科技股占百元股近八成，我用数据看懂为啥能涨

Group 1 - The core point of the news is that the surge in technology stocks, particularly those priced over 100 yuan, is driven by institutional investment rather than the inherent value of the stocks themselves [1][3] - Among the 207 stocks priced over 100 yuan, 165 are from the technology sector, with the electronic industry accounting for 76 stocks, indicating a strong preference from institutional investors for technology stocks [3] - The case of Cambrian, which surpassed Moutai in stock price, illustrates that its high valuation is supported by active institutional participation rather than a general preference for technology over traditional sectors like liquor [3][8] Group 2 - Adjustments in stock prices that appear to be opportunities may actually indicate institutional withdrawal, as seen in a colleague's experience where a stock's price drop followed a lack of institutional activity [4][6] - Monitoring institutional inventory is crucial; a stock that rises significantly but sees a drop in institutional interest is likely to decline further, as demonstrated by a stock that fell 40% after institutions stopped trading [8][10] - The average increase of 182% in the hundred-yuan stocks is attributed to active institutional involvement, emphasizing that price alone is not a reliable indicator of a stock's potential [8][10]