In the short term, the US stock market seems to be a bit too FOMO, with a need for a correction. Most people are caught up in the recent positive data, easily ignoring the risks of inflation and economic recession. The US stock market has also become divided, with optimists excited as if they have taken stimulants, pushing the market up. However, pessimists are watching coldly, and large funds are even withdrawing from the US stock market.

Nevertheless, most of these risks are one-off events. The rise in inflation is mainly triggered by tariffs; as long as policies ease, inflation can be controlled. Therefore, if a significant correction occurs, it will be a golden opportunity for bottom fishing in batches.