#TradFi交易分享挑战 Dow Jones hits new highs as the S&P keeps rising for eight straight weeks—Wosh era begins

This week, U.S. stocks continued their strong performance. The three major indices rose for three consecutive days. The Dow broke through 50,500 points to set a new record high, and the S&P 500 logged its longest eight-week winning streak since 2019. Positive signals from the Middle East peace process and a rebound in market sentiment driven by falling U.S. Treasury yields both contributed.

**Outlook**
**Positive Factors**
- Progress in the Middle East peace process is expected to continue to ease geopolitical risks
- Eight consecutive weeks of gains for the S&P indicate strong upward momentum
- The expansion of the AI industry chain from hardware to applications creates new opportunities. Institutions such as UBS have raised their target levels, and institutional capital remains optimistic

**Risk Warnings**
- The Wosh era of the Federal Reserve has begun; the probability of rate hikes has risen to 70%, and the risk from a shift in monetary policy is significantly evident. The 30-year U.S. Treasury yield has touched the highest level since 2007, and the high-interest-rate environment is expected to persist
- Chinese concept stocks have fallen sharply, reflecting fragile confidence in emerging markets
- Tech stocks with overvalued valuations face pressure for pullbacks during the rate-hike cycle
- After short-term surges in concept sectors such as quantum computing, there is risk of taking profits

**What to Watch Next Week**
- The latest developments in Middle East peace talks, as well as speeches by Federal Reserve officials and signals on monetary policy.
- After the mini-holiday, how market sentiment changes, and whether tech stocks can continue their strong performance$BA