Group 1 - Changxin Technology's IPO application has been officially accepted by the Shanghai Stock Exchange, aiming to raise 29.5 billion yuan for DRAM storage technology upgrades and capacity construction [1] - There is significant discussion regarding whether related stocks should be purchased following Changxin's IPO announcement, with some investors expressing concerns about market trends [1][5] - The focus should be on the actual participation of institutional investors rather than merely speculating on stock price movements [5][16] Group 2 - The importance of analyzing institutional inventory is highlighted, as it reflects the active trading behavior of large funds, which is a more reliable indicator than price trends alone [5][10] - Historical examples illustrate that stocks can experience significant price fluctuations, but the underlying institutional activity can provide clarity on whether to hold or sell [10][16] - The emergence of quantitative big data allows for a clearer understanding of institutional trading behaviors, moving away from reliance on intuition in stock trading [16]
长鑫IPO获受理，比走势更该看的是这个
Sou Hu Cai Jing·2026-01-02 16:19