2026-01-05 22:21:37

This wave of the market started off well, but it's still a bit early for a true qualitative change. What is a qualitative change? Substantial policy benefits + the market's chain reaction. Imagine: RRR cuts, interest rate cuts, releasing leverage permissions to brokerages—once these are implemented, leading sectors hit the daily limit, and the index quickly breaks through, then that's the real beginning of the main upward wave.

From the signals in Q4 last year, the likelihood of policy actions is very high. These reform measures won't be empty promises; they are basically scheduled for release around Q1 of this year. Once initiated, the chain reaction will be very strong.

The current strategy is very clear: the winning chance is right here, there's no need to mess around. Be patient and hold your positions, waiting for this critical point. Blue-chip and consumer sectors are expected to become the vanguard in breaking through the index, and there are significant opportunities within them.

The key is not to be scared out by short-term fluctuations; what is coming will come.

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GasGoblin

· 01-08 20:51

Sounds good, but I've heard this "coming soon" tune too many times. Let's wait until the critical point actually arrives. Waiting for the RRR cut feels like waiting for a pie to fall from the sky. I am holding blue-chip stocks, but this wave of correction is indeed quite tough. Knowing how good the policy implementation would be in advance is great, but the key is when it will actually be announced. Right now, it's all just imagination. The consumer sector really can't hold up; my holdings are almost bleeding out, haha. Stop constantly worrying about quality changes; first, recover the current losses. It's not that I don't believe, but the market has warned us about wolves coming too many times. Holding onto the position is correct, but how to survive this period is the real problem.

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fren.eth

· 01-08 10:14

Lower reserve ratio and interest rate cuts—once this combination is implemented, it’s indeed powerful. The concern is that it might just be empty talk, with the promised Q1 implementation repeatedly delayed. Is it still too early to jump into blue-chip consumer stocks? It feels like we should wait for more signals. Don’t be scared by short-term fluctuations; it’s easier said than done. When your positions suddenly drop, who wouldn’t panic? Policy expectations can sometimes be more valuable than the policies themselves.

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LiquidationWatcher

· 01-05 22:51

ngl this whole "just hold and wait" narrative got me anxious... been there before when everyone said the same thing in 2022. watch your health factors fam, policy catalysts sound nice but margin calls don't care about them. not financial advice but check those collateral ratios before q1 hits

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BasementAlchemist

· 01-05 22:50

Lowering reserve requirements and interest rates need to be truly implemented before we get excited. It's still too early to talk about these now. The policy cards haven't been played yet. Is there any point in just holding positions? When Q1 shows real movement, that's when the blue chips will be worth jumping in. Short-term fluctuations? Ha, that's just testing your mindset. Can the consumer sector hold up this time? Not very optimistic. The chain reaction depends on how well policies are executed. That's the key. Don't be fooled by empty promises; you need to see real money. Main upward wave? Let's wait until the index actually breaks below support. Right now, it's all just虚的.

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LootboxPhobia

· 01-05 22:46

The combination of interest rate cuts and reserve requirement ratio cuts should have been implemented a long time ago. The question is, when will it truly be put into effect? That’s what they say, but we also have to be cautious about the possibility of policy expectations falling short. I’m optimistic about blue-chip stocks, but I’m a bit uncertain about the consumer sector. The answer will be clear by Q1. Let’s wait and see. Policy measures are too intangible; it still depends on how the main funds move. Don’t be scared off by short-term fluctuations—that’s a classic line. It’s always said like that, and then you get caught. Hearing the phrase “chain reaction” so often, but only real trading volume counts. There’s definitely a chance to win, but having a chance doesn’t mean you can actually profit.

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DisillusiionOracle

· 01-05 22:26

All talk before the policy implementation is just nonsense; it's better to watch the K-line.

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