Today there is a positive signal. Yesterday, commercial aerospace fell unexpectedly, but today it has recovered beyond expectations. Will it continue to rise tomorrow? How should retail investors respond? And how will the market perform tomorrow? For those without a clear idea, I provide a definite answer—let's get straight to the point!
1. Will commercial aerospace continue to rise after today's unexpected recovery?
This direction currently has a grand narrative. Although the first Zhuque 3 and yesterday's Long March 12 caused the sector to experience severe fluctuations, today's recovery directly shattered the shorts. Therefore, there is no bearish outlook for tomorrow; we will continue to actively trade, and the sector's core will control any abnormal movements tomorrow. After that, the sky's the limit!
2. How should retail investors respond?
Today, two forces are dominating the market: one is quantitative trading and Yuzu, and the other is institutions. Currently, commercial aerospace is mainly a battlefield for quantitative trading and Yuzu, and today's recovery is very strong. Family members in the car should hold on tight. Retail investors who are not in the car can look at the computational direction led by institutions, which mainly involves Nvidia and Google's anticipated industrial logic upgrades for next year. They can also take positions proactively!
3. How will the market perform tomorrow?
Yesterday, the market had five consecutive days of gains. I subjectively believed there would be an adjustment today, but today is merely a slight adjustment at the opening, and now it has rebounded. If today's closing is positive, it will be six consecutive days of gains. At this index level, I still believe we should pay attention to adjustment risks. After all, the recent rallies have not been supported by volume, showing some divergence between volume and price. However, there is no need to worry about a steep drop, as there is support from the state team at the bottom. I just hope everyone can grasp the rhythm well: do not chase after a rise, and consider drops as buying opportunities.
In summary, the market currently looks increasingly good. However, those in the car are celebrating, while those not in the car should patiently wait for buying opportunities after the adjustments. There are clearly more opportunities on the market now, supporting various profit-making models to coexist. However, it is essential to maintain proper timing and avoid rushing in blindly.