散户追消息亏钱，机构看数据赚钱的真相

Group 1 - The recent market behavior is perplexing, with the A-shares declining despite the Federal Reserve's interest rate cut, which is typically seen as a positive signal [3][5] - The brokerage sector has experienced a significant drop of 10% in a week, contributing to the overall market downturn [3] - Historical patterns show that markets often react negatively to anticipated good news, as seen in previous instances of "preemptive rate cuts" [3][5] Group 2 - The easing of U.S.-China relations, highlighted by a positive communication between the two leaders, should theoretically boost the market, yet stock prices remain stagnant [3] - A critical observation is the concept of "stronger getting stronger" and "extreme reversal," indicating that stocks in an upward trend will continue to rise with good news, while those at their peak may face corrections regardless of positive developments [5][15] - Institutions have an advantage over retail investors due to their access to trading data that is not visible to the average trader, allowing them to make informed decisions [7][9] Group 3 - The concept of "institutional inventory" shows that while stock prices may be declining or stagnant, institutional buying activity can remain high, indicating accumulation during market pessimism [9][15] - Examples of stocks with high institutional inventory during price corrections include a leading technology company, a consumer staple, and a new energy leader, all demonstrating that institutions are strategically building positions [11][13][15] - The current A-share market is at a pivotal moment where long-term positive factors like the Fed's rate cut and improved U.S.-China relations will eventually have an impact, despite short-term market reactions [15]