蚂蚁链信题材成型，多个板块有增仓迹象！

Core Viewpoint - The establishment of Ant Chain Letter signifies a significant opportunity in the green asset market, valued at 16 trillion, with service fees ranging from 0.8% to 3% [3]. However, there are concerns about retail investors lacking adequate tools to participate effectively in this high-end market [3]. Group 1: Market Trends and Risks - The current market buzz around sectors like new energy, blockchain, and AI is reminiscent of past market cycles, where retail investors often faced significant losses [3][4]. - Historical patterns indicate that retail investors should be cautious of four major pitfalls during bull markets: "holding stocks for appreciation," "focusing solely on hot sectors," "the strong getting stronger," and "buying on dips" [4]. Group 2: Institutional Insights - The concept of "institutional inventory" is crucial; active institutional participation in a stock suggests confidence, while a lack of participation indicates potential issues [6][7][8]. - Data shows that stocks with active institutional inventory tend to be more stable, while those with declining inventory may face further declines [6][9]. Group 3: Strategies for Retail Investors - Retail investors are advised to build their own quantitative observation pools rather than chasing trends, focusing on stocks with sustained institutional interest [11]. - Recent observations indicate that while the new energy vehicle sector has seen a downturn, certain lithium battery companies are experiencing rising institutional inventory, suggesting potential investment opportunities [11].