The resource sector is heating up again, are you guys chasing it?

In the past two days, small metals such as tin, rare earth, and tungsten have strengthened again on the market. Sectors like semiconductors, robotics, and energy storage continue to drive demand, coupled with supply-side constraints, making the logic of resource security a hot topic repeatedly discussed by the market.

I have positions in related sectors and made a small profit over the past two days, but I have consistently restrained the impulse to add more.

I learned a hard lesson from the earlier wave in energy storage lithium resources. Back then, the market was all hyping up expectations of high growth in energy storage. I just followed the trend and added positions without carefully examining the supply release cycle of upstream lithium mines. Subsequently, lithium prices corrected, and I had to endure holding the positions for a long time before breaking even. Now, facing the collective strength of the non-ferrous metals sector again, I dare not blindly increase my stake based solely on hype, knowing that short-term speculation can hardly support the market in the long run.

Market fluctuations are inherently unpredictable; there's no need to let temporary fervor disrupt your own rhythm.