2026-01-06 15:24:43

Before the market opens on Tuesday, the global markets have sent several signals worth paying attention to. Overnight, the three major US stock indices all rose, and most Chinese concept stocks also gained, with the Nasdaq Golden Dragon Index up 0.49%, indicating a relatively warm overseas market sentiment. Gold and precious metals moved more significantly, with COMEX gold futures rising 2.96%, and silver futures surging 7.63%, as risk aversion and inflation expectations ferment.

In terms of domestic regulation, a major signal was released. Strict measures against financial fraud and third-party collusion have been introduced, forming a combined attack involving administrative, criminal, and civil efforts. Market emphasis on compliance will further increase. Meanwhile, the State-owned Assets Supervision and Administration Commission (SASAC) has deployed agricultural science and technology breakthroughs, with biological breeding and agricultural machinery equipment becoming new policy focus areas.

The performance of the Shanghai Composite Index is worth watching. It has closed higher for 12 consecutive trading days, with short-term targets directly aiming at previous highs. The downward gap has become a key support level. However, market differentiation has intensified, with low-priced stocks moving up in batches, but the ladder of consecutive limit-ups shows a clear break. After yesterday’s climax, brain-machine interface stocks have entered a knockout stage today.

The situation of consecutive limit-ups warrants a detailed look. On Monday, 107 stocks hit the daily limit-up, and 8 stocks hit the limit-down, but only 4 stocks achieved three or more consecutive limit-ups. Fenglong Co. still leads, while Leike Defense continues its 4-day streak thanks to the commercial aerospace concept. Aegon Ceiling and Naxing Co. each followed with three consecutive limit-ups, with Naxing also incorporating AI application concepts.

The divergence among several main themes is beginning to show. In the commercial aerospace sector, core differences among leading stocks are gradually emerging, entering the mid-to-late stage of high-low differentiation. The focus remains on the performance of industry leaders like Leike Defense and China Satellite Communications. In the brain-machine interface sector, front-runner stocks such as Innovation Medical and Sanbo Brain Science face differentiation tests, and the knockout stage is about to truly begin. The AI intelligent agent sector, led by Naxing Co., is making a strong push, and attention will now turn to whether front-line stocks can successfully advance and secure their positions within the main theme.

There are also several noteworthy points in hot topics. ByteDance’s AI glasses are about to be shipped; the screenless version is planned for release in the first quarter, while the screen version will debut in Q4. In Pudong, 50 key projects have been signed and landed, with a total investment exceeding 70 billion yuan, targeting the realization of large-scale leaps in core industrial clusters. Goldman Sachs holds a relatively positive attitude toward China’s stock market, expecting annual gains of 15%-20% during 2026-2027.

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GmGmNoGn

· 01-09 10:33

Limit-up breakage, this time the elimination race depends on who can survive Leading commercial aerospace positioning, brain-computer interfaces are really differentiating ByteDance AI glasses to be shipped within the year, can this logic hold? Yan creates fake, now compliant stocks are about to explode Silver rises by 7 points, inflation expectations are back Low-priced stocks rotate, feels like it's starting to cut leeks again Can Rayco Defense continue its 4-day limit-up streak? A bit scared Shanghai Composite 12 consecutive positive days, are the previous highs still far away? Agricultural technology policies are supportive, focus on biological breeding Naxing Co., Ltd. AI concept has caught on, can it continue the relay? High odds of making money might only be in these few days US stocks are warm, A-shares are following suit, there are still opportunities Fenglong Co., Ltd. can it continue? Not a big problem

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SchrodingerAirdrop

· 01-09 06:19

Silver up 7.63%, this wave of risk aversion really can't be contained anymore Only 4 stocks hit the daily limit? This elimination race is indeed brutal Leike Defense hits 4 consecutive daily limits, still the leader AI glasses shipment, another new story? But it depends on whether it can be fully explained Strict crackdown on fraud, compliant stocks are about to turn around Naxing benefits from AI, can it hold up? That's really hard to say Is there still a chance for commercial aerospace? I think it's uncertain Shanghai Composite Index has 12 consecutive positive days, is this gap solid or not? Brain-computer interfaces went from peak to elimination, at this speed Projected 15-20% increase by 2026, how come Goldman Sachs dares to make such a forecast? Low-priced stocks rotate upward, should retail investors start bottom-fishing again? ByteDance AI glasses launched in Q1, this timing is quite tight

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FarmHopper

· 01-07 00:54

The consecutive limit-up tiers have broken down, is this a signal of elimination? The crackdown on fraud, does it really change anything, or is it just another prelude to more retail investors getting cut? The hype around brain-machine interfaces yesterday, today it seems like they might be fleeing. Silver rose by 7.63%, what kind of operation is this? Could it be taking off? Leike Defense has four consecutive limit-ups to hold the line, don't let the commercial aerospace sector break. ByteDance glasses announced in the first quarter? Are they trying to compete in the AI track? Goldman Sachs says 15%-20%, but the problem is we need to survive until 2027. How long can the 12-day consecutive rise of the Shanghai Composite last? Can the gap below really hold? Cracking down on financial fraud is good, but I'm worried there might be "creative" ways to bypass it later. On AI intelligent agents, Nanxing Co., Ltd. is leading the charge. Who's following whom?

