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Copper climbed to a fresh record and approached $12,000 a ton at the tail end of a momentous year dominated by trade turmoil, tight supply and optimism for long-term demand https://t.co/sej2B6JrxQ ...

Despite dropping demand in America and Russia for Chinese goods, the mood in the world’s Christmas capital, Yiwu, still twinkles https://t.co/llbeIZW8gC ...

Market Dynamics & Investment Opportunities - 市场在剧烈波动后，正在评估AI交易的长期价值，以及这是否只是一个短暂现象 [1] - 硬件方面，Micron 预计未来两到四个季度的现货价格将上涨，显示出市场能见度 [2] - 临近年底和圣诞节上涨行情，市场清除了过剩的投机性因素，为投资者重新入场创造了机会 [8] - 半导体等硬件公司表现突出，Micron 的业绩指引表明，在AI领域，具有长期可见性的公司可能更安全 [9][10] Financial Performance & Risk Assessment - 投资者开始关注那些没有足够现金流来支持扩张的公司，预计2026年会出现分化 [11][12] - Micron 处于有利地位，能够偿还债务，这在一定程度上推动了市场对其的积极反应 [11] - 科技和信息服务业占标普500指数的45%以上，存在集中风险，投资者应开始关注其他领域 [12][13] Market Technicals & Sentiment - 三重魔力日（Triple Witching）的到期合约推动了交易量的大幅增长，但纳斯达克和标普500指数的波动率指数均有所下降 [2][5][6] - 市场普遍认为基本面没有改变，需求依然存在，美联储政策友好，资金持续流入美国股市 [4] - 市场从50日均线反弹，短期内市场情绪良好，可能出现圣诞节上涨行情 [3]

Demand remains the missing piece. https://t.co/FZuLjTTk4F ...

Japan’s exports rose for a third straight month as demand jumped in the US and EU, offsetting a drop in shipments to China https://t.co/ILgIKGlKq3 ...

Sure. No, it's a great point though. Christina, thanks.We appreciate it. Christina parts and Nevis. Let's break it down further with someone who was just part of a big chips forum out in Asia.Stacy Rasg is a senior analyst at Bernstein covering the US semispace. Stacy, it's great to see you. I was just talking with Dan Ies backstage and who says he thinks the play is really to kind of make sure that China stays hooked on these chips so that they don't, as Christina was saying, develop their own chip uh indu ...

US500 starting to finally get that pull back.A little lower towards that daily demand would be nice. https://t.co/ofckcsC4O5 ...

It also has to create more demand for it https://t.co/Y0QlAfRCQT ...

Toronto home prices resumed declines in November as slowing demand saw properties for sale continue to build up on the market https://t.co/JM17yvkJD6 ...