2025-12-06 23:22:43

The market sentiment has been a bit subtle lately, but I think there are two directions worth keeping an eye on.

First, let's talk about rare earths. They took quite a hit recently, but think about it—with the current situation, which sector in high-end manufacturing or military equipment can do without rare earths? Plus, certain regions are highly dependent on our rare earths, you know what I mean. If the export policies tighten, the supply and demand dynamics will change immediately. Funds in this sector might start to reposition. As for specific stocks, you can take a look at China Rare Earth, Northern Rare Earth, and Ganfeng Lithium, which is also somewhat related.

Next, financial stocks, especially brokerages. Did you notice the unusual movement last Friday? This kind of action, after a long period of dormancy, usually means that capital is starting to get interested. History shows that in every market rally, brokerages may join late but never miss out—this is a fundamental rule of sector rotation. You might want to add Everbright Securities, First Capital Securities, and East Money Information to your watchlist and observe their trends.

Of course, the market changes quickly, and even if the logic makes sense, it still depends on whether the capital agrees. At the very least, these two directions are worth paying extra attention to in the near term—don't miss out on a potential shift in market rhythm.

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IronHeadMiner

· 2025-12-09 23:05

This rare earths wave does look tough to watch, but you're right—the era of supply chain bottlenecks should be their time to shine. I've had my eye on Northern Rare Earth for a while, just waiting to see when the capital will really come in. That broker sector was interesting last week, it's been pent up for too long—hope it's not another false alarm. I've added them all to my watchlist, but honestly, I'm still waiting before entering the market. Feels like something's still missing. At first glance, the logic of this article seems fine, just not sure how long this wave can last. I'm a bit hesitant about Ganfeng Lithium—wondering how solid the rare earth concept really is, don’t want to get caught on the wrong side. Feels like we're waiting for a clear signal—this is when it’s easiest to pay tuition. Whether the capital recognizes it is the key, you're right; no matter how good the story is, if no one's picking up the slack, it's pointless.

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ConfusedWhale

· 2025-12-09 22:43

The rare earth wave is definitely worth paying attention to, the supply and demand reversal logic makes sense, but can Northern Rare Earth really go up after being over-mined these past few years? I'm a bit uneasy about it, so Ganfeng seems like a safer bet. But can you really trust the brokers? Last time I listened to this kind of talk, I lost two points. Buy Everbright out of spite? Forget it, I'll wait and see.

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Whale_Whisperer

· 2025-12-08 16:07

This rare earths move is definitely worth paying attention to. The previous sharp drop was actually an opportunity. With policy tightening, supply and demand will immediately reverse. I have positions in both China Rare Earth and Northern Rare Earth, waiting for a rebound. You're right about brokerages. Last Friday was indeed suspicious. Such abnormal movements after silence often signal something. History will repeat itself. I was stuck in Ganfeng before, and I'm still debating whether to hold on. I feel like it might really be its turn this round. What you said about capital makes sense—having logic without capital is useless. We still have to see what the main players are thinking. These Everbright stocks still need to be watched. Don't rush in—wait for confirmation signals. I really like the term "rhythm switch." The market is just waiting for this moment. --- For rare earths, we're just waiting for the policy to become clear. Once action is taken, the whole sector will move. I'm already watching China Rare Earth. Brokerages have been holding back for so long—they have to break out eventually. The historical data is right there. I agree with "late arrival but never absent." --- To be honest, I don't think this policy move will come for nothing. Everyone internationally knows about the dependence on rare earths. It's still early for financial stocks. Let's wait another two weeks to see where the capital flows. In this kind of market, it's most stable to follow when it's their turn.

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DaoTherapy

· 2025-12-08 14:49

This rare earth wave is definitely worth paying attention to. The logic behind supply bottlenecks holds up; now it depends on how the capital will speculate on it. The brokerage sector is the same old story. Every time they say it's about to rise, but in the end, the main players just trick you in and out. Who knows if it’s real this time. I’m optimistic about Ganfeng, but don’t go all in. The volatility is too high and it’s easy to get shaken out. Last Friday’s candlestick was indeed interesting, but I still feel like the market is repeatedly testing the bottom. Just be patient and wait. Northern Rare Earth was hit pretty hard a while ago; it might not be the time to bottom-fish yet. Wait a bit longer and pay attention to fundamental news.

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UncommonNPC

· 2025-12-06 23:52

The rare earth wave is indeed worth watching. As soon as the policy card is played, supply and demand change—there’s nothing wrong with that logic. The only question is whether the funds will actually follow this time, or if we’ll have to wait for the next hot sector again.

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MentalWealthHarvester

· 2025-12-06 23:50

The rare earth sector is indeed quite interesting; as soon as policies tighten, you immediately see results... If financial stocks are going to rally this time, brokerages definitely won't be left out—the historical trend is right there.

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DaoDeveloper

· 2025-12-06 23:50

hmm the supply dynamics angle here is interesting... but ngl, feels like we're pattern-matching on geopolitics without looking at actual on-chain data. where's the on-chain settlement verification? how's the tokenomics on these positions actually flowing?

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MrDecoder

· 2025-12-06 23:49

The rare earth sector is indeed interesting. With tight control over supply and demand through policy, it can quickly turn things around. Now it's up to the rhythm of China Rare Earth and Northern Rare Earth. It seems like brokers are really about to make a move this time. That unusual activity last Friday was intriguing; need to keep an eye on it. Ganfeng Lithium is somewhat related, but whether these two directions can align with the flow of funds in the short term still needs further observation. I'm adding Everbright and First Capital to my watchlist for now; it’s easy to miss the timing window with this kind of sector rotation. The logic has to match what the funds are looking for, otherwise no matter how good the direction is, it’s pointless. This market really moves fast—if you lose focus for a moment, you miss the rhythm.

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DAOTruant

· 2025-12-06 23:36

This rare earth wave is indeed quite interesting. The demand from the military industry is there, and when exports are choked off, the supply and demand situation reverses. I'm also keeping an eye on brokerages, but to be honest, whether the capital recognizes them is the key. Historical patterns are useful, but the market is changing too quickly now.

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ContractCollector

· 2025-12-06 23:33

I've been watching rare earths as well. The drop has definitely been steep, but the overall sentiment has changed now—policy shifts can immediately reverse expectations. Northern Rare Earth has been interesting these past two days, so it’s worth keeping a close eye on. To be honest, I’m a bit cautious about brokerages. There was indeed some movement last Friday, but we still need to see if it can hold. Historical patterns are just that—patterns; they’re not foolproof. The key is whether the funds buy in or not. As for Ganfeng being considered relevant, I think that’s a bit of a stretch. It’s better to go straight for the core targets.

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