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Just a few words.
I believe after-hours, everyone’s mind is also uneasy, and people online are everywhere looking for big V’s views [Taoqiba].
I’ll still briefly share my observations of the market: today, although it rebounded from the bottom by more than 100 points, it still couldn’t even stay above the 5-day moving average. There’s heavy resistance overhead. The index can only be viewed as a rebound right now. A single leg usually can’t stand firmly. When tech rebounds, these days, the strong medical sector that led earlier hasn’t really split off. Objectively, the medical stocks’ move has been more than expected; conversely, it proves that in July, medicine wasn’t just rotating—rather, it was simply a presence for hedging. In the afternoon, as the news came out that the stabilizing action would keep the market steady, “Bangzi V” turned bullish, and A-shares followed and rebounded as well. What resonated was the overseas chain. In the afternoon, Dongshan quickly hit the daily limit for the second time. After the close, it released an earnings forecast—slightly below expectations. Tomorrow, there’s a premium at about the halfway point where it can hit the limit. Whether it can get a second consecutive limit will depend on overseas reactions and whether the index performs better than expected. After that, the broader market still needs to go through another “second dip,” so for tomorrow, I suggest first selling and then buying. For everyone’s concern about domestic chains: tomorrow they can either continue the rebound or move directly lower. For China Purple, it needs to prove itself during the next leg down; otherwise, expectations should be reduced. Today, with yesterday’s positive news, it opened and quickly turned weak—this alone means expectations should be lowered. Also, for any mid-term picks you found while the broader market hasn’t stabilized yet, you can’t treat them as “mid-term” in that way. Take the example of @bought at the beginning of May 001896@. I’m thinking: will the second dip happen on the day after tomorrow?