A-shares rose and then retreated today. The rally came with increased volume, and full-day turnover was close to 2 trillion. Most of the additional volume came from the morning rally. There was no heavy-volume selling during the pullback,
which came during a concentrated stretch of negative Nvidia revelations and broadly tracked the moves in Japan and South Korea, as well as U.S. futures trading before the open. So I think A-shares’ moves today were reasonable and normal.
Huang is currently in a complete mess. You have to admire the Democrats’ skill at waging a media campaign: The Wall Street

NVDA+2.99%

AMD+7.27%

AVGO+4.05%

VKTX+0.00%

GLDX-0.40%

GateUser-016c81dc 2026-11-06

A-share sentiment had finally started to improve a little, only to be hit by a sharp U.S. stock market sell-off, with Japanese and South Korean markets also following suit. A-share declines were unavoidable today, but to be fair, the market held up reasonably well: the ChiNext Index briefly showed signs of a rebound intraday, and by the close, the two innovation indexes had also fallen less than U.S. stocks.
U.S. stocks fell rapidly last night, with the Nasdaq 100 Index dropping 6% in a single day, its biggest one-day decline in five years. The S&P 500 fell 4.36%, wiping out nearly $2.8 trilli

SPYX+0.01%

NAS100-0.07%

GateUser-016c81dc 2026-11-05

This election is essentially a redistribution of political power in the United States. The two parties have settled the distribution of interests, and AI development will not change overnight because of a single election.

GateUser-016c81dc 2026-10-29

A-shares were disappointing and painful today, rising one day and falling the next. From June to October, only August and September saw a rebound and sideways trading. Looking at the index trend over a longer period, the likelihood of a second bottom is high. At midday today, rescue funds tried to lift the STAR 50 ETF, and the CSI 300 also attempted a late-session rebound, but there was enormous selling pressure from holders above. Small-cap indices fell below their 100-day moving averages, and both market sentiment and liquidity are close to rock bottom.
Looking at fund flows, there was heavy

GateUser-016c81dc 2026-10-22

Let me share some recent thoughts: This downturn really hurts, because the losses in our accounts are real money—hard-earned savings built up through years of work.
A-shares by day, US stocks at night. If this nonstop double whammy doesn't make you anxious, lose sleep, or feel regret, then you're not a normal person.
What should we do at this stage? Most importantly, don't equate a decline with the end of the world. That can easily trigger panic and distort your decisions.
In the first half of the year, tech stocks were riding high, with supply and demand as the core catalyst. Could the supply

GateUser-016c81dc 2026-10-22

The A-share market’s decline is genuinely painful. Trading volume has fallen nearly 60% since June, and a market without volume cannot stage a major reversal. So there’s no chance the A-share market can turn expectations around on its own; it can only rely on external markets to bring volume back, especially U.S. stocks.

A-shares fell across the board today, with 4,500 stocks down, while volume continued to contract. Yet there was no panic selling to flush out the market. Either this round of A-share retail investors can really take a beating, or there simply aren’t many shares left to sell.

LRCX+6.06%

GLDX-0.40%

PAXG+0.37%

GateUser-016c81dc 2026-10-15

U.S. stocks and Asia-Pacific markets plunged. September CPI data came in slightly above market expectations, but once the data was released, gold and semiconductors fell first. The probability of an October rate hike briefly exceeded 40%.
Energy commodities contributed nearly 60% of the month-over-month increase in September. Oil prices remain the main cause of runaway inflation, but this CPI report has limited impact on the October rate-hike outlook. The current probability of an October hike has fallen back below 30%, although premarket sentiment in U.S. stocks is currently lukewarm.
Last ni

GLDX-0.40%

XAUUSD-1.01%

NAS100-0.07%

INTC+7.57%

SNDK+13.75%

GateUser-016c81dc 2026-10-02

Sold half of my $CRDO position tonight and fully exited $SITM . Not sure if I sold too early, but I bought some Little Penguin and am expecting a big jump in earnings…

