The war premium is receding, and the "pre-war script" is restarting! Wall Street sounds the trumpet for market counterattack, with the "AI computational power team" taking the lead.

According to the Zhixun Finance and Economics APP, some top hedge fund managers from Wall Street have indicated that a diversified investment portfolio consisting of AI computing power investment themes, short-term US Treasury bonds, Asian currencies that have been hit hard by the exchange rate, and even instant noodle stocks that have suffered heavy losses since the end of February Iran war, appear to be one of the early beneficiaries of a peace agreement between the United States and Iran. In other words, as the risk premium of the Iran war diminishes, hedge funds unanimously are restarting their rush towards those extremely popular trading themes dominated by short-term US bonds, Asian currencies, and AI computing power industry chains before the war.