April 25, 2024 morning trading strategy: Continue to control positions.

The market opened higher and fluctuated yesterday, with sentiment warming up and the market rebounding. Many people are probably still in a daze. There are several reasons for yesterday's market rebound:

First, global stock indices are all rising sharply, with even the neighboring Hang Seng Index rising sharply for three consecutive days. What reason do we have to fall?

Another reason is the overweight rating and positive outlook given by UBS/Goldman Sachs funds for the A-share market.

Then, the low-altitude economy and AI technology sectors drove the rebound and recovery of sentiment. Particularly, three stocks—ZHONGHENG DESIGN, WANAN TECHNOLOGY, and HUIHUANG TECHNOLOGY—led the charge with their anti-core bidding and long-legged limit-ups, firmly establishing yesterday's market offensive.

The only downside was that yesterday's trading volume was still only 795.4 billion, less than 800 billion. With such low trading volume, there won't be any major moves in the four trading days before the holiday. So, continue to control positions until the end of the month and patiently wait for the May rally.

Now, let’s look at sector and stock opportunities:

1. Low-altitude economy
The entire market was flooded with news about the low-altitude economy again yesterday. It just goes to show how strong the main theme is, driving the market sentiment to surge.

News highlights:
1) Shenyang has formulated the "Shenyang High-Quality Development Action Plan for the Low-Altitude Economy (2024-2026)", aiming to cultivate over 100 low-altitude economy-related enterprises by 2026.
2) Guangdong: Focus on creating new growth points in AI, new energy storage, commercial aerospace, low-altitude economy, and biomanufacturing.
3) Anhui Low-Altitude Economy Industrial Fund Partnership was established with a capital contribution of 1 billion yuan.
4) Nanhu District, Jiaxing: The delineation of low-altitude airspace and route planning is underway.

For a major theme like the low-altitude economy, with continuous policy backing and daily updates, funds will gradually become more concentrated.

Everyone has already taken positions. The next step is to weed out the weak and keep the strong. Those who haven’t boarded the leading stocks can gradually adjust their portfolios toward the sector leaders. Conservative investors can look for low-position rebound opportunities.

2. New listings (IPOs)
This sector has been recommended for over half a month. I dare say that if you put in even a little effort, no other sector offers better profit opportunities.

Why speculate on IPOs? I’ve said it many times!!!! Many companies haven’t disclosed their earnings yet. Who dares to touch those without earnings reports? You might step on a landmine and never recover. IPOs don’t have this problem.

There are still a few days left this month, and there are plenty of earnings bombs. Plus, funds withdrawing early for the holiday will add selling pressure. If you’re unsure about other sectors, stick with IPOs—it’s a safe bet for a smooth transition this month.