Meng Wanzhou temporarily set aside her multi-billion business to attend the premiere of Yao Anna's new film. She took the microphone and softly said, "This is my sister," her voice not loud, yet it seemed to inject a shot of adrenaline into the entire venue. Next to her, Yao Anna smiled brightly, her expression filled with the confidence and support from her elder sister. Some compared her to He Chaoqiong, claiming that this is the ideal model of a wealthy sisterhood. Even though they have different mothers, standing together is like a vibrant and powerful family brand. No matter how glamorous the PR statement is, it is hard to match the weight and warmth brought by a few words from an elder sister.
The global economic sentiment is sluggish, and the market is gradually forming a consensus: to push precious metal prices up comprehensively, triggering follow-up speculation worldwide. The domestic reserves of key minerals such as platinum group elements are already scarce; the higher the prices, the more unfavorable it is for our country, meaning that in many key areas, we must accelerate the search for alternatives, otherwise we are likely to encounter the risk of being 'choked' in the future. Will international capital, when the time is ripe, 'harvest leeks' from global investors? For example, after international giants massively close their precious metal futures positions, central banks of various countries may once again initiate loose monetary policies, injecting liquidity into the real economy through money printing, thereby promoting gradual economic recovery. This process deserves high vigilance and deep reflection.
Foreign media reports: JD's warehouse in France was robbed! Goods worth over 300 million RMB were looted clean!\nAfter reading the report, the thieves took away 30 pallets and more than 50,000 mobile phones and tablets! At least two large trucks must have been used to take it all away! This is not just theft; it’s practically moving house!\nI’m puzzled: such a large warehouse, no security guard on duty at night? With such a big commotion, it was so easily done? Could it be that it was an inside job again?\nBecause the locals in France are often unreliable, have high demands, and very low efficiency, many companies prefer to hire new immigrants, and among these people, there are always a few insiders. They can even just sell intelligence without lifting a finger and still get 30%!\nIndeed, it echoes that saying: If it’s not theft, it’s not France; if it’s not stealing, it’s not Italy; both stealing and robbing is England; two guns is the American Empire.
The initial value of the U.S. third-quarter GDP is 4.3%, significantly higher than the expected 3.3%, with a somewhat exaggerated strength, and there is considerable room for downward revision of the subsequent final value. Strong GDP and consumption data combined with expected PCE data triggered a strong market reaction: the three major U.S. stock index futures collectively plunged, the dollar rose, and silver surged significantly, breaking through $70.5 per ounce.
After the late-night review, here is a brief summary for tomorrow's A-shares: 1. In terms of exchange rates, the RMB continues to appreciate, reaching 7.014 at one point, close to the 7 integer level, mainly influenced by the US dollar index falling below 98 and the enhanced expectations of interest rate cuts by the Federal Reserve next year, representing a passive appreciation. In the medium to long term, the appreciation of the RMB is beneficial for the return of Chinese asset values, but in the short term, its boost to the stock market and foreign capital inflows is limited. 2. SMIC has raised prices for some production capacity by about 10%, reflecting strong demand for wafer foundry services, which is a positive for the semiconductor industry. However, this price increase expectation was already anticipated by some funds on Monday, and after the news lands, the semiconductor sector may have limited room for a big rise tomorrow; caution is advised for chasing highs. 3. The Japanese nuclear reactor leakage incident may temporarily benefit domestic seafood and nuclear pollution prevention topics, but these topics usually do not have strong sustainability, often driven by short-term speculative funds, making it difficult for ordinary investors to operate. 4. Overall judgment for tomorrow's A-shares: After today's index broke through 3936 points and then retreated, individual stocks fell broadly, and a short-term震荡 adjustment pattern is evident. It is expected that the market will mainly show a震荡收阴 on Wednesday, with limited opportunities for individual stocks to rise broadly; only some themes may become active due to news, with an overall weak profit effect. Operational suggestions: Hold stocks at low positions and wait, or patiently wait for the emotional low point to choose a time to act. In terms of external markets, the performance of US stocks is diverging, and the transmission effect on A-shares is weakening, with global risk assets mainly showing震荡 in the short term.
Yesterday afternoon's decisive layout provided stable feedback today~ Partners who keep up with the rhythm, come check in in the comments♂♂♂ Let's continue to go with the flow!
Great limit-up! Taking profits is stable happiness. Holding onto this profit, turn around and head for the battlefield of the next bull stock. The next surprise is on the way, let's wait and see together[666][666]
Today let's talk about platinum, and also briefly mention palladium and gold and silver. 1. Platinum: From "abandoned asset" to "high elasticity asset" 1. Core Logic Platinum is not a substitute for gold, but is evolving towards "silverization", meaning it has both monetary and industrial properties. In the past week, the increase in platinum (7.12%) has exceeded that of silver (3.51%), reflecting that its financial attributes are gradually being recognized by the market. 2. The history and current signals of the platinum/gold ratio Historically, platinum was 2.4 times that of gold, with a peak even reaching 5 times. After the 2008 financial crisis, this ratio fell unilaterally for 17 years, dropping to a historical low of 0.3 in early 2024–2025. Since this month, platinum has outperformed gold by 23.4%, and has broken through the downward trend line that lasted for 17 years (0.3–0.5) when priced in gold. This is a cross-cycle trend reversal signal, indicating that funds are migrating from gold to platinum and other higher elasticity varieties. 3. Future Outlook The logic of platinum's rise: its financial attributes are being "certified", and funds are seeking varieties with higher elasticity and stronger supply-demand tension. Platinum is transforming from a value lowland of 17 years to a high elasticity asset among precious metals, and future prices may again exceed gold, but it is unlikely to reach historical extremes (5 times). 4. Short-term Risk Warning RSI=87.05, in an extremely overbought area. The current price (2281 USD) is close to the historical highest price of 2309 USD, and this area may form strong resistance, so blindly chasing highs is not advisable. 2. Palladium: Short-term Technical Target Previously, a strategic abandonment of palladium was made. After adjusting from the mid-October peak, palladium broke through the resistance range of 1640–1680 USD, closing yesterday at 1858 USD. Purely from a technical perspective: the short-term (2 weeks) target price is about 2040 USD. 3. Gold and Silver: Increased volatility, beware of pullbacks Gold has tested 4550 USD multiple times without success, and the probability of a pullback is rising, with support around 4450–4330 USD. Silver prices have broken through the upper Bollinger Band by 20%, and are in an extremely overbought state. The strength of silver relies on the stability of gold; if gold becomes more volatile, silver may experience a significant retracement. Strategy: It is recommended to take profits in batches, retain the base position, and maintain respect for the risks.
The U.S. sanctions are bound to fail, Huawei's 'spokesperson' is also self-developed! Recently, CCTV released a separate video on Douyin featuring Huawei's second princess, Yao Anna, performing the song 'Don't Panic, the Sun Will Set and the Moon Will Shine' at the Harmony Starry Night Festival. As a result, the public was taken aback, with the video garnering over 122,000 likes in a day and nearly 12,000 comments, showing a high level of spread and discussion. It inevitably leads to jokes that the U.S. sanctions on Huawei will only unite Huawei even more, as Huawei has even self-developed its 'spokesperson'. What can the U.S. use to strangle Huawei? With Huawei at the forefront, it secures enough development time and space for other companies behind it, allowing supply chain companies like BOE, Yangtze Memory Technologies, and OFILM to grow stronger under Huawei's protection!
On December 23, the Russian news agency released a cartoon titled "China dealt a heavy blow to Japan's soft spot." The cartoon features a large panda carrying a box with the Five Star Red Flag, walking towards an airplane marked "CHINA." The panda is walking on a red carpet and looking back with a disappointed expression. These are the only details provided, nothing more. Although the Russian news agency did not specify the exact event, I speculate that the "soft spot" mentioned in the cartoon title refers to Japan's tourism industry. According to past data, Chinese tourists account for about one-fifth of Japan's foreign tourists, and there are many travel agencies, hotels, and restaurants in Japan that specifically cater to Chinese tourists. Moreover, industries related to tourism such as department stores, clothing, and performances also rely on Chinese tourists to maintain operations. The remarks made by Japanese Prime Minister Sanae Takaichi regarding Taiwan, which were erroneous and not retracted, have severely harmed the feelings of the Chinese people and damaged the foundation of Sino-Japanese civil exchange. The Chinese public has reduced their travel to Japan, and flights between China and Japan are gradually decreasing, which is a huge loss for Japan's tourism industry. I believe that the Russian news agency's publication of this cartoon not only expresses Russia's support for China's position but also serves as a warning to Japan that it must develop mutually beneficial relations with its neighbors based on mutual respect; otherwise, it will inevitably pay a price.