"Tonight, the U.S. stock market is opening again, and MU Micron is releasing its earnings report this week. Let’s make some predictions: This week’s U.S. stock market performance might not be as good as last week’s. But if it dips, it’s also a buying opportunity. Reasons: 1. MU Micron is releasing its earnings report this week. Last time, Broadcom’s earnings report triggered a 15% drop. Micron’s report might repeat the pattern this week. 2. Institutions have made a lot of money in semiconductors and optical modules. With the quarter-end approaching, they need to cash in profits for their financial reports. 3. Morgan Stanley estimates that $160 billion worth of stocks will need to be reallocated this quarter to buy higher-yield bonds. 4. If SpaceX needs to be added to the index in early July, some AI and optical module stocks might get removed, which could further drain liquidity. 5. July-August is the lead-up to a massive wave of earnings reports in the U.S. stock market. During this period, the market is likely to weaken. My conclusion: The U.S. stock market might start a shakeout soon, which could present great buying opportunities." #美股 #投资 #财报 #AI #光模块 #Micron #SpaceX #MorganStanley