---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39676708.md"
description: "$Western Digital(WDC.US)A single positive day changes the outlook threefold; two positive days change it sixfold. Within two nights, global risk appetite has completely reversed.Last night (March 31st), the three major U.S. stock indices collectively surged — the Dow Jones rose over 1000 points, a gain of 2.49%; the S&amp;P 500 rose 2.91%; the Nasdaq skyrocketed 3.83%, marking the largest single-day gain in recent times. Today, the Nasdaq continued to rise by 1%.The catalyst is known to everyone: Donald Trump said the U.S. will end its military action against Iran &#34;within two to three weeks.&#34; Immediately after, Iranian President Pezeshkian also spoke up, saying Iran has the &#34;necessary willingness to end the war,&#34; provided the other side meets Iran's demands.Wow, as soon as Trump finished speaking, Iran chimed in. This back-and-forth makes the market think — there's a chance, peace talks are hopeful.So, airline stocks took off, energy stocks plunged, and international oil prices were directly pushed down. Capital, smelling peace, rushed in.But I want to pour some cold water today — for this kind of &#34;good news,&#34; better take it easy. Rushing in now might mean picking up my chips.Micron bought at 317, Western Digital bought at 262, I'm already preparing to sell.3. What exactly is the market pricing?After saying all this, it's not that U.S. stocks are going to fall — short-term sentiment is indeed improving. Trump speaking, Iran responding, this combination is much better than both sides trading threats. The market fears uncertainty the most; now there's at least a hint of &#34;possible easing.&#34;But we still need a basic judgment:a. A complete ceasefire in two to three weeks has a very low probability; perhaps a truce during negotiations.b. Fighting while talking is the most likely scenario, oil prices continue to fluctuate, and so does the market.c. Talks break down, the U.S. directly invades Kharg Island, implementing a ground island-seizure plan. The market would kneel then.The market priced in the first scenario last night. Historical experience tells us the second scenario is the norm.Final NoteTrump saying &#34;end the war in two to three weeks&#34; — take that with a grain of salt.History has repeatedly proven: starting a war is easy, ending it is the hardest. The Korean War lasted three years, the Vietnam War withdrawal turned into a joke, and Afghanistan became the 21st century's big pit.So, just watch, don't get carried away.  Final Note:I'm Shaoshuai, a 10-year veteran in a major internet company. I usually love researching AI company financial reports and U.S. stock trends. If you're interested in AI, financial reports, or U.S. stocks, welcome to follow me. I will continue to output high-quality content."
datetime: "2026-04-01T15:06:39.000Z"
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author: "[少帅事务所](https://longbridge.com/zh-CN/profiles/3005568.md)"
---

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# $Western Digital(WDC.US)A single positive day chan…


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