#October 25, 2024 Morning Trading Strategy# The index fell yesterday, but speculative sentiment in the market remains high, with over 100 stocks hitting the daily limit-up, and the BSE 50 even reaching a historic high!

However, the market is quite fragmented, with themes rotating too quickly, and funds are once again flocking to speculative stocks. Yesterday's session still showed strength favoring the strong.

Currently in the A-share market, institutions are exiting, while retail investors, led by hot money, are charging in! The trend is clear: blue-chip stocks, dominated by institutions, are falling, while small-cap stocks are seeing frenzied clustering!!

Undoubtedly, the market is now driven by hot money, with pricing power in their hands, not institutions! So even as major players are fleeing like crazy, short-term speculative capital is still hunting for every opportunity to go all in!!

Therefore! Right now, trying to chase laggards or rotating into intraday hot spots is tough! Only stocks with the highest market popularity, sentiment, and recognition stand a chance!

Let me share my thoughts on the final days of October:

First, by the end of October, the index will continue to fluctuate, as any major stimulus policies will likely wait until after the U.S. election in November before corresponding measures are rolled out!

Second, we're in the earnings report season, and under such conditions, big money usually stays on the sidelines, leaving the playground to hot money and retail investors—so focus on stocks that fit this style!

Third, the previous market leaders are fading, and sector rotations are rapid. Pay attention to trading volume—1.5 trillion is the tipping point between "bull market play" and "bear market play"!

In short, the market isn’t impossible to profit from right now—but you’ll need skill to do it!!

Now, let’s look at themes and individual stocks:

1. Tesla

Tesla released its Q3 2024 financial results, and its stock price surged on the U.S. market last night.

Elon Musk’s bold claims alone sent Tesla’s stock soaring 22% overnight, adding $150 billion in market cap—impressed? Today, Tesla-related stocks in the A-share market are poised to rally!

2. Shenzhen Local Stocks

Last night, Shenzhen announced major news: By 2026, it aims to better leverage government investment funds and form a trillion-yuan government investment fund cluster.

Shenzhen has always been a pioneer, and this push for a trillion-yuan fund cluster aims to invigorate private capital.

Additionally, Shenzhen encouraged state-owned funds to take bold risks and amplify the leverage of fiscal capital, primarily benefiting local venture capital and fintech sectors. Keep an eye on Shenzhen local stocks today.