According to Jinshi, the current market is in a strange state, with Hong Kong stocks rising significantly and A-shares falling significantly. Analysts believe that the market may return to fundamentals, and AI-based stories are currently difficult to attract investors, and companies with good performance may become the mainstream of the market. In addition, the market's expectations for the Fed's interest rate cuts have weakened. The Fed's interest rate easing usually occurs when a crisis is imminent, and the market may be concerned about possible black swan events ahead.
