Pierce through the fog, grasp the key to clarity and success, and uncover the hidden opportunities that lie beyond the obstacles.

PortfolioAlert · 2026-02-04T12:13:16+00:00

The article discusses the current state of the non-ferrous metals market, with a particular focus on silver volatility. The author believes that the long-term shortage reasons for non-ferrous metals are unfounded, as autonomous driving will lead to a decrease in metal demand. The emphasis is on paying attention to the return of manufacturing and changes in the international situation to assess stock price trends.

PortfolioAlert

2026-02-04 12:13:16

Abstract generation in progress

Recently, there have been many hot topics. Everyone discuss them. Generally, recommenders are likely to be setupters. If you can penetrate the fog and grasp the key points, you can avoid being fooled. I’ll start:

The hottest stocks are in non-ferrous metals, with silver being tortured to the point of near death. I believe the long-term shortage reasons for non-ferrous metals do not exist. Mainly, the emergence of autonomous driving will eliminate most vehicles, releasing these metals back into the market. The narrative that everyone needs a robot is also a fallacy—rich people get one, and the poor share it; just change the software. Other narratives about shortages are old tricks. I believe that the pursuit of manufacturing industry return by various countries is a medium-term influence, and the tense international situation is a short-term influence. We should focus on these two key points to judge the trend of non-ferrous metal stocks.

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.