To The Moon

 Key Insights:Trump is likely to prioritize supporting the tech industry to strengthen the U.S.'s competitive edge and preserve its position as the global technological leader.A key focus for the incoming Trump administration will likely be securing American dominance in the global AI race, with particular emphasis on outpacing China.While antitrust lawsuits may continue to dampen investor sentiment, these legal battles are expected to drag on for years due to prolonged appeals.If Trump implements tariffs of 60% or more on Chinese imports, it could provoke retaliatory measures from China, potentially targeting U.S. companies that manufacture there.I remain constructive on tech companies, especially those involved in AI. Big tech companies that are involved in antitrust lawsuits, pursu

U.S. bond yields rose further last week, putting gold under pressure, but the long-term narrative has not changed. As far as copper is concerned, the performance of copper prices in the past two weeks has been extremely calm and in a state of volatility convergence, just as all kinds of assets have amplified fluctuations due to Trump's coming to power, thus pricing in advance the possibility after he took office. CORE POINTS1. Copper prices continued to fluctuate last week, and gold fell back after hitting a new highIn terms of precious metals, COMEX gold fell 0.55% and silver fell 5.22% last week; The Shanghai Gold 2410 contract fell 0.46%, and the Shanghai Silver 2410 contract fell 5.12%. Among the prices of major industrial metals, COMEX copper and Shanghai copper changed by-7.53% and-3