I would choose B. Diversification should reduce genuine risk, not simply shift money into another expensive sector.

The CPI surprise reinforces higher-for-longer risks, but one reading cannot confirm another sustained decline.

My priority is trimming excessive technology concentration and finding industrials and AI adopters with improving earnings, strong cash flow, and reasonable valuations. The focus should be on businesses generating real productivity gains, not those relying on aggressive capital spending.

I would consider C if overall equity exposure remained excessive. Short- and intermediate-term bonds offer income and diversification, although rising yields remain a risk.

Ultimately, I would diversify selectively, preserve liquidity, and add equities gradually. The goal is not to predict the bottom, but to survive another correction and participate in the recovery.

@Capital_Insights [财迷]