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Today's intraday index hit a new high, bought a few Nasdaq put hedges, just in the afternoon Trump engaged in a sharp retracement of the Canadian tariff index, and quickly closed the put, Trump played around with this trick, and the market was desensitized. The end of the index pulled up again, as if nothing happened.
At present, the stock index continues to hit new highs, in fact, if you look closely, you will find that it is mainly the banking sector and some AI infrastructure sectors that are supporting the market. The industrial sector has strengthened this week, the energy sector has rebounded last week, and the basic materials sector has also seen a wave of gains this week. There are actually very few stocks that perform well, and once you don't choose a good stock, then it's none of your business to set a new high in the market.


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