At 4:15 PM, a negative news broke: Trump said the US-Iran temporary ceasefire agreement has ended. After the news came out, crude oil rose, while gold, silver, and US stocks fell. My long order placed at 4050 last week was stopped out, and the limit order at 0.382 also hit its stop loss, leaving only some profits from intraday scalping. 4100 was a relatively important support level, but it broke due to the news. Now we are watching the reaction around 0.618. There might be a bounce here, but in the short term, the likelihood of gold continuing to surge significantly has decreased, and it will need more time to form a pattern.

For A-shares, there hasn't been a single good day since July began. AI stocks fell, semiconductors also fell. The funds that exited initially moved into AI, humanoid robots, and CRO, but after today's close, it's a one-day rally with no sustainability. At the beginning of the month, I shifted my position to CRO, but now it seems CRO also lacks continuity. I'm starting to suspect the top is already in. In short, everyone should be cautious.