#2024.10.31 Morning Trading Strategy# The index and market sentiment have declined for two consecutive days, but fortunately there was a rebound after intraday acceleration, making it much safer now.

The most important point is that trading volume has not shrunk, so sentiment remains high. Currently, the market is dominated by three types of capital:

👉 The first is hot money speculating on meme stocks, which is also the main force in the market right now.

👉 The second is stable capital focused on core blue-chip stocks, mainly from institutional investors.

👉 The third is foreign capital waiting on the sidelines for major events to unfold.

Next week, major domestic and international events will be finalized, and policymakers should have all contingency plans ready. The market will then choose its direction.

At that point, this wave of meme stock-driven junk stock rally will shift, and the market will find new sectors to lead. So, be prepared at all times!

For now, the strategy is to test low-position sectors—keep aggressively trading low-position stocks. First, they might decouple from the broader market; second, their profit potential is no worse than high-position stocks, sometimes even stronger!

Key sectors:

1. Low-altitude economy

Aside from M&A restructuring, low-altitude economy has been the most consistent sector recently. Many underestimate its significance—it’s a benchmark for new quality productivity.

Recent developments:

👉 Guangdong released a list of low-altitude economy application scenarios.

👉 The Greater Bay Area Low-Altitude Economy Working Group was inaugurated, with Tencent entering the sector.

👉 Maoming’s low-altitude economy and industrial integration project, with a total investment of 1.95 billion yuan, was approved.

2. Tech sector

After circling around, capital remains active in tech. OFILM’s strong performance boosted the consumer electronics segment, with TCL TECH and HUAYING TECH also hitting limit-up.

In the Huawei HarmonyOS space, CHANGSHAN BEIMING remains unshakable as the leader, and even RUNHE SOFTWARE surged to limit-up in the afternoon—capital enthusiasm is off the charts.