TingHu♪|11月 06, 2026 07:13
Reflecting on this, overall, I was fortunate to have avoided a trend top in July. Because I wasn't optimistic about the market around the midterm elections, I avoided the October stock market crash, which was worse than expected. So, I decided to try and catch a rebound around the midterm elections. The A-shares succeeded, but the US stocks failed. Although everyone was losing money, I still want to reflect on whether there was any chance to avoid losses in the US stocks these past two days. After some analysis, I found that there was, although it was quite difficult. For the past month or so, I haven't paid much attention to information or the US election. I didn't even know some of the Democratic Party's policies, especially their stance on AI infrastructure. This wasn't sudden information; if I had known, the rebound in US stocks might have been slower, and we'd have to wait and see. Of course, this is just a possibility; if it had been slower, the A-shares might not have had a chance to rebound at all. Another point is that I asked Grok, but he didn't mention any impact of the Democrats on AI infrastructure. Finally, I underestimated the strength of the institutional selling in the US stocks.
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