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A股拐点出现,机构反套路出招!
Sou Hu Cai Jing·2025-05-06 13:14

Group 1 - The market is currently experiencing a strong performance, but there is confusion regarding the sustainability of this trend, especially in light of the lack of substantial domestic policies to boost demand [2][4] - The depreciation of the RMB is seen as a strategic move in the context of US-China relations, with expectations that a resolution could lead to a rapid appreciation of the RMB and subsequent domestic policy implementations [4][5] - The focus on short-term gains is prevalent among investors, but the real concern should be on the expectations surrounding monetary policy changes, particularly potential interest rate cuts by the Federal Reserve [5][6] Group 2 - A broad market rally does not guarantee that all stocks will continue to rise; historical patterns show that not all stocks sustain their gains after a general uptrend [7][8] - The difference in stock performance during market rallies can often be attributed to the level of institutional participation, which is crucial for sustained price increases [12][16] - Current data indicates that over 3,000 stocks are seeing institutional participation, with a notable increase in inventory data over the past 6-10 days, reaching a one-month high [19]