IPO都要提速了，但对症下药反而出大牛！

Group 1 - The core point of the article revolves around the recent announcement of accelerated IPOs at the Lujiazui Financial Forum, which has sparked fears reminiscent of the pre-2015 stock market crash, yet historically, such fears have often led to new investment opportunities [1][2] - The root of the "IPO phobia" lies in the pricing mechanism, where the Shenzhen new stock index has plummeted by 44% over four years since the pilot registration system was introduced in 2020, indicating that secondary market investors are paying for the exuberance of the primary market [2][4] - Historical data shows that during the initial phase of IPO resumption, new stocks often experience a "sweet period," where they outperform the market, suggesting that initial losses may lead to future gains [4][10] Group 2 - The current market misconception is that IPOs negatively impact all stocks uniformly, while in reality, major players are strategically shifting focus to new sectors as old hot stocks reach unsustainable valuations [4][10] - Quantitative models can help retail investors identify new investment opportunities by analyzing institutional behavior, which can reveal shifts in market dynamics before they become apparent through traditional methods [5][9] - Recent data indicates that institutional investors are not fleeing the market but rather locking in positions, suggesting that large funds are using market downturns to strengthen their holdings [10][12]