美联储鹰王改弦更张，降息或远超预期，A股燃爆了！

Group 1 - The core viewpoint of the news is that the comments made by Fed Chair candidate Brad regarding a potential 100 basis point rate cut have significantly influenced global markets, particularly causing a surge in A-shares, which reflects heightened expectations for interest rate cuts [1][3]. - The phenomenon of "buy the rumor, sell the news" is highlighted, indicating that true market opportunities often slip away by the time news is widely disseminated, especially in the A-share market where participants tend to act preemptively [3][15]. - The article emphasizes that institutional investors do not wait for news releases to enter the market, as evidenced by the early movements in oil stocks during the 2025 Israel-Iran conflict, suggesting that significant price movements often precede major news events [3][5]. Group 2 - Behavioral finance principles suggest that irrational behaviors among market participants create specific patterns, with institutional investors often accumulating positions through small trades to avoid drawing attention [7][15]. - The article points out that certain stocks exhibit a common characteristic of having institutional activity prior to significant news, indicating a "preparatory" state that is more valuable than the news itself [15]. - The focus is on identifying which assets have shown unusual fund movements before the Fed takes action, highlighting the importance of data analysis in understanding current market dynamics rather than merely predicting future events [15].