What to watch for a tech rebound, the last analysis, I don't want to write anymore, probably

English summary

### What to watch for a tech rebound, the last analysis, I don't want to write anymore, probably Time: 2026-07-30 22:32:35 Content: Since I resumed writing recently, my success rate has exceeded 90%, which can be traced back. But a certain article about a new stock encountered a bad macro environment and fell today. A person without foresight posted screenshots multiple times and replied, then set me to cannot reply. @吃肉不胖, I want to ask you if you are idle. You can't even figure out fundamental analysis, short-term gains and losses, or the macro environment. Not only are you ignorant, but you also have a bad mentality. It's because of people like you that I don't plan to write anymore. It's a waste of energy. Now to the main text: Macro conclusions: US data: GDP 1.5% (below expectations of 2.0%), core PCE month-on-month 0.1% (below expectations of 0.2%), initial jobless claims slightly better than expected → inflation is marginally cooling, economic momentum is slowing → bond yields are falling. Under the environment of falling interest rates: the valuation of long-duration growth stocks is supported; value and high-debt sectors benefit indirectly; but individual stocks' own earnings negatives will offset macro positives. …