U.S. stocks have already closed in the early morning Beijing time, and on Friday the market showed an extreme divergence trend: technology was strong while cyclicals were weak. Easing signals from the situation in the Strait of Hormuz helped oil prices pull back, pressuring energy and other traditional sectors; the Dow Jones suffered downward pressure and closed lower. Meanwhile, AI technology stocks, supported by earnings that beat expectations, attracted capital to push the Nasdaq and the S&P to fresh highs. Technically, the Nasdaq bulls’ trend remains firm, but there is a need for short-term profit-taking and pullbacks; upside momentum in the S&P has started to fade, and the Dow is overall tilted to weakness. Going forward, the market will maintain this divergent pattern, with high-level consolidation as the main theme. In terms of trading, focus on the main theme: buy on pullbacks and position in leading AI and semiconductor stocks, relying on moving averages to enter at lower levels rather than chasing highs. For cyclical sectors, look to short on rallies; keep overall positions light with risk control in mind, and closely monitor how U.S. Treasury yields and key economic data affect the market. $BTC $GT #WCTC交易王PK