等消费行情起来再买就晚了，聪明钱已提前布局！

Group 1 - Dongwu Securities released a consumption report comparing China with 38 other countries, highlighting key insights into when consumer spending might recover [1] - China's share of disposable income relative to GDP is lower than that of the US, Mexico, and Japan, indicating potential for growth in consumer spending [4] - The property income in China accounts for only 3.2% of GDP, significantly lower than other countries, which limits disposable income for consumption [5] Group 2 - The average household in China spends over 20% of their income on mortgage payments, compared to just 8.3% in the 38 countries surveyed, which constrains overall consumption [6] - Despite current challenges in consumer spending, there is a shift as younger generations are more willing to spend, suggesting future growth in the market [7] - The importance of domestic demand is recognized by the government as a key factor in countering external pressures, indicating that consumer spending will eventually increase [7] Group 3 - In the stock market, individual stocks often lead the market trends, and institutions typically accumulate shares before significant price movements, which can mislead retail investors [9] - Retail investors often struggle to predict stock movements during periods of consolidation, relying on luck rather than data-driven strategies [11] - A data system is available that reveals institutional trading patterns, allowing investors to understand market dynamics better [12] Group 4 - The data system can identify when institutions are accumulating shares or manipulating stock prices, providing insights into potential future price movements [14] - Understanding institutional trading strategies can give retail investors a clearer direction in their trading decisions [16] - The ability to track which stocks are being manipulated by institutions can help investors make informed decisions about potential investments [18]