The market has been a bit crazy in recent days, with 16 consecutive days of gains already a fact, and a trading volume of over 3.1 trillion breaking all records. Many are asking: Can this momentum be sustained? Is there still a chance next week?
Honestly, there is still a lot of opportunity. And not just opportunity, but also strong support levels ahead.
**The global interest rate cut wave is knocking on the door**
Look at the US stock market, the Dow and S&P are both hitting new all-time highs. Citi analysts have already issued a clear signal—The Federal Reserve is very likely to cut interest rates three times in March, July, and September. This is no small matter, meaning the world is officially entering a new round of easing cycle.
Japan, South Korea, and European stock markets are also strengthening, which is a global resonance signal. What about the A-shares? Valuation advantages combined with growth potential, with liquidity, valuation, and performance all strengthening simultaneously—rising is no longer a possibility but an inevitability. The trading volume of over 3.1 trillion continues to grow, indicating that the enthusiasm of capital inflow has not diminished at all.
**The "King Bomb" of commercial spaceflight must be mentioned**
China has submitted an additional application for 203,000 satellites to the International Telecommunication Union. What does this mean? Planning to launch 10,000 to 20,000 satellites annually. This directly involves a trillion-level track.
Satellite internet has been explicitly included in the new infrastructure category, and dedicated space management agencies have already been established. Policies, orders, and technological breakthroughs are all advancing simultaneously. Look at Zhuque and Blue Arrow, these aerospace unicorns are now accelerating their IPO processes. Capital and industry are empowering each other, and this industry is undergoing a transformation from concept hype to mass production. The industry's valuation ceiling is now being pushed upward.
**Technical analysis is also speaking**
The key level of 4034 points has been effectively broken through, and now it is firmly standing in the range of 4042 to 4072. What does this signify? The A-shares market has entered a strong upward channel.
With 16 consecutive days of gains and a massive volume of over 3.1 trillion, there have only been two previous instances of crossing the 4000 and 4100 marks. The current targets are now pointing towards the regions of 5180 and 6124. In the short term, the critical resistance level is 4184 points from July 24, 2015. Once broken, the upward space above 4200 points will be fully opened.
Let me put it this way, there is basically no substantial resistance before 4184 points. The current pullback is just the right opportunity to increase positions.
**How to allocate funds**
Two core stories, four golden main lines:
**Commercial spaceflight**—The plan for 200,000 satellites is being implemented, and IPO processes are accelerating. This is a track from zero to one with huge potential for mass production.
**AI applications**—Global hot applications are emerging frequently, and the premiums on the application side have been rising. The heat in this area will not decline in the short term.
**Rare metals**—Rare earth prices have risen for six consecutive times, holding the global pricing power. The logic of price increases and countermeasures are driving forces.
**Big finance**—Brokerage and insurance sectors benefit from easing policies and increased trading volume, allowing early positioning along the lower boundary of the range.
These two big stories and four main lines are alternating their efforts. Sector rotation is normal; what you should fear is missing out on the core market trend.
**Practical trading tips**
In terms of positions, allocate 80% to main lines, with 50% in technology, 40% in non-ferrous metals, and reserve 10% for flexible positions to add on pullbacks.
In terms of rhythm, the main theme next week is to push towards 4184 points in the first half. Early positioning in core targets is crucial; avoid chasing high at the open with premiums.
**Mindset is the most critical**
When the market accelerates like this, investors are most prone to panic. Starting to think about selling at the top just as the trend begins? Panicking at minor fluctuations? These are signs of fear of high and fear of being trapped.
There is a strict rule in a bull market: as long as the trend is not broken, hold your stocks and wait for the rally. You can do T+ optimization locally, but the core positions must be held firmly in the main lines, allowing profits to run fully. The power of time combined with compound interest is the real secret to asset appreciation.
**Final words**
Above 4042 points, do not be bearish; before 4184 points, there is no significant resistance. Hold tightly to the three main lines of commercial spaceflight, AI applications, and rare metals, and enjoy the bull market dividends with peace of mind. Wait until clear top signals appear before considering other strategies—that’s the right approach.
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TopBuyerForever
· 01-12 15:53
Playing the ace again? Last time, the ace was still in the hand.
View OriginalReply0
PuzzledScholar
· 01-12 03:00
Aerospace is indeed a hot topic right now, but can it really achieve mass production? 200,000 satellites sound impressive, but actual deployment still depends on subsequent orders.
