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外汇交易员· 2025-10-29 02:56
Market Assessment - Bridgewater's Dalio warns that US large-cap tech stocks may be forming a bubble amid the AI boom [1] - The "bubble indicator" is relatively high, with overall market performance "relatively poor" outside of AI-related stocks [1] - Market environment is "concentrated," with 80% of gains concentrated in large tech companies [1] Economic Structure - The economy exhibits a "two-part" structure, with weakness in some areas leading to rate cuts, while others show bubbles [1] - Monetary policy cannot simultaneously aid both extremes, increasing the likelihood of bubble persistence [1] Risk Assessment - The situation is similar to 1998-1999 or 1927-1928 [1] - There is significant risk, although it is unclear if it is a bubble and when it will burst [1]
X @外汇交易员
外汇交易员· 2025-10-29 02:21
Geopolitical & Economic Relations - South Korean President Lee Jae-myung plans to discuss trade, investment, and peace on the Korean Peninsula with Donald Trump [1] - The meeting aims to foster tangible cooperation outcomes, potentially impacting economic ties and investment flows [1] Symbolic Diplomacy - Lee Jae-myung intends to present Trump with a golden crown model as a gesture of goodwill [1] - The gift symbolizes a desire for strengthened relations and potential collaborations [1]
