Jiangsu Sinopep-Allsino Biopharmaceutical (SH:688076) Sou Hu Cai Jing·2025-09-03 16:27Group 1 - The stock prices of Japan's five major trading companies have reached a 20-year high, driven by Warren Buffett's investment five years ago, creating excitement and hesitation among investors [1] - Since Buffett disclosed his investment in 2020, the average increase of the five trading companies has reached 320%, significantly outperforming the Tokyo Stock Exchange index [1] - Despite the positive market sentiment from Buffett's recent increase in Mitsubishi Corporation shares, professional institutions are expressing concerns about the current high valuation levels [1] Group 2 - The article discusses the phenomenon of market corrections during bull markets, highlighting that small adjustments do not typically trigger panic among investors [2] - Historical examples from the ChiNext index illustrate that significant declines can occur even in a bull market, leading to potential losses for investors who buy at the wrong time [2] Group 3 - The white liquor sector experienced a sharp decline following a government ban, with an average drop of over 6% in 20 trading days, while the Shanghai Composite Index saw a slight increase [3][5] - The article emphasizes that stock price performance is determined more by institutional investor behavior than by the presence of good or bad news [5][7] Group 4 - The case of Notai Bio, which saw a significant rebound after being placed under special treatment, illustrates the "bad news is good news" phenomenon, as institutional investors had already positioned themselves before the news broke [8][10] - The article suggests that understanding institutional behavior is crucial for predicting stock price movements, rather than relying solely on news events [10] Group 5 - The article concludes by advising investors to avoid blindly following prominent investors like Buffett and to focus on quantitative data rather than news [11] - Establishing a personal decision-making framework and finding suitable tools and methods are essential for navigating the information overload in the market [11]