The market is optimistic; it is advisable to buy and hold long positions.

The two live broadcasts around New Year’s Day have already discussed a lot about the current market direction. Most likely, from this New Year’s to next year’s New Year’s anniversary, most stocks will rise, with many stocks achieving at least six or seven times their previous value over the year. Other stocks will also show some performance along the way. So, the overall direction for this year is basically aligned with the village’s tone—this year should see continuous strengthening. Staying still might be the winning move. If you want to pursue excess returns, you may need to follow the main trend fluctuations closely. [Taogu Ba]

This latest news once again confirms the stability of capital market funds, turning the market from shaky to a one-sided rise. Usually, such positive news is released after market close, but today it was announced during trading, which carries many implications.

To explain briefly, generally, when positive fiscal policies and loose monetary policies are announced, the immediate beneficiaries are brokerage firms, meaning there will be ample funds in the stock market. Currently, the market has been suppressed by trading volume and unable to start. Once this news is released, brokerages respond immediately.

Given the poor behavior of brokerages, this usually isn’t suitable for short-term speculation. However, if the trend is extended, this direction can be highly beneficial. If brokerages are not secure, diversified finance might also be a good choice. Note that here, we’re talking about medium-term value, not short-term or swing trading. In diversified finance, cross-border transactions, cross-border settlements, stablecoins, and blockchain will benefit, so today’s trend remains quite ideal.

For the market stabilizers, if they activate their stabilizing role, the upward momentum will be quite strong. So, what is the invisible hand in today’s market doing?

Most likely, based on current feedback, the focus has temporarily shifted to small metals. During the afternoon rally, metal prices kept expanding because increased currency issuance tends to push up precious metals priced in that currency, mainly gold and silver. Today’s performance of $Hunan Gold (sz002155)$ was very in line with expectations, and other small metals also moved upward. This caused a lot of capital to flow out of tech stocks into metals and non-metals, reflecting commodity feedback.

Of course, these may not necessarily be the main trend in the future. Many targets, especially leading stocks, need to break through resistance zones to be effective. Continue observing next Monday. Of course, stocks with strong logic should be watched more closely. Differentiation next week is inevitable. The strongest remaining direction is the best choice. Also, the recent liquidity injection mainly targets new urbanization.

New urbanization mainly involves land transfer, waste recycling, underground pipelines, public facilities, soil remediation, smart cities, and solid waste treatment. Considering this, the ecological and environmental law code launched at yesterday’s Two Sessions will continue to ferment over time. This line could become a main or secondary theme in future Two Sessions. So, there’s no need to doubt too much.

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