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Getting excited just because of a rebound? Don't rush, money is still flowing into AI, but the foundation of risk assets hasn't been solidly established. Look at the numbers below. $BTC 63,933 +1.86% $ETH 1,871 +1.43% $QQQ +1.76% $SPY +1.42% $IBIT +1.46% $DXY -0.11% $GLD +0.05% Crude oil and the Strait of Hormuz are still adding to inflation expectations, US Treasury yields and Fed expectations continue to suppress valuations, and the exchange rate line is unstable. $DXY is not just a background player; it can move the market at any time. But money ignores all this and is rushing into AI semiconductors, with $MU +11%, $SNDK +16.4% surging sharply, $QQQ carrying the Nasdaq, and institutions firmly holding onto hard tech. Looking closely, there are tricks. $ETH is being left behind by $BTC ; altcoin funds only recognize the big coin, and Ethereum's weakness shows the risk appetite hasn't truly warmed up. $IBIT's gains lag behind spot $BTC, ETF buying is weak, and this rebound hasn't deeply penetrated the spot market. $DXY eased slightly by -0.11%, giving risk assets a bit of breathing room; but $GLD +0.05% is still rising, safe-haven money hasn't fully withdrawn, and the market remains uneasy. Whether the US stock market can hold up tonight is the real test. Whoever shows weakness first will set the tone for the next few days. Don't rush into heavy positions; wait and see clearly before making moves. #ISM创四年新高，美债收益率反跌#FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise