美股OK哥搬运号

The recent surge in silver prices has indeed been astonishing; it's reported that the U.S. Mint has even suspended the sale of silver coins today.

To help everyone keep track of market trends, the following are investment instruments for going long or short on silver in the U.S. and Hong Kong stock markets:

**U.S. Silver Stocks**

$AG (First Majestic Silver)
$HL (Hecla Mining)
$EXK (Endeavour Silver)
$CDE (Coeur d'Alene Mines)
$SVM (Silvercorp Metals)
$PAAS (Pan American Silver)
$FSM (Fortuna Mining)
$WPM (Wheaton Precious Metals)

**U.S. Silver ETFs**

*Physical Silver ETFs*

$SLV (Silver ETF-iShares)
$SIVR (Abrdn Silver ETF Trust)
$PSLV (Sprott Physical Silver Trust)

*Silver Mining ETFs*

$SIL (Global X Silver Mining ETF)
$SILJ (PureFunds ISE Junior Silver Miners ETF)

*Leveraged/Inverse ETFs*

$AGQ (ProShares Ultra Silver)
$ZSL (ProShares Short Silver)

**Hong Kong Silver Stocks**

https://t.co/x02E5veU6H (China Silver Group)
https://t.co/4miTYhGG1Z (Zijin Mining)
https://t.co/zoOgFStyZO (Chifeng Gold)
https://t.co/EiIIhD0CLh (Lingbao Gold)
https://t.co/nvF6xQsoMR (Jiangxi Copper Company)
https://t.co/FyIgEVZZMm (China Gold International)
https://t.co/NJUWYtyPvL (Zhaojin Mining)
https://t.co/EPqEQshgJ1 (Shandong Gold)

Regarding the 2026 silver price targets predicted by major investment banks, I've specially compiled and summarized them for everyone:

Bank of America: 309
Citigroup: 100+
UBS: 100+
Goldman Sachs: 100+
HSBC: 88
Saxo: 70

Looking back at current market performance, silver prices have already strongly reached 89 before half of January is over. Notably, even though CME (Chicago Mercantile Exchange) has continuously raised margin requirements, it seems unable to curb this upward momentum. Under such market conditions, what do you think the future price could reach?

Imagine this: if Trump were to successfully acquire Greenland, which mining company in the U.S. stock market would benefit the most? Would it be directly entering the market to massively exploit rare earth resources?

$CRML

Critical Metals currently holds the Tanbreez rare earth project in Greenland, which is widely recognized as one of the largest rare earth deposits in the world outside of China. It is reported that the majority of its production capacity has already been pre-sold to customers in the United States and Europe, with plans to officially launch operations this上半年.

Looking back, the Trump administration previously showed interest in investing and providing loan support, making the connection quite evident.

Of course, this could also be part of Trump's grand vision for the midterm elections. It's realistically challenging to fully take over Greenland in the short term. Therefore, a more prudent strategy might be to accumulate positions at lower prices, patiently awaiting the gradual release of subsequent positive news.

Middle-class small goal, earn 7 million

Next week, the Q4 earnings season for U.S. stocks will officially kick off. To help everyone stay in tune with market trends, we've outlined several key milestones and stocks worth watching:

**Tuesday (January 13)**

* **$JPM JPMorgan Chase**: As a major industry leader, its performance not only determines the direction of the banking sector but may also drive short-term market movements, making it a "must-watch".
* **$DAL Delta Air Lines**: Its data serves as an important barometer for business travel activity and overall consumer economic conditions.

**Wednesday (January 14)**

* **$BAC Bank of America**, **$C Citigroup**, **$WFC Wells Fargo**: All three are systemically important banks; pay close attention to their net interest margin performance.

