The Great Beautiful Bill has been implemented. The macro situation is that the subsequent tariff suspension has also expired. The big pie has broken through the diagonal trend line but has not shown a breakout trend, but this actually doesn't have much impact.

Moreover, the interest rate cut in September is basically a done deal, and the current question is when the market will enter the interest rate cut trading. If the cut happens in September, then it will definitely start pricing up before September, at least it will rise until the day of the interest rate cut.

If it rises as expected later, it will definitely be operated using the rolling warehouse method.

In July and August, there will definitely be a period of time that is in a stage of heavy sentiment rather than heavy price, and it looks good that the second aunt will also rise. If the second aunt rises, then the counterfeit will also rise, and when the counterfeit rises, market sentiment will pick up. So what needs to be done is to build positions and hold positions, anticipating the final rise of this year.