美联储降息预期90%，A股却暗藏杀机

Group 1 - The article highlights the disparity between market reactions to news and the actual timing of investment opportunities, emphasizing that by the time news reaches retail investors, the market has often already priced in the information [3][6] - It discusses the phenomenon of institutional investors acting ahead of public news, using the example of the Yaxia Hydropower Station project, where informed investors had already positioned themselves before the news was widely reported [3][4] - The article points out that not all concept stocks are worth following; the performance of China Power Construction in the Yaxia concept illustrates that institutional participation is crucial for stock performance [8] Group 2 - The article stresses the importance of quantitative data over news for making investment decisions, suggesting that retail investors often miss opportunities by reacting too late to public information [10] - It argues that the real market movers are often visible in trading data long before economic indicators like CPI and PPI are released, indicating that understanding institutional behavior is key to successful investing [10] - The piece concludes that embracing quantitative tools can help ordinary investors track institutional actions, which is essential for navigating the market effectively [10]