#分享美股交易赢英伟达股票 Next week, a liquidity test

Next week, a liquidity test!

On Friday, the global markets experienced a "Black Friday," with U.S. tech stocks crashing directly in the evening. Major tech stocks, chip stocks, and optical communication concept stocks all faced fierce selling. The Philadelphia Semiconductor Index plummeted over 10%, with a single-day market value evaporating over $1 trillion, marking the worst single-day decline since March 2020;
The Nasdaq dropped over 1,100 points, down more than 4%, gold spot prices fell 3.6%, erasing all gains for the year.
The sell-off was triggered by the U.S. May non-farm employment data exceeding expectations, which dispelled market hopes for a Fed rate cut. Concerns about the Fed raising interest rates this year caused U.S. Treasury yields to soar and the dollar to rally, putting broad pressure on risk assets and gold.
I believe the "better-than-expected non-farm data" is just a pretext for selling, and funds are simply hedging risks in advance.
Next week, the tech sector's rally is under the most severe liquidity test this year. Let's look at the events and expectations for next week.
On Wednesday and Thursday, the U.S. will release May CPI and PPI data, respectively.
May CPI is expected to rise to 4.1%, reaching the year's peak, with core CPI showing moderate performance;
For PPI, May's overall PPI is expected to jump to 6.5% year-over-year, mainly driven by rising transportation costs.
The upward inflation pressure suppresses expectations for rate cuts, making this a bearish outlook.
Next Friday, Elon Musk's SpaceX will officially go public, breaking the global IPO record with a fundraising amount of $75 billion;
On the same day, overseas brokerages such as Futu, Tiger, and Changqiao will officially restrict domestic investors from buying;
The first match of the 2026 US-Canada-Mexico World Cup will officially kick off.

From a short-term rhythm perspective, overseas risk events are mainly concentrated in the latter half of the week, with the release of U.S. CPI and the SpaceX IPO, which could pose liquidity risks to global markets. $SPCX

Therefore, short-term trading rhythm needs to be well managed!