投资过程还挺愉快？那他是来消费的

Group 1 - The U.S. is currently engaged in a trade conflict, with Trump sending tariff letters to 22 countries, imposing rates as high as 50% [1] - The U.S. stock market continues to rise, with the Nasdaq and S&P 500 reaching new highs, and Nvidia's market value surpassing 4 trillion [1] - Amazon is considering a $1 billion investment in AI company Anthropic, while OpenAI is set to launch an AI browser targeting Google's market [1] Group 2 - In Hong Kong, there is a noticeable divergence between fundamentals and capital flows, with PPI dropping 3.6% year-on-year, the largest decline since July 2023 [2] - The continuous outflow of ETFs suggests a controlled market rhythm, while the CSI 300 index has risen for three consecutive weeks, reaching an annual high [2] - Bank stocks have performed strongly, with China Construction Bank and Industrial and Commercial Bank of China rising 10% and 13% respectively over the past four weeks [2] Group 3 - The investment landscape is influenced by psychological factors, with top investors achieving a success rate of only 60%, highlighting the importance of mindset in trading [3] - The book "The Psychology of Money" emphasizes that 80% of investment success is related to psychology and behavior, rather than technical skills [3] - Investors often struggle with emotional responses to market fluctuations, leading to potential losses due to greed, fear, and short-sightedness [3] Group 4 - The strategy for IPOs in Hong Kong involves a one-week holding period regardless of profit or loss, reflecting a cautious approach after experiencing market volatility [5] - The distinction between pain and suffering in investing is highlighted, where pain is inevitable but suffering is a choice, emphasizing the need for emotional resilience [5]