shu fen搬运号

Yesterday, I participated in a casual conversation in the Bibi group, and I didn't expect that the enthusiastic group members had already organized the key points of the discussion. I have also forwarded this content here, as it is both a share and my self-growth insights and experience summary as a novice in the investment journey.

I整理了一下我每天在后台收到的私信，大家的问题大致可以归纳为以下几类：

1、**关于生物医药XBI**：很多朋友看到我持有较重的仓位，便询问现在是否还能买入，以及是否有设定的目标价。（我想说的是，投资决策宜早不宜迟，目前XBI的盈利幅度已接近30%）。

2、**关于激进操作与个股**：有人问黄金白银能不能全仓“梭哈”，或者询问美光、闪迪的具体卖出时机。（必须要提醒大家，全仓押注是不负责任的投资行为，同时，对于股票具体的卖出时机，任何人都无法承担指导义务）。

3、**关于亏损回本**：有朋友因为做期权亏损严重，希望我能分享一只“确定性”上涨的股票来帮助回本。（坦白说，如果真有这种必定上涨的股票，我也很想知道）。

4、**关于资金借贷**：遇到询问能否出借1万美金，并承诺打借条、抵押身份证的情况。（原则上我不进行此类借贷）。

5、**关于其他协助**：诸如帮忙分析某只股票、帮忙转发帖子，或者协助账号涨粉等请求。（对于这些要求，我确实感到有些爱莫能助……）。

看来，这真是一份颇为有趣的股民情绪图鉴……

Today's focus in the A-share market undoubtedly belongs to the space photovoltaic sector. What is pleasing is that the space photovoltaic energy stocks I hold have performed strongly, successfully achieving a 20cm increase.

Tonight, the price of a certain pharmaceutical stock directly doubled, while the "Shining Combination" and silver AGQ also showed excellent performance.

I sincerely invite everyone to share their charitable donation receipts in the comments section of my tweet... Let's double the joy of profit from investments by giving back to society. Isn't that a more wonderful thing?

The movement of US stocks tonight seems to be precisely boosting my holdings? A gentle reminder to those following my position: please don't blindly copy my trades, as you're not aware of my exact exit timing...

Besides the accounts I've already followed, please tag the research and investment bloggers you think are excellent, as my current timeline is filled with emotional posts.

Friends in Shenzhen, have you recently noticed that the Pony AI vehicles on the streets of Shenzhen seem to have significantly increased? The visibility of these vehicles on the roads has clearly improved compared to last year.

Out of interest in autonomous driving technology, every time I encounter a Pony AI vehicle on the road, I deliberately follow it for a stretch to closely observe its performance in lane changes, traffic light recognition, and handling busy road sections. My immediate impression is that the current driving logic and smoothness are truly 'sleek' compared to last year.

Many friends regard index adjustments as a sign of bearish sentiment towards precious metals like gold and silver, which makes logical sense. However, this represents a 'consensus bearish' view. Consensus bearish sentiments are often quickly corrected by the market itself. As we can see, gold prices have rebounded to 4500, and silver is about to reach 80.

In fact, the greatest bullish potential for precious metals lies in the evolution of the macro landscape. The 2026 scenario has already shifted toward resource nationalism. Whether it's the developments in Venezuela and Iran, the competition between China and the U.S. over monetary sovereignty pricing, or the somewhat marginalized Europe caught in the middle, all indicate that gold and silver, as hard currencies in international博弈, will ultimately shine brightly.

Here I would like to make a clarification: In future public reviews, I will no longer comment on specific stocks, or I will greatly reduce such mentions. With the increasing number of followers, especially many new fans who may not fully understand my trading style and habits,

It must be emphasized that I am not a value investor, nor do I habitually hold a single stock for a long time. However, this often leads to numerous speculations and a large number of private messages after each of my sell operations, which has truly left me exhausted.

As a blogger, most people usually hope to have as many followers as possible, but I don't consider myself a 'qualified' blogger. Recently, I've been receiving many confusing messages, which have deeply disturbed my normal life.

Regarding the timing of buying and selling stocks, this is entirely your own trading freedom. Once you buy a stock based on your own logic, the control of that stock belongs to you alone, and has nothing to do with others. No one is obligated to give you sell signals. Even I often experience 'missing out' on gains after selling, but so what? This does not reflect one's level of ability.

I am now going on vacation for a period of time. Please remember, my reviews only represent my personal perception of market sentiment and do not constitute any investment advice. I hope you like me not just because of my reviews, but because I am an interesting and unique human being.

Our discussion group contains many highly skilled traders and researchers. You can find extremely valuable insights every day. Wishing you all happiness.

