A股：行情明牌了！是出货还是吸筹？会酝酿新一轮上涨了

Group 1 - The market is currently influenced by institutional strategies, with a focus on dividend stocks like banks, and potential rotation to growth sectors such as liquor, securities, and real estate if banks do not perform [3] - Large funds are less likely to sell at market peaks, and downtrends can still experience significant rebounds, indicating that the banking sector remains a strong investment area [3][5] - The current market phase is characterized by a contrast between institutional buying of core assets and retail selling of small-cap tech stocks, suggesting a divergence in investment strategies [5] Group 2 - The market sentiment is expected to lead to a new round of rebounds, particularly before mid-year performance rankings, with quantitative funds showing double-digit returns [5] - The overall market performance has been positive, with core assets rising, while retail investors have faced losses, highlighting a disconnect between institutional and retail investor outcomes [5][7] - The stock market operates on the principle of cognitive realization, where understanding market rhythms is crucial for profitability, emphasizing the importance of making informed investment choices [7]