美元信用或将崩塌！国际资本仓皇出逃

Group 1 - The core viewpoint is that the A-share market is heavily influenced by external news, leading to erratic stock price movements, which can be likened to a "puppet show" controlled by information [1] - The Federal Reserve's decision to maintain interest rates is seen as a significant factor affecting market sentiment, with the dot plot indicating a lack of imminent rate cuts, which could lead to prolonged market uncertainty [2][3] - There is a growing concern regarding the credibility of the US dollar, as international capital begins to lose faith in it due to the weaponization of the dollar settlement system [3][5] Group 2 - The market's reaction to the Federal Reserve's decision illustrates the characteristics of an "external leverage market," where neutral news is exaggerated in a fragile market environment, leading to significant volatility [6] - Retail investors often fall into the trap of emotional trading, reacting to short-term market movements rather than focusing on underlying data, which contributes to their losses [9] - The use of quantitative analysis tools has revealed the importance of understanding institutional trading activity, particularly through "institutional inventory" data, which reflects the true market dynamics [10][12] Group 3 - Observations of specific stocks demonstrate that price movements can be misleading; a stock that experiences a rapid rise may not have institutional support, while a stock that declines may have strong institutional backing, leading to a rebound [12][14] - The ability to visualize data and analyze institutional inventory alongside price charts can provide clearer insights into market trends, moving beyond superficial analysis [14][17] - The focus on interest rate expectations may obscure deeper funding trends, highlighting the need for investors to identify hidden opportunities within the market [15]