真正的哀嚎!(附下周交易计划)
Ren Min Ri Bao·2025-10-12 12:02

Group 1: Cryptocurrency Market - Over the weekend, cryptocurrency liquidations exceeded $19.1 billion, affecting 1.62 million investors, with the largest single liquidation valued at $203 million [1] - The extreme volatility in the cryptocurrency market highlights the risks associated with leveraged trading, where a single failure can lead to total loss [1] Group 2: Stock Market and Economic Outlook - The recent escalation in the US-China trade war has led to a significant drop in US stocks, causing global market turbulence, but investor sentiment appears to be stabilizing [2] - Analysts suggest that the current market downturn may be a form of extreme pressure, with both sides likely to make concessions, limiting the overall impact on the market [2] Group 3: Trading Strategy Recommendations - It is advised to follow a strategy of selling on rebounds and clearing positions if key support levels are breached, while holding onto positions if the market shows strength [3] - The current market conditions may lead to a medium-term correction, and it is recommended to wait for clearer signals before making significant moves [3] Group 4: Key Upcoming Events - Important upcoming dates include the APEC meeting from October 28-31, the implementation of 100% tariffs by the US on November 1, and China's rare earth export controls effective in December [4] Group 5: Company-Specific News - Semiconductor companies like SMIC and BAWI Storage have adjusted their margin financing rates to 70% and 50% respectively, indicating a response to recent stock price declines [5] - Ray Dalio warns of a potential US debt crisis, citing rapid government debt growth and escalating conflicts, which could challenge the existing order [5] - Wentech Technology's semiconductor assets have been frozen by the Dutch government, impacting its operations [5] - Rare earth mineral prices have been significantly increased, with Baotou Steel and Northern Rare Earth raising their prices from 19,109 RMB/ton to 26,205 RMB/ton, a 37.13% increase [6]