开局第一枪打响，A股一边拉升一边挖坑！

Group 1 - The global market showed a positive trend during the holiday period, with multiple favorable factors emerging for the A-share market's reopening [1] - Key positive signals include stable overseas markets, high expectations for 3-4 interest rate cuts by the Federal Reserve within the year, and impressive consumption data during the May Day holiday [1] - The offshore RMB exchange rate rebounded strongly, breaking through the important threshold of 7.2 [1] Group 2 - A-shares typically reflect overseas market trends post-holiday, but there is a significant divergence between index performance and individual stock movements [4] - Despite a general upward trend in individual stocks, the overall index showed weakness before the holiday, indicating a need for careful stock selection based on underlying driving factors [4] - The market is currently characterized by significant polarization, with institutional funds playing a crucial role in supporting long-term stock price increases [5] Group 3 - The analysis of two specific stocks reveals that understanding the underlying institutional trading dynamics is more important than merely observing price trends [7] - Data visualization indicates active participation from institutional funds, with signs of "institutional shakeout" occurring during price increases [9] - The presence of 223 stocks currently in the institutional shakeout phase suggests that daily price increases are common, but sustained upward movement depends on accurately capturing institutional fund movements [14]