2026-01-07 09:22:01

The black series has been quite lively these days, with iron ore, coking coal, coke, and rebar all hitting the daily limit-up collectively on the same day, which is indeed rare. Many people are asking whether this is a sign of a rebound in cyclical stocks. From the recent supply and demand situation and macro expectations, there is indeed some loosening. But the question is, how far will this level of correlation go? Is it a temporary correction or a trend reversal? It depends on whether the subsequent trading volume and capital attitude can keep up. If this rally can stabilize, it may significantly help in the valuation recovery of companies in the related industry chain upstream and downstream.

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hodl_therapist

· 01-09 17:50

Four consecutive limit-ups are really uncommon, but how many days can this kind of linkage last? To be honest, it's a bit hard to see through. Trading volume hasn't kept up, so all previous efforts are in vain; the key is the attitude of the funds.

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MevTears

· 01-09 15:23

Four limit-ups at once, that's really impressive, but I'll wait until the trading volume picks up before making any judgments. Whether the black series can hold this wave is the key; a false rally would be awkward. Supply and demand loosening is a fact, but whether funds follow is the real issue. The most vulnerable to being harvested in the limit-up wave, it still depends on how it develops afterward. If it can truly stabilize, the industry chain can indeed breathe a sigh of relief, but I'm more interested in who is taking over the positions. Having four move together feels a bit too neat; I don't quite believe it... A rebound in cyclical stocks? Looks like a rebound, feels more like a retest.

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FUD_Whisperer

· 01-07 09:51

Four limit-ups on the same day? What does it take to support that? Has the trading volume kept up?

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SerNgmi

· 01-07 09:50

I've never seen four varieties hit the daily limit simultaneously, but such things are often just a flash in the pan. If the trading volume can't keep up, it's all in vain. Just wait to be crushed.

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ImpermanentPhobia

· 01-07 09:49

Four limit-ups hitting simultaneously, this is indeed a bit wild... However, if the trading volume can't keep up, I think it's better to be cautious.

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LiquidationWatcher

· 01-07 09:48

ngl this looks like a bull trap waiting to happen... all four commodities mooning same day? that's literally the setup before margin calls start ringing. been there, lost that back in 2022 when everyone thought the rally was "real" lol. watch those volume candles closely or you'll get liquidated before lunch.

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NotSatoshi

· 01-07 09:44

Four limit-ups in a row, this really can't be sustained... But if the trading volume doesn't keep up, it still feels like a false hype. We'll have to see how it goes tomorrow.

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DaoDeveloper

· 01-07 09:30

ngl the synchronized circuit breaker move on all four commodities screams coordinated capital flow to me... but like, is this just algos frontrunning macro sentiment or actual demand-side catalyst? the volume data will literally make or break this thesis fr

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