Group 1 - The market has experienced significant declines over the past two days, leading to a cautious sentiment among analysts regarding the year-end market outlook [1] - The recent drop in the market is linked to geopolitical tensions in East Asia, particularly affecting the Nikkei index, but the primary driver is the hawkish stance of the Federal Reserve and upcoming economic data releases [3] - The semiconductor sector in China has seen gains despite the overall market decline, attributed to the unique positioning of domestic AI-related industries and a disrupted supply-demand balance in storage chips [6][8] Group 2 - Over 4,000 stocks in the market declined today, with a notable increase in short-selling activity, indicating a dominant bearish sentiment [10] - Despite the market's volatility, institutional investors have shown consistent behavior, with little change in the number of stocks they have abandoned, suggesting a focus on long-term strategies [12][14] - The participation of institutional funds is crucial for stock performance, with sustained involvement leading to longer-lasting price movements, while a lack of participation results in shorter adjustments [17][26]
下跌真因浮出水面，张冠李戴代价极大！
Sou Hu Cai Jing·2025-11-19 01:40