🚨 BREAKING : Technology sector is currently the main driver of the market, with AI and cloud computing stocks, including Alphabet, performing strongly and remaining a key driver of the market. Growth themes such as AI and cloud services are favored by investors, reflecting a risk appetite in growth technology.

Gold's record high indicates that some market funds are shifting to conservative assets in the face of risk events. This "risk hedging" may limit the short-term upward momentum of risk assets. The lack of a broad-based rally in the stock market indicates structural divergence, and investors should be wary of short-term volatility.

The financial sector is becoming more risk-sensitive. The short-term performance of banking and credit stocks is significantly influenced by policy direction, with funds favoring safe-haven or value-oriented sectors.