**Thursday (January 15)**

* **$TSM TSMC**, **$MS Morgan Stanley**, **$BLK BlackRock**, **$GS Goldman Sachs** will release their earnings.
* Among them, **TSMC** is akin to a "thermometer" for real chip demand, as its results directly relate to the core narrative driving today's market, making it extremely important!
* **BlackRock**'s data reflects institutional fund flows and significantly influences overall market sentiment. Focus primarily on its AUM (assets under management) growth, fee rate levels, and ETF inflow dynamics.

Duan Yongping has given high praise to Tesla's FSD today. It seems that after buying $TSLA, he really finds it more and more appealing.

Given the strong performance of the drone sector yesterday, the widespread rally has drawn significant attention. We've compiled a comprehensive list of U.S. drone-related stocks for 2026. Please review and check whether your investment portfolio already includes any of the following:

**Ammunition and Effect Systems Sector**

BA (Boeing)
LMT (Lockheed Martin)
ESLT (Elbit Systems)
TXT (Textron)
LHX (L3Harris Technologies)
BAESY (BAE Systems)
DRS (Leonardo DRS, Inc.)
AXON (Axon Enterprise)
RTX (Raytheon Technologies)
PRZO (ParaZero Technologies)

**Supply Chain and Manufacturing Sector**

HON (Honeywell)
TDY (Teledyne Technologies)
HEI.A (Hico Aviation-A)
HXL (Hexion)
TRMB (Trimble Inc.)
RRX (Regal Rexnord)
RBC (RBC Bearings)
RDW (Redwire)
UMAC (Unusual Machines)
IPX (IperionX)
SES (SES AI Corp)

**Autonomous Platforms (Drones/UAV)**

AVAV (AeroVironment)
RCAT (Red Cat Holdings)
AIRO (AIRO Group)
ONDS (Ondas Holdings)
KTOS (Kreotis)
NOC (Northrop Grumman)
DPRO (Draganfly)
UAVS (AgAcle Antenna Systems)
PDYN (Palladyne AI)

**Autonomous Platforms (Electric Vertical Takeoff and Landing / eVTOL)**

JOBY (Joby Aviation)
ACHR (Archer Aviation)
EVEX (Eve Holding)
EVTL (Vertical Aerospace)
EH (EHang Intelligent)

**Networks, Command & Communications, and Intelligence Systems**

PLTR (Palantir)
GD (General Dynamics)
BAH (Booz Allen Hamilton)
CACI (CACI International)
PL (Planet Labs PBC)
LDOS (Leidos)
CYBR (CyberArk)

Please pay attention to two important time points for the U.S. stock market today:

First, at 21:30, the December non-farm data and unemployment rate will be released; if the employment data is worse than expected, it will be seen as positive.

Second, at 23:00, the U.S. Supreme Court may issue its ruling on Trump's tariffs (the first opinion day); if the ruling declares them illegal, it will also be positive.

The Reddit US stock popularity ranking as of January 8 has been updated. As a barometer of retail investor sentiment in the US stock market, this ranking is comparable to China's 'East Money Stock Forum' and holds significant reference value. The latest data shows that APLD has successfully climbed to the 2nd position on the popularity list due to its outstanding performance.

Below are the specific rankings and mention counts:

