2026-01-07 08:26:05

Friends who have been watching the market recently should have noticed that there are basically two main strategies for catching hot spots.

One is to watch how the US stock market performs overnight, with overseas market trends directly reflecting on the A-shares. The other is to wait for major domestic policies or industry policies to be released, using policy stimulation as a guide for stock selection.

Taking today's semiconductor sector performance as an example, there are actually two underlying factors supporting it—external variables such as Japan's restrictions on rare earth imports, combined with internal expectations of rising storage chip prices. The convergence of these two forces triggered this wave of market activity. It may seem simple, but those who can quickly identify these two main driving forces are the ones who truly benefit.

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PrivacyMaximalist

· 23h ago

These two tricks have been played out long ago; the key is still reaction speed—one second too slow and you'll get ignored.

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RugPullAlertBot

· 01-07 08:55

Haha, it's the old routine of policies + external stimuli. I've had my eye on this wave of chip price increases for a while. This is how information asymmetry works—being one step ahead to eat the meat, one step behind to drink the soup. When the US stock market moves, the A-shares follow suit—it's so obvious, brother. This is the real trading logic, not just guessing blindly. With the dual expectations of rare earths and chips stacking up, I think this wave can continue. The key is still reaction speed; the market is this cruel.

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rugpull_ptsd

· 01-07 08:55

Damn, it's another double play of policies + foreign markets. I'm always a step behind every time. Policy-wise, it's truly a game for the chosen ones; the response is so quick that everything's gone in just two minutes. I was still hesitating yesterday on the semiconductor wave, and today I blindly chased the high—definitely a fool. I understand the logic, but when it comes to actually making a move, I still get scared. Since I can't capitalize on the policy dividends, I might as well just be a spectator.

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VitaliksTwin

· 01-07 08:52

That's right, but the key is reaction speed. One second slower and there's no meat to eat. I've already been burned by chasing the US stock market's late surge; the final bag-holder is always retail investors. It takes a long way from policy announcement to actually having meat to chew on—it's like a hundred thousand miles away. Face reality, everyone. The rare earths' chokehold was already overhyped long ago; it's a bit late now to join in. Two lines overlapping sounds simple, but in practice, it means double the decline. If you don't believe it, try it. Quick recognition is useless; without money to enter the market, you're just watching passively.

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DefiPlaybook

· 01-07 08:42

According to data, the driving force behind this wave of the semiconductor market can indeed be broken down into two dimensions—external variables account for about 60%, while internal expectations make up 40%. However, the problem is that most retail investors can only identify one of these factors, and fewer than 15% of traders can truly capture both signals simultaneously.

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MondayYoloFridayCry

· 01-07 08:42

Damn, today the semiconductor sector really caught the wave. Japan's chokehold plus chip price hikes double kill, and the fastest responders made a lot of money.

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PessimisticOracle

· 01-07 08:34

Once again, this tired old logic—when the US stock market sneezes, the A-shares catch a cold. It's really annoying. Policy dividends? Ha, just a routine to harvest retail investors. Japan's rare earths being bottlenecked can cause prices to rise? The information gap is right there; retail investors can't access it. I believe in chip price hikes, but the problem is, who dares to hold a heavy position? Quick identification? Sounds easy, but in reality, it's just gambling. This round of market movements feels like a show; I find it uncomfortable to watch.

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AirdropF5Bro

· 01-07 08:30

Wake up, as soon as the US stock market opens, you have to stay alert, or the market will be gone Policy stimulus is indeed effective, but the key is still having an information advantage This wave in semiconductors is really fierce, I didn't react in time in the morning and missed out Walking on two legs is more stable; relying on just one logic makes it easy to get caught in a trap Those who truly make money are the ones who react first; retail investors like us can only watch from the sidelines Rare earth restrictions + chip price hikes, the combined effect is really strong, I wish I could buy more It's easy to say, but in actual operation, it's still easy to get caught; I am a living example

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Friends who have been watching the market recently should have noticed that there are basically two main strategies for catching hot spots.

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Friends who have been watching the market recently should have noticed that there are basically two main strategies for catching hot spots.

Trending Topics

GT2025Q4BurnCompleted

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买币送一次

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EMBER

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CHEEMS

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Your First Words Matter! Share your first post on and split $10,000 in New Year rewards. Post with #My2026FirstPost to share your New Year wish 2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you! Ends on Jan 15, 2026, 16:00 UTC 2026 starts with this post!

Your First Words Matter!
Share your first post on and split $10,000 in New Year rewards.
Post with #My2026FirstPost to share your New Year wish
2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you!
Ends on Jan 15, 2026, 16:00 UTC
2026 starts with this post!