Group 1 - The core point of the article highlights the rapid growth of Chaojuyuan Digital Technology Co., Ltd., which has seen its revenue increase from 10 billion in 2022 to 40 billion in 2024, and is preparing for an IPO with support from major state-owned investors [1][2] - Chaojuyuan was established in September 2021 and is based in Zhengzhou, Henan, with a registered capital of approximately 880 million yuan [2] - The company is backed by significant state-owned entities, including China Mobile's investment arm and China Telecom, indicating strong institutional support [1][2] Group 2 - The article emphasizes that stock price movements are primarily influenced by institutional trading behaviors rather than company fundamentals or shareholder backgrounds [1][6] - It discusses the importance of monitoring institutional inventory data to understand market trends, as institutional funds have a more substantial impact on stock prices than retail investors [6][9] - The author shares experiences illustrating how misleading stock price movements can be, stressing that true market dynamics are driven by institutional actions rather than superficial trends [4][11] Group 3 - The article concludes that for investors, especially retail ones, it is crucial to focus on institutional trading behaviors rather than just stock price movements or news [13][14] - It suggests that even if a company has strong fundamentals, the stock price will ultimately depend on the interest and activity of institutional investors [13][14] - The use of quantitative data to assess institutional activity is recommended as a more reliable method for making investment decisions [14]
超聚变要上市 走势之外的关键在这里
Sou Hu Cai Jing·2026-01-08 13:10