CRDO+9.04%

SITM+6.27%

GateUser-016c81dc 2026-09-30

Global markets are all seeing declining trading volume, U.S. stocks surged before retreating last night, with interest rates and geopolitics the only two factors affecting them. Fed officials came out dovish last night,
expectations for an October rate hike have fallen. I believe there is no need for another hike in October; even if there is one more hike this year, it will be in December. Currently, the 30-year U.S. Treasury yield is already about 160 basis points above the upper bound of the policy rate range, and the market has clearly priced in too many rate hikes and too large a magnitude

GateUser-016c81dc 2026-09-22

$VKTX Good luck is coming; you guys run ahead, I’ll run slower.

GateUser-016c81dc 2026-09-10

With tonight's PPI data exceeding expectations, the probability of a rate hike in September has now reached 70%. Using AI to run some historical data, the market's accuracy in predicting the Fed's final monetary decision on the eve of an FOMC meeting,
over the past decade, has been 100% directionally accurate compared with the Fed's final decision. The only minor differences have been in the magnitude and number of moves. In other words, a rate hike at the September FOMC meeting is now highly probable.
We are not going to speculate on whether a hike will happen. The market is currently fully p

SPYX+0.01%

GLDX-0.40%

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GateUser-016c81dc 2026-09-08

From the release of Friday’s data through today, AI tech stocks have become the market’s main safe haven.
With strong fundamentals, high industry growth, and rapidly expanding profit margins, AI is now the only sector with the characteristics of a safe haven.
If this really is the logic, the market is truly fickle.

GateUser-016c81dc 2026-09-03

Some friends have a very large portion of their portfolios allocated to hardware, and have suffered substantial drawdowns since July. Holding these positions has been painful, and they are feeling very anxious. What I want to say is that hardware remains the market’s core narrative for the second half of the year, because it is one of the few sectors with strong fundamentals,
In the second half of the year, both optics and packaging and testing will see a surge in orders. Optics and packaging and testing determine whether chips can be delivered successfully. In fact, actual demand in the optic

GLDX-0.40%

PAXG+0.37%

BTC-0.67%

GateUser-016c81dc 2026-08-28

Warsh successfully completed the task the market expected. As I said this afternoon, the market needed a hawkish Warsh; this helps preserve the Federal Reserve’s credibility.
Before the midterm elections, U.S. stocks will continue to reach new highs... even if there is one preventive rate hike this year...

GateUser-016c81dc 2026-08-25

Not written by AI—handcrafted for real.

GateUser-016c81dc 2026-08-19

Previously, I sold part of my 20% healthcare XBI position during the surge,
I sold most of my quietly accumulated gold NUGT position, leaving only 3%; silver is also at 3%,
I added IGV with the positions I sold, bringing its allocation to 10%
Healthcare and software currently account for over 50%; I haven't changed my hardware position, but the portfolio is finally balanced now, unless U.S. stocks enter a full-blown bear market...

XBI+0.82%

XAGUSD-1.05%

GateUser-016c81dc 2026-08-13

South Korean stocks have entered a technical bull market
The U.S. SOX Index has also entered a technical bull market
Now, let me ask you, what about the A-share STAR 50 Index?
You say A-shares are different? How dare you! Say it again...

GateUser-016c81dc 2026-08-12

Market conditions are very dull, and capital sentiment is relatively cautious before the CPI data is released. However, there is also some good news in the market.
First, South Korean stocks have rebounded nicely over the past two days and are gradually beginning to recover, which will drive a recovery in the A-share and U.S. AI sectors.
At the AI industry level, South Korea’s DRAM export value has grown rapidly since August. DRAM prices were still rising in August, and after the memory sector’s pullback, it now has considerable room for recovery.
In the memory sector, I am betting on Micron.

DRAM+10.54%

AAOI+15.62%

COHR+9.24%

AXTI+19.52%

JPM+0.38%

GateUser-016c81dc 2026-08-06

$FLNC This is so infuriating!!!

FLNC+3.46%

GateUser-016c81dc

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