Regarding the market outlook for the second half of the year, there are a few points to consider:
1. The most optimistic outlook is for US Treasury bonds and cryptocurrencies, followed by the stock markets in China and Hong Kong. Due to the poor performance of the US economy, there may be an unexpected rate cut.
2. A comprehensive bull market for Chinese assets is beginning, with real estate likely to exceed expectations. The US may experience an AI supply surplus in the second half of the year, and advancements in Chinese technology will lead to a global reassessment of asset values. The advantages of Chinese manufacturing will be fully reflected in the humanoid robot industry in the future.
3. This year is a big year for Hong Kong IPOs, and investment banks in Hong Kong will start hiring in the second half of the year. The US dollar may decline this year, and the US is expected to relax restrictions on Chinese investments in its manufacturing sector.
4. Trump's approach may have just been opportunistic during a specific period; the cryptocurrency market will once again become a reservoir for liquidity overflow.
