A shares have suddenly risen so well, is it worth buying the dip now?

A-shares are booming like copycats, and the whole Internet is filled with excitement. Headlines like "A-shares skyrocket! Someone made 520,000 yuan in one morning" are all used to create anxiety;

So should we sell U to catch the bottom at this stage?

Let me talk about the results first. I personally think it is not suitable for bottom fishing. At this stage, we need to look more at the essence and the development of things.

First of all, it should be clear that the most fundamental reason for the rise of A shares this time can be considered to be the direct effect of the central bank;

@realliaohaibo also mentioned this this morning. The policy allows securities companies, funds, and insurance companies to obtain liquidity support by pledging assets, and this money will be mainly used in the stock market. This is actually similar to the central bank's direct participation in the stock market, with the goal of quickly raising the stock index.

Historically, this type of operation has been effective in the short term, stimulating market sentiment and stock prices, but in the long run such intervention may not only fail to solve the fundamental problems of the economy, but may also trigger risks, especially when policies are withdrawn.

Once the market starts to sell off, panic may lead to a stock market crash, and the withdrawal or adjustment of policies may also become a huge source of risk in the market.

Furthermore, we cannot see the policy uncertainty and domestic political orientation. At present, I think it is more of a test, and the locked-in positions for so many years are also eager to try. Although the rise is very happy, everyone has not yet recovered their investment. On the way to recovering the investment, every stage is a locked-in position;

So my personal suggestion is -

From a macro perspective, for short-term operators, policy-supported increases may provide opportunities, but they need to pay close attention to policy changes and shifts in market sentiment. For medium- and long-term investors, they may need to be more cautious in selecting individual stocks, focusing on the fundamentals and long-term development prospects of the companies, rather than simply chasing policy-driven market hotspots.