"Under global asset rotation, is the US stock market becoming the strongest windfall?"

This wave is really strong.

After a consecutive 9 days of closing in the green, the U.S. stock market has set a record for the longest rise in 21 years, catching many short sellers off guard. Especially for those still immersed in the nearly 20% rapid pullback from June, they may not have reacted in time: this round of rebound is no longer just a simple "technical correction."

In fact, from the marginal reduction of trade-related risks to the phased alleviation of policy uncertainty, and the boosting effect of algorithmic trading, a series of factors have combined to drive the strongest wave of recovery in the US stock market globally.

Interestingly, the core driver of this rebound is still the tech stocks. Represented by the "Big Seven" tech giants such as Apple, Nvidia, Microsoft, Amazon, and Meta, they accounted for nearly half of the S&P 500's gains. The implementation of AI applications, the further expansion of cloud services, and the stable demand in the consumer market have collectively built the most imaginative growth logic of this phase.

A friend working in the Bay Area joked, "Although my stocks were hit hard in June, I can finally breathe a sigh of relief now." He used a digital wallet tool to make up for his positions in the US stock market during the early rebound, avoiding the cumbersome processes of traditional cross-border operations. "As long as the market conditions are right, I can just click and complete the transaction; the efficiency and experience have improved so much," he said, referring to Biya Pay, which has been gaining more and more attention lately. It's not just a market tool but also his weapon for entering and exiting the US stock market.

The recent strength of the US stock market is actually not surprising.

On one hand, from a macro sentiment perspective, the VIX volatility index has retreated from its high in April to just over 20 recently, indicating a rapid dissipation of panic sentiment; on the other hand, programmatic funds have also been triggered after the technical level breakthrough, with many quantitative funds starting to chase the rise, which in turn accelerates the upward momentum.

This is a typical example of "the strong getting stronger."

In contrast, the rebound strength of A-shares and Hong Kong stocks during the same period is noticeably weaker. Whether it's trading confidence or the external environment, there seems to be a lack of sufficient upward momentum. For investors seeking efficiency and capital safety, it is understandable that US stocks have become the most cost-effective choice in the current cycle.

Of course, the risks have not completely dissipated. The market has pushed back the expectations for a Fed rate cut by another month, and Powell's choice of a "wait and see" strategy after the last adjustment has made market expectations delicate. However, it is precisely this environment of uneven rhythms and policy gamesmanship that creates more opportunities for price fluctuations in assets.

For ordinary investors, it is not necessary to pursue the extreme ups and downs of full investment. Instead, they can participate in a portion of core asset allocation through intelligent tools, such as compliant wallets like #B iya Pay, which allows them to diversify risks while also participating in the long-term dividends of the global market.

From a global perspective, consumption-driven growth, technological breakthroughs, and improved systems remain the core strengths of the US stock market. As for whether this rebound can last until the annual line? At least for now, its path is clear and its logic is sound, and the market is willing to pay for this certainty.

Short-term looks at sentiment, mid-term looks at logic, long-term looks at structure.

The U.S. stock market is strong, not just due to the victory of data, but also because of the resilience demonstrated by the ecosystem amidst turmoil. There may be fluctuations in the future, but that is precisely the prelude to the new opportunities we are waiting for.