Are boards with 2+ consecutive limits all advancing? Did quantitative funds learn relay cooperation and group hugging?

Today, all stocks with more than 2 boards advanced, what does that represent? The index has tested bottom around 4050 for the fourth time, but without volume, what does this indicate? According to the Zhuque Road Overperformance System, combined with our momentum, hotspots, and rhythm, we have already entered a full defensive stance with cash during the bidding. When the market opened with a bullish candle, some thought they missed the opportunity, but a careful analysis shows that the index’s rise was driven by banks, insurance, securities, and real estate sectors. Do you still think you missed out? By the end of the session, aren’t you relieved that you stayed in cash? [Taogu Ba]

During the bidding, only Shenhua Development A opened with a single price, with a 435 million yuan order, indicating that funds are already very clear—no desire to buy aggressively. At the open, communication and chip sectors were actively selling, steel was strong, then insurance, securities, and real estate led the index higher, but volume actually shrank. This market support lacked sincerity and was followed by a steady decline. However, this decline is slow, so panic selling hasn’t emerged yet. If you see the index suddenly drop with high volume, that might be a good time to bottom fish when funds are most panicked. If it continues to decline slowly, wait for the index to stabilize with a K-line, and when volume shrinks and it can’t go lower, then consider deploying.

Today’s strange point is, despite the market being so cold, why did all stocks with more than 2 boards advance? I’ve explained this before: quant funds have learned to group together because there are no hotspots or opportunities for broad rotation. But quant funds have plenty of capital and continue trading daily through systematic operations. So, during bad market times, quant funds start to group and pass the baton to stocks. The capacity of these passing stocks isn’t large relative to the size of quant funds, which is why today we saw all stocks with more than 2 boards being fully grouped and advanced by quant funds. Everyone should be cautious of this behavior because once these gains are realized, they can be easily wiped out by A-shares.

Market outlook:
Major trend: Volatile, index still carries risk.
Minor trend: No more rotation, quant funds are all in the relay mode.
Sentiment: Today, all stocks with multiple boards advanced, 10 stocks hit the limit down, but only 822 stocks rose. It’s a tale of two extremes—ice and fire. How to evaluate such a market? Only two words: imagination.
Hotspots: None.

Quant funds are passing the baton; if I can’t beat them, how can I join? Not joining means avoiding harm—better to stay out than to miss the chance and lose money.

Summary: I respect the risks first. Let quant funds continue passing the baton with stocks, keep the dance going, ideally creating a relay effect to generate profits. Strive to regain the trend of relay market from the trend market. I also enjoy playing the relay, and when the time comes, we will join. The index carries risks, and Zhuque Road has fully entered a defensive stance. When market funds regain enthusiasm for buying, we will respond immediately and follow.