Editor’s Note
Today’s market shows a clear divergence, with gains concentrated in specific sectors like commodities and precious metals. While some tech segments show strength, the overall trend suggests continued consolidation. Investors are advised to maintain cautious positioning and await clearer signals for a sustained upward move.
As of the morning close, sectors driven by the price increase logic and the precious metals sector continued to lead the gains today. Apart from memory chips, which followed the decline in overseas markets yesterday, the technology sector saw CPO (Co-Packaged Optics) leading yesterday and semiconductor equipment stepping up today. Although the broader market has opened higher for two consecutive days, the performance has been highly divergent, indicating that the current market is still in a consolidation phase. The main upward trend still needs to wait. For now, it’s about controlling position sizes and waiting.