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In our latest issue, we provide several clues for professional investors’ reference:
1)The epicenter of the global market turmoil has shifted to South Korea—before, it was New York sneezing and the global market catching a cold. Now, Seoul checks your temperature first, and New York then decides whether to take sick leave. So, to judge when this round of global stock market turbulence will end, you need to first anticipate the direction of the South Korean stock market.
2)Only by asking good questions can you gain a deeper understanding of the market—Is the A-share market just normal oscillation or a stage top? Will the wave of stock offerings crush the U.S. bull market? What happens in July, August, and September? With the pullback in China-US AI stocks, do they re-enter buy zones? When China and the U.S. both pull back, does it mean the same thing?
3)Oil up and gold down is the most uncomfortable combination—Is this week the start of a surge in oil prices? Does falling below $4,000 in gold signal the beginning of a new down cycle? These two questions need to be clarified.
4)To understand Wall Street’s view of China’s market is crucial for reaching consensus—this week, it specifically released a report analyzing whether “China’s AI stocks are in a bubble?”, and also provided its “China buy map,” mentioning nine companies in particular.