#美国5月PCE通胀升至4.1%创三年新高 It's Black Friday again, compounded by the end of the month, the end of the quarter, and the close of the first half of the year—I'll be more cautious. Either stay flat waiting for direction, or only take a 5%-10% position to test stable targets. Global capital is entering a rebalancing period; high-level narratives like AI and semiconductors may see some profit-taking. With inflation rising and the U.S. dollar strengthening, the market will be repriced in the second half of the year. Personally, I will focus on building positions in gold and Hong Kong-listed Tencent in batches—one as a global financial anchor, the other as a recovery play for undervalued core assets. Not investment advice.$XAUUSD $TENCENT #0成本拿2股SK海力士