Asian equities hit the brakes after their recent momentum. Japan's weakness weighed particularly hard as Sino-Japanese tensions flared up. Meanwhile, crude prices took a hit following chatter about Venezuelan supply shifts. Yet here's the thing—traders aren't bailing on their AI bets. The market's still banking on the Fed easing cycle, brushing past the geopolitical noise like a filter. It's that classic move: tune out the headlines, stay plugged into the structural thesis. Whether this resilience holds once the next policy signal drops? That's the real question hanging over positions right now.
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ChainProspector
· 4h ago
Asian stock markets hit the brakes, but AI hype still refuses to let go, now that's interesting.
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With such loud geopolitical noise, the market is still betting on a Fed rate cut—truly an art of selective deafness.
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Once the Fed signals, this wave of resilience immediately exposes itself; right now, it's all held up by faith.
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Japan's underperformance, Venezuela's latest antics—retail investors should have already run, but institutions are still all-in on AI...
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Looking at the market like this, it feels like we're waiting for the next policy bombshell; right now, everything is just fake stability.
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To put it simply, as long as the Fed doesn't change its stance, all geopolitical conflicts are just passing clouds—this trick is too old.
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NFTPessimist
· 01-07 00:53
Speaking of this wave of geopolitical farce, the market really just treats it as background noise, hilarious.
AI brand players are still holding on tightly, just waiting for the Fed's move... The core issue is, once the policy signals are out, can this anti-drop resilience still hold?
Japan has fallen so much; do you really think you can completely hedge it with Fed fantasies? That's naive.
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MentalWealthHarvester
· 01-07 00:47
Asian stocks hit the brakes, and Japan is even worse. Geopolitical tensions are flaring up again, and oil prices have also fallen... But look, traders are not backing down at all. The AI market is still holding on tightly, just waiting for the Federal Reserve to cut interest rates. Basically, they are turning a blind eye and only believing in their own narrative. The question is, can this obsession last until the next policy signal?
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BearMarketNoodler
· 01-07 00:42
Asian stocks are taking a breather, but no one is abandoning AI; everyone is betting on interest rate cuts. Geopolitics is just noise; real money is in structural logic.
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mev_me_maybe
· 01-07 00:26
People still believe in AI, and geopolitical issues are just a joke.
Asian equities hit the brakes after their recent momentum. Japan's weakness weighed particularly hard as Sino-Japanese tensions flared up. Meanwhile, crude prices took a hit following chatter about Venezuelan supply shifts. Yet here's the thing—traders aren't bailing on their AI bets. The market's still banking on the Fed easing cycle, brushing past the geopolitical noise like a filter. It's that classic move: tune out the headlines, stay plugged into the structural thesis. Whether this resilience holds once the next policy signal drops? That's the real question hanging over positions right now.