Short-term dip buying opportunity amid policy bottom

Another batch of big shots has been liquidated. Media reports: A state-owned super-large bank recently plans to increase stock repurchase and shareholding loan quotas for two central SOEs, China Reform Holdings and China Chengtong. The additional quota for each could reach 1 billion yuan. It is understood that the scale of this additional relending quota may exceed the initial quota issued by the bank to these entities when the policy tool was first established in 2024. Translation into plain language: 300 billion yuan in loans given to WangWang (China Reform) and QQ (Chengtong). This time, the amount of money given is even more than what was provided when the relending program started last year. Last year, alongside the disbursement, there were hints of "unlimited" refills, but this time it seems absent. That's the difference. In short, the policy bottom has arrived, but the market bottom still needs polishing. Early November offers opportunities to buy on dips; until the 16th, look for buying opportunities on dips. Recently, there have been too many suicides and runaways online: One lost 190 million yuan and went missing after fleeing. Another jumped to his death after losing 30 million yuan. Others quietly exited after losing tens or hundreds of millions. Although it's bloody, Although it's sigh-inducing, This market is a negative-sum game. Either you die or I perish. There's no way around it. Having chosen this profession, one must face these realities. "A general achieves fame at the cost of ten thousand withered bones." Blood-stained chips have already been produced. Now it depends on whether you dare to pick them up! And how you pick them up! Main Strategy: ETFs contributed some profit in October. This month, ETFs dragged down performance right from the start. Small-cap junk stocks: Added positions today at the open. Got it right. The happiest thing today was: An add-position signal appeared in the morning session. I decisively added. BSE (Beijing Stock Exchange): Continue to hold cash, wait for opportunities. Buy Earth: Continue to hold cash. This strategy is good. Do not participate in the bear market.