Morning Trend | BJs Wholesale main force enters in batches, is a short-term rebound opportunity coming?

BJs Wholesale Club (BJ.US) saw a resurgence in trading activity yesterday, with multiple groups of main funds gradually entering the market in batches. Community discussions are buzzing about whether a short-term rebound is about to begin. Since promoting the American-style warehouse discount chain model, the logic of the leading stocks in the sector has been continuously reinforced, and their low valuation attributes are attracting both long-term and swing traders to position themselves. From a fundamental perspective, consumer spending in the North American retail sector is gradually recovering, and BJs' steady revenue growth provides substantial support for valuation recovery. In the past two days, main funds have raised prices in a timely manner, accompanied by an increase in both volume and price, leading to a market trading style characterized by "catching up on rebounds." However, it is important to be cautious as there have been frequent occurrences of quick in-and-out arbitrage trades at high levels recently, increasing the risk of chasing prices in the short term. It is advisable to closely monitor the inflow and outflow of large orders during trading and the strength of the intraday price increases. If there is a breakout with increased volume, it may trigger a collective rebound in the sector; conversely, if the volume is insufficient, the main funds may easily cash out at high levels. Short-term participation should focus on controlling positions, with a preference for left-side low absorption