The US Dollar Index is strengthening. Before a rate hike is officially confirmed, risk asset allocation remains a lower priority. The next FOMC meeting is on July 28. 1. No conclusion yet on the Middle East issue 2. Uncertainty on whether inflation will rise 3. The second phase of AI application scenarios is still unproven. The golden shovel has passed, and the next one is still loading Waiting ⌛️— the market will provide the answers.