2025-12-24 10:26:13

Currently, the stock prices of the non-ferrous metals sector may not see a new upward trend until next year. The key lies in whether the prices of commodities like gold, silver, and copper can stabilize at higher levels.

The market is still using the old valuation framework—gold at $3,000, copper at 80,000—as benchmarks. But if next year gold truly stabilizes at 4,500 or even 5,000, and copper remains steady at 90,000 or 95,000, the valuation system will be completely rewritten, and the upside potential for leading non-ferrous stocks will be reactivated.

What is the deeper logic behind this? The debt pressures in developed economies like Europe, the US, and Japan have reached critical levels, and the aftereffects of deindustrialization are beginning to show. The adjustment of the global manufacturing landscape, combined with rising inflation expectations, will push up the long-term price center of bulk commodities.

If global industrial product prices rise across the board, inflation in Europe, the US, and Japan will accelerate, and their fiat currency depreciation pressures will increase accordingly. In this environment, the safe-haven and commodity attributes of gold and industrial metals will be activated. In the short term, this means higher prices; in the long term, it signifies a shift in the entire bulk commodity cycle.

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GasFeeTherapist

· 2025-12-26 21:44

Can gold at 4,500 and copper at 90,000 really hold steady? It feels like just drawing pie in the sky on paper.

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LiquidityWitch

· 2025-12-26 20:08

Will gold at 5000 and copper at 95,000 really stabilize the market? The logic sounds good, but it feels a bit optimistic... Wait, the debt threshold makes sense, and the pressure of fiat currency devaluation is indeed there.

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SellLowExpert

· 2025-12-26 19:10

Wow, can gold really break $5000? If I don't buy the dip now, I must be out of my mind.

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CryptoNomics

· 2025-12-25 09:45

tbh the whole "valuation system rewrite" thesis feels like cope... if commodities actually moon the way they're predicting, we're already priced in half of it by now ngl

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BuyHighSellLow

· 2025-12-24 10:52

Gold 5000, copper 95,000, really stabilized. The non-ferrous metals sector can indeed turn around this time, but I'm just worried it might be another mirage. Wait, the debt threshold... This logic sounds like we're on the eve of a collapse. If inflation truly takes off across the board and paper money becomes pulp, then safe-haven assets are the way to go. Can we wait for this valuation reshaping next year? It seems we still need to endure... Jumping in now might be too early; wait for signals before taking action. The global manufacturing reshuffle suggests that metals are indeed a long-term opportunity.

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RektHunter

· 2025-12-24 10:48

Gold at $5000? Copper at 95,000? Sounds great, but the key is whether it can really stabilize next year. It's still too early to say now. --- Debt pressure reaching critical levels, inflation expectations rising... I've heard this logic too many times, and every time it's the boy who cried wolf. --- The leading commodities must wait for valuation systems to be rewritten before they can rise. The problem is retail investors can't wait that long. --- Fiat currency devaluation, gold as a safe haven—these are true, but the real profit comes from institutions that have already made their moves. --- Next year, next year—everyone says that. What about this year? The precious metals in my hands are still at a loss. --- Whether gold, silver, and copper prices are stable or not is the key; everything else is just a supporting role. To put it simply, it's a gamble on this. --- The aftereffects of deindustrialization are interesting, but will Europe, America, and Japan really accelerate inflation? I doubt it. --- In the short term, prices are moving upward; in the long term, it's about cycle shifts... In other words, buying now means continuing to hold through the volatility.

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ParanoiaKing

· 2025-12-24 10:44

Really, $5,000 gold? Should I go all in on gold mining stocks?

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AirdropSweaterFan

· 2025-12-24 10:35

Gold at 5000, copper at 95,000—if it really stabilizes, that would be called a bull market. For now, let's stay on the sidelines. --- Wait, isn't this logic reversed? Currency devaluation isn't really friendly to retail investors either. --- I agree with the aftermath of deindustrialization, but do we really have to wait until next year for non-ferrous metals? I feel we should wait a bit longer. --- Rewriting the valuation system sounds great in theory, but in practice, it's mostly about repeated tinkering and chopping the leeks. --- Instead of studying these macro logics, it's better to look at how institutions are positioning in non-ferrous metals this year—following the trend is never wrong. --- The debt pressure threshold—this statement sounds a bit scary. If not careful, it could trigger a risk event. --- Copper above 90,000? Dream on. The costs are right there. --- The core is betting on global inflation expectations, but what if there's deflation? That logic could collapse immediately.

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GateUser-a5fa8bd0

· 2025-12-24 10:31

Gold 5000, Copper 95,000? Sounds great, but can this round of price increases hold up? Feels like just talk on paper again --- Rewriting the valuation system—I've heard this explanation too many times. The key still depends on how the Federal Reserve plays it; otherwise, it's all in vain --- Debt pressure threshold... old routine, every crisis is announced like this, and what happens? Non-ferrous metals still fall as usual --- Next year will see a turnaround? Then what about this year? How to endure as a leading non-ferrous metal company? Should we sell first? --- Currency devaluation pushes up commodity prices—this logic sounds a bit like circular reasoning. Feels like a scam --- Standing firm at 4500 is a big dream. If gold could really move like that, I would have already made a fortune. Reality isn't that beautiful --- Post-deindustrialization aftereffects + manufacturing adjustments sound grand, but non-ferrous stocks still keep falling. How to explain this gap? --- Instead of waiting for non-ferrous metals to rebound next year, why not now lay low on truly cheap mining targets? --- Rising inflation = rising commodity prices. That's common sense, but why aren't stocks rising? Is there some other trick?

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GasDevourer

· 2025-12-24 10:28

It takes 5,000 for gold and 95,000 for copper to break through; we're still waiting... The valuation system needs to be rewritten.

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