老美又出事了，A股又少一大麻烦！

Group 1 - Trump is pressuring the Federal Reserve to lower interest rates, but market expectations for rate cuts have decreased from 75 basis points to about 55 basis points due to positive signals from tariffs [2][5] - The U.S. federal government's interest expenditure accounted for 15.55% of total current expenditures as of Q1 this year, prompting Trump's calls for rate cuts to reduce interest payments and lower government bond yields [5] - Concerns in Wall Street include potential friction with countries like India and Japan after negotiations, and the risk of a significant economic downturn in the second half of the year if strong data does not persist [5][7] Group 2 - The current market issue is that investors are "making money on indices but not on their wallets," indicating a disconnect between index performance and individual stock returns since April 7 [8][9] - The phenomenon of "getting on the wrong bus" refers to selecting the wrong stocks, leading to buying at high points instead of bottoming out, while "getting off at the wrong station" means selling at inappropriate times [10] - Stock price fluctuations are driven by trading intentions, and many investors misinterpret price movements as institutional confidence, leading to potential losses [12] Group 3 - Data analysis reveals that trading behaviors can be categorized into six different types, which can help identify stocks with institutional participation [15][19] - The analysis of trading behavior shows that after a market decline on April 7, the number of stocks experiencing recovery increased significantly, correlating with a positive performance of the Shanghai Composite Index [19]