节前预制菜板块火爆，假日产业链正被发掘！

Group 1: Market Overview - The Shanghai Composite Index has stabilized above 3400 points, with increasing trading volume and a stock rise-fall ratio of 2.57:1, indicating a seemingly strong market [1] - However, less than 50% of stocks have risen more than 6%, suggesting underlying weaknesses in the market [1] Group 2: Illusions in the Bull Market - The approval of the national standard for pre-prepared food safety reflects a "waiting for rise" illusion, indicating potential transformation pressures for related restaurant businesses [3] - A significant drop in shipping prices, with the Ningbo Export Container Freight Index decreasing by 11.7%, highlights the "hot and cold" illusion in the market [3] - The denial by Goldman Sachs regarding the upgrade of Shenghong Technology's target price illustrates the "rise and fall" illusion, where misleading information is prevalent [3] - Despite low loan interest rates (approximately 3.1% for new loans in August), a wave of shareholder reduction plans from over 30 companies indicates a "high and low" illusion in market liquidity [3] Group 3: Quantitative Perspective - Anxiety in investment decisions stems from the tendency to speculate on market fluctuations rather than focusing on fundamental data [4] - The analysis of two stocks shows that while one stock has occasional rebounds, its "institutional inventory" has disappeared, whereas the other stock, despite a sharp decline, maintains active "institutional inventory" [6] Group 4: Global Investment Insights - Recent global events, such as the U.S. anti-dumping investigation on simulated chips and significant layoffs at Musk's AI company, emphasize the need for a broader investment perspective in a globalized economy [12] - The new regulations on pre-prepared food not only signify the beginning of industry standardization but also indicate a trend towards consumer upgrades [12] - Investors are encouraged to focus on core data that truly impacts the market, rather than being swayed by overwhelming information, to avoid traps in a bull market and seize opportunities during fluctuations [12]