1. $SPY (SPDR S&P 500 ETF Trust), mentioned 324 times
2. $APLD (Applied Blockchain), mentioned 238 times
3. $NVDA (NVIDIA), mentioned 208 times
4. $ICE (Intercontinental Exchange), mentioned 194 times
5. $ASTS (AST SpaceMobile), mentioned 168 times
6. $MU (Micron Technology), mentioned 102 times
7. $TSLA (Tesla), mentioned 98 times
8. $AAPL (Apple), mentioned 92 times
9. $VOO (Vanguard S&P 500 ETF), mentioned 90 times
10. $DTE (DTE Energy), mentioned 87 times
11. $QQQ (Invesco QQQ ETF), mentioned 86 times
12. $AMD (AMD), mentioned 83 times
13. $PLTR (Palantir), mentioned 81 times
14. $SLV (iShares Silver Trust), mentioned 72 times
15. $AMZN (Amazon), mentioned 70 times
16. $VTI (Vanguard Total Stock Market ETF), mentioned 70 times
17. $RKLB (Rocket Lab USA), mentioned 70 times
18. $GOOG (Alphabet (Google)), mentioned 69 times
19. $META (Meta Platforms (Facebook)), mentioned 63 times
20. $LMT (Lockheed Martin), mentioned 62 times
21. $INTC (Intel), mentioned 59 times
22. $GOOGL (Alphabet (Google)), mentioned 51 times
23. $NFLX (Netflix), mentioned 49 times
24. $ELAB (Elevai Labs), mentioned 48 times
25. $EU (enCore Energy), mentioned 45 times
26. $MSFT (Microsoft), mentioned 43 times
27. $MSTR (MicroStrategy), mentioned 43 times
28. $ONDS (Ondas Holdings), mentioned 41 times
29. $SLS (Sellas Life Sciences), mentioned 39 times
30. $AM (Antero Midstream), mentioned 35 times

At this year's CES, Huang Renxun unveiled Alpamayo, an autonomous driving AI, joining the intense competition with Tesla's FSD. Morgan Stanley (Morgan Stanley) has also pointed out that this year is the eve of industry explosion, making it essential to outline the relevant concept stocks:

Brain (Computing and Decision Layer)

NVDA (NVIDIA)
NXPI (NXP Semiconductors)
GOOGL (Google-A)
U (Unity Software)
QCOM (Qualcomm)
ARM (Arm Holdings)
MBLY (Mobileye Global)
TXN (Texas Instruments)
TSLA (Tesla)
AMBA (Ambarella)
MSFT (Microsoft)
BIDU (Baidu)
BABA (Alibaba)
META (Meta Platforms)
AMD (Advanced Micro Devices)
STM (STMicroelectronics)

Autonomous Driving Integrators/Solution Providers

TSLA (Tesla)
BIDU (Apollo, Baidu's subsidiary)
AUR (Aurora Innovation)
PONY (Pony.ai)
AMZN (Zoox, Amazon's subsidiary)
KDKK (Kodiak AI)
WRD (WeRide)
GOOGL (Waymo, Google's subsidiary)
DIDY (DiDi Global Inc)

Perception Systems

HSAI (Hesai Technology)
AEVA (Aeva Technologies)
ARBE (Arbe Robotics)
APTV (Aptiv PLC)
ALYE (Aeye)
MVIS (Visionary Image)
OUST (Ouster)
INVZ (Innoviz Technologies)
MGA (Magna International)

Automakers

TSLA (Tesla)
TM (Toyota Motor)
NIO (NIO Inc)
LI (Li Auto)
XPEV (XPeng Motors)
GM (General Motors)
RIVN (Rivian Automotive)
LCID (Lucid Group)
MBGYY (Mercedes-Benz Group)

Operational Networks / Mobility Services

UBER (Uber)
HTZ (Hertz Global Holdings)
VIA (Via Transportation)
LYFT (Lyft Inc)
GRAB (Grab Holdings)
AMZN (Amazon)
DIDY (DiDi Global Inc)
AVIS (Avis Budget Group)
CAR (Avis Budget Group)

**Why did silver prices sharply drop from 80 to 75 in just two days?**

The prediction made by Barron's earlier seems to be coming true. In its January 2nd edition, the cover story titled "Silver Will Soon Face Major Selling Pressure" explicitly pointed out: due to the rebalancing adjustment of the Bloomberg Commodity Index from January 8th to 14th, a silver futures sell-off worth up to $3.8 billion is expected.

**It is particularly noteworthy that**: The data cited in the article comes from JPMorgan.

JPMorgan was once the largest short position holder in the silver market (after facing penalties, its current approach has become more cautious and low-key), and it is also the main counterpart in the recent silver "short squeeze" rally.

