大市值全面反攻，小票却突然“熄火”

Group 1 - The market is experiencing a divergence where large-cap stocks are performing well while small-cap stocks are declining, indicating a shift in market dynamics [1][3] - Major financial institutions like Bank of China, China Petroleum, and China Mobile are seeing significant upward movement, suggesting that long-term capital is starting to dominate the market [1][3] - The focus of long-term investors is on stability and safety, as large-cap stocks offer steady profits and dividends, especially in a low-risk interest rate environment [4][5] Group 2 - The current market trend shows that large-cap stocks are becoming the backbone of indices like the CSI 300 and Shanghai Composite, while smaller indices like CSI 1000 and CSI 2000 are underperforming [5][6] - If the influence of long-term capital continues to grow, the valuation of large-cap stocks is likely to increase, indicating a potential structural shift in market dynamics [6] - The investment landscape in A-shares may evolve towards a more mature market, focusing on performance, stability, and dividends, which suggests a strategic approach for investors to follow long-term capital trends [7]