Will the A-shares open with a bang in December? I think the probability is quite high, the index's rebound is not over yet, the key is to keep up with the zone rotation rhythm.

First, let's talk about the market. The short-term goal is very clear - not only do we need to stay above 3900 points, but more importantly, we need to fill the gap between 3912 and 3927. It's normal to see fluctuations upwards before filling the gap, so there's no need to panic; however, after the gap is filled, we need to be cautious as the trapped positions above and the profit-taking positions below will create double pressure, likely leading us into a consolidation phase.

The logic here in the Growth Enterprise Market is clearer, with the goal being to break through the 60-day moving average resistance, and there is still momentum upward. We need to keep an eye on the position of the 10-week moving average on the weekly chart (around 3101 points); the process of breaking through may be a bit tedious, but overall it follows the rhythm of the weighted zone.

The rebound targets of major indices have not yet been reached, which means that the upward oscillation trend remains unchanged. Although there is pressure around 3900, as funds are testing and digesting, rotation opportunities will continue to emerge, which is still a good operating window for us.

Why is it said that the logic of a strong start in December is solid? Four reasons: First, the brokerage zone has significantly declined, and the negative news from the weekend has been digested with little impact, leading to strong short-term rebound expectations that can drive the overall market; Second, the Hong Kong Hang Seng Index is also rebounding, creating a resonance with the A-shares, resulting in added strength; Third, today's opening volume has increased, and based on historical experience, if the trading volume in December is higher than in November, the probability of a monthly increase is very high. A strong start with increased volume sets a good foundation for the entire month's market, and individual stock sentiment has also improved; Fourth, the micro-cap stock index continues to rebound, basically recovering the extent of the previous decline, leading to a warming of the market's profit-making effect, providing support for market sentiment. Now, there are more opportunities for individual stock recovery, with low-level zones such as brokerages and food and beverage gradually starting, showing clear rotation characteristics.

It is recommended to focus on two types of zones in operations. One type is high-activity popular directions, such as new energy lithium mines and batteries, cyclical non-ferrous metals, AI software and hardware, high dividend stocks, and banks. These have large fluctuations and concentrated capital, so allocations should be based on market risk preferences—when the preference is high, focus more on growth sectors; when the preference is low, rely on dividend zones for defense. The other type is severely undervalued low-position zones, such as brokerage firms, consumer goods, pharmaceuticals, and infrastructure real estate in traditional fields, which are currently in a bottom rebound phase. The gains are moderate, but the downside potential is also limited, and there are clear opportunities for rotational rebounds, making them suitable for those who do not want to gamble on high positions and seek stability.

The essence of the December market is mainly rotation, and it is difficult to see an absolute main line. In simple terms, funds are preparing for the spring market next year. It is recommended that everyone adopts a balanced allocation according to their risk tolerance, accurately grasp the rotation rhythm of different zones, and seize opportunities in the alternating cycles of oversold rebounds and high-activity tracks.