$AAPL Apple officially announced its cooperation with Open AI at the Developer Conference, and its stock price rose for two consecutive days.

The market value exceeded 3.33 trillion, and the price-earnings ratio was only 33.77. It temporarily stood firm as the world's largest market value company.

Google ranked second, and $NVDA ranked third in market value. In the near future, it may be a situation where Nvidia and Apple compete for the first place.

After Nvidia split last Friday, its stock price stabilized around 125, with a market value of 3.09 trillion, but a high price-earnings ratio of 72.7.

Tonight's CPI data is positive. If the dot plot in the early morning pushes the expectation of interest rate cuts again, and the market is optimistic about the interest rate cut, then the next step is the continued outbreak of AI narratives, and AI narratives will once again lead global funds to the United States. This move can refer to the Internet boom in the 1990s, which triggered the Asia-Pacific financial crisis in 1997-1998. What about this time?

Europe has just cut interest rates. Although various policy expectations in the euro zone have been put into action to stabilize capital outflows, how long can it reduce holdings under the strong AI narrative siphoning? Of course, the actual effect may not be seen in the short term, but we still have plenty of time to see the results in the future.

#BTC走勢分析