Recently, there's been new movement in the movie concept sector, but this time the trend has shifted.

Remember the last wave? When Zootopia was officially scheduled, box office expectations soared. The related stocks surged hard, with one almost hitting the daily limit up for three consecutive days. But looking back now, that wave of hype has basically been digested—the actual box office numbers came in a bit below expectations, and the initial 4 billion target is probably out of reach. It'll likely land around 3.5 billion.

The market never waits on the sidelines. Starting last week, funds have begun to flow back into this direction, but the logic behind the speculation has changed. This time, the focus is on Avatar 3, a classic case of "trading on expectations." You know how it goes: when the movie actually hits theaters, that's often when all the good news has already been priced in, and the smart money has exited long before.

What's interesting is that this time, the way funds are positioning themselves has changed. The previous core stock is still one of the main producers, but the market expectation is too transparent—everyone knows who to buy, which actually becomes a problem. When retail investors pile in, institutional funds usually stay away.

Now, it looks like another company might become the new focus. Judging from recent capital flows, there's definitely a hint of this happening. But how things play out will depend on next week, as Avatar 3's promotional campaign will be releasing news intensively, and we'll see how much hype the market can muster.

Honestly, expectations are already running high—some media are even predicting a box office of 22 billion! When you see numbers like that, you know just how feverish market sentiment is. But then again, expectations are just expectations; in the end, it's the real numbers that matter.