Economist Fu Peng: US stocks have entered garbage time, the main logic of A-shares has not changed, look for such stocks
2024-08-18
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Economist Fu Peng pointed out that the global Black Monday on August 5 had already shown signs as early as the end of June.NvidiaThe AI asset package represented by is too crowded. When faced with the two major straws of "the US economy may not meet expectations" and "Japan's interest rate hike", the leverage could not be maintained. Fu Peng also mentioned that the high Japanese stock market has nothing to do with the Japanese economy. In essence, two types of assets are driving Japanese stocks. The reason why the A-share market is independent of the global market is that the methodology under the globalization in the past is no longer applicable, and more attention should be paid to internal factors. The United States may not decline, and its resilience is still there. When the Federal Reserve will cut interest rates, the key is to look at the data in the next two months, and everything follows the data. The return on investment of US stocks has been completed in the first half of this year, and then entered a relatively garbage period. The same is true for Japanese stocks, entering a relatively volatile period.
