wu fan|11月 10, 2026 18:09
After the negative impact of the CPI, the next negative factor is the interest rate hike, but the market has largely priced that in.
A little bit of genuine positive news from the Middle East peace talks could trigger a market rebound, as the market demonstrated yesterday.
Trump is unreliable; if he were even slightly more reliable, things would be fine. The market's downside is very limited now, but the rebound could far exceed the downside.
The period between the November and December CPI releases is likely the market bottom.
The December interest rate hike is already fully priced in, and the market is expected to rise after its announcement.
I still believe now is a good time to buy the dip. If you're looking for stability, buying QQ now is the safest bet; a 10-15% rebound is expected.
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