Group 1 - The latest Federal Reserve did not cut interest rates, leading to a rebound in the US dollar, prompting observations on new movements from foreign capital [1] - Recent fluctuations in the bond market are related to expectations regarding interest rate trends [1] - Gold remains a direction for allocation moving forward [1] Group 2 - The market valuation level around 3600 points is assessed, with certain industries identified as relatively undervalued [1]