央妈虎变！A 股战场的明牌、暗战都来了！

Group 1 - The central bank's recent policy shift indicates a significant change in approach, moving away from previous commitments to adjust interest rates and instead focusing on strengthening domestic circulation [1] - The A-share market is heavily reliant on potential interest rate cuts from the US Federal Reserve, which could act as a catalyst for a bull market [3] - Current economic indicators from the US suggest a precarious situation, with nominal GDP growth at 2.03% and CPI at 2.76%, leading to negative real growth when adjusted for inflation [3] Group 2 - The current A-share market is characterized as a "slow bull" phase, where retail investors risk becoming "patsies" if they follow market trends without understanding underlying dynamics [3] - Institutions are seen as manipulating market conditions, creating a challenging environment for retail investors who may lack the tools to navigate these complexities [5] - Quantitative models are highlighted as essential tools for retail investors to identify market signals and avoid being misled by institutional trading patterns [5] Group 3 - The concept of "strong return" and "strong withdrawal" is introduced, indicating significant shifts in trading power that can signal market changes [7] - Institutional trading activity is increasing, with over 3,000 stocks showing signs of institutional involvement, suggesting a potential acceleration in market movements [10] - The presence of "institutional inventory" is crucial for understanding stock performance, as active institutional participation can lead to significant price movements [9]