2025-12-30 15:22:33

Last night, the commodity markets experienced quite a stir. Silver led the decline with a significant pullback, which then triggered sharp fluctuations in overnight foreign markets. Such anomalies in commodity markets often transmit to other assets, prompting many traders focused on cross-asset allocation to reassess risks.

The situation on the A-share side is also worth noting. By the close on Monday, the stock market had just completed a nine-day rally, but from a capital flow perspective, institutions were actually net selling. This signal seems somewhat contradictory—gains are still ongoing, but large-scale exits are happening. Market analysis generally expects a possible gap-down on Tuesday, as the momentum of continuous rises gradually diminishes.

Several signals are coming from the industry front. Leading manufacturers in the passive components segment announced price adjustments in January, typically indicating a re-pricing of capacity or costs. Additionally, a nuclear fusion technology conference is scheduled for January, making the progress in this new track worth watching. Furthermore, a tech company announced the opening of its first offline store on the 31st, indicating accelerated industry application development.

From institutional rebalancing, the robotics sector has become a new focus for deployment. Against the backdrop of market volatility and liquidity challenges, institutions seem more inclined to bet on growth stories like this. In simple terms, the market may be shifting, and chasing highs now carries relatively higher risks.

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MindsetExpander

· 2025-12-30 15:52

The 9 consecutive bullish days by institutions are still ongoing. This wave looks uncertain; a gap down is definitely expected.

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SellTheBounce

· 2025-12-30 15:51

Nine consecutive bullish days are just a trap for bagholders; institutions are quietly slipping away. Are you still chasing the highs? --- I knew the moment silver led the decline that there would always be lower points waiting. --- Don’t be fooled by any industry applications; when it rebounds, it’s time to exit. History has taught me this too many times. --- Institutional rebalancing robot sector? Ha, it’s just another round of cutting leeks. Buying the dip after a fall is the right way. --- A gap down was obvious from the face, yet you still insist on chasing the high to be satisfied, right? --- The plunge in commodities was written all over the face long ago; human nature is still too greedy. --- Those who persist in chasing highs are the same type of people; they only learn after being slapped in the face. --- Seeing these 9 consecutive bullish days makes me uncomfortable; the capital fleeing is a signal. Can’t you see it? --- Nuclear fusion meetings, new store openings... these are all distractions. The real bottom has not arrived yet.

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MetaMasked

· 2025-12-30 15:49

Nine consecutive days of institutional net outflows after a rebound, I've seen this trick before, Tuesday might be the day it breaks through. With silver plunging, how to play cross-asset allocation, I need to rethink. Is the robotics sector rising? Or are institutions just storytelling again? Not very convinced. The nuclear fusion conference is scheduled for January, is this another prelude to a new round of harvesting retail investors? Exit when prices rise, that's really interesting, shorting is done so skillfully.

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PoolJumper

· 2025-12-30 15:31

The 9 consecutive bullish days by institutions are actually running away, this signal is a bit unsustainable, feels like Tuesday might see a dip. The robotics sector has risen, but chasing highs is still not advisable, the risk is a bit high. Silver's sharp decline has transmitted to other assets, this time we really need to recalculate. The nuclear fusion conference is in January, is there a new track? The key still depends on whether tangible results can be produced. With commodities so volatile, those with cross-asset allocation should quickly adjust their defensive lineup. Institutions are net outflowing? Prices are still rising, isn't this a sign of imminent heavy losses? Passive component prices are being adjusted, costs need to be re-priced, this industry is about to change. Switch to robotics? Forget it, wait until the market calms down, jumping in now just makes you the bag holder.

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LonelyAnchorman

· 2025-12-30 15:28

Nine consecutive days of institutional net outflow? That's ridiculous. The rise is joyful, but the fall is just as quick. Tuesday might be a rough day.

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