Summary of Conference Call Notes Industry Overview - The current market decline is primarily attributed to the drop in gold and silver prices, raising concerns about liquidity issues within the financial system [1] - There are indications that gold and silver may show signs of stabilization, which would significantly improve market liquidity expectations [1] - Major indices such as FTSE A50, Hang Seng Index futures, and Nasdaq 100 futures have rebounded recently [1] Key Points - Short-term market adjustments caused by liquidity shocks are expected to recover quickly [1] - Attention is shifting towards the upcoming earnings season in the US stock market, with companies like Palantir, NXP Semiconductors, and Teradyne set to report earnings [1] - A risk warning is issued regarding the potential underperformance of AI sector expectations [1]
未知机构：浙商科创海外策略王杨流动性预期改善关注美股财报情况今天大-20260203
2026-02-03 01:50