Group 1 - The core viewpoint is that the "Yizhongtian" combination has collapsed, with Tianfu Communication dropping over 10% and the computing power sector experiencing a massive outflow of funds, indicating a breakdown of institutional support [1][3] - The stocks of Xinyi Sheng and Zhongji Xuchuang have surged over four times from their lows, leading to a price-to-earnings ratio exceeding 100, which is unsustainable given their earnings growth [3] - Institutions are engaging in a "mutual slaughter" of retail investors, with institutions selling off 1.5 billion while foreign capital is buying, creating a scenario where retail investors are left vulnerable [3] Group 2 - Historical lessons indicate that once a "hugging stock" collapses, the adjustment period can last for years, as seen with Moutai's 47% decline after its 2021 collapse [3] - The computing power sector has a turnover rate exceeding 25%, signaling a significant withdrawal of funds [3] - The recommendation is to avoid high-risk stocks and instead focus on companies with solid performance and reasonable valuations [3]
帮主郑重:易中天抱团崩了!散户别接飞刀的三条铁律
Sou Hu Cai Jing·2025-09-04 10:54