2026-01-11 10:29:32

2026 Year Start Trading Week Recap: Market risk appetite significantly rebounds, with US, Japan, and South Korea stock markets all hitting record highs.

From a thematic perspective, the market is experiencing a shift from virtual concepts to the real economy—commodities, AI chips, manufacturing, and livelihood sectors (real estate, consumption) have become the main profit points. The logic behind this switch is very clear: the new policy focus is beginning to be implemented.

Of particular note is the policy mainline. To stabilize public sentiment, attention is focused on sectors that directly affect daily life, such as real estate and credit card interest rates. Meanwhile, the important visit in April sent signals of easing, and it is expected that the overall trend of US-China trade tariffs will become more rational before the mid-term elections, providing relief to risk assets. Overall, the rotation from virtual assets to the real economy and the shift from confrontation to easing expectations are reshaping global capital flows.

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DeepRabbitHole

· 16h ago

Virtual concepts to the real economy, I've been waiting too long for this wave of rotation, finally going to make money --- Signals of easing between China and the US, is it real or just another round of cuts? --- The real estate and consumer sectors are rising, the held properties finally have hope haha --- Hitting new historical highs sounds great, but I feel like not many can catch up this time --- Policy implementation, I just want to see when mortgage rates will truly drop --- AI chips have been hyped up, is this another round of cutting the leeks in the real economy? --- The key is whether there will be repeated fluctuations before the mid-term elections, that's the trap --- Commodity prices are rising, the raw materials sector should be able to benefit from the dividends --- From virtual to physical, it sounds reasonable, but I always feel a bit insecure when US stocks hit new highs

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MetaMisfit

· 01-11 10:58

Virtual assets really should fade away; I've always said that the real economy is the true path, and it seems I was right to bet on it.

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MetaNeighbor

· 01-11 10:57

Virtual assets move from the virtual to the physical world again. It feels like another attempt to follow the trend and buy the dip, but will this time be just another scheme to harvest retail investors?

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ImpermanentLossFan

· 01-11 10:50

Virtual assets to the real economy, this round of rotation is really fierce. Finally, someone is starting to make real money. --- US-China détente? Let’s wait and see, tariffs are the most ruthless in their words. --- Is the real estate market about to rise again? I don’t believe it this time. --- AI chips are the real king, everything else is just a side show. --- Policy implementation is one thing, retail investors are still the last to take the hit. --- New all-time highs? Let’s see how many people can fully cash out at the top. --- Credit card interest rates are such a trivial matter that they can even be used as a policy selling point. Ridiculous. --- The shift from virtual to real assets should have happened long ago, but liquidity remains the key. --- Rational before the midterm elections? Uh, I’ve always doubted the rationality of politics. --- Rising prices of commodities, the common people’s wallets are about to shrink again.

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