Group 1 - The Japanese interest rate hike has led to a rebound in the US market, positively impacting A-shares, particularly in the technology sector, with Nvidia rising nearly 4% and Micron increasing nearly 7% after a previous 10% rise [1] - The non-ferrous metals sector has seen significant gains, with silver reaching a new high of $64.7 per ounce, driven by supply-demand issues and expectations of two rate cuts by the Federal Reserve next year [1] - Lithium carbonate futures experienced a notable increase of over 4%, with leading companies in the sector, such as SQM and Albemarle, also seeing their stock prices rise, attributed to improved supply-demand dynamics and market sentiment [2] Group 2 - The consumer sector is showing strong performance, with a trend established and identified as a key focus for the coming year, supported by ongoing policy incentives [2] - The commercial aerospace sector remains active, with leading companies experiencing price increases and a rotation among stocks, indicating strong speculative interest in this area [2]
和讯投顾魏玉根：周末五条重要消息或影响市场
Sou Hu Cai Jing·2025-12-21 08:14