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Jan 29 at 04:11 AM
1. The most surprising earnings report is from the tech sector, especially Meta...
2. Will adjust the portfolio, in the end, the biggest beneficiary is still software.
3. Bullish on non-ferrous metals, especially gold and copper. The trend is not over during the Fed's rate-cutting cycle, especially when the new dovish chairman favored by Trump takes office in mid-year...
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