In the next two days, the wind direction will reverse again!

English summary

### In the next two days, the wind direction will reverse again! Time: 2026-07-30 22:45:30 Content: On Thursday, the market dipped and then recovered, with the index reclaiming the 1800-point mark after losing it. The Shanghai market was stronger while the Shenzhen market was weaker, and the ChiNext and STAR indices dived again. The turnover of the two markets was 2.34 trillion yuan, an increase of 46.2 billion yuan. 1. Yesterday, the market's short positions suddenly surged. We interpreted this as hedging against increased spot positions, and the 'team' increased holdings again. At the index level, the market has repeatedly dipped and recovered for several consecutive days. Each lower shadow line is actually the result of the team's efforts. At the integer mark, without external shocks, it is now firmly defended. 2. After Thursday's close, the number of short positions by major institutions in stock index futures decreased slightly by 148 lots, with little fluctuation. The overall net short position scale remained near 145,000 lots. After the integer mark was lost and regained multiple times, the confirmation of a market bottom is not far off. From the market perspective, the previous short-core storage chips have fully stopped falling with increased volume. The tech camp has also produced leading varieties such as the MLCC price increase line. The most hardcore and clearly anticipated optical module sector also experienced a clear catch-up decline today, in line with the typical pattern of strong stocks catching up in the late stage of an adjustment. …