极端波动性已成历史？华尔街建议先“跑路”！

Group 1 - The market is expected to experience a relatively calm trading period during the summer, following a significant rebound from spring lows, with some Wall Street professionals believing the worst phase may be over [1][2] - The S&P 500 index has risen approximately 20% since hitting its low in April, led by sectors such as Communication Services (XLC), Consumer Discretionary (XLY), and Technology (XLK) that were previously hard hit [1] - Current market drivers like corporate earnings, economic data, and Federal Reserve policies have been overshadowed by political dynamics, particularly trade policies from the Trump administration [2] Group 2 - The macroeconomic outlook remains optimistic, with expectations for strong earnings and stable economic performance in the second quarter, suggesting the market could return to historical highs [3] - Despite the positive outlook, the current market environment is less favorable than in early April, as the market's vulnerability to negative news may have increased following a 20% rise in benchmark indices and stabilization of volatility [3]