For the second half of the year, we need to pay attention to the US election, the attitude of the Federal Reserve, and the corporate profits of big tech stocks in the US stock market. Only corporate profits can continue to drive the market. Otherwise, it is easy to fluctuate or fall. In addition, the expectations for big tech are very high now. If the profitability cannot exceed expectations, it will fall. Now the expectations are very high, and even if it meets expectations, it may be sold to stop profit. At present, the main support for US stocks is big technology. If it enters a decline or fluctuation, it will be bad for big cakes. So the risks are imaginable.
The first half of the year has risen for half a year. For the middle of the year, I also emphasized that it is difficult to get out of the trend and there will be more fluctuations. Patiently wait for the market to accumulate strength before a new wave of momentum can be created. In the past few months, I have been patiently waiting for new information from various meetings, the July interest rate meeting, and the more important ones are the dot plot and economic outlook on September 17-18.
