Many people bet on a rate cut in March. But then they were slapped in the face, and then they suppressed the rate cut in June, and then they were slapped in the face again. Then they said that the US data was fake. In fact, they had no intention of cutting interest rates. Dollars from all over the world are flowing back to the United States, and US assets are rising. This is the biggest beneficiary for the United States. Whether American people deposit money in banks, buy funds, buy stocks, or their Bitcoin, they all have excess returns. And major US exchanges are making a fortune every day. The dollar is strong, and the purchasing power of the world is also strong. Because other currencies have depreciated. Manufacturing has also returned, and oil, gas, arms, chips, and high-tech are all exported to the world at high prices. Do you think this state is comfortable or not? An AI chip costs $4,000, and a set of equipment costs tens of thousands of dollars, and then our group of big fools are still rushing to buy it. If you don't buy it, the Americans will not let you buy it, and then your company will miss the next Internet. Will the Americans cut interest rates in this day? If you were in my shoes, would you cut interest rates?
The US GDP is 25 trillion, and the debt is 34 trillion. It's really not much. Don't forget that the United States has the most and best listed companies in the world. The big capital giants are making a lot of money. Will they end it?
Some people believe they will buy A/H companies at the bottom. Look at the Hong Kong stocks with listed companies with stock prices of a few cents everywhere? Have people bought them? Not to mention your A shares. The price-earnings ratio is dozens or hundreds of times, and the profit is hundreds of millions. How many international companies are there? How many really have technology?
