The entire market has been rebounding for over a month since late July. If the storage of people, especially those from China and South Korea, were copied from the end of July to August. We should consider taking profits from September to October. Because if there is a real storage rebound, after experiencing a one month oscillation in August, the rebound should occur in September and October. On the contrary, if there is still no significant rebound by early October, we should be cautious and retreat. The official announcement of Samsung Hynix's stock repurchase is scheduled to last from late August to late November. But in actual operation, it may be completed ahead of schedule. That is to say, the repurchase funds may be exhausted by the end of September to mid October. After mid October, the stock price will lack the support of this repurchase fund. Among them, Hynix repurchased 3.3% of the total shares, while Samsung accounted for 0.9%. -------------------------------- At present, the core focus of the market is still whether to raise interest rates or not, which directly affects the US dollar, US bonds, and US stocks, and indirectly affects cryptocurrency, Chinese and Korean technology stocks. The latest situation is that the 12 voting committee members are 6:5, and those who do not add have a slight advantage. The only remaining person who has not made a public statement is former chairman Powell. According to Fedwatch's current prediction, it is completely 55 open. So everyone is still waiting for data, one non farm and one CPI. Tonight's off farm season starts, and next Friday's CPI is the highlight. Data can change the stance of some voting committees. Of course, not raising interest rates is more beneficial for cryptocurrency and the stock market. In that case, there is a chance for Da Bing to soar above 8.5w by mid month. Storage and technology stocks in China, the United States, and South Korea can also continue to rise. But we also need to be prepared for a poor CPI. If the CPI data is not good on the evening of the 11th, storage may have to reduce positions and take profits in advance to reduce risks, and the same goes for Ethereum. ------------------------------- At present, my focus is on the interest rate hike, the big cake, and the storage of China and South Korea. As for the storage in the United States, it is obviously stronger than that in China and South Korea. So we can observe for a longer period of time.