世界在等一场下跌

Group 1 - The market experienced a "dollar down, everything up" scenario, with a short-term reaction to the news of "Trump firing Cook" leading to bets on imminent interest rate cuts [2] - Nvidia's earnings report showed data center sales fell short of expectations, causing its stock to initially drop by 4% before narrowing to a 2% decline, raising concerns about the peak of AI capital expenditures [2] - The opening saw declines in the dollar, US stock futures, and oil prices, indicating a potential adjustment in tech and momentum stocks if US investors choose to lock in profits from Nvidia [2] Group 2 - A-shares have become an exception in the "everything up" trend, highlighting a disconnection between domestic investor sentiment and overseas liquidity expectations, with the Shanghai Composite Index experiencing its largest single-day drop since April 7 [3] - The future of the market depends on how domestic investors respond to the downturn; a decision to hold or increase positions could sustain the current trend, while panic selling could reverse it [3] - The company has released a report titled "Gold Strategy: An Upcoming Scene," and previously recommended a long strategy that has now yielded profits, indicating a focus on capturing the next market wave [3]