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A-share secondary industries' rise and fall in the past

Posted: Tue Feb 11, 2025 5:58 am
by shapanwwuom
So it is very likely that they are also waiting for a more appropriate time to enter the market, but this does not mean that they have lost confidence in the market.

This timing is not only after important uncertainties such as Trump's return and the attitude towards interest rate cuts have been resolved, but also after the stock market has experienced more pullbacks due to the former.

After all, everyone likes cheap things.

We have analyzed this many times before. The country is now paving the way for guiding various long-term funds. A large amount of funds have indeed begun to enter the market since last year, but the potential vnpay data scale of inflows is still extremely large. If the right time mentioned above comes, they will enter the market at any time.

Their entry will inevitably attract more other off-market funds to enter, which will in turn drive up the core index, thereby stabilizing the market trend and creating a money-making effect.

So as long as we understand this point, there is no need to worry so much about the current market correction.

After all, as long as you bet on the direction in which these funds are bound to enter, even if you are stuck now, it is only a matter of time to get out of the trap and make money.

On the other hand, for hot theme sectors, especially AI, robots, the Internet, and even the large consumer sector that still needs time to recover, they either have enough hype topics or have been strongly driven by policies. There is a great certainty that they will receive attention from funds in the future. Some of the core assets that have experienced more pullbacks can also be regarded as gradually falling out of price-performance ratio, and there is no need to worry too much about these.