Morning Trend | LONKING surged and then fell back, can heavy truck policies catalyze another wave of counterattack?

LONKING (3339.HK) saw a surge in funds during the morning session, hitting a yearly high before quickly retreating, showing clear short-term divergence. The heavy truck sector has frequently released a series of policy measures, attracting speculative funds, but after the rise, it faced dense selling pressure, becoming today's community focus: "Is the breakthrough weak, and can we still enter another wave?" Market information shows that LONKING's current rally is heavily influenced by policy incentives, and any new changes in heavy truck export data or subsidy policies could ignite sector sentiment. Currently, the 5-day/10-day moving averages are being tested repeatedly; if they do not break down, funds may launch a second wave at any time. It is worth noting that the trading volume today has slightly increased compared to previous periods, and the expansion space depends on whether subsequent policy catalysts materialize. From an operational perspective, for special funds that prefer short-term high selling and low buying, as long as the support holds, there is still cost-effectiveness in betting on a pullback. Conservative players are advised to wait for a breakthrough above HKD 8.30, confirming effectiveness on a pullback before entering. If there is a significant volume breakout above yesterday's high, the "LONKING system" is expected to drive the overall heavy truck sector to exceed expectations. However, if there is a volume contraction at high levels leading to stagnation, one should be cautious of emotional profit-taking adjustment pressure