Morning Trend | CMOC (3993.HK) Golden Cross, Focus on Rotation of New Energy Metals

CMOC (3993.HK) opened high and rose overall yesterday, driven by a significant surge in the new energy metals sector. During the session, funds increased their positions multiple times, closing at a phase high, attracting market attention. The overseas prices of core products such as cobalt and copper rose, reinforcing the company's profit expectations. Main funds continued to push higher during the session, accompanied by a high turnover rate, with intensified intraday fluctuations, but the bullish pattern clearly dominated. The company has made phased progress in its mining business in Africa, which has also become a highlight of public and fund attention. The technical daily golden cross pattern is clear, and trading volume has significantly increased over the past two trading days. Sector hotspots continue to rotate, with the new energy and energy storage sectors intertwined, and institutional holding sentiment is strong. After consecutive increases, some short-term funds may choose to take profits, raising the risk of high-level pullbacks. If there is an adjustment in the commodity market or negative overseas macroeconomic news, stock price fluctuations may quickly intensify. The strategy should focus on selling high and buying low in line with the trend, waiting for the main funds' new round of layout signals