What is the fastest way to wash the dishes?

Frequently switching between hope and despair ultimately makes most chips unable to withstand the turmoil. As long as they see any rebound, they think about leaving the market, which easily achieves the effect of washing the dishes.

Will the current market still have an outbreak? It is also waiting for a batch of flesh-cutting plates to appear. Let's talk about my own views:

1. Alternating between hope and despair, it is not surprising that a batch of flesh-cutting plates will soon appear:

The hope of a bull market before the festival, the despair of panic after the festival, and now the hope of repair and rebound. After a period of time, many people will be tossed and their confidence will be lost, and the idea of leaving the market will become higher and higher.

Yesterday, the market rebounded, and I wrote an article about why the call to leave the market after the rebound was so high? In fact, this reflects everyone's cautious psychology after experiencing twists and turns in the market.

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After experiencing the huge gap between hope and despair, it is the time when people are most likely to lose faith and confidence, and it is also the operation that the main funds are most skilled at using to wash the dishes.

From the current market sentiment and news, it is not surprising that a batch of flesh-cutting plates may appear soon:

On the one hand, for the funds that chase high, the greater the expectation, the greater the disappointment. They may not wait for so long. When they see that the rebound is not as sustainable as expected, they may stop loss and leave the market early;

On the other hand, leveraged funds will also slowly retreat. Yesterday's data showed that the current market's financing balance has decreased by about 60% compared to October 8th, indicating that many people have calmed down.Today, news has emerged that the "losers" who invested in the stock market with borrowed loans are starting to have their funds recalled by banks in advance. This implies that many leveraged funds may have to sell stocks in advance to repay their debts.

With the aid of big data and artificial intelligence tools, it is possible to monitor the flow of funds such as consumer loans borrowed from banks into the stock market, which are in violation of regulations. Therefore, the sources of everyone's funds are actually very clear, and those who have leveraged their investments and bought at high points.

Now that the funds are being recalled, many may have no choice but to cut their losses and exit, which could potentially affect market sentiment. However, when such loss-cutting positions leave the market, it is precisely when they are monitored and absorbed by the main forces' funds.

Thus, for the main forces' funds, the reason for not rushing to a significant increase is simple: the tens of trillions of trapped positions above need to be digested slowly, and there are still some leveraged speculative positions in the market.

It is necessary for these funds to gradually cut their losses and exit during market fluctuations, and only then will there be a sudden rise. This is because, in order to achieve a smoother increase, speculative funds must be thoroughly cleansed.

2. Is there still hope for an outbreak next? The real big funds are still gathering momentum:

Looking at the overall market trend, it is currently in a state of horizontal fluctuation, and many people are maintaining a wait-and-see attitude. This is because the market has been fluctuating without falling for several consecutive days, and there has been no upward breakthrough, making the direction somewhat unclear, and many people are not willing to take risks.

After all, at this position, both bulls and bears are not suitable, but I believe there are some hidden signals in the market:

(1) Today's trading volume in the two markets increased again compared to yesterday. The trading volume was around 1.5 trillion yesterday, and after the morning closing today, it was higher than yesterday morning, which indicates that today's trading volume is likely to be no less than 1.5 trillion. The trading volume has basically started to stabilize, which is conducive to the market's bottoming and stabilization;

(2) This morning, there was a significant movement in the securities sector. Before the lunch break, Tianfeng Securities almost approached its daily limit. As the vanguard of the first round of the bull market, the securities sector has also been adjusted for a long time.Although it is unlikely that securities firms will experience another surge, the probability of a rebound after a sharp rise and fall is relatively high. If we follow this logic, if the sentiment around securities firms picks up again, then the broad market index is also unlikely to fall.

(3) The activity level of thematic investments is still quite positive. In a slow bull market, for the index to rise significantly, it must rely on the strength of heavyweight blue-chip stocks. To make money from individual stocks, there needs to be active technology themes. Currently, technology semiconductors, information technology innovation, and consumer electronics are relatively active. The market's turnover of over a trillion yuan is capable of maintaining the activity level of thematic investments.

We cannot always compare the current turnover with the previous two or three trillion yuan, as that kind of frenzied bull market is unsustainable. If we compare the turnover of the two markets in the first half of the year, we will find that the current turnover can still ensure the vibrancy of the market.

So, is there still hope for the market to explode?

I still maintain a bullish view of the market. The real money for buying has not fully entered the market, and it will not come to an abrupt halt.

Firstly, the trend within the range of 3200 to 3400 points for the broad market index is essentially to digest pressure while locking in shares; once it breaks through 3400 points, another explosive acceleration may occur.

Secondly, there is no need to worry about what to do with the trillions of yuan of trapped capital. The current market fluctuations are actually digesting those funds. When there is a rebound, funds will exit, and when there is a decline, there will be sell-offs, and over time, the trapped capital will be digested.

Thirdly, the current rotation of sectors is also healthy. The main theme of a frenzied bull market is technology, the main theme of a slow bull market is technology that is independently controllable, and high dividends are the core focus of institutions.

Although there are not daily gains across five thousand stocks, at least the rotation of sectors is mainly for repair, so there is no need to be so pessimistic.

Some people always feel that the market is formed after it has developed, so operations should also be carried out after it has developed. However, for many people, when the market really comes, they lack the courage to enter.In fact, in the stock market, what everyone has been participating in is always an expectation. If you don't have a good expectation for the future, it is basically difficult to make money when the market comes, because the perception of expectation will hinder your own operations.

It can only be said that the current policy benefits have not ended, and after the funds have learned to be rational, the patience of the subsequent entrants will be much better than that of the speculative funds driven by emotions, and they will not easily chase rises and kill falls.

If you can withstand the current fluctuations, have a certain amount of patience, and withstand the stage of the main force's washing, you can then rise together with the main force funds.