市场太过乐观，看看这些

1. Talk of a 'market bubble' gives us comfort there actually isn't one, says Evercore ISI's Emanuel

2. Stock market's 'powerful AI trend' will work until it doesn't work, says Corvex's Keith Meister

3. Stay long AI and Tech sector through the second half of 2024, says PIMCO's Erin Browne

4. S&P 500 hits 31st record close of 2024

5. Today's Options Flow: Flows Signal Upside on the SPX and the 5570 Level Could Be a Near-Term Magnet

6. The Fed is 'playing with fire' by not cutting rates, says creator of 'Sahm Rule' recession indicator

 

只有最后一个说到问题的本质，今天消息面利好但股市没有大涨，可能是当心Fed 动作慢了。

 

啊哈哈哈。。。。。。。。。。。