2025-12-28 13:22:14

The concept of commercial spaceflight has cooled off a bit recently. So where will the next hot spots be?

Looking at the current pace, the non-ferrous metals sector is indeed quite active, but given its size, once it starts to rise, the index will follow suit. This includes lithium mines, precious metals, energy metals, and lithium hexafluorophosphate, which all have high participation.

Also, don't forget the tech sector—semiconductors and chips. The story of domestic substitution hasn't finished yet. This round of adjustment has been ongoing for a while, and it might be its turn to take the stage. The chemical industry is also worth watching, as recent moves have been significant.

To put it plainly, the market follows a simple rule: there’s nothing truly new. When prices fall too much, they tend to rise; when they rise too sharply, they need to adjust. Sector rotation, alternating rises and falls, repeats in cycles.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
6
Repost
Share

Comment

0/400

PumpStrategist

· 1h ago

The Nonferrous Metals Index is bound to rise, but don't take this as a certainty. The distribution of chips shows that institutions are selling off, and this wave might just be a smoke screen driven by sentiment. Sector rotation sounds nice, but it's really just funds cutting leeks. Today they promote Nonferrous Metals, tomorrow they promote Chips, and there's always someone willing to buy the dip. The pattern has formed, but I suggest you look at the trading volume. Many people are already at the despair point of chasing highs. Commercial aerospace cooling off is normal. With such a fierce increase, overbought technical indicators are obvious, and a correction is not surprising. This round of chip adjustment might indeed present an opportunity, but don't be brainwashed by the story of domestic substitution. Watching the K-line is the real way to judge. Interesting levels are right here. Big funds are positioning, while retail investors are still watching the show. Risk hasn't been fully released yet. Don't rush to get in; wait until the volume supports it.

View OriginalReply0

BetterLuckyThanSmart

· 7h ago

Base metals are rising, and the index is following suit. I understand this logic, but the real profit still comes from those who jumped in early this morning. Now entering is just picking up the bag. As for the chips sector, it still depends on when genuine policy support will come. The story of domestic substitution has been told for so long; it needs some real substance to be convincing. That's how the market is—rotating, rotating, and rotating again. Those who try to catch the bottom get trapped. Ultimately, it's still a gamble on luck. Aerospace taking a break doesn't mean there are no opportunities. It all depends on where the next hot spot is. I haven't felt any movement in the chemical industry despite some actions. Switching sectors is always risky—most afraid of chasing highs. Missing out might actually be more comfortable.

View OriginalReply0

TerraNeverForget

· 7h ago

The rally in non-ferrous metals is indeed happening, but to be honest, rotation is all about luck. Who can truly pinpoint the bottom? I think the chip sector has been overhyped. I've heard the story of domestic substitution countless times. Chemical industry has been interesting lately, but the scale issue really bottlenecks progress. The ups and downs are just capital shifting around; we should have accepted this long ago. The pause in commercial aerospace actually feels like a relief—it's crazy. Is non-ferrous metals making a move? Then I might need to adjust my positions. Listening to this analysis, rather than stressing over hot spots, it's better to stick to what doesn't lose. The index follows non-ferrous metals? We all know the game rules. Chips, chemicals, non-ferrous metals—betting on one of them all-in is just gambling. Sector rotation sounds nice, but it's actually just a routine to harvest retail investors.

View OriginalReply0

ChainSauceMaster

· 7h ago

The non-ferrous metals index is soaring along with it; this wave definitely requires some patience. The semiconductor sector isn't giving up yet; the story of domestic substitution isn't over. Honestly, it's all about rotation—no one can expect to keep earning passively all the time. The chemical industry has been active lately; be careful not to get caught off guard. The cooling down of commercial aerospace isn't a bad thing, as it prevents chasing highs and getting trapped. The market is just like this—nothing new, just money dancing across different sectors.

View OriginalReply0

OnlyOnMainnet

· 7h ago

I've been laying low during this wave of non-ferrous metals, but I really need to keep a close eye on the lithium mining sector.

View OriginalReply0

GateUser-9f682d4c

· 7h ago

Base metals rise, and the index has to follow suit. I believe in this logic, but I just don't know when the chip sector will turn around. Is commercial aerospace cooling down? It's only been a few days. The market is really fickle. The story of domestic substitution has been going on for so long. When will it finally come to an end? Basically, it's just a rotation of sectors—today it's base metals, tomorrow it's semiconductors. Someone will always take the bait. How long will this correction last? I've been in this setup for several months. Lithium mining is indeed lively; it all depends on whether it can lift the index to the sky together. Hmm, I've been tired of sector rotation for a long time. I just don't know who will be the next to stand out.

View OriginalReply0