21:30、22:00，两声惊雷

Group 1 - The core point of the article highlights the unexpected market reaction to employment data and Federal Reserve officials' comments, indicating a shift in market sentiment away from traditional economic indicators [3][4]. - Initial data showed that the number of Americans filing for unemployment benefits fell to 198,000, below all economists' expectations, suggesting a stable labor market [3]. - Federal Reserve officials, including Chicago Fed President Goolsbee and Kansas City Fed President Schmidt, emphasized the need for continued restrictive policies due to high inflation, indicating no urgency for interest rate cuts [3][4]. Group 2 - Following the employment data release, gold prices dropped over $60, and the dollar index reached a new high since December 9 of the previous year, but this trend reversed within an hour, showcasing a rapid change in market dynamics [4]. - The article suggests that the market is no longer responding to traditional narratives of data influencing rates and asset prices, indicating a broader shift in investor sentiment towards trends and positions rather than policy narratives [4]. - The publication of a market strategy report titled "Global Market Strategy: Storm Radius, Red Alert" indicates that while prices remain in a normal range, market sentiment has already entered a state of alert [4].