The recent gains in the US stock market reflect market adjustments in expectations for several key factors: the easing of tariff policy uncertainties and the continued improvement of macroeconomic fundamentals. However, short-term trends still need to be observed, with many variables at play. Worth noting is that a new wave of AI technological breakthroughs (such as innovations like DeepSeek) could bring new market opportunities. The key is to seize the rhythm amid volatility rather than blindly chasing highs. These black swan events often reshape market dynamics, and being prepared is more important than rushing in.