This week, some U.S. market clients have reported receiving calls from brokers advising them to short silver, citing the exact factors mentioned above. This situation feels almost premeditated, reminiscent of "taking advantage of the wind."

**The so-called "wind" actually refers to historical patterns:**

Looking back, after a significant surge in silver prices in 2010, the market fell for an entire month during the rebalancing period in January 2011, only regaining upward momentum by month-end. Similarly, in 1980, the same pattern occurred. Historically, there has never been an instance where the market maintained an upward trend during a rebalancing period following a strong year.

This market phenomenon is similar to the "Christmas rally," which not only makes theoretical sense but has also become a strong market consensus as the pattern repeats over time.

Now, the "arrow piercing through the clouds" has been launched; the next focus lies in whether the market forces can fully suppress the bulls until the end of January.

Why is 2025 considered the year of victory for retail investors in the U.S. stock market? This can be clearly seen from the top ten most discussed stocks on Reddit in 2025 and their annual performance data:

1. RKLB (Rocket Lab): +209%
2. HOOD (Robinhood): +205%
3. PLTR (Palantir): +158%
4. AMD: +78%
5. GOOGL (Alphabet): +65%
6. RDDT (Reddit): +36%
7. TSLA (Tesla): +27%
8. WMT (Walmart): +24%
9. META (Meta): +11%
10. MSTR (MicroStrategy): -47%

Among these, the only losing asset is primarily affected by the performance of Bitcoin. Next, let's take a look at the top ten most popular stocks tracked so far this year:

1. ASTS (AST SpaceMobile): Satellite communications
2. RKLB (Rocket Lab): Large-scale space rockets
3. AMZN (Amazon): Amazon
4. GOOGL (Google): Google
5. NBIS (Nebius): AI
6. RDDT (Reddit): Own platform
7. MU (Micron): Memory chips
8. IREN (Iris Energy): Bitcoin mining/AI data centers
9. SOFI (SoFi): Financial services for young people
10. POET (POET Technologies): Photonic chips

"""
US Stock Account Opening and Tool Recommendations with Invitation Codes (Updated 2026) Including Free Appointment Info for Standard Chartered and HSBC

Licensed Brokerage Account Guide

Interactive Brokers (IBKR, US Brokerage, no CRS requirement, requires ID card and proof of overseas address):
https://t.co/QAcM6xktpE

BBAE (US Brokerage, no CRS requirement, requires only ID card, no proof of overseas address needed):
https://t.co/YgBQErsJkF

Firstrade (no CRS requirement, requires passport, no proof of overseas address needed, email verification; if verification code not received, try closing VPN and refreshing):
https://t.co/fKTmgXQrUY

Yingli Securities (no proof of overseas address needed, invitation code is nyewde):
https://t.co/sDpUedIAD5

Victory Securities (no proof of overseas address needed for US and Hong Kong stock accounts, proof required for cryptocurrency deposits and withdrawals):
https://t.co/Ca5Szxe7Ig

ZhiFu Securities (no proof of overseas address needed, invitation code is OK6666):
https://t.co/pTo7lLj3rn

Zhuorui Securities (no proof of overseas address needed for US and Hong Kong stock accounts, proof required for cryptocurrency deposits and withdrawals, invitation code is 100591):
https://t.co/2KO4m1Ht1f

Fosun Securities (requires proof of overseas address, invitation code is 020384):
https://t.co/7MlJC5FQtx

Tiger Brokers (requires overseas identification, invitation code is MEIGUOKGE):
https://t.co/vE5eiQ5YMD

Futu Securities (requires overseas identification, invitation code is DOGGY): After registration, download the app, go to Futu Bull App - My - Activities Center - Redemption Center, enter redemption code: DOGGY

Advanced Investment Tools (Recommended Purchases and AI Stock Selection):

