微盘股为何创新高？

Group 1 - The article discusses the ongoing market adjustments at the end of the quarter, highlighting the decline in bank stocks and REITs, which were previously strong performers, as investors take profits [1] - The military sector has seen a significant increase, rising over 4% and continuing to gain for six consecutive days, driven by both external factors, such as NATO countries agreeing to increase military spending, and internal factors, including positive diplomatic signals [1] - The "micro盘" index has reached a new historical high, rebounding nearly 180% since a specific theory was published, indicating strong market interest and performance [2][4] Group 2 - The rise of the micro盘 stocks is attributed to two main factors: a funding-driven market and a significant decrease in delisting risks, with the latter being influenced by regulatory policies and local government interventions [6][9][12] - The influx of capital into micro盘 stocks is primarily from quantitative private equity, which has shown substantial returns, further fueling the upward momentum of these stocks [7] - The reduction in delisting numbers in A-shares indicates a lower risk environment for micro盘 stocks, with only 10+ companies delisted in the first half of the year, compared to higher numbers in previous years [14][15] Group 3 - The article notes that the median stock price increase in A-shares this year is over 8%, with mixed fund indices also showing positive performance, suggesting an expanding profit effect in the market [17][19] - The military and brokerage sectors are highlighted as areas of interest, with military stocks being considered for long-term investment despite recent volatility [21] - The article also mentions the performance of the financial technology ETF, which has outperformed the brokerage index, indicating a growing interest in stablecoin concepts within the market [23][25]