#2024.12.24 Review# Yesterday the A-share market went through a 'massacre', but today the market rebounded, with the index closing with a medium-sized bullish candle. It almost hit 3400 points at the close, thanks to the regulators' overnight denial of the delisting rumor.

However, we shouldn't let our guard down too much about today's rebound.

First, trading volume shrank significantly by 200 billion yuan, with only 1.3 trillion yuan in turnover - the lowest since October, indicating the market is still dominated by existing funds.

Second, the late-session index rally was mainly driven by oversold sectors like pharmaceuticals and baijiu (liquor).

Therefore, today's rebound is more of an oversold technical bounce.

Tomorrow's task will be tougher - we must see volume recovery, otherwise market sentiment may weaken again.

What to watch tomorrow??? Several directions:

1. Financial sector - If the index wants to rise further, financial stocks will be key. Today, Hualin Securities (002945.SZ) hit the limit-up. Stocks with market caps around 30-50 billion yuan may better suit institutional investors' preferences. But remember, brokerage stocks depend on trading volume - without volume recovery, the sector won't see broad gains.

2. AI hardware - This mainly includes liquid cooling, copper cables, computing power and other sub-sectors.

The AI hardware sector remains worth watching, including robotics. Since these sectors moved in sync with market sentiment recovery, they'll likely see repeated opportunities. Just remember to focus on larger-cap trending stocks.