经年知风
2026.04.08 00:06

$Unitedhealth(UNH.US)$Microsoft(MSFT.US)$Alphabet(GOOGL.US)$Amazon(AMZN.US)$NVIDIA(NVDA.US)

I think I've learned a bit more.

As an investor, I might only see that this agreement is clearly unacceptable to the Americans, and the market shouldn't react this strongly.

But from the market's perspective, as long as a ceasefire can be achieved to avoid a recession, whether the wording of the agreement puts the US at a "disadvantage" is not the current focus of the market? 🤔

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