Apple(US:AAPL) Sou Hu Cai Jing·2025-08-14 10:50Group 1 - The S&P 500 and Nasdaq indices reached record highs, reflecting optimism about the Federal Reserve's upcoming monetary easing cycle, although some core tech stocks showed signs of fatigue after a strong rally [1][3] - Not all tech giants are under pressure; Apple rose 1.6% due to its expansion into AI robotics, home security, and smart display markets, indicating potential new growth opportunities [3][4] - The healthcare sector led gains in the S&P 500, rising 1.6%, while small-cap stocks in the Russell 2000 index increased nearly 2%, suggesting a shift in investment focus beyond the tech sector [3][4] Group 2 - The FedWatch tool indicates that traders have fully priced in a 25 basis point rate cut at the next Federal Reserve meeting, suggesting that expectations for easing have been absorbed [3][4] - DLSM Forex anticipates two potential trends in capital flows: one pursuing high-growth tech leaders despite high valuations, and another shifting towards reasonably valued traditional sectors like healthcare and utilities [4] - The market's focus may shift from "valuation stories" to "earnings realities" as the Fed's rate cut approaches and corporate earnings reports are released, influencing future capital allocation in the U.S. stock market [4]