撤退，世界集体清醒

Group 1 - Global markets are following the decline of US stocks, with the Japanese stock market leading the drop at nearly 2%, while A-shares show resilience with only a 0.2% decline. However, Hong Kong stocks may accelerate their downward trend [2] - The reasons for the market decline include: 1. The "AI myth" is losing its appeal as hot AI concept stocks are being sold off by investors, indicating a need for tangible results [3] 2. Recent US data, particularly the non-farm payroll report, has raised concerns among investors [3] 3. The language from the Federal Reserve has changed, with Cleveland Fed President Mester indicating that achieving price stability may not be possible for the next decade, suggesting structural issues with inflation rather than temporary ones [3] Group 2 - The market is entering a phase of skepticism, with a collective realization that the previous optimism may have been misplaced, leading to a significant market correction [3] - A report titled "Global Market Strategy: Peak Warning" has been released, emphasizing the importance of avoiding mistakes rather than being bearish, and providing insights on the timing and levels for a potential peak in the US dollar [5] - Goldman Sachs has released a report favoring 27 Asian stocks and 21 US stocks, specifically highlighting two Chinese stocks as particularly promising [7]