融资40亿狂欢背后：散户最该警惕的两个时刻

Group 1 - The electric power equipment industry experienced a significant net financing of 4 billion, raising concerns about market behavior reminiscent of past speculative bubbles [1][13] - The market's volatility often leads to irrational investor behavior, with many retail investors panicking during corrections and becoming overly optimistic during rallies [4][7] - Institutional investors showed resilience during market fluctuations, with data indicating that their holdings increased by 12% during a week of significant stock price declines [10][13] Group 2 - The recent surge in financing within the electric power equipment sector raises questions about the sources of this capital and its intended duration in the market [13] - A notable decrease of 23% in the dispersion of institutional holdings over the past three months suggests a growing consensus among large investors in the industry [13] - The behavior of retail investors is highlighted as they tend to either overly celebrate upward trends or prematurely doubt the sustainability of the market [13][14]