A-shares this morning are quite interesting~



The Shanghai Composite rebounded to turn green after repeated fluctuations, while the ChiNext index pulled back after a surge but remained within expectations. More eye-catching is that over 2,800 individual stocks are collectively turning red, which is indeed encouraging.

The core hot spots are basically two directions: the entertainment sector exploded, with Huayi Brothers rising over 10% intraday, boosting sentiment; on the other side, the ice and snow industry moved in sync, with Bingshan Cold Chain hitting the limit-up. This rhythm aligns a bit coincidentally with current seasonal consumption and entertainment demands.

The trading volume in the first 1.5 hours of the market opening is stuck at 1.14 trillion yuan, down over 100 billion from yesterday. On the surface, the volume seems a bit sluggish, but in the context of year-end portfolio adjustments, this shrinking volume actually reveals the true inclination of funds—sector rotation has become particularly concentrated, with money piling into hot spots.

In a structural market environment like this, keeping pace with the rhythm is more important than following the overall market trend. Are you more optimistic about the entertainment sector now, or do you think the ice and snow track can continue this wave?
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DataOnlookervip
· 7h ago
Reduced volume is an illusion; the money is all piling up in the hot spots. That's the real truth.
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EthMaximalistvip
· 7h ago
The pattern of shrinking volume and clustering is a bit like FOMO-driven pump in the crypto world, with money rushing into hot spots. Year-end portfolio adjustments feel just like this.
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PermabullPetevip
· 7h ago
Wow, 2800 stocks all turning green at once, this market is really intense.
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MevShadowrangervip
· 8h ago
The shrinking volume means money is hiding. This wave's structural pattern has been obvious for a while, with a feeling of a double kill in film and television ice and snow.
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