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下跌暴露的一批“弃子”,下周坑比本周更大!
Sou Hu Cai Jing·2025-06-13 15:16

Group 1 - The white liquor sector has experienced a significant decline, with a drop of 2.9%, making it the worst-performing sector despite a general market downturn [1][3] - The changing investment preferences indicate a shift away from traditional cash cows like white liquor, raising concerns about the future of other sectors such as new consumption and pharmaceuticals [3][5] - The current market environment suggests that institutions may be locking in positions rather than exiting, which could lead to potential rebounds in the future [5][12] Group 2 - The analysis of institutional trading characteristics shows an increase in the number of stocks where institutions are choosing to lock in positions during the downturn [12] - The classification of institutional activity into different tiers indicates that some stocks are still being actively managed by institutions, which may provide opportunities for recovery [8][10] - Stocks that remain in a "fourth tier" classification are likely to be abandoned by institutions, making it difficult for retail investors to profit despite market index gains [10]