国内市场情绪转暖，哪些赛道更靠近暖风?

Group 1 - The ceasefire in the Middle East occurred earlier than expected, with Iran accepting the ceasefire without effective retaliation, leading to a formal announcement by President Trump [3] - The performance of dollar assets aligned with market expectations, with the stock market rebounding and both the Dow Jones and Nasdaq indices rising nearly 1% [3] - The U.S. Treasury bonds also showed a significant rebound, indicating a key recovery signal, while the dollar index experienced a slight decline [3] Group 2 - Following the stock market close, a potential positive development emerged for dollar assets as the Federal Reserve indicated a more dovish stance regarding interest rate cuts in July [3] - The new regulatory vice-chairman of the Federal Reserve, previously a hawkish figure, expressed support for starting rate cuts next month, boosting market sentiment [3] - However, there are concerns regarding the sustainability of the market rally, as solid support for further gains in dollar assets, particularly U.S. stocks, remains uncertain [4]