美股跳水鲍威尔警告！现在该跑还是冲？

Group 1 - The core viewpoint is that despite recent volatility in the US stock market, particularly a drop in the Nasdaq, the overall performance for the year remains strong with a 22% increase [1] - The recent fluctuations in silver prices, which saw a 150% increase followed by a 6% drop, highlight the unpredictable nature of the market [1] - Federal Reserve Chairman Jerome Powell's warning about the high valuation of US stocks indicates a cautious outlook for investors [1] Group 2 - The A-share market is expected to benefit from the correction in US AI stocks, providing opportunities for high-quality sectors in China [4] - A general warning about valuations suggests that investors should avoid pseudo-growth stocks that are merely concept-driven [4] - The strategy emphasizes holding quality assets and targeting undervalued sectors, particularly in hard technology and leading manufacturing companies in the A-share market [5]