Woofun AI notes that CICC research suggests the US Dollar Index could return to a weak volatility range following a period of continuous adjustment since June. The report highlights that global capital markets are heavily influenced by AI prosperity and US dollar liquidity, causing broad pullbacks and style rotations within US equities. CICC characterizes the Federal Reserve as "hawkish in name but dovish in reality", while maintaining that physical assets, industrial sectors, and technology retain expansion potential.