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BearWhisperGod

· 01-06 15:51

Silver up 7.63%, this rally is incredible, risk aversion sentiment is really fermenting Brain-computer interfaces had a blast yesterday, today it's elimination rounds... this plot is always the same Only 4 stocks hit the daily limit? How did 107 stocks hit the limit up, a live scene of cutting leeks Leike Defense 4 consecutive limit-ups, can the commercial aerospace sector still be copied? ByteDance AI glasses launched in the first quarter, another new story and new hype Strict crackdown on financial fraud + agricultural technology, this combo punch is serious Are compliant stocks about to rise? Those wild chickens probably will cool off Naxing Co. AI + 3 consecutive limit-ups, can it catch the leading stock... no idea in my heart Goldman Sachs says 15%-20% increase, just listen to this talk Shanghai Composite Index 12 consecutive positive days, the previous high is right in front, whether it breaks or not is a matter

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MEVHunterNoLoss

· 01-06 15:49

Gold and silver's recent surge is unbelievable; the risk-off sentiment has really kicked in. --- Strictly fake creation, now compliant companies are about to take off. --- The consecutive limit-up tiers are breaking apart, indicating that the hot spots are rotating chaotically. --- Can the commercial aerospace sector still be炒? Feeling a bit exhausted. --- The brain-computer interface淘汰赛 has started again, and another batch of concept stocks will die. --- AI glasses are really coming; let's see if Byte can break through. --- Goldman Sachs predicts a 15-20% rise by 2026; is this expectation too optimistic? --- Naxing Co. also did well by jumping into the AI sector, quite a precise choice. --- 107 stocks hitting the limit-up looks fierce, but only 4 have three consecutive limit-ups—just hype. --- Can Leike Defense sustain its four consecutive limit-ups? The window of opportunity is a bit short.

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GasGuzzler

· 01-06 15:38

Silver surges 7.63%, is inflation expectation this crazy? The consecutive limit-up tiers are breaking apart, the leader still depends on Leike Defense. Brain-computer interface elimination race begins, it's time to cut losses. Is ByteDance's AI glasses shipping? Probably just PPT hype again. Goldman Sachs predicts a 15-20% rise in 2026-2027, is this forecast reliable, brother? Nanxing gains AI concept for 3 consecutive limit-ups, the wind is blowing quite fast. Cracking down on financial fraud is a good thing, but will compliant stocks fall? The Shanghai Composite has 12 consecutive positive days, the gap support looks a bit weak. Gold and silver rise simultaneously, safe-haven sentiment is really here. Chinese concept stocks are still slightly up, but the real gains are in the US stocks. Only 4 stocks with consecutive limit-ups, others are just bagholders. Commercial aerospace leader positioning battle, see who can survive till the end. Pudong's 70 billion project lands, is this another big infrastructure expectation? Brain-computer interface leading stocks face differentiation, it's time to reduce positions. AI intelligent agents Nanxing leads, what to do with the follow-up? Is the gap support level reliable? Feels like it could crash at any time.

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EthSandwichHero

· 01-06 15:35

Silver rises 7.63%? Is this about to take off? The risk aversion sentiment is so strong. After the regulatory combination punches, those financial tricks should be more cautious. Only 4 stocks hit the daily limit with three consecutive limits? The tiered structure is indeed broken, and the divergence is coming faster than expected. We need to keep a close eye on Leike Defense, the leader in commercial aerospace. High-low switching is no fun. The elimination race for brain-machine interfaces has started again, and the difficulty in choosing is back. Naxing Co. AI concept is charging forward. Whether it can secure a position as the main line depends on how things develop next. ByteDance AI glasses are expected in Q4. This is the real implementation of hard technology. Goldman Sachs predicts a 15%-20% increase in 2026-2027. This expectation is also becoming hard to sustain. The Agricultural sector, under the State-owned Assets Supervision and Administration Commission, is making big moves. Is biological breeding about to rise? The Shanghai Composite Index has 12 consecutive days of gains, directly challenging previous highs. Whether the gap can hold depends on the trading volume in the coming days.

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WhaleInTraining

· 01-06 15:28

Silver rises by 7.63%, is this really crazy? Fenglong is still at the top, and Leike Defense also hit 4 consecutive limit-ups. The sector rotation is quite fast this round. The consecutive limit-up teams are breaking apart. It looks like today is truly an elimination race, and we need to select the leading stocks. With the blow of financial fraud, garbage stocks will have a tough time ahead. AI glasses are coming. ByteDance's move is a real confirmation. Can Nanjing Xinghua hold up? A 15%-20% increase by 2026? Goldman Sachs's prediction is a bit optimistic. Just waiting.

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