Seeking Alpha Premium:
https://t.co/98WydnLais

Seeking Alpha Alpha Picks:
https://t.co/r2cD7yKI1w

Investing Pro:
https://t.co/zxRermfAO3

Standard Chartered and HSBC Account Opening (Exclusive New User Offers)

Standard Chartered Preferred Wealth Management Free Appointment:
https://t.co/TMeki3YCZs

HSBC Premier Free Appointment:
"""

According to the data from January 5th, the ranking of popular discussions about US stocks on Reddit is as follows. You can compare it with Eastmoney Stock Bar as a barometer for retail investors. Among them, due to the impact of Venezuela, the popularity of CVX has risen to second place:

1. $SPY (SPDR S&P 500 ETF), mentioned 108 times
2. $CVX (Chevron), mentioned 78 times
3. $SLS (Sellas Life Sciences), mentioned 65 times
4. $PLTR (Palantir), mentioned 58 times
5. $NVDA (NVIDIA), mentioned 57 times
6. $QQQ (Invesco QQQ ETF), mentioned 57 times
7. $MU (Micron Technology), mentioned 56 times
8. $TSLA (Tesla), mentioned 52 times
9. $DTE (DTE Energy), mentioned 48 times
10. $SLV (iShares Silver ETF), mentioned 46 times
11. $EU (enCore Energy), mentioned 45 times
12. $VTI (Vanguard Total Stock Market ETF), mentioned 40 times
13. $NKE (Nike), mentioned 35 times
14. $VOO (Vanguard S&P 500 ETF), mentioned 35 times
15. $XOM (Exxon Mobil), mentioned 34 times
16. $ONDS (Ondas Holdings), mentioned 33 times
17. $HAL (Halliburton), mentioned 31 times
18. $AM (Antero Midstream), mentioned 28 times
19. $MSTR (MicroStrategy), mentioned 27 times
20. $ASTS (AST SpaceMobile), mentioned 26 times
21. $RKLB (Rocket Lab USA), mentioned 26 times
22. $AMD (AMD), mentioned 25 times
23. $INTC (Intel), mentioned 20 times
24. $SLB (Schlumberger), mentioned 18 times
25. $RR (Richtech Robotics), mentioned 18 times
26. $AMZN (Amazon), mentioned 17 times
27. $NFLX (Netflix), mentioned 17 times
28. $VT (Vanguard Total World Stock ETF), mentioned 16 times
29. $META (Meta Platforms), mentioned 16 times
30. $VZ (Verizon), mentioned 15 times

#StockMarket #Investment #USStocks #Reddit

Morgan Stanley recently released a report on the "Top 25 Humanoid Robot Technologies," which includes strategic layout references for 2026:

**Brain Module**

- BIDU (Baidu)
- [iFlytek](https://t.co/iRvCwM49rH)
- BABA (Alibaba)
- SSNLF (Samsung Electronics (ADR))
- NVDA (NVIDIA)
- [Horizon Robotics-W](https://t.co/yvCYWP43x9)
- TXN (Texas Instruments)
- AMD (Advanced Micro Devices)
- ARM (ARM Holdings)
- [Desay SV](https://t.co/80uD4PKUS8)
- CDNS (Cadence Design Systems)
- SNPS (Synopsys)

**Vision Module**

- MCHP (Microchip Technology)
- SONY (Sony)
- AMBA (Ambarella)
- ON (ON Semiconductor)
- SSNLF (Samsung Electronics (ADR))

**Body Module**

- NXPI (NXP Semiconductors)
- STM (STMicroelectronics)
- TXN (Texas Instruments)
- ALGM (Allegro Microsystems)
- HSAI (Hesai)
- RNECY (Renesas Electronics (ADR))
- IFNNY (Infineon Technologies (ADR))
- ROHCY (Rohm Semiconductor (ADR))
- [Joyson Electronics](https://t.co/fKilQV04oI)

If Trump supports the new Venezuelan government coming to power, which companies will benefit from the US stock market?

$CVX

Chevron is the last major oil company in