TTC(SH:600326) Sou Hu Cai Jing·2025-08-12 08:34Group 1 - The core viewpoint is that the current high yields in the US Treasury market indicate underlying economic conditions that may not align with the Federal Reserve's intentions to lower interest rates, which could create investment opportunities in the A-share market [3][5] - The importance of data over subjective analysis is emphasized, suggesting that understanding the real market pulse through quantitative data is crucial for making informed investment decisions [3][19] - The article highlights that not all stocks benefit equally in a bull market, and effective capital utilization is key to achieving superior returns [5][6] Group 2 - The concept of "shakeout" is introduced, indicating that healthy stock price increases are often accompanied by periods of volatility, which can mislead less experienced investors [10][18] - Quantitative tools are presented as essential for retail investors to navigate the market effectively, as they provide objective insights into market trends and institutional behaviors [19] - The article suggests that understanding the dynamics of US Treasury yields and their impact on global investment flows can provide strategic advantages for investors in the A-share market [3][19]