That big bullish candlestick in the brokerage sector on Friday finally gave people a bit of hope! The market sentiment has swept away the previous gloom, and quite a few friends have started wondering: Is the year-end rally about to begin?

To be honest, this round of correction has really worn out a lot of people, and I’ve found it pretty tough myself. But with that medium bullish candlestick on Friday, the bottom seems to be confirmed. It's clear that the main players are looking to go long, so staying bearish at this point doesn’t make much sense.

This sudden surge wasn’t without reason—you all saw those positive news releases after market close, right? The regulators stepped in to stabilize expectations, which is a real confidence booster for the market. I’ve said before that brokerages weren’t at high levels to begin with, and when market sentiment hit rock bottom, they were the only ones that could take the lead in rallying. Now it's come true.

Looking ahead, it’s unrealistic to expect a straight-up rally; some volatility and sector rotation are inevitable. But the bottom is clearly in, and signs of a second wave are already appearing—each dip and shakeout is actually a good opportunity.

How to operate? Keep watching the brokerage sector (the bottom is confirmed, and they’re leading the gains), and also take a look at low-priced tech stocks (there’s still room for valuation recovery, and their growth isn’t bad). While you focus on the main trends, don’t forget about those stocks that haven’t caught up yet.