Today, many friends are still asking me this question.

CN
Phyrex
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9 hours ago

Today, many friends are still asking me this question, and my answer remains the same: yes, I still have a positive outlook for Q1. The reasons have been clearly stated, and compared to Q2 and Q3, Q1 still has some room for maneuvering. At least there might be a dot plot that could ease the emotions, though this is just a possibility.

On the other hand, Q2 and Q3 might be more challenging. If signs of recession really appear, the likelihood for Q2 and Q3 increases. Inflation will also rise with tariffs starting in Q2.

Of course, one thing to look forward to in Q1 is the potential end of the conflict between Russia and Ukraine. If it can truly come to an end, it could help alleviate inflation. However, a ceasefire in Q1 is not guaranteed; there might be opportunities in Q2 or even later, but the longer it takes, the greater the emotional pressure.

So relatively speaking, Q1 and Q4 are the times I personally still believe there are opportunities, based on the current judgment.

This post is sponsored by @ApeXProtocolCN | Dex With ApeX

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