Today’s A-share market is like a comedy scene, with speculative trading completely letting loose—some stocks are hitting the limit up based on map check-ins, while others are taking off due to mysterious metaphysical signals. Even the usually composed veteran investors can’t help but complain: “Nowadays, trading stocks doesn’t require looking at financial reports; you first need to understand homophonic puns and feng shui.” No wonder some say that the rotation of sectors in the A-share market is faster than the dance steps of elderly ladies in a square dance. A sector that was collectively dancing in the morning might be lying flat by the afternoon, making retail investors’ hearts race as if they were equipped with springs. The moment you open the market software, you might think you’ve entered a riddle contest. On one side, the “map trading” army is checking in from south to north, while on the other, “metaphysical concept stocks” are riding the waves with inexplicable logic, leading one to wonder if brokerage researchers have all switched careers to writing jokes. Even more absurd is the new behavior in the stock trading community: some are wearing red underwear while monitoring the market, and others are praying to the God of Wealth while staring at K-lines, calling it “metaphysical empowerment,” turning stock trading into a blessing ritual. In contrast, the conservative investors holding bank stocks resemble the well-behaved kids at a party, watching others have a blast while they can only stand there in a daze, especially since today the banking and insurance sectors collectively “laid flat,” dragging the Shanghai Composite Index to hover around 3950 points. However, don’t be fooled by this chaotic appearance; today’s market can be described as a “relay race with order amidst chaos.” The fisheries and military industries surged directly due to news stimuli, leading the gainers’ list; lithium-cobalt mines and AI applications were not to be outdone, staging a “comeback”; and some tech stocks took the opportunity to rebound, as if saying, “Who says we can’t do it?” This scene is reminiscent of a school sports day, with each class taking turns to perform, and although the events are different, they are all striving to make their presence felt, effectively boosting market sentiment. The only small episode was the formation of a “small double top” at 4025 and 4030 points on the Shanghai Composite Index, like two little hands pushing down, while the “small double bottom” at 3950 points was desperately pushing up, resulting in a stalemate, akin to an exciting tug-of-war match. The trading volume shrinking by nearly 50 billion is also quite a joke, like a party reaching its climax, yet everyone suddenly goes silent—not because they don’t want to have fun, but because they are all waiting for Thursday’s U.S. non-farm payroll data, the “stabilizing pill.” After all, this data directly relates to the Federal Reserve’s interest rate decision, and no one wants to step into a pitfall at a critical moment. With the year-end approaching, institutions are busy adjusting their portfolios, much like office workers rushing to meet KPIs at the end of the year, lacking the energy for major moves, resulting in a daily decrease in trading volume. The current A-share market resembles a worker slacking off, appearing busy on the surface while actually waiting for the signal to clock out. In fact, there’s no need to panic about this wave of market activity; although it looks like a “chaotic dance of demons,” the embryonic form of a W-bottom is already quite clear, and a short-term rebound from oversold conditions is likely imminent. If it drops again tomorrow, it will probably follow the script of “testing the bottom and then rising,” closing with a positive line to boost everyone’s confidence. From a medium to long-term perspective, the bullish pattern of oscillating upwards remains unchanged, like encountering a mini-boss in a game; although you might lose some health occasionally, the main quest still needs to be advanced. The strategy remains the same: if it rises to 4020-4050 points without volume, reduce positions; if it pulls back to 3950-3900 points with reduced volume and stabilizes, buy on dips, and don’t get carried away by market emotions. The new energy sector is a main line that must be held tightly, as solar, wind, and battery sectors are like regular guests at a party; although they may occasionally be low-key, there will always be opportunities for them to take center stage. When it comes to stock trading, mindset is truly important. Today may still be an absurd play of “chaotic demons dancing,” but tomorrow could transform into a well-ordered drama; today’s quiet sectors might become the hottest commodities tomorrow. Rather than being swept away by market emotions, it’s better to maintain your own rhythm, like watching a comedy film, laughing at the ups and downs, because in the world of A-shares, “existence is reasonable,” and the occasional absurdity is precisely its charm.
