2025-12-26 04:20:30

Looking back at this wave of market行情, in the two sub-sectors of solid-state batteries and battery materials, I gave a warning in mid-December (on the 16th-17th). Looking back now, that was basically the bottom of this wave. After going through this period, my biggest takeaway is: for sectors with持续向好的景气度 and clear行业逻辑, the key is to seize the大周期的波段机会. Don't be迷惑 by短期波动; focus on those趋势确定的赛道, as that is a稳健的思路.

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P2ENotWorking

· 16h ago

Hmm, that's right. You need to focus on the big picture and let go of the small details. Don't torment yourself by staring at the daily K-line every day.

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CodeZeroBasis

· 12-26 04:48

The wave in December was indeed powerful. Looking at it now, it truly is the bottom. The question is, who can really buy the dip to the bottom?

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DecentralizedElder

· 12-26 04:48

December's wave indeed hit the right spot. The current gains in solid-state batteries are still there, but the key is to see if the long-term logic is correct. Holding onto the major cycle waves is the real strategy; don't let daily fluctuations affect your mindset. Exactly, in this cycle of improving prosperity, you must stick to those directions with clear logic.

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OnchainArchaeologist