机构早已布局，散户还在猜涨跌

Group 1 - The core viewpoint of the article highlights the disparity between policy-driven market enthusiasm and the actual financial outcomes for retail investors, emphasizing that many fail to capitalize on opportunities despite favorable conditions [1][2]. - The Hebei planning document aims to establish a "Beijing-Tianjin-Hebei intelligent computing power cluster," with specific focus on sectors like optical modules, liquid cooling technology, and quantum computing, which are seen as significant industry opportunities [2][12]. - The article discusses the psychological pitfalls faced by retail investors, particularly the misconceptions that stocks will always rise and that market corrections present buying opportunities, leading to significant losses [3][6]. Group 2 - Institutional investors exhibit different behaviors compared to retail investors, as evidenced by the contrasting responses to market corrections, where institutions may withdraw while retail investors continue to buy [6][8]. - The article emphasizes the importance of data processing capabilities in the competitive landscape of computing power, suggesting that tools that monitor capital flows can provide retail investors with an edge similar to institutional investors [11][12]. - The planning document reflects a commitment to industrial upgrades, but it warns that technological revolutions will inevitably lead to the obsolescence of traditional investment strategies, highlighting the need for investors to adapt [12].