Bull markets are born out of pessimism, grow in doubt, mature in optimism, and fade away in a sense of happiness.
Did you get carried away with a sense of happiness during the last earnings report in May? Maybe it disappeared in this earnings report, didn't it? Well, this earnings report isn't bad, it's just that expectations were too high. There's no doubt that it's a good earnings report. After all, the market will always go down once the enthusiasm cools. Moreover, AI is a theme that cannot be avoided in the real economy. It won't cool down from a short-term perspective like today and tomorrow.
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