新消费暗藏杀局，90%散户正在被套！

Group 1 - The core viewpoint is that the recent surge in the A-share market's consumer sector, particularly in new consumption stocks, is driven by deeper underlying logic and changing consumer behavior [1][2][3] - The rise of new consumption is seen as a response to the complex global trade environment and pressure on exports, making domestic demand and consumption crucial for economic growth [2][3] - Policies like "trade-in for new" have effectively stimulated market vitality, indicating a shift in consumer preferences towards quality and value rather than brand premium [3][4] Group 2 - Retail investors face challenges in the new consumption sector, as many are following trends without proper analysis, leading to significant losses [8] - The presence of pseudo-leaders in the market, which are stocks that merely ride on concepts without institutional backing, creates volatility and risks for retail investors [8][10] - Understanding institutional trading behaviors and data is essential for avoiding pitfalls and making informed investment decisions [10][15] Group 3 - Data analysis is emphasized as a more reliable method for understanding market dynamics compared to superficial stock price movements [16][18] - The importance of monitoring institutional activity is highlighted, as stocks with active institutional participation are more likely to rebound even after short-term declines [11][15] - Investors are encouraged to focus on data rather than price fluctuations to uncover the true market situation and avoid being misled by market sentiment [16][18]