View OriginalReply0
SudoRm-RfWallet/
· 01-11 04:20
Sixteen consecutive bullish days really can't be sustained anymore; I've already fully allocated to aerospace.
View OriginalReply0
HalfIsEmpty
· 01-10 10:56
16 consecutive bullish days are really impressive, but if you say there's no resistance, I feel a bit uncertain. Could this be the moment when you're most vulnerable to being taken advantage of?
Aerospace is indeed a king's move, but you need to see clearly which are real productive capacities and which are just hype.
Commercial aerospace has been hot for so long, but how many of those can actually go public through IPO?
Let's wait and see @E4@184. If it can break through this time, then the space truly opens up.
I think the metals sector is worth considering, but don't go all-in, everyone.
View OriginalReply0
Blockwatcher9000
· 01-10 10:38
The wave of space industry feels like it's really about to take off. Planning 200,000 satellites to land, IPOs coming one after another. This is not just hype; it's a real industry-driven movement.
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The easing cycle is here, and the world is flooding liquidity. The A-share market's low point combined with growth presents a golden opportunity. Just look at the 3.1 trillion volume to see how fierce the capital flow is.
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Brother, your portfolio allocation is spot on. 50% tech and 40% non-ferrous metals is a bold move. I'm doing the same.
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No resistance before 4184 points? That’s a bold statement, but technically it does look interesting. It’s right to lay low on core stocks now.
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Honestly, the toughest part of this market cycle is the mentality. So many people want to sell the top at all costs, and missing out on gains is really regretful.
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Hold tightly to commercial aerospace, AI, and rare earths. That’s how a bull market should be played—no messing around.
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Satellite internet has been included in the new infrastructure? Then Zhuque, Blue Arrow, and others definitely deserve attention. The IPO process is accelerating.
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If the rate cuts in March, July, and September really happen, the global asset allocation pattern will change again. A-shares are still in the game.
View OriginalReply0
MEVSandwich
· 01-10 10:37
The IPO unicorns in the aerospace sector really can't hold on anymore, forcefully carving out a trillion-dollar track. If you miss this wave, you'll really regret it.
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Hey, you say that 16 consecutive days of gains are a fact, but I feel like the next 4184 might be a hurdle. Breaking through won't be easy.
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The six consecutive rises in rare earths... Is the pricing power really stable, or are we about to get cut again?
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Honestly, in this kind of market, the worst thing isn't a decline, but missing the boat. Being left on the sidelines is more painful than losing money.
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Commercial aerospace + AI + rare metals, sounds like a good story, but when will the valuation ceiling of these three sectors bottom out?
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A trading volume of 3.1 trillion is indeed formidable, but is this the last frenzy or just the beginning? Can't tell for sure.
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The global rate cut wave sounds great, but the actual implementation still depends on the three months that Citibank mentioned. Buying now might be a bit premature.
View OriginalReply0
GhostChainLoyalist
· 01-10 10:32
Really, 200,000 satellites? How much would that cost?
Can we reach 5,000 this time? Feeling a bit anxious.
Aerospace is definitely the hottest sector, but whether the IPO can proceed as scheduled still depends.
What does 16 consecutive days of gains indicate? It means everything that was supposed to come has come.
The financial sector might be a bit undervalued.
Six consecutive days of rare earth metal price increases seem a bit fake; how long can the counter-logic hold?
Missed two-thirds of the rally, is it still possible to jump in now?
4,184 points is a threshold; only a breakout counts as a real start.
I've bet everything on the tech sector—can it save me?
I dare not look at my account; this market move is too fast.
The real opportunity to accumulate is during the pullback; don't chase the high.
Is Zhuque Blue Arrow really going public? How are the financial reports?
The easing cycle has arrived, but the question is how long A-shares can keep rising.
View OriginalReply0
SmartContractDiver
· 01-10 10:30
The space industry is truly different this time, with 200,000 satellites directly reaching astronomical numbers.
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Here we go again with 4184 points, always so laggy at this level, a bit annoying.
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Damn, three interest rate cuts in three months, how crazy does that make me?
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Rare earths are rising again? Playing with me on pricing power here, the country's move is impressive.
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What are you afraid of? Holding on as long as the trend hasn't broken is the most effective strategy.
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AI application premiums keep climbing? Then I better quickly check if the stocks I hold are bottoming out.
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Lurking at the lower boundary of the box is a good move, but the question is, when is the lower boundary, who can say for sure?
