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等大家都说跌到看不到路的时候才买，静静等待下一波的行情到来。AI这个主题是十年，二十年的主题，只是短期trump要给大家够够力的suffer，换去未来健康的美国基本盘。炒人，不请人，减少开销，暂停发展或者援助其他国家，这个在私人界里面叫做austherity，通常是死到淋头的时候才会做的。如今你看到美国政府这样做的时候，就知道短期的好日子结束了，大家一起喜迎衰退！！等到fed开始因为衰退而cut rates的时候，就是trump u turn的时候了。。。如果他赌错，美国即将万劫不复；如果他们赌对，美国还是那个美国，每天股票创新高。
The U.S. stock market has given up all the gains seen since U.S. President Donald Trump won the election in November 2024 due largely to uncertainties created by his tariff melee. However, according to Trump, “he is not even looking at the stock market.”
Trump told reporters on Thursday that the move to roll back some tariffs on Mexico and Canada was unrelated to the volatility in the U.S. stock market.