--- title: "Jufeng Micro Strategy: Opening low and rising high, A-shares officially enter the game interval, don't miss these opportunities!" type: "News" locale: "en" url: "https://longbridge.com/en/news/280744734.md" description: "The A-share market showed a counter-trend rebound despite the decline in the overnight U.S. stock market, with the Shanghai Composite Index successfully reclaiming 3,900 points. The independent performance of the market indicates that the impact of overseas market fluctuations on A-shares is weakening. After the release of short-term panic sentiment, the market's recovery momentum has strengthened. Although the rebound is significant, trading volume has not notably increased, and investors need to remain vigilant. The current rise is viewed as structural repair rather than a trend reversal. Historical experience shows that rebounds after geopolitical conflicts often provide rational funds with layout opportunities, and high-quality sectors may become the preferred choice for rebounds" datetime: "2026-03-27T07:17:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280744734.md) - [en](https://longbridge.com/en/news/280744734.md) - [zh-HK](https://longbridge.com/zh-HK/news/280744734.md) --- # Jufeng Micro Strategy: Opening low and rising high, A-shares officially enter the game interval, don't miss these opportunities! Author | Guo Yiming, Editor | Liang Puxi **The decline of U.S. stocks overnight and the collective pressure on the Asia-Pacific markets did not hinder the A-share market's rebound that day.** On Thursday, after a low opening, the three major A-share indices quickly attracted buying support, showcasing a "straight-line surge." Not only did they successfully turn positive, but in the afternoon, driven by multiple sectors, they rose steadily, with the Shanghai Composite Index successfully reclaiming the 3900-point mark. This "reverse global" independent trend not only continued the recovery since the 3794-point level but also conveyed a positive signal to the market: **the marginal impact of overseas market fluctuations on A-shares is significantly weakening.** After a concentrated release of short-term panic sentiment, the market's own recovery momentum began to dominate, and the brokerage sector, benefiting from impressive first-quarter reports, took the lead, confirming that the fundamentals supporting stock prices are returning. **The market's rebound throughout the day mainly stemmed from the tail end of panic sentiment after a short-term overselling.** Looking back at this round of adjustments, its essence is not a deterioration of macro fundamentals, but rather a profit-taking pressure following a continuous rise since the beginning of the year, with the Middle East geopolitical conflict merely acting as a "catalyst." When the Shanghai Composite Index briefly broke through the 3800-point mark, the resonance of technical overselling signals and short-term bottom-fishing funds provided a natural soil for the rebound. However, **despite the impressive performance at the index level, investors still need to maintain a level of clarity.** During the current rebound, the trading volume in both markets has not shown significant expansion, indicating that more funds are still in a wait-and-see state, and the market has not formed a consistent bullish force. Therefore, the current rise is more defined as structural repair rather than a trend reversal, and the probability of the market repeatedly bottoming out and exchanging time for space is relatively high, with risks of blindly chasing highs and heavy betting still present. **From historical experience, "smashing" caused by external factors such as geopolitical conflicts often provides a good layout window for rational funds after emotional release, and the subsequent rebound trends also exhibit certain regularities.** Firstly, the quality sectors that were mistakenly sold off are the first choice in the early stages of the rebound. In the muddy process of the market, some stocks with solid fundamentals and improving prosperity but affected by liquidity shocks often lead the valuation repair. For example, certain technology leaders with strong performance certainty but passively adjusted with the sector, as well as cyclical sectors benefiting from economic recovery but previously suppressed by pessimistic sentiment, possess strong repair elasticity. Secondly, high-prosperity growth directions remain the core main line of the rebound. Historical data shows that after every deep squat, growth stocks with industrial trend logic (such as artificial intelligence, semiconductors, high-end equipment, etc.) are never absent and often become the main battleground for rapid fund replenishment due to their high elasticity. **In addition to the two main lines of "mispricing" and "growth" based on historical patterns and logical deductions, the certainty of first-quarter performance lines is particularly important at this stage.** The recent structure of the market rebound has clearly indicated that performance is the hardest support for stock prices Taking the securities sector as an example, benefiting from the recovery of proprietary trading and increased trading activity, several brokerages have delivered better-than-expected results, and their stock prices have surged during trading, which is a direct vote of confidence from capital regarding performance certainty. Therefore, in future market positioning, investors should focus on those targets that have not only been wrongly punished but also have first-quarter results that can validate their growth logic, referred to as "double insurance." Especially in the current context where macro data is in a verification phase and external uncertainties persist, companies with performance support can better withstand market fluctuations and achieve excess returns during rebounds. **Finally, while grasping structural opportunities, it is also essential to acknowledge the potential challenges currently facing the market.** A rebound without volume is the biggest concern, indicating that the willingness of new capital to enter is weak, and the market is more about the game and reallocation of existing funds. If subsequent trading volume cannot continue to expand effectively, then the height and sustainability of the rebound will be constrained, and the market is likely to enter a process of repeated fluctuations and bottom formation. In addition, while the uncertainty in overseas markets has marginally weakened, it has not been eliminated. The direction of the Federal Reserve's monetary policy and the evolution of geopolitical situations may still disrupt global risk appetite. Therefore, for investors, the current strategy should adhere to the principle of "optimistic expectations, cautious operations," controlling overall positions while utilizing market fluctuations to make low-position layouts around the aforementioned main lines, and avoiding emotional chasing after a significant one-day rise to cope with the potential repeated bottoming market. Author: Guo Yiming Professional Certificate: A0680612120002 ### Related Stocks - [000001.CN](https://longbridge.com/en/quote/000001.CN.md) - [510210.CN](https://longbridge.com/en/quote/510210.CN.md) - [510980.CN](https://longbridge.com/en/quote/510980.CN.md) ## Related News & Research - [China April Retail Sales +0.2% y/y (exp 2%) & Industrial Prduction +4.1% y/y (exp 5.9%)](https://longbridge.com/en/news/286699672.md) - [China economy slows sharply as investment returns to contraction](https://longbridge.com/en/news/286707036.md) - [Video - CEO Clips: Evolve Royalties: Gaining Exposure to Critical Minerals Through a Royalty Model | EVRYF Stock News](https://longbridge.com/en/news/286954134.md) - [Rising Bond Yields Weigh on Stocks](https://longbridge.com/en/news/286939009.md) - [Trump signs new executive order that will hit non-citizens hard](https://longbridge.com/en/news/287038077.md)