二次元松鼠

悟道了，找个同样玩基金的男朋友才是王道，既找了个会理财会存钱的男朋友，又谈了甜甜的恋爱，多好啊，哈哈

港股2025年收官：恒指累计涨近28%，恒生科技指数累涨超23%

所以直播和小圈子早盘提示说了这一周只有一个操作，包括今天，是什么？

The three major A-share indices collectively fell in the morning session. By the lunch break, the Shanghai Composite Index was down 0.07%, the Shenzhen Component Index was down 0.67%, the ChiNext Index was down 1.1%, and the Beizheng 50 Index was down 0.35%. In terms of sectors, AI intelligence, commercial aerospace, cross-border payments, real estate, and quantum technology concept stocks saw the largest gains; while chemical fibers, papermaking, baijiu, fertilizers, pork, and liquid-cooled server sectors saw the largest declines.
The trading volume in the Shanghai, Shenzhen, and Beijing markets reached 13249 billion yuan in half a day, an increase of 210 billion yuan compared to the previous day. Over 3000 stocks in the entire market fell.

China's official manufacturing PMI for December is 50.1, expected 49.2, previous value 49.2. It has increased by 0.9 percentage points from last month, rising into the expansion range.
Oh my, is it above 50 for the first time? That's a big surprise!

小圈子早盘提示已发，今天是2025年最后一次早盘提示，记得去看
感谢大家1年来的陪伴，2025年是开花结果的一年，也可能是某些小伙伴真正意义上在A股和基金上赚钱的一年，希望来年更上一层楼，我们一起相互陪伴，共同吃到这波周期，实现我们的目标，有钱有闲！

The ultimate temptation inevitably comes with ultimate risk, but often most people only see the temptation and not the risk. If you are like this, it means you haven't even entered the door of investment.

The precious metals market encountered a 'Black Monday'
During the overnight trading hours of the U.S. stock market, precious metals plummeted across the board, with spot gold falling over 4%, spot silver plunging over 9%, and spot palladium crashing over 15%. As a result, the U.S. stock market's precious metals sector saw a widespread decline, with Harmony Gold dropping over 8%, and Pan American Silver and Kinross Gold declining over 5%.

The silver plummeted, those who wanted to buy silver yesterday and the day before, fortunately asked in a small circle, hoping it worked, could curb their greedy hearts, and not be left hanging on the mountaintop, hoping to save their wallets.

In the early market opening, most domestic futures main contracts fell. Platinum hit the limit down, decreasing by 13%, reported at 589.85 yuan/gram; palladium fell over 12%, lithium carbonate fell over 7%, Shanghai silver and Shanghai tin fell over 6%, and Shanghai copper and international copper fell over 4%. In terms of increases, asphalt and methanol rose over 1%.

From December 28 to 29, the National Market Regulation Work Conference was held in Beijing, summarizing the work for 2025, analyzing the current situation, and deploying key tasks for 2026. The conference emphasized the need to continuously deepen fair competition governance, strengthen efforts to eliminate administrative monopolies, enhance the enforcement of anti-monopoly and anti-unfair competition laws, and thoroughly address 'involution' competition.

Recently, it seems that the logic and reasoning have been discussed too much, and everyone probably doesn't want to hear it. However, there isn't much good to talk about in the industry, so what to do? It's giving me a headache.

Spot gold and silver prices continue to decline
According to Jinshi Data on December 29, spot silver plummeted by 8% during the day, currently reported at $72.72 per ounce. Spot gold is approaching $4400 per ounce, with the daily decline expanding to 2.85%.

Spot gold fell below 4440 USD/ounce, down more than 2% intra-day.

The Chicago Mercantile Exchange (CME) announced a 10% increase in silver margin on December 12, and further announced that after the close on December 29 local time, it will comprehensively raise the performance margin for various metal futures including gold, silver, and lithium.
This means that the initial margin for silver futures contracts expiring in March 2026 will be raised to $25,000. Historically, similar actions have led to a sharp decline in silver.

Offshore RMB against the US dollar breaks 7, up 0.0603% during the day, currently reported at 6.9999.

I came across a lot of calls online urging everyone to buy physical gold and silver, claiming that a crisis will occur, and that cash and paper gold will collapse. It's terrifying what they're saying, and the key is that many people believe it. To be honest, if cash and gold really collapse, the Earth would be pretty much destroyed, so why worry about your little bits and pieces? Everyone should not be easily influenced by foolish statements and should strive to improve their judgment.

Guotou Silver LOF: Trading will be suspended from 10:30 AM on December 30, 2025, until that date
Guotou Silver LOF has issued a risk warning regarding the premium of Class A fund shares in the secondary market and an announcement on the suspension and resumption of trading. To protect investors' interests, this fund will be suspended from trading starting at 10:30 AM on December 30, 2025, and will resume trading at 10:30 AM on December 30, 2025. If the premium of the secondary market trading price of this fund on December 30, 2025, does not effectively decline, the fund has the right to apply to the Shenzhen Stock Exchange for a temporary intra-day suspension of trading and to extend the suspension time to warn the market of risks, with specific details subject to the announcement at that time.

Spot silver price has fallen by 9%, currently reported at $74.34 per ounce.

The potential risk events in the A-share and overseas markets are as follows:
Domestic economic information includes:
1) Cui Dongshu from the Passenger Car Association stated that the domestic demand for new energy lithium batteries will significantly decline compared to the fourth quarter at the beginning of 2026;
2) The C-class shares of the Guotou Ruijin Silver Fund will suspend subscription starting today;
Key focus on companies includes:
1) Shengtong Energy announced a 11 consecutive board limit; if the stock price continues to rise, the company may apply for trading suspension for verification with the exchange;
2) Pairui Co., Ltd. has been filed by the China Securities Regulatory Commission for suspected violations of information disclosure;
Key focus on overseas markets includes:
1) Last Friday, the three major U.S. stock indices closed slightly lower, with Tesla falling over 2%;
2) Silver prices surged, and Musk stated that this is "not good for industrial development."