Pal Hot News - May 14th 1、 Trump's visit to China - volatility strategy of Chinese concept stocks ·Scenario 1: Good conversation - Chinese concept stocks (KWEB/CWEB) may continue to be strong and can be held or increased in position ·Scenario 1: Poor conversation - Chinese concept stocks may be hit back to their original form, it is recommended to set stop loss or reduce positions ·Hedging plan: It is not recommended to heavily bet, as "all trades are communicated in advance through mutual visits between leaders", but the execution details may still fall short of market expectations 2、 Federal Reserve Chairman Change - Interest Rate Expectation Management ·Walsh may become more hawkish after taking office, as the proposed Price Stability Act only retains a single inflation target ·After taking office, Walsh may become more hawkish, as the proposed Price Stability Act only retains a single inflation target. If it continues to rise, QQ may be under pressure. 3、 Cerebras IPO - Participate or Observe ·If you are optimistic about the AI inference track: you can participate in Cerebras IPO or buy related targets (NVDA/TSLA) ·If you think the valuation is too high: you can wait and see, and wait for the price to stabilize after the IPO ·Risk Warning: If Cerebras requires collaboration among multiple devices, inter chip interconnection may become a bottleneck 4、 Storage Sector - Leverage Management ·In the short term, there may be a peak, so it is important to be cautious and reduce leverage. However, in the long term, we remain optimistic as the logic behind AI memory demand remains unchanged ·Suggestion: If there has been a significant profit, the leverage can be appropriately reduced; If you have just opened a position, you can set a tight stop loss to continue holding