#US Stocks

From my observations, the current focus in US stocks is mainly betting on "government reopening" and liquidity recovery.

According to the CR meeting, the US government shutdown seems likely to last at least another week. This means that if no one else steps up, this agonizing market trend will persist for at least a week.

On the other hand, this year's mainstream hot assets—AI+, gold, etc.—have already risen significantly, and many have reaped substantial profits. Given this, is it possible that institutional funds will accelerate profit-taking, bringing the year-end rally to an end?

So I'm pondering a question: the so-called "liquidity resolution" and continued upward movement might be misaligned in timing. For example, liquidity might be resolved, but the uptrend only materializes next year. Meanwhile, "liquidity recovery" could serve as cover for institutions to exit the market.