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Group 1 - The US market has shown positive signs with the S&P 500 index nearly breaking 3500, but the majority of individual stocks have declined, indicating mixed investor sentiment [1][5] - Recent actions by Trump, including agreements with Vietnam and strong non-farm payroll data, have contributed to a rebound in US stocks, alleviating short-term debt concerns [3][5] - Despite the apparent positive developments in the US, the A-share market is experiencing a high number of stock declines, with over 4000 stocks falling, reflecting a cautious market sentiment [1][5] Group 2 - Institutional investors are increasingly active, as evidenced by rising "21-30 day inventory" and "50-day inventory" metrics, indicating that certain stocks are being targeted for accumulation [7][11] - The "Boll Index" shows that while institutional trading activity is rising, the overall stock performance remains volatile, suggesting a potential buildup for future movements [11][13] - The current market behavior indicates a phase of "institutional accumulation," where large funds are gathering shares in anticipation of a breakout, although the timing and sustainability of such movements remain uncertain [18][19]