BlockBeats News, June 15th, The "White-Haired Stock God" Serenity posted on social media, stating that it is not wise to continue to be bearish on the market at the moment. He pointed out that factors such as the U.S. policy environment, easing geopolitical tensions, and rising risk appetite are collectively supporting the performance of risk assets. As the U.S. midterm elections approach, the market expects the Trump administration to take more measures favorable to the economy and the capital market. Meanwhile, the easing of the Iran situation and progress in related peace talks have pushed down crude oil futures prices, which has also helped improve the overall macro environment.

Furthermore, driven by positive news, the market's expectation probability of a Fed rate hike in 2026 has dropped from about 65% to 35%. The decline in energy prices has further eased inflation pressures. High-growth sectors such as semiconductors, optical communications, and aerospace are expected to benefit from the improvement in policy and liquidity environment. The European market is particularly sensitive to changes in the Middle East situation, and if geopolitical risks continue to ease, European asset performance may have greater resilience.