The recent intense fluctuations in commercial aerospace are indeed worth paying attention to. Yesterday's Zhuque-3 and Long March 12 news caused a sharp sell-off, but today they rebounded directly to recover, demonstrating the market's strong confidence in this sector.
From a sector perspective, commercial aerospace itself has a long-term grand story. Although short-term technical breakthroughs can trigger volatile swings, today's strong recovery has shattered the bearish logic. If tomorrow the sector's key points can stabilize the abnormal movements, the subsequent upside potential could be quite significant.
Currently, the market is dominated by two forces: quantitative funds and Yuzu capital are fiercely fighting within the commercial aerospace sector, with a very vigorous recovery. Meanwhile, institutions are positioning themselves in another direction—the computing power sector. Nvidia and Google’s expected industry upgrades next year have become strategic points for institutions, and this logic is also worth paying attention to.
As for the overall market, yesterday saw five consecutive positive days, and today after a slight pullback at the open, it rebounded again. If it continues to close higher, it will be six consecutive positive days. But there is a hidden concern: recent rallies lack volume support, and the divergence between volume and price is quite obvious. However, don’t worry too much; policies will provide support below, and the key is to grasp the rhythm—don’t chase after gains, and only buy the dips when the market falls, which is the real low-entry opportunity.
Overall, opportunities are becoming more diversified, but the premise is not to rush blindly.
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RektRecorder
· 2025-12-26 21:15
Go all in and make a profit
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RamenDeFiSurvivor
· 2025-12-25 20:41
Continuously bullish on the business aviation sector
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ContractCollector
· 2025-12-24 16:58
Make the computing power more stable
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ser_we_are_early
· 2025-12-24 09:54
Unbearable, it's falling.
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ApeWithNoFear
· 2025-12-24 09:50
Increase your position in aerospace for guaranteed profits
The recent intense fluctuations in commercial aerospace are indeed worth paying attention to. Yesterday's Zhuque-3 and Long March 12 news caused a sharp sell-off, but today they rebounded directly to recover, demonstrating the market's strong confidence in this sector.
From a sector perspective, commercial aerospace itself has a long-term grand story. Although short-term technical breakthroughs can trigger volatile swings, today's strong recovery has shattered the bearish logic. If tomorrow the sector's key points can stabilize the abnormal movements, the subsequent upside potential could be quite significant.
Currently, the market is dominated by two forces: quantitative funds and Yuzu capital are fiercely fighting within the commercial aerospace sector, with a very vigorous recovery. Meanwhile, institutions are positioning themselves in another direction—the computing power sector. Nvidia and Google’s expected industry upgrades next year have become strategic points for institutions, and this logic is also worth paying attention to.
As for the overall market, yesterday saw five consecutive positive days, and today after a slight pullback at the open, it rebounded again. If it continues to close higher, it will be six consecutive positive days. But there is a hidden concern: recent rallies lack volume support, and the divergence between volume and price is quite obvious. However, don’t worry too much; policies will provide support below, and the key is to grasp the rhythm—don’t chase after gains, and only buy the dips when the market falls, which is the real low-entry opportunity.
Overall, opportunities are becoming more diversified, but the premise is not to rush blindly.