Morning Trend | TONGRENTANGCM's capital shifts, are short-term opportunities coming under regulatory turbulence?
Tongrentang Guoyao (3613.HK) has recently experienced fluctuations in the market, with funds frequently moving in and out, and changes in the regulatory environment becoming the biggest uncertainty. There is frequent rotation within the sector, and the pharmaceutical track has temporarily been neglected, but it could experience significant volatility due to regulatory policies at any time. The market generally prefers a "tight but not loose" approach, with cautious funds dominating. In the short term, the stock price has tested the lower adjustment boundary multiple times, with widening price spreads, and low-buy high-sell operations dominating the intraday market. Technically, the K-line has repeatedly surged and retreated, with the main force yet to form an effective breakthrough, but the adjustment space is gradually converging. Current market discussions focus on whether the regulatory "boots" will drop, and the sector's shape awaits a catalyst for promotion. Community traders are paying attention to the progress of risk release in the sector, believing that once regulations are implemented, there will be a favorable expectation gap, and pharmaceutical stocks may welcome a collective recovery. Conversely, if policies continue to suppress, more time will be needed for digestion. In terms of fund movement, the main force is more watchful than active, with short-term speculative funds making small bets, and the sector's direction significantly affecting individual stock elasticity. Technically, if the lower support holds and is quickly replenished with volume, it is expected to continue the recovery trend. It is recommended to closely monitor intraday fluctuations and policy news, and to moderately test small positions during the day. If accompanied by significant volume changes from the main force, further positions can be added. If the regulatory environment remains negative, risk control should be prioritized. Currently, it is at a critical juncture, and short-term funds should patiently capture high elasticity
Tongrentang Guoyao (3613.HK) has recently experienced fluctuations in the market, with funds frequently moving in and out, and changes in the regulatory environment becoming the biggest uncertainty. There is frequent rotation within the sector, and the pharmaceutical track has temporarily been neglected, but it could experience significant volatility due to regulatory policies at any time. The market generally prefers a "tight but not loose" approach, with observing funds dominating.
In the short term, the stock price has tested the lower adjustment boundary multiple times, with widening price spreads, and low-buy high-sell operations dominating the intraday market. On the technical side, the K-line has repeatedly surged and retreated, with the main force yet to form an effective breakthrough, but the adjustment space is gradually converging. Current market discussions focus on whether the regulatory "shoe" will drop, and the sector's shape awaits a catalyst for promotion.
Community traders are paying attention to the progress of risk release in the sector, believing that once the regulation is implemented, there will be a positive expectation gap, and pharmaceutical stocks may welcome a collective recovery. Conversely, if policies continue to suppress, more time will be needed for digestion. In terms of fund movement, the main force is more watchful than active, with short-term speculative funds making small attempts at arbitrage, and the sector's direction significantly affecting individual stock elasticity.
On the technical level, if the lower support holds and is quickly replenished with volume, it is expected to continue the recovery trend. It is recommended to closely monitor intraday anomalies and policy news, and to moderately test small positions during the day. If accompanied by significant volume changes from the main force, further positions can be added. If the regulatory environment remains negative, risk control should be prioritized. Currently, it is at a critical juncture, and short-term funds should patiently capture high elasticity
