The sharp rise in international oil prices triggered stronger inflation data, causing the market's expectations for tightening global liquidity to continue to heat up. However, as international oil prices fell, the central banks of the world's major economies, such as the Federal Reserve, the Bank of Japan, the European Central Bank, and the Bank of England, all announced in July that they would stay on hold, which to a certain extent calmed down market concerns. How will the global liquidity environment change in the second half of the year? A number of industry insiders told reporters that if the geographical situation eases to drive down oil prices and inflationary pressure eases, then the market's previous expectations of excessive pricing interest rate hikes may be revised, and the tightening pressure on liquidity is expected to ease in stages. For investors, opportunities in the fields of technology and high-end manufacturing, the resource sector, and undervalued high-dividend dividend assets are worth paying attention to. The AI industry chain is booming, and the boom continues. Gold prices are also expected to return to an upward channel.

The sharp rise in international oil prices triggered stronger inflation data, causing the market's expectations for tightening global liquidity to continue to heat up. However, as international oil prices fell, the central banks of the world's major economies, such as the Federal Reserve, the Bank of Japan, the European Central Bank, and the Bank of England, all announced in July that they would stay on hold, which to a certain extent calmed down market concerns. How will the global liquidity environment change in the second half of the year? A number of industry insiders told reporters that if the geographical situation eases to drive down oil prices and inflationary pressure eases, then the market's previous expectations of excessive pricing interest rate hikes may be revised, and the tightening pressure on liquidity is expected to ease in stages. For investors, opportunities in the fields of technology and high-end manufacturing, the resource sector, and undervalued high-dividend dividend assets are worth paying attention to. The AI industry chain is booming, and the boom continues. Gold prices are also expected to return to an upward channel.