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Today, U.S. stocks opened higher. So let me tell you all about it!
On May 14, U.S. stocks opened higher, driven by two engines: the AI boom and the easing of China-U.S. relations.
Although the PPI inflation data released that day was poor, the market found that the PCE sub-item that the Federal Reserve cares about most showed a moderate rise, which boosted confidence in capital.
More importantly, the leaders of China and the U.S. held talks that day! They reached a consensus on building a constructive and stable strategic relationship, directly easing market concerns about geopolitical risks.
At the same time, positive developments in the AI sector erupted in concentrated bursts: Cisco won $90 billion in AI orders, and AI unicorn Cerebras successfully listed. In the end, major players like Nvidia and Apple ignored the negative news and hit new highs.
In short, the market believes that AI-driven earnings growth can withstand inflation, and China-U.S. talks and cooperation have also eliminated the biggest external risk.
Therefore, my main direction going forward is still to patiently wait to go long from lower levels, with buy-the-dip longs as the focus! Seize the opportunity to enter after the market has digested the sentiment!
$BTC $ETH $SOL #美国4月PPI同比暴涨6% #特朗普访华 #现货白银周涨10%