卫星发射利好来了，但这些股票早涨了？

Group 1 - The core viewpoint of the news highlights the significant performance of the satellite internet sector in China, with a notable increase in stock prices for companies like China Satellite and Aerospace Defense, following the successful launch of the Practice-29 satellite [1] - In 2025, China conducted 92 rocket launches, an increase of 24 from 2024, with the Aerospace Science and Technology Corporation achieving a record 73 launches [1] - The satellite internet sector saw a year-to-date increase of 67.52%, significantly outperforming the Shanghai and Shenzhen 300 index, which rose by 17.68%, with 17 stocks doubling in value [1] Group 2 - There is a pattern observed where large funds often act on information six months prior to public announcements, as seen with the Yaxia Hydropower Station project, which had its stocks rising well before the official announcement [3] - The trading behavior of stocks in the Yaxia concept shows that institutional investors were active in the first and second tier trading zones, indicating their early positioning before the news broke [5] - Stocks that remain in the second tier, known as the "institutional lock-up zone," may appear to decline but are actually being held by institutions for future gains, contrasting with stocks that fall into the fourth tier where institutional participation is minimal [8] Group 3 - The recent gains in stocks like China Satellite and Aerospace Defense can be attributed to their prior positioning in the first and second tier trading zones, indicating active institutional management [10] - Data analysis reveals that stocks frequently alternating between the first and second tiers are likely to be supported by institutional investors, while those in the third and fourth tiers may struggle to rise despite positive news [10] - The market dynamics suggest that substantial price increases are often preceded by consistent trading activity from large funds, rather than being solely driven by favorable news [10]