AI春晚来了，节后或迎来端侧概念爆发

Group 1 - The article discusses the psychological challenges faced by investors who rely solely on market trends for decision-making, often leading to missed opportunities due to emotional responses to price fluctuations [2][5][11] - It highlights the importance of understanding underlying trading behaviors, such as institutional inventory, which can provide insights beyond surface-level price movements [5][13] - The narrative draws a parallel between the evolution of the AI Spring Festival and the need for deeper analysis in trading, emphasizing that both require a focus on core values rather than superficial appearances [1][14] Group 2 - The article points out the pitfalls of path dependency in investment decisions, where past experiences lead investors to assume that a stock will recover after a decline, potentially resulting in losses [6][9] - It illustrates how quantitative data can clarify the true nature of market movements, allowing investors to make informed decisions rather than being swayed by emotional biases [13][14] - The piece concludes that leveraging quantitative data can help investors maintain rationality in a volatile market, ultimately leading to better decision-making [14]