---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42364305.md"
description: "There's still opportunity in software, the hardware narrative persists…The US economy isn't as good as imagined…After the World Cup, the service industry will plummet like oil prices"
datetime: "2026-07-02T02:30:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42364305.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42364305.md)
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author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

# There's still opportunity in software, the hardwar…


## Comments (7)

- **霓虹的交易员 · 2026-07-02T11:50:08.000Z**: That is the expectation of an interest rate cut
- **相信概率 · 2026-07-02T03:51:27.000Z · 👍 6**: Interest rate cut probability 10000000000000000000%
- **蟹老板的交易员 · 2026-07-02T02:53:33.000Z**: Most of them are in the service sector exceeding expectations, clearly due to the World Cup increasing staff🤣
- **忌贪忌躁忌赌落袋为安 · 2026-07-02T02:39:39.000Z**: Hints that the non-farm payrolls data doesn't look good
  - **霓虹的交易员** (2026-07-02T11:50:39.000Z): It is said that the interest rate cut expectation has already been priced in by the crypto market.
- **清晨追風KUNGEN · 2026-07-02T02:34:35.000Z · 👍 8**: So the motivation for raising interest rates has decreased 🥲🥲🥲
- **明月照平湖 · 2026-07-02T02:34:23.000Z**: Thanks, Bird Uncle, hope you have a great time.