The policy guidelines have changed, and the market usually lags by half a beat

US stocks set the pace, so today we focus on cross-market correlation.

There’s a lot going on with US stocks this week. Let’s walk through a few key items in chronological order.

Semiconductors are the bellwether for this round of US stocks; when the NVDA chain loosens, Nasdaq sentiment follows suit.

Energy and defense are tied to geopolitics—when a sudden headline hits, the S&P’s internal hedging will respond.

Market liquidity: BTC 76096 (-0.14%). BTC/ETH are both trading in low-volume, range-bound consolidation—wait for the direction to be confirmed before increasing positions.

My suggestion is to mainly observe—don’t chase rallies and don’t panic-sell.

In the coming week, which event are you most focused on?

#美股 #板块 #BTC

For personal observations only and does not constitute investment advice.