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A trading volume of 3.1 trillion is really crazy, but I'm just worried that I might be the bag-holder.
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Commercial aerospace IPOs are accelerating, is this time not just pie in the sky?
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Is it a mindset issue? What I fear most is a plunge tomorrow, and all the confidence I had today will be gone.
The market has been a bit crazy in recent days, with 16 consecutive days of gains already a fact, and a trading volume of over 3.1 trillion breaking all records. Many are asking: Can this momentum be sustained? Is there still a chance next week?
Honestly, there is still a lot of opportunity. And not just opportunity, but also strong support levels ahead.
**The global interest rate cut wave is knocking on the door**
Look at the US stock market, the Dow and S&P are both hitting new all-time highs. Citi analysts have already issued a clear signal—The Federal Reserve is very likely to cut interest rates three times in March, July, and September. This is no small matter, meaning the world is officially entering a new round of easing cycle.
Japan, South Korea, and European stock markets are also strengthening, which is a global resonance signal. What about the A-shares? Valuation advantages combined with growth potential, with liquidity, valuation, and performance all strengthening simultaneously—rising is no longer a possibility but an inevitability. The trading volume of over 3.1 trillion continues to grow, indicating that the enthusiasm of capital inflow has not diminished at all.
**The "King Bomb" of commercial spaceflight must be mentioned**
China has submitted an additional application for 203,000 satellites to the International Telecommunication Union. What does this mean? Planning to launch 10,000 to 20,000 satellites annually. This directly involves a trillion-level track.
Satellite internet has been explicitly included in the new infrastructure category, and dedicated space management agencies have already been established. Policies, orders, and technological breakthroughs are all advancing simultaneously. Look at Zhuque and Blue Arrow, these aerospace unicorns are now accelerating their IPO processes. Capital and industry are empowering each other, and this industry is undergoing a transformation from concept hype to mass production. The industry's valuation ceiling is now being pushed upward.
**Technical analysis is also speaking**
The key level of 4034 points has been effectively broken through, and now it is firmly standing in the range of 4042 to 4072. What does this signify? The A-shares market has entered a strong upward channel.
With 16 consecutive days of gains and a massive volume of over 3.1 trillion, there have only been two previous instances of crossing the 4000 and 4100 marks. The current targets are now pointing towards the regions of 5180 and 6124. In the short term, the critical resistance level is 4184 points from July 24, 2015. Once broken, the upward space above 4200 points will be fully opened.
Let me put it this way, there is basically no substantial resistance before 4184 points. The current pullback is just the right opportunity to increase positions.
**How to allocate funds**
Two core stories, four golden main lines:
**Commercial spaceflight**—The plan for 200,000 satellites is being implemented, and IPO processes are accelerating. This is a track from zero to one with huge potential for mass production.
**AI applications**—Global hot applications are emerging frequently, and the premiums on the application side have been rising. The heat in this area will not decline in the short term.
**Rare metals**—Rare earth prices have risen for six consecutive times, holding the global pricing power. The logic of price increases and countermeasures are driving forces.
**Big finance**—Brokerage and insurance sectors benefit from easing policies and increased trading volume, allowing early positioning along the lower boundary of the range.
These two big stories and four main lines are alternating their efforts. Sector rotation is normal; what you should fear is missing out on the core market trend.
**Practical trading tips**
In terms of positions, allocate 80% to main lines, with 50% in technology, 40% in non-ferrous metals, and reserve 10% for flexible positions to add on pullbacks.
In terms of rhythm, the main theme next week is to push towards 4184 points in the first half. Early positioning in core targets is crucial; avoid chasing high at the open with premiums.
**Mindset is the most critical**
When the market accelerates like this, investors are most prone to panic. Starting to think about selling at the top just as the trend begins? Panicking at minor fluctuations? These are signs of fear of high and fear of being trapped.
There is a strict rule in a bull market: as long as the trend is not broken, hold your stocks and wait for the rally. You can do T+ optimization locally, but the core positions must be held firmly in the main lines, allowing profits to run fully. The power of time combined with compound interest is the real secret to asset appreciation.
**Final words**
Above 4042 points, do not be bearish; before 4184 points, there is no significant resistance. Hold tightly to the three main lines of commercial spaceflight, AI applications, and rare metals, and enjoy the bull market dividends with peace of mind. Wait until clear top signals appear before considering other strategies—that’s the right approach.