压不住了？超级主力砸盘成明牌，题材复苏春风到，价值投资是最大输家

Core Viewpoint - The current market is experiencing a shift from value investing to speculative trading, with significant pressure from major players on core assets, leading to a fragmented market environment [1][3]. Market Analysis - Major players are holding high-quality core assets but have been suppressing their value, which has led to a questioning of the established value investment framework [3]. - The market is showing signs of recovery, particularly in sectors like commercial aerospace and artificial intelligence, despite the ongoing pressure from major players [1][5]. - The current market conditions resemble the volatility seen in late 2015, with a potential for significant price movements as new capital enters at lower levels [1][3]. Trading Signals - There are indications of a structural market recovery, with a notable increase in the number of stocks hitting daily price limits, particularly in the aerospace sector [5][6]. - The data suggests that the market is currently in a phase similar to the volatility observed in November-December, with a potential for a broader recovery if major players do not continue aggressive selling [3][8]. Sector Performance - The aerospace sector has shown a strong resurgence, with 22 stocks hitting their daily limit, indicating renewed investor interest [5][6]. - Other sectors such as robotics and advanced packaging are also gaining traction, suggesting a shift towards growth-oriented investments [5][6]. Investor Behavior - Retail investors are showing signs of reducing their positions, while institutional investors are also pulling back, reflecting a cautious approach amidst market volatility [3][8]. - The market is characterized by a split between speculative trading and traditional value investing, with investors advised to avoid core assets under current conditions [8].