Goldman Sachs's hedge fund business manager: It's time to reduce exposure to US stocks.

Goldman Sachs believes that the risk of a US stock market correction is increasing due to the continuing expansion of the US fiscal deficit and the excessively high market concentration. The bank urges investors to remain cautious and disciplined, and to hedge their positions through put options and other tools.

wallstreetcn18:16

A must-have for investing in US stocks! Take a sneak peek at the heavyweights in July, and circle the days that affect the ups and downs.

Looking at the historical data, July is an excellent month for US stocks.

Futu NewsJun 28 19:46

UBS Group's latest market outlook: Downward trend in inflation and interest rate cuts will be bullish for global stock and bond markets.

Under the current economic background, there are three major trends worth paying attention to. It is expected that the US economy will achieve a soft landing, and the Chinese economy is expected to achieve a growth target of 5%. Hu Yifan emphasized a diversified and balanced investment layout to manage the downward risk.

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Weekend reading | A precious interview with the "father of growth stock investment" Fisher: How to be a rare long-term investor?

In fact, Buffett himself has also stated that his investment style is 15% Fisher and 85% Graham.

聰明投資者14:19

US stocks ended the first half of the year with a 14% increase, of which 60% came from the top five technology stocks. Nvidia alone contributed more than 30%.

In the first half of the year, nearly 60% of the stock market's gains were contributed by only five technology giants - Nvidia, Microsoft, Amazon, Meta and Apple, with only Nvidia alone contributing a rise of 31%. In the second quarter, the three companies Nvidia, Apple and Microsoft contributed over 90% of the large cap gains.

wallstreetcn12:25

Deutsche Bank strategist: The Federal Reserve and the European Central Bank may usher in a rate cut window in September.

A senior executive at Morgan Stanley told the media that recent Consumer Price Index (CPI) and labor market data in the United States and Europe have made Morgan Stanley more confident about the prospect of interest rate cuts. "We believe that the European Central Bank will see data showing inflation continuing to slow in September, and the Federal Reserve will also see inflation continue to decline."

cls.cn11:49