Likes Received#2024.10.29 Morning Trading Strategy# The market is crazy. Yesterday, nearly 300 stocks hit the limit-up, while the index was suppressed and barely moved. However, thematic stocks surged wildly across the board.
Various leading "monster stocks" continue to rise recklessly! Since October, the market has clearly favored "small-cap" stocks—the smaller and more garbage the fundamentals, the more explosive the gains.
Just the M&A and restructuring theme has sparked a frenzy in many junk stocks. For example, yesterday’s rally was dominated by low-priced, low-position sectors and stocks, while high-dividend sectors like banks and brokers lagged noticeably.
Among yesterday’s many limit-up stocks, barely any had solid fundamental logic. As long as restructuring is involved, even trash can fly to the sky!
Right now, hot money is leading retail investors in a wild chase! You might think there’s no opportunity, but the stocks you dare not touch keep hitting new highs. It’s a classic case of "the bold get rich, the cautious starve."
This wave of low-position stock speculation fueled by restructuring will likely last until month-end unless a new market narrative emerges. At this stage, stock-picking ignores fundamentals—just keep an eye on news!
Thematic and Stock Opportunities
1. Fertility Concept
Post-market news: Policies to accelerate birth support were announced, totaling 13 measures across 4 areas! The highlight is the first explicit mention of establishing birth subsidies, confirming earlier rumors.
If subsidies materialize, child-rearing enthusiasm in rural and tier-3/4 cities will surge. This benefits fertility-themed stocks, maternal-infant products, preschool education, etc.
Sector favorites like Beingmate and Aiyingshi have already rallied early. If the sector gains momentum today, these popular stocks may gap up at open.
2. Cultural Media
Positive news also emerged yesterday: The 17th Politburo group study session focused on "building a strong cultural nation."
Key beneficiaries: AI-driven cultural media and cultural export themes. Small-cap lists circulated last night—participation depends on today’s momentum.
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