Sou Hu Cai Jing·2025-12-15 13:12Group 1 - The core viewpoint of the article highlights the disparity between market activity and underlying trends, suggesting that while some stocks are experiencing significant net buying, many sectors are still facing declines [1][3]. - The A-share market has seen a rise of over 1,100 points, approximately 40%, since the "9.24" policy in 2024, yet one-third of the 31 primary industries tracked by Shenwan have declined during this period [3]. - The behavior of foreign capital, which publicly claims to avoid thematic stocks while secretly buying into restructuring concepts, illustrates the inconsistency between market participants' words and actions [6][8]. Group 2 - Quantitative tools have proven valuable in identifying market trends, as evidenced by the early detection of abnormal signals in stocks like Rongke Technology, which indicated institutional interest despite a broader market downturn [8][11]. - The continuous buying of stocks such as China Uranium and Huaxia Bank reflects a long-term optimism in specific sectors, although retail investors often react too late to such trends [13]. - Recommendations for investors include establishing a personal observation system, focusing on behavioral data rather than superficial appearances, selecting suitable analytical tools, and maintaining independent thinking [16].