🌙 Uncle’s Late-Night Chat | 11.04
The blue wave swept through markets: a global sell-off followed by a rebound.
BTC dipped below $76,000, then bounced back to $78,000. China’s STAR 50 Index surged 9.92%, while Shanghai and Shenzhen trading volume climbed back above RMB 2 trillion. Hong Kong stocks rose for a fourth straight session, with biotech up more than 8% and Hua Hong Semiconductor up over 15%. South Korea rebounded, while Japan extended its losses.
U.S. stock futures briefly fell more than 2%, then recovered sharply. The 10-year U.S. Treasury yield touched 4.89% intraday. Gold rose nearly 3%, topping $4,040, while silver surged toward $52.
Uncle’s take: Markets aren’t shifting uniformly to “rate trading”—they’re reassessing different risks. BTC is focused on legislation, U.S. stocks on fiscal policy and AI regulation, Chinese stocks on follow-through from domestic investors, and gold on the dollar and yields.
Tonight, watch whether U.S. tech stocks can hold steady. Tomorrow, watch whether trading volume in Chinese stocks can stay strong.
Personal observations, not investment advice.
#大叔夜话 #中期选举 #BTC #A股
The blue wave swept through markets: a global sell-off followed by a rebound.
BTC dipped below $76,000, then bounced back to $78,000. China’s STAR 50 Index surged 9.92%, while Shanghai and Shenzhen trading volume climbed back above RMB 2 trillion. Hong Kong stocks rose for a fourth straight session, with biotech up more than 8% and Hua Hong Semiconductor up over 15%. South Korea rebounded, while Japan extended its losses.
U.S. stock futures briefly fell more than 2%, then recovered sharply. The 10-year U.S. Treasury yield touched 4.89% intraday. Gold rose nearly 3%, topping $4,040, while silver surged toward $52.
Uncle’s take: Markets aren’t shifting uniformly to “rate trading”—they’re reassessing different risks. BTC is focused on legislation, U.S. stocks on fiscal policy and AI regulation, Chinese stocks on follow-through from domestic investors, and gold on the dollar and yields.
Tonight, watch whether U.S. tech stocks can hold steady. Tomorrow, watch whether trading volume in Chinese stocks can stay strong.
Personal observations, not investment advice.
#大叔夜话 #中期选举 #BTC #A股
