也許資本要回流美國了，這是利好。

回流的可能性很多。比如，1）前段時間，包括許多機構投資者都低配置美國。現在開始可能尋機要補倉了。

2） 許多hedge fund underweight tech, specially big tech. They may re-exam their investment theme. 

3）波動性會持續下降,  有些Volatility parity strategy will increase their allocation to (US) equity.

4) 許多international investors may come back to US as the risk subsiding here.

當然，有些balanced strategy 也可能forced to sell equity, because of equity's huge outformance. 

but, valuation is quite high, and get higher

If for some reason, the hard economy data (not soft data) starts to point to recession, then ....