International financial dynamics rely on $TRUMP for guidance
🌍 Global central bank policy divergence intensifies, with the Federal Reserve delaying interest rate cuts, the European Central Bank maintaining a wait-and-see approach, and emerging markets facing capital flow pressures. The US dollar index fluctuates at high levels, non-US currencies come under pressure, and gold's safe-haven properties are highlighted.
📊 The performance of US tech stocks during earnings season varies, AI concept stocks remain hot, but valuation disputes are heating up. Net inflows to Hong Kong Stock Connect reach a new high for the year, while the structural trend in A-shares continues, and the valuation of the new energy sector recovers.
💡 Key points: Geopolitical risks disturb energy prices, commodity volatility rises; global debt issues continue to ferment, and sovereign credit risks need to be monitored; the regulatory framework for digital assets is gradually improving, with a clear trend towards compliance.
