Group 1 - The core viewpoint is that the market is experiencing a clear separation in logic, with funds moving from overcrowded "narrative trades" (gold and silver) to commodities with real supply-demand support (copper and oil) [3] - Copper surged by 6.6% to reach a historical peak due to global supply tightness, while silver plummeted by 11% as investors took profits after record highs [1][4] - The current market scenario presents two paths: following the "real scarcity" trend or betting on a rebound from the emotional downturn [4] Group 2 - For strong commodities like copper and oil, the trend remains positive, but it is advised not to chase high prices; instead, wait for a pullback to key moving averages before considering further action [3] - The sharp decline in gold and silver is attributed to a combination of emotional and liquidity factors, suggesting that waiting for stabilization at the daily level is safer for right-side trading [4]
大宗商品一夜分裂！铜油狂欢，金银崩盘，该追哪边？
Sou Hu Cai Jing·2025-12-30 03:17