What I found especially interesting was the portfolio angle: AI and gold can complement each other. Semiconductors offer exposure to structural growth, while gold can hedge against fiscal uncertainty, inflation and policy volatility. Meanwhile, Treasury buybacks and a less transparent Fed could create new transmission risks for long-term yields.
For the second half of 2026, I would focus less on predicting the next market move and more on identifying where earnings expectations are still realistic—and where optimism has already gone too far.
@TBlive [胜利]
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