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Today's A-shares continue the characteristics of Friday's market, with brokerages leading the charge. There are movements in robotics, communications, and energy storage. In this structural market, the brokerage sector must rise; otherwise, how can we seek progress while maintaining stability?
However, it should be noted that the A-share market is inherently unpredictable, so don't have overly high expectations. If you make a profit, sell a bit; if it drops, buy a bit. Learn to trade in and out.
As for the U.S. stock market, this week is the most important week of December. On December 10, the Federal Reserve's FOMC decision will be announced. A 25 basis point rate cut in December has already been fully priced in, and the market's focus has shifted to the rate cut path in 2026. If the 2026 rate cut path is unclear or lower than the market's expectation of at least three cuts, it would be bearish. The probability of this situation occurring is not small, so be prepared defensively.
This week, there are also earnings reports from Oracle and Broadcom, which will serve as a sentiment barometer for AI chips in the U.S. stock market for the latter half of the month. The earnings reports should be relatively good.
Pay close attention to Oracle's earnings guidance and statements regarding debt issues. Broadcom represents the position of ASIC chips, and growth should be decent.
Specifically for this week's strategy, I will reduce positions in some tech stocks that have made significant profits, as they have mostly reached their target ranges.
The freed-up positions will be used to bet on this week's earnings reports, while some will be invested in the stock market index of another Eastern neighbor, as Asian funds are all buying in, and I want to join the excitement.
Although the People's Bank of China has increased its holdings for 13 consecutive months, gold has remained volatile around the 4200 level, and silver, which has reached new highs, is also consolidating at high levels. The baton has now passed to copper, which has hit a new historical high in price, and that's great.....
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