极端情况才能推动超预期降息，市场开始焦虑了！

Group 1 - The non-farm payroll report is crucial for global markets, with expectations of 75,000 new jobs in August, but analysts question the accuracy of the data [1] - The unemployment rate appears stable at 4.1%-4.2%, yet the employment-population ratio is declining, indicating potential discrepancies in the data [3] Group 2 - Institutional investors are the key players in stock price movements, controlling the narrative behind market fluctuations through their trading behaviors [3] - Cost control is essential for identifying "good stocks," as even renowned investors like Warren Buffett emphasize the importance of holding costs [4][5] Group 3 - Quantitative tools reveal institutional trading behaviors, as seen in the case of "Sifang Technology," which surged over 40% in the market due to active institutional inventory data prior to the price increase [6][8] - Concept stocks, such as "Chuan Da Zhi Sheng," also show signs of institutional interest through quantitative data before significant price movements [9] Group 4 - Ordinary investors should focus on real trading behaviors rather than debating data accuracy, as institutions utilize quantitative tools to understand market fundamentals [13]