
TraderS | 缺德道人|Jul 18, 2025 10:48
As the saying goes, 'Goldman Sachs buys back, villas depend on the sea.' However, Goldman Sachs may not be a real player, but rather has its own goals, or because of its excessive influence, any public statements will have a negative impact on the market. Just now, Scott Rubner, a well-known strategist at Goldman Sachs, expressed his opinion that the US stock market can rise for another month and it is not advisable to short before the end of September. He accurately predicted the two major corrections in the US stock market in mid year of last year and February of this year. He believes that the fundamentals and cash flow dynamics of the US stock market are currently improving, mainly driven by the US technology, software, and AI innovation sectors, coupled with the strong momentum of retail investors buying at the bottom and the upcoming reopening of the corporate repurchase window. It is expected that the US stock market will continue to rise in the coming weeks, and the upward trend may continue until September.
Last night on Mystonks' Space, we happened to talk about the trend of the US stock market. TiezhuCrypto just joked about Goldman Sachs. My point of view is that the US stock market may have already reached the top within the existing framework, and now it happens to be a process of hitting and hitting the top, although it is difficult to accurately predict what the top point will be. But what we can clearly know is that, similar to the currency circle, the U.S. stock market is very divided. The Nasdaq index is mainly supported by the seven sisters of the U.S. stock market. Now it is also the Q2 financial reporting season. In fact, the first few large enterprises are very dependent on the new narrative created by the "AI boom" to pull the market, but the actual sales are not very optimistic in the context of the tariff war.
So, with such fragile support, if there is an unexpected event similar to Deepseek in the AI field, the US stock market will be in jeopardy. After all, the recent popularity of Huangpi's visit to China also reflects the efforts of domestic substitutes such as Huawei.
Whether in the US stock market or the cryptocurrency industry, the general trend is definitely a long bull market with a slow rise and a continuously rising bottom, but as traders, we must remain sensitive to both positive and negative news. Recently, Sichuan has passed many bills and is in the ascendant. Musk has not mentioned the third party. Only MAGA is accelerating its split because of whether the Luoli Island incident announced the Epstein list as promised during the election.
Of course, simply refusing to publish the list will not cause Trump any actual harm. However, once the seeds of MAGA division are planted, Trump may not be able to gather such consensus and strength when it needs to summon the Dragon together in the future.
The current bull market is the first bull market after the bill was passed, and past experience may not be applicable. It remains to be seen whether it is a comprehensive bull market or a targeted release of institutional targets.
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