Group 1 - The emotional indicators are currently in a retreat phase, with a potential for a downward reversal expected to complete within the next two days [1] - The recent market behavior shows a cumulative pullback over three days, although the single-day decline has not been significant [1] - The long-term volume-price relationship is under pressure, with the market facing resistance at previous high levels, creating uncertainty about future movements [1] Group 2 - The non-bank financial sector experienced a sudden rise, but the industry index's performance indicates a lack of sustained momentum [2] - The insurance sector index has broken through the high point established on March 14, suggesting a potential for a sustained upward structure, although some time for consolidation is needed [4] - The securities sector index has not yet surpassed the March 14 high, with lower trading volume, indicating a typical constrained structure with limited potential for growth [4] Group 3 - The recent behavior of the non-bank financial sector resembles that of March 14, which may signal a peak unless there is a significant volume breakout in insurance, consumption, and technology sectors next week [4]

可能凯恩斯的意思是极力把行情导向一个上升中继，形成快速反弹之后的浅回调，这样就演变成强势攻击姿态，然后再次点燃市场情绪。这种可能是存在 的，在30~60分钟级别，看下图： 就看图中A和B两个震荡区间的构造过程，如果以这种横盘方式延续几天，那么后续在这个级别的向上突破大概率要发生。多数震荡要来回三次，目前已 经在做第二次返回了。 科创综指和深证综指也都是这样的结构。上证则略有不同，有一个15分钟级别的顶背离，当然顶背离本身是指向回调的： 所以，总结来看，在凯恩斯的努力下，有可能当前的回调幅度不会很大，映射到强势股中，就是小幅缩量回撤的3C构造，导入基底右侧。 当然，这样是最好的安排。 情绪指标10周期进入沸腾区域，按照极点多反转的规律，暂时仍然很难继续上行，能维持窄幅震荡格局已经是比较好的结果了。 只能说短期情绪维护得很好，全靠凯恩斯护盘，而哈耶克的自然力量明显在冷却。 怎么说呢，广义来看，其实干涉也是自然力量的一部分，对于一个混沌系统，边界到处是干扰因子，至于是何种因子来干扰，是蝴蝶来扇一下翅膀，还是 麻雀来扇一下翅膀，其实并无差别。 今天看样子是继续缩量，银行在扛，大多数个股继续回调。 ...

美联储古尔斯比：情绪指标几乎崩溃，这令人担忧。 ...

Group 1 - The report indicates a net inflow of funds amounting to 17.5 billion yuan last week, a significant recovery from the previous week's outflow of 12 billion yuan [2][5]. - The increase in financing balance was 18.2 billion yuan, compared to 12.1 billion yuan in the prior week, indicating a growing interest in leveraged investments [5]. - The estimated net inflow from northbound funds was 5.7 billion yuan, reversing the previous week's net outflow of 0.3 billion yuan [14]. Group 2 - The weekly turnover rate was recorded at 441%, placing it in the 79th percentile historically since 2015, while the financing transaction ratio was 9.90%, in the 76th percentile [6][37]. - The risk premium rate stood at 3.37%, in the 23rd percentile historically, suggesting a relatively low risk appetite among investors [6][40]. - The issuance of equity funds reached 10.2 billion yuan last week, while the total issuance for the year to date is 96.7 billion yuan [17]. Group 3 - The IPO financing scale was 2.1 billion yuan last week, up from 1.7 billion yuan the previous week, indicating a slight increase in new capital entering the market [23]. - The net reduction in industrial capital was 3.2 billion yuan, a significant decrease from the previous week's 10.4 billion yuan, suggesting a potential stabilization in capital outflows [26]. - Transaction fees, including commissions and stamp duties, totaled 8.2 billion yuan, slightly down from 8.3 billion yuan the week before [29]. Group 4 - The report highlights that the stock fund positions were at 88.6%, a slight decrease from 88.8% the previous week, indicating a cautious approach among fund managers [45]. - Mixed fund positions were recorded at 68.3%, down from 68.7%, reflecting a similar trend of reduced exposure [45]. - The report notes that the overall market sentiment remains cautious, with various indicators suggesting a mixed outlook for future investments [37][40].