$Invesco QQQ Trust(QQQ.US)

Tonight is destined to be a battle day with a clear divide, victory is the only option.

From the pre-market situation, it seems that most of the important AI participants and infrastructure industry chains that were beaten down yesterday have recovered:

$VanEck Semiconductor ETF(SMH.US) +1.81%

$Applied Materials(AMAT.US)+2.08%

$Lam Research(LRCX.US)+2.05%

$NVIDIA(NVDA.US)+1.15%

$Tesla(TSLA.US)+1.56%

$Astera Labs(ALAB.US)+2.02%

$IonQ(IONQ.US)+2.84%

$Bloom Energy(BE.US)2.25%

$Vistra(VST.US)+2.34%

…

If today completes the recovery from yesterday, then tomorrow's A/H market can still have some expectations, possibly becoming an important turning point in the near term!

Otherwise, especially the Hong Kong market, which has seen liquidity dry up for two months, will face heavy downside risks.

And the bullish sentiment that the A-share market has painstakingly accumulated over the past six months will also drift further away.

But the uncertainty is huge! The risk appetite of big money in the U.S. stock market has undeniably shifted from the previously red-hot tech stocks to "industrial reconstruction, consumption, finance, and healthcare."

Personally, if the U.S. market performs like yesterday tonight, I must execute an exit strategy, following the trend for all markets.

Wait for the dust to settle.

$Hang Seng Index(00HSI.HK)

$Hang Seng TECH Index(STECH.HK)