机构资金行为

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机构资金异动,A股亮起二次探底警报?
Sou Hu Cai Jing· 2025-04-26 16:13
Group 1 - The concern about a second bottom in the A-share market is not unfounded, as there are still uncertainties regarding tariff issues and historical K-line patterns resemble those from February 2020 [1][3] - The A-share market has over 5,000 stocks that have moved away from a synchronized rise and fall, indicating that historical patterns may not repeat simply [4][6] - The essence of whether a second bottom will occur depends on the institutional investors' accumulation of shares; insufficient institutional holdings may lead to stagnant stock prices even in a rising market [6][11] Group 2 - Institutional trading behavior is crucial for understanding stock price movements, as evidenced by the differing performances of stocks after the market correction in September 2022 [6][8] - The "institutional inventory" data, which reflects the activity level of institutional funds, indicates that stocks with active institutional trading are more likely to sustain price increases [11][12] - Current institutional inventory levels are higher than those observed during the Spring Festival, suggesting that despite market fluctuations, institutional operations remain active [16]