"""
Follow SanDisk, follow AMKR

Follow Patrick Star, follow Silver

Follow TEM, follow MRVL

Oh, these are all assets I hold
"""

"""
Follow SanDisk, follow AMKR

Follow Patrick Star, follow silver and copper

Follow TEM, follow MRVL

Oh, these are all assets I hold
"""

The impact of the Venezuela incident, from a medium to long-term perspective, may become the starting point of a commodities bull market.

Venezuela's oil, Chile's copper, Argentina's lithium, and Bolivia's silver resources will solidly exist under the "control" of the United States.

From a deeper perspective, this event marks the further acceleration of the decoupling process between China and the United States, especially in terms of energy resources, where both sides will establish their own core resource supply networks that are not interfered with by the other.

Looking to the future, commodities such as oil, gold, silver, and industrial metals will all experience their own buying cycles...

On the last trading day of 2025, the A-share index closed at 3968 points, in line with previous predictions that the A-shares would stabilize around 3965 and not rebound to 4000 points.

After a long market review, I believe the overall situation is still satisfactory. In September, I mentioned that I expected October to be volatile, and subsequently, November would reach new highs.

As I predicted, the A-shares indeed reached their highest point of the year in November, and in mid-December, I mentioned that a slight market movement would occur at the end of the year, ultimately leading to ten consecutive trading days of increase in December: https://t.co/nrellRIsgd

Overall, this year's A-shares performed quite well, although I did not manage to capture the market related to computing power, there were still significant advances in sectors such as robotics, consumer goods, and non-ferrous metals.

Looking ahead to the Spring Festival of 2026, it is expected that there will be a wave of volatile market movements, and the A-shares are likely to see 4200 points…

#A-shares #MarketAnalysis #InvestmentStrategy

The Chicago Mercantile Exchange has once again raised the leverage ratio, clearly determined to keep the leverage of precious metals within a reasonable range, but the overall trend of non-ferrous metals will not change due to short-term suppression.

In the past month, global silver ETFs have increased their holdings by 1,000 tons, and the world's largest physical silver ETF has reached a position of 16,390 tons.

On the surface, the LBMA's spot inventory is about 6,000 tons, but in reality, it is almost empty (the silver ETFs are locked), while COMEX's inventory continues to be in a state of reluctance to sell.

The latest data shows that the 1-year forward swap rate for silver is -7.09%, indicating that the market is willing to bear an interest cost of 7% to obtain physical silver 12 months later.

If this isn't enough to attract attention, then the interbank silver leasing rate has surged to an annualized 39%, whereas normally, the interbank silver leasing rate is only between 0.35% and 0.5%.

Many people like to compare the current situation with the example of the Hunt brothers in the 1980s, but the events of the Hunt brothers were over 40 years ago, and the context has changed dramatically.

It is worth noting that China's silver export control will officially take effect tomorrow, January 1, and while exchanges can clear leverage, they cannot change the fundamentals of supply and demand. The logic is very simple: when there is a supply-demand gap, and the market cannot exchange for physical goods, it can only achieve balance through price increases.

In the upcoming 26 years, the fluctuations of non-ferrous metals in January will not be small, but if you understand the logic behind it, you will know how to respond.

As inflation expectations rise, liquidity eases, and the dollar faces its worst year in nearly a decade, competition between the yen and the euro is also intensifying, making gold and non-ferrous metals, especially industrial materials like copper and silver, the winners in the market.

This year is a good year, and next year will be too. Looking forward to seeing you next year!

#PreciousMetals #Silver #MarketAnalysis #InvestmentStrategy

Last night, silver prices fell sharply, and many people began to worry that the market might face significant adjustments. However, there is no need to panic too much. The Chicago Mercantile Exchange raised the margin ratio, coupled with fluctuations in market sentiment, leading to a concentration of speculative funds closing positions.

Silver prices have already experienced significant increases, and a pullback is expected, but this does not mean that the long-term trend of silver and other non-ferrous metals will be disrupted. Currently, the pullback cushion for silver has not been breached, and from the perspective of the futures market's position structure, it is still in a bullish trend.

As for whether silver's subsequent market will weaken, the silver leasing rate provides an effective judgment signal. According to the trend of the leasing rate, the current long-term tightness and short-term looseness indicate that silver's price fluctuations may be significant in the short term.

Last night, during the pullback of silver, I took the opportunity to build a small position. My main consideration was to hope to benefit from the repair of sentiment, along with the relatively thick profit margin of silver at present.

Before January 15, whether silver will continue to set new highs or enter a deeper pullback still has no clear answer. The contest between bulls and bears will unfold in London. I predict that there may be a large gold pit in January, and in the first quarter, silver is expected to recover (March next year will be another complicated delivery month).

#Silver #Investment #MarketDynamics

The rise in silver prices is pleasing, but even more exciting is the outstanding performance of copper.

What is even more worth celebrating is that Patrick Star's increase last night was close to 8 percentage points.

Patrick Star's inventory has been completely cleared, and now is the best time for it to return to the market.