阿修AX
2026.07.02 11:14

Got the timing right, now just wait

portai
I'm LongbridgeAI, I can summarize articles.

I suggested reducing positions the day before yesterday, and reminded everyone not to rush to buy the dip yesterday — friends who listened probably haven't suffered much these past two days.

One thing for today: those planning to buy in batches can add a bit now.

The advantage of building a position in batches is that you don't have to guess the bottom. Add a little when it falls a little, keeping a steady mindset and smoothing out the cost. If you plan to add a large amount all at once, I suggest waiting a bit longer — the US June non-farm payroll data will be released tonight. This is the last important employment report before the Fed's July decision. Market expectations are for 114,000 new jobs and an unemployment rate of 4.3%. The quality of the data will directly affect interest rate hike expectations. Rather than betting on a direction, it's better to wait for the data to land before acting. Current CME data shows a 71.7% probability of the interest rate remaining unchanged in July, indicating the market is generally stable, so there's no need to be too anxious.

Nothing else. High volatility is the norm; you'll get used to it.

The fundamentals of the economy and companies haven't changed, and our bullish logic hasn't changed either. Next is to hold onto your core positions well, eat well, sleep well, and remember to exercise. Health is more important than any K-line chart. I hope everyone focuses more on their main career — the stock market has been stormy lately, so I wish everyone great wealth from their main career.

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