The Federal Reserve is wavering. Don't just wait around!
Recently, the market has started to speculate again about the interest rate cut expectations for September, and some even believe that after the Federal Reserve changes personnel next year, the market will be even more vigorous. Such speculative expectations are quite common in the market, just like how resources quickly shifted to the September expectations after the June interest rate cut expectations fell through. But to be honest, these predictions are just for listening; don't take them too seriously. Federal Reserve policy is just one factor influencing the market, not the whole picture. Even if the macro environment improves, resources may not necessarily flow into this circle. Looking at the current market, AI concept stocks and traditional tech giants have absorbed a lot of resources, always seeking new stories and hotspots.