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🇺🇸 Market Closure Reflection
#NVDA 周五跌了1.45%，但 #XLK rose by 2.23%. The same sector, moving in the opposite direction.
This is not the first time. Over the past few weeks, NVDA dropped from $236 to $211, while the overall tech sector hit new all-time highs. The money for AI hasn't left; it's just not on NVDA anymore. Software, cloud computing, cybersecurity—these are now the sectors taking over.
There's a growing feeling: NVDA has become the TSLA of 2021. Everyone is still talking about it, but those making money are no longer relying on it.
Gold quietly rose by 1%, and the VIX dropped to 15. The market is very calm, almost unnaturally so.
Next week's focus: Can tech continue to push the market to new highs? If XLK keeps climbing at this level, the narrative for the second half of this year will be set.