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Group 1: Oil Market Insights - Oil prices are currently experiencing a tug-of-war between supply and demand, with a short-term rebound seen as a temporary relief rather than a reversal [3] - The International Energy Agency has indicated a supply surplus for oil next year, while U.S. crude oil inventories increased by 6.4 million barrels, the largest rise since July [3] - The market is reacting to increased sanctions on Russian oil companies and a decline in refined oil inventories, suggesting that demand remains resilient [3] Group 2: Copper Market Dynamics - Copper prices have stabilized after four consecutive days of increases, driven by the end of the U.S. government shutdown, which had previously hindered the release of key economic data [3] - Copper is viewed as an "industrial barometer," closely tied to infrastructure and manufacturing, with domestic growth initiatives supporting demand [3] Group 3: Gold Market Trends - The recent decline in gold prices is primarily attributed to changing expectations regarding interest rate cuts by the Federal Reserve, with the probability of a December rate cut now at 50% [4] - Gold's appeal diminishes when interest rates do not decrease or rise, but its long-term value is still linked to inflation and global risk sentiment [4] Group 4: Investment Strategies - Companies in the energy sector should focus on those with reasonable valuations and stable cash flows, particularly in oil and gas extraction and refining [5] - For copper-related investments, attention should be given to firms tied to domestic infrastructure and new energy projects, as demand is expected to remain strong [5] - In the gold sector, a wait-and-see approach is recommended until interest rate expectations become clearer or global risk sentiment increases [5]