Is the AI cycle still the trend in the US stock market? Which news makes your heart race?

Recently, the most exciting thing in the market isn't the candlestick charts, but the news. The AI sector is gaining momentum again, US tech stocks are rebounding, and macro data are alternating between hot and cold. Are you watching the AI computing power curve, or are you paying attention to the movements of index futures?
The core ability of a macro catcher is to distinguish between "noise" and "signal." For example, when good news is announced, but the market opens high and then declines, it might be profit-taking; conversely, when bad news is released but the market doesn't fall, it often signals a turning point. Truly compelling news that makes people want to "rush in" usually has three characteristics: sustainability, capital support, and narrative potential.
The charm of the AI cycle lies in imagination, while the value of the US stock market trend is in certainty. One is responsible for storytelling, the other for providing liquidity. When both are in sync, the crypto market often erupts with enthusiasm; when they diverge, it tends to oscillate back and forth.
The first wave of good news in the Year of the Horse may not be a single piece of news, but rather the alignment of macro and industry fundamentals. As a catcher, you don't have to act every time, but you must stay focused. Recognize the big trend so you can confidently pull the trigger at critical moments.
People are already at their desks, and the market is on the move. A strong start doesn't necessarily come from a surge, but from your grasp of the rhythm. This year's horse may not run the fastest, but it must run the most steadily.
#马年开工第一帖