The broader market showed relative weakness in early trading today, but a reversal occurred after 10:30 a.m., leading to a continuous upward trend and another positive close, with significant profit opportunities emerging. Recently, most pullbacks in the main index have been met with intraday rebounds, indicating that substantial sidelined capital is rushing to enter the market, thereby absorbing a large number of shares. The number of advancing stocks exceeded 3,600, and trading volume surpassed the trillion-yuan mark again. $SSE Composite Index (000001.SH)$This marks a new high since the rebound began, with the index surpassing the 3,400-point level, but $Chinext Price Index (399006.SZ)$it did not reach a new peak. Rotational shifts are occurring among leading sectors. In addition to the automotive and new energy sectors, which have been on an upward trajectory recently, the tourism sector has also emerged as a standout performer over the past two days.
At noon, favorable news regarding the relaxation of pandemic prevention policies was announced, solidifying the reversal of fortunes for the tourism sector, which can now be considered a long-term focus. In fact, this directional shift was already signaled over the weekend during the news broadcast, with reports highlighting various local policies encouraging tourism. The offline, physical consumption segment within the broader consumer sector is also set to experience a recovery. Overall, the consumer sector holds significant potential in the second half of the year, making it an opportune moment to establish positions.
The rebound over the past two months has proven stronger than anticipated. Although an initial wave of gains was captured earlier, exiting too soon meant missing out on the subsequent unexpected upside. Lately, the most discussed topic has been what to do after missing this rally?
Here are three recommendations: First, adjust your mindset. It’s unrealistic to expect buying at the absolute bottom and selling at the peak in any market cycle; not selling at the highest point is perfectly normal. Second, while the current rebound has exceeded expectations, this does not guarantee that such momentum will persist indefinitely...