Jen-Hsun Huang's recent actions are indeed impressive, directly bringing the entire market sentiment back from the lows. However, there is an intriguing detail - the market data on Polymarket regarding the prediction of interest rate cuts in December has changed again.

The probability of betting on "no interest rate cut" has soared to 68%, an increase from a few days ago. The market's expectations for the Federal Reserve's policy are becoming increasingly conservative, and to be honest, this shift is a bit rapid. The cryptocurrency market is thriving, while traditional finance is pouring cold water on interest rate cut expectations, creating a noticeable dissonance.

In the short term, the rebound of technology stocks driven by the AI sector has provided some breathing space for risk assets. However, if the expectations for macro-level monetary policy continue to tighten, it remains to be seen whether the current rebound level can be maintained.