#特朗普加密货币政策新方向 AI zone has finally cooled down? Perhaps it's an opportunity.

Recently, I came across a research report from a leading brokerage and found an interesting signal – after being frantically bought up in the third quarter, the congestion level in the AI sector has dropped significantly from its peak in September. In simpler terms: many of those who were eager to get on board before have now gotten off.

What does this mean? The short-term panic risk has basically been cleared.

Looking back, how crazy was the AI concept in the second half of last year? Any project that was even slightly related could soar. But now that a cool-down period has arrived, it has instead provided a good entry point for those who truly want to hold long term. The technology is still iterating, applications are still deepening, and the ceiling is far from being reached—it's just that the market needs to catch its breath.

However, short-term style switching needs attention.

The model shows that capital now favors value-type assets, especially at this time of year when institutions are all taking a defensive stance. High-growth AI and undervalued value stocks may take turns being in the spotlight.

My own thought is: continue to focus on the AI zone in the long term, but the position can be flexible. In the short term, if there is movement in the value zone, it wouldn't hurt to follow along. After all, the tide is still there, it's just that now is not the time to surf, but rather to steady the helm and wait for the next wave of wind.

$ALCX These two have also been quite interesting in their recent trends, observing.