1 - You’ve all seen last night’s news, I’m sure. The world’s two strongest economic entities have entered another phase of confrontation — and the intensity is far from trivial. So barring any extraordinary developments, next Monday will most likely bring a rather awkward situation. I’ve already made my mental preparations.
2 - But from a truly macro perspective, this is not something particularly dire. In some sense, it was inevitable. Given the current world order, the dragon and the eagle are simply competing on their own merits — hard power does the talking now. Going forward, gray swans will most likely continue to multiply, one by one.
3 - For individuals, whether this is good or bad depends entirely on how you respond. If you simply sit quietly without positioning yourself at all, you’ll naturally sidestep every crisis — but also miss every opportunity. For me personally, I’d rather wait for the broader market to take a serious correction, then look for opportunities to pick selectively. The reason is simple: capital is still in the market, technological development hasn’t stopped, and while money may rest, it never truly sleeps.
4 - But don’t act impulsively — wait more, watch more, and let the situation clarify further before making your move. The single most important principle, however, is this: maintain unwavering conviction to go long on the motherland, especially in high-tech industries. Have faith.
5 - That’s all for now. This will be a storm lasting at least several weeks — let’s watch it with patience.