老虎伍兹
2026.01.12 20:04

$Tesla(TSLA.US)$BTC/USD(BTCUSD.HAS)$NVIDIA(NVDA.US)The most impactful news for the market over the weekend was the U.S. prosecutor's launch of a criminal investigation into Federal Reserve Chairman Powell, which is actually part of Trump's long-standing dissatisfaction with the Fed's monetary policy (such as the pace of interest rate cuts, etc.). As the central bank of the United States, the Fed should theoretically remain independent. Trump's move has been criticized as potentially damaging this independence. If the Fed loses its independence, the global financial order will face not "volatility" but a "break in the pricing anchor." The market today will vote against Trump with a decline. Once politicized, interest rate signals become contaminated, and the market cannot determine whether current rates are "economic needs" or "political directives." Such actions are highly damaging to the stock market. Coupled with last week's CES 2026, which drove up many AI stocks, there is a need for profit-taking. It is recommended to reduce positions in small AI stocks.

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