IPO行情升温，用数据看穿资金共识

Group 1 - The industry is experiencing increasing optimism, with many institutions expanding their investment banking operations. Leading brokerages are leveraging resource advantages to capture market share across all sectors, while smaller firms are focusing on regional or niche areas for breakthroughs. New productive forces have become a central focus for various stakeholders [1][3] - The market concentration of leading brokerages is on the rise, with approximately 70% of market share held by top institutions. The growth in M&A activities indicates that capital is gathering in areas of consensus. However, ordinary investors find it challenging to access core industry data and integrate it with daily market observations [3][4] Group 2 - A quantitative big data system can reveal clear signals of capital consensus. The "Capital Panorama" data visually presents the activity levels of institutional and retail investors, indicating when both types of capital are focused on the same asset, signaling a clear consensus [4][6] - Observing repeated signals of capital activity can help identify assets that are gaining attention from multiple funding sources, even before significant price movements occur. This approach allows for long-term monitoring of potential investment opportunities [6][10] Group 3 - By filtering out price fluctuations and focusing solely on trading behavior data, it is possible to concentrate on the actions of capital without being influenced by short-term price changes. This method helps avoid the pitfalls of "chasing highs and cutting losses" [7][9] - The frequency of consensus signals is indicative of stronger capital agreement, especially when prices have not yet surged. Early detection of these signals can prepare investors for upcoming market movements [10][12] Group 4 - The core value of quantitative big data lies in its ability to eliminate subjective judgment and restore the market's true state through objective data. This leads to a clearer and more stable observation logic, which is essential for sustainable investment strategies [16]