#美国提高关税 There is a tough battle to be fought tonight at 21:30 - the US Non-farm Payrolls (NFP) for September is finally about to be revealed.

First, let's talk about expectations: the market generally bets on an increase of 50,000 jobs, with the unemployment rate stable at 4.3%. This delayed report (the first released after the government shutdown) may be a bit "outdated", but it can still stir up quite a storm.
The logic is simple: if the data looks good, the idea of the Federal Reserve lowering interest rates in December might be completely off the table (the probability is currently only 30%); if the numbers are disappointing, expectations for rate cuts might reignite. There are significant divisions within the Federal Reserve right now, and this data could be a catalyst.
Last night, NVIDIA's earnings report was indeed a pleasant surprise—$57 billion in revenue really made an impact, and the AI sector still has some potential in the short term. Additionally, Trump and Musk had a meeting, and the policy direction might see some subtle changes, which is worth keeping an eye on.
Don't act impulsively: When the data is released, it's better to take a break from high leverage, as fluctuations can easily lead to losses. For the medium term, you can pay attention to performance-reliable AI concept tokens, and for the long term, it's safer to enter the market in batches before the policies become clear.
In summary, the market's direction will basically be set tonight at 21:30. Manage your positions well, and don't let a wave of data disrupt your plans.