刚出炉的AAII指数散户投资者极度悲观，美股将在中美贸易冲突中震荡上行

本周AAII指数，散户投资者看空比例暴升到46.1%，净看多比例快降为-12.4%；

同时，VIX指数在高位，有回落需求；市场参与度在中位；

这将驱动美股 $SPY $Q ，易涨难跌；

10月31日APEC会议，中美元首将会面，届时就是利空落地；

结合10月29日的降息，和12月10日的大概率降息，11月行情值得期待！

所以APEC前这一两周内，逢低买入优质或热门标的将在11月带来不错的收益；

美股热门板块，稀土、量子、核能，大跌时分批买， $MP $RGTI $OKLO

加密币， $BTC $ETH $SOL 将被美股带动，在11月走完最后一波行情。

耐心布局。

The AAII Index shows retail investors are extremely pessimistic, suggesting $SPX will continue a choppy upward trend amid U.S.-China tensions.

The latest AAII survey shows the bearish sentiment among retail investors has surged to 46.1%, with the net bullish sentiment dropping to -12.4%.

Meanwhile, the VIX Index remains elevated and is likely to decline, while overall market participation is at a neutral level.

These conditions will drive U.S. stocks ( $SPY, $Q) to be easier to rise than to fall.

At the APEC meeting on October 31, the U.S. and Chinese presidents are expected to meet — which should mark the end of current geopolitical uncertainties.

Combined with the rate cut on October 29 and a highly probable rate cut on December 10, November’s market outlook looks promising.

Therefore, in the one to two weeks leading up to APEC, buying quality or trending stocks on dips could yield solid returns in November.

Hot sectors in U.S. stocks include rare earths, quantum computing, and nuclear energy — consider buying in batches during pullbacks ( $MP, $RGTI, $OKLO).

In crypto, $BTC, $ETH, and $SOL are likely to be lifted by SPX, potentially completing their final rally wave in November.

Be patient and position strategically.