Dilin Wu 5.0 3 ideas

Both prolonged negotiations and renewed escalation in the US-Iran conflict tend to keep oil prices elevated, as core disagreements remain unsolved and potential US pressure could restrict Iranian crude flows.

Optimistic on China's market as de-escalation of geopolitical tensions eases macro pressures and puts markets on a more constructive footing; China's export-reliant economy would benefit from resilient global demand.

After a recent valuation reset in the tech sector, some AI worries may already be priced in; with resilient growth, solid earnings, and supportive policy, tech could again lead the market higher if companies show clearer returns and manage higher energy costs.