第一，涨幅透支未来：新易盛、中际旭创从底部涨超4倍，市盈率飙到100倍以上，业绩增速根本撑不住估值，泡沫一戳就破！ 第二，机构互割韭菜：这些票全是机构抱团，散户进去就是羔羊入狼群——他们一键清仓时，你连跑的机会都没有！今日龙虎榜显示机构席位狂抛15亿，北 向却逆势接盘，分明是内资割外资，外资割散户的死亡游戏！ 第三，历史教训血淋淋：还记得茅台抱团瓦解吗？2021年高位套牢的，整整熬了三年才解套！抱团股一旦崩盘，调整周期以年计算，散户那点本金和心态根 本扛不住！ 老铁们，帮主拍案！"易中天"组合今天彻底崩盘——天孚通信暴跌超10%，新易盛、中际旭创全线溃退，算力板块单日成交300亿资金疯狂出逃！这哪是回 调？分明是机构抱团瓦解的踩踏现场！二十年扒主力底裤的老炮，早提醒你别碰这种高位抱团股，今天三句话给你唠透为啥不能碰！ 帮主铁律：宁可错过鱼尾行情，绝不赌刀口舔血！老老实实蹲业绩扎实、估值合理的低位票，才是长久生存之道！今晚，手拆三家"机构新建仓+估值破 净"的错杀硬核股，点赞关注，震荡市不吃土！ ------ 数据锚点 • 风险警报：算力板块换手率超25%，资金撤离信号； • 历史参照：茅台2021年抱团瓦解后 ...

Group 1 - The recent pressure from President Trump on the Federal Reserve to lower interest rates echoes historical interventions, particularly during Nixon's presidency, which led to unexpected outcomes in monetary policy [3][4] - The current global monetary system differs from Nixon's era, but historical experiences can still provide insights into market trends [3] - The actions of Trump, including the dismissal of Federal Reserve officials, raise concerns about the independence of the central bank and the potential for overly accommodative monetary policy, which could increase long-term inflation expectations [4] Group 2 - The concept of "institutional clustering" in the A-share market is often misunderstood; it is not merely about the number of institutions buying but rather about the operational model of trading [4] - The performance of stocks like "Shutai Shen" and "Kunyuan Group" illustrates the impact of institutional support, with "Shutai Shen" showing significant institutional backing while "Kunyuan Group" lacks sustained support [7][10] - Quantitative data analysis reveals that institutional trading behaviors can be identified and leveraged, allowing for better investment decisions based on the activity levels of institutional investors [8][10] Group 3 - Historical lessons suggest that if the independence of the Federal Reserve is compromised, it may lead to short-term benefits but could ultimately result in uncontrolled inflation and rising interest rates, similar to the Nixon era [13] - The current market dynamics, influenced by expectations of interest rate cuts, have led to a nearly 10% decline in the dollar index this year, while the yield curve for U.S. Treasuries has steepened, indicating potential increases in long-term yields [13][14] - The essence of market behavior remains unchanged despite evolving circumstances; understanding human nature and capital dynamics is crucial for long-term investment success [14]

越过 3700 点，市场越来越不安分。过去十年就四次站上这点位，三次还是 2021 年的事。概率这么低，不少人稍微有点波动就慌得不行。 但说实话，最糟的是来回吃亏。原因很简单：大多人就看个涨跌，根本不懂交易背后到底想干嘛，就好比最近市场上有件有趣的事。7月24日成立的信澳优 势行业混合基金，短短三周净值就飙升9.14%；8月初成立的招商科技智选基金，一周内净值上涨9.06%。这速度，比外卖小哥送餐还快。 次新基金跑步进场，一方面是后面新基金多，慢了就被人抢盘了；另一方面，亚太方面资金潮涌向我们，最近明显加速了，这只要看印度孟买股市最近的表 现就清楚了。孟买股市上次大跌，就是在A股9.24行情开始的时候。 另外7月底，印度央行发布数据显示，2025年5月，印度净外国直接投资（FDI）仅为3500万美元，环比暴跌99%，同比暴跌98%。可见全球的配置又变了。 一、赢家通吃的残酷现实 这是个「赢家通吃」的年代。指数可以牛市，但很多人的账户却可能是熊市，甚至牛市亏得更多。就像参加一场自助餐，机构拿着VIP金卡大快朵颐，散户 却只能排队等残羹冷炙。 2025年的A股行情，本质是一轮又一轮的机构抱团表演。年初的机器人，二 ...