Today's market trend is indeed a bit complex. In the morning, it was believed that the H-1B policy was the main influencing factor, but after observing in the evening, the rebound in the U.S. stock market was more driven by positive news from technology stocks, including the TikTok incident, as well as expectations surrounding Apple, Tesla, and Nvidia. Among the seven sisters, three companies saw an increase, while four experienced slight declines, collectively driving QQQ up by about 0.5%. In contrast, cryptocurrencies continued to decline, but no new negative news emerged, so the assessment of systemic risk does not hold.

The short-term risk lies in the liquidity and investor sentiment during the Asian session, but from the perspective of the chip structure, most of the turnover is concentrated around the Federal Reserve meeting, with short-term funds entering the market, while long-term holders remain stable, making the overall risk manageable. The remarks from Federal Reserve officials and Trump's silence are somewhat unusual, but the market's reaction has been tepid, requiring further observation.

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