Group 1 - The surge in brokerage stocks helped the Shanghai Composite Index break through the 3400-point mark, but the rally was not supported by a broad market consensus as individual stocks performed poorly [1][3] - The significant rise in brokerage stocks is viewed as a trial behavior rather than a sustainable trend, indicating that the market may not be ready for a strong upward movement due to the presence of a trapped position from previous trading ranges [3][4] - The low opening and subsequent decline of brokerage stocks today suggest a technical pullback rather than the end of the bullish trend, with potential for a rebound if the market conditions align [4][5] Group 2 - The overall market sentiment remains low, with a significant number of declining stocks compared to advancing ones, indicating a lack of investor confidence [1][3] - The current trading environment suggests that the brokerage sector's performance may be a means of offloading positions rather than a genuine market rally, raising concerns about the sustainability of the recent gains [3][4] - The potential for a rebound in brokerage stocks could lead to a more favorable outlook for the broader market, contingent on the ability to maintain upward momentum in the coming sessions [4][5]

试盘，就是要刺探多空双方力量的强弱。所以，试盘时，我们绝不能有主观的多空偏好，而是要"无多空"地，在交易系统的提示下出入场。不做死多头， 也不做死空头，而要做一颗"海草"，随波飘摇，在浪花里舞蹈。我们要做一个真正的顺势者，不去预测市场，而是感悟市场，应对市场。 ——笔记哥《应对 》 【笔记20250102— 开门红：血流成河 VS 满面红光（+财新PMI低于预期+股市大跌+资金面收敛转松=大下)】 资金面收敛转松，长债收益率大幅下行。 央行公开市场开展248亿元7天期逆回购操作，今日有2986亿元逆回购到期。净回笼2738亿元。 | 利率信矩阵 信用债矩阵 | | NCD矩阵 中资美元债 | 全球国债 | | | | 0 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 11 | 2Y | 3Y | 54 | 7Y | 10Y | 30Y | | | 220026.IB | 240019.IB | 240016.IB | 240014.IB | 240018.IB | 240011.IB | 2400006.IB | | 中国 | 1.0300 | ...