trends they are optimistic about during market adjustments and then choose to get on board.
At the same time, you should have a plan for profits, and when you reach your predetermined profit target, you should take profits.
By making steady trades and following a set plan, you can earn the money within your own cognition.
In this market, there are opportunities of 20cm every day, and the index points you miss are actually insignificant. The key is whether the direction is correct.
Even in a bear market, some people can make money, let alone in the current market, which is relatively stable.
It cannot be said that the market will not fall, but one thing is certain: the market will not experience a significant decline in the short term.
Under a good market environment, it is still possible to seize some investment opportunities with a steady, fierce, and accurate approach.
Never hope to soar against the wind, but rather go with the flow, using your understanding of the market to grasp the main line for excess returns.
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