大指数喜怒无常，俊哥儿再挺长阳

Core Viewpoint - The article emphasizes the strong performance of the market, particularly the rebound of the ChiNext and STAR Market indices, indicating a robust bull market that is unusual compared to previous trends [1]. Market Performance - The average stock price index briefly fell below the TR holding line but showed a strong recovery in the afternoon, suggesting a significant rebound [1]. - The afternoon rebound mirrored the previous day's decline, indicating a notable recovery strength [1]. Technical Analysis - The 200-day moving average serves as a critical boundary, with the index touching this level for the third time since early June, leading to increased volatility and profit-taking [2]. - The market is currently experiencing a natural increase in divergence due to the rise in profit-taking [2]. Leading Sectors - The leading sectors include optical connections, semiconductors, PCB, and rare earths, highlighting the importance of focusing on main lines during a bull market [4]. - The article warns against deviating from main lines in stock selection, emphasizing the need for a strong belief in investment models to maintain a positive mindset [4]. Investment Models - The article discusses the significance of having a model belief system in stock selection, which helps narrow down choices and maintain confidence [4]. - It mentions that the process of developing a model belief is lengthy and involves reflection and perseverance [4]. Stock Signals - New signals have emerged for stocks such as Yingwei and Dongxin, indicating potential investment opportunities [10]. - The article notes that the model used for stock selection has a limited capacity, averaging about one stock per day over the past two months, but has shown a good success rate [12].