Morning Trend | ANE launches a strong counterattack, will the main force shift gears under the Double Eleven peak?

ANE Logistics (9956.HK) staged a strong rebound during yesterday's trading session, with a noticeable increase in short-term buying momentum. The company's stock price has consistently stabilized above the 5-day and 10-day moving averages, as funds position themselves ahead of the e-commerce Double Eleven peak. On the industry level, the logistics sector benefits from the latest "cost reduction and efficiency enhancement" policies, combined with seasonal demand from e-commerce, leading to a rapid spread of overall market optimism. The company has recently made frequent personnel and cost control moves, seen as signals of performance improvement, aiding in early fund positioning. Throughout the day, trading volume continued to expand, with strong buying power from major players, quickly gathering short-term buying interest. Technical indicators show a continuous strengthening of momentum rebound, with overall coordination among major players; however, there is significant selling pressure at high points and a strong atmosphere of portfolio adjustment among major players, making quick in-and-out operations likely to increase short-term volatility. Attention should be paid to risks; if the final e-commerce demand for Double Eleven and the company's performance fall short of expectations or if policy transmission discounts occur, major funds may shift to other hotspots; industry trading volume could quickly decline, leading to potential volatility. Operations should closely monitor the progress of core funds and policy news catalysts