Global Market Performance - The global market shows increasing divergence, with US stocks and Indian markets leading the performance [1][3] - The A-share market has shown a decline of 1.21%, while the Indian Sensex30 has increased by 2.47% [1] - Vietnam's stock market experienced a significant drop of 7.29%, which was proactively avoided in asset allocation [1] Investment Strategies - The "Rui Ding Tou Global Version" portfolio achieved a return of 0.87% last week, bringing its total return since 2025 to 18.57% [6] - The portfolio's consistent positive returns over three years highlight the robustness and foresight of the global allocation strategy [6] - The strategy capitalizes on structural opportunities in AI-related assets, demonstrating a diversified global approach [6] Performance of Investment Combinations - The "Lazy Balanced Combination" recorded a return of 0.92% last week, with a year-to-date return of 12.87%, marking a historical high [11] - The "Rui Ding Tou Global Version" is designed for investors seeking higher returns with a tolerance for volatility, while the "Lazy Balanced Combination" is aimed at those preferring stability [12][15] - The difference in returns between the two combinations is approximately 18% versus 12%, catering to different investor profiles [12] Market Trends and Future Outlook - The overall market logic is characterized by a liquidity-driven structural differentiation [2] - The US stock market continues to show resilience despite geopolitical tensions and economic uncertainties [17] - The upcoming "Fourteenth Five-Year Plan" is expected to introduce measures to consolidate economic growth, which may positively impact the A-share market [17]