TraderS | 缺德道人
TraderS | 缺德道人|Nov 14, 2025 13:47
The current decline is more of an emotional panic, as the fundamentals have not changed much. In fact, this emotional panic may be caused by the uncertainty factors that the giant can guide in the developed market. For example, AI has a foam that everyone knows, but it is not only today, but why does it break out now? Now it seems more like everyone has been waiting for over a month for the US government to reopen and recover from the failed 10.11 crash. A currency disaster level fix like 10.11 often takes three months or six months to start, and it's difficult to get out in a month. Of course, everyone may not have expected to pull it up immediately. For example, my previous expectation was that the reopening of favorable policies by the US government could stimulate a moderate rebound of around 116, but who would have thought that it would first grab a 107, and only slightly touch 105 after it was actually approved It is not surprising that such disappointing performance, combined with the reality that liquidity has not yet recovered, has led to a price drop. So far, there seems to be no good way for those who have positions to lie down and pretend to be dead. If they keep falling, someone must be more worried than us. Whether it's Trump or Wall Street, they will think the same way. After all, when the sky collapses, the tall will be hit first. Since there is no change, it is better to calm down and wait for the bottom to come.
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