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The Spring Festival Gala has become a showcase for China's AI applications. The robot performances were excellent, and the A-shares robots after the holiday should be doing well.
Friends holding positions in robots should be very happy. Happy Lunar New Year to everyone...

Today's A-shares belong to space photovoltaics... My space photovoltaic energy stocks are 20cm...

Is tonight's US stock market a precise ticket? Those tracking my positions, don't follow blindly, because you have no idea when I'll sell...

For non-ferrous metals such as gold and silver, many people use index adjustments as a basis for bearish outlooks. There's nothing wrong with that, but this bearish sentiment is a consensus view.
The consensus bearish outlook will be quickly corrected by the market. Look at gold, which has already reached 4500, and silver is about to hit 80.
The biggest bullish factor for precious metals is hidden in the changes in the macro situation. The pattern of 2026 has turned into resource nationalism...
Venezuela, Iran, and the US-China currency sovereignty pricing battles are intertwined with a lonely

Take a look at SanDisk, take a look at AMKR
Take a look at Patrick Star, take a look at silver and copper
Take a look at TEM, take a look at MRVL
Oh, these are all my holdings

The impact of this matter in Venezuela, in the medium to long term, will be the starting point of a commodities bull market.
Venezuela's oil, Chile's copper, Argentina's lithium, and Bolivia's silver—these resources will remain firmly under U.S. "control."
On a deeper level, this is another event accelerating the decoupling of China and the U.S. At least in terms of energy resources, China and the U.S. will build mutually independent core resource supply circles that cannot be interfered with by the other.
In the future, oil, gold, silver, and industrial metals will each have their own buying

The last trading day of 2025, the A-share index closed at 3968 points, close to the previous view that A-shares will stay around 3965 and not return to 4000 points.
Looking back at the long-term review, I think it was quite reasonable. In September, I mentioned that October would be volatile, and November would hit new highs.
A-shares reached their high point of the year in November. In mid-December, I predicted a small-scale rally at the end of the year, and December saw ten consecutive positive days:
Overall, this year's A-share market performed very well. Although we didn't catch the moment

CME once again raised leverage ratios, seemingly determined to bring down leverage on precious metals, but the overall trend for non-ferrous metals will not change due to short-term suppression.
In the past month, global silver ETFs have increased by 1,000 tons, and the world's largest physical silver ETF holdings have reached 16,390 tons.
On the surface, LBMA inventories currently hold about 6,000 tons of spot silver, but in reality, they are essentially at zero (silver ETF lock-up), and COMEX inventories continue to be tight.
The latest data for the 1-year silver forward swap rate is -7.09%,

Silver is rising so much it makes me want to cry. The good news is that copper is also rising very well.
Even better news is that Patrick Star also increased by nearly 8 points last night.
Patrick Star's inventory has been cleared out. It's time for Patrick Star to make a comeback.

Is energy storage good? My energy storage stocks have become the brightest star tonight...

The US stock market's robotics sector is booming... Remember, this will be a long-term main trend for the next 3 to 5 years, and robotics in both the US and Chinese stock markets will reflect each other.
The packaging and testing sector caught on late in the market, but has quietly gained 40%➕. In November, storage is the best reward for packaging and testing.
Copper's gains in the past few days have surpassed gold and silver; the king of non-ferrous metals is about to make a move.
You ask me why I didn't say it earlier—I say you just weren't paying attention...