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According to data from the prediction market platform Kalshi, traders are cautious about the trend of the NASDAQ-100 Index in the second half of the year. At present, the market believes that the probability of the NASDAQ-100 Index stabilizing at 30000 points by the end of the year is about 50%, the probability of breaking through 32000 points is about 40%, and the probability of rising to 33000 points is about 27%. UBS has released a report stating that the market is reassessing the next stage of AI trading after the semiconductor sector experienced a significant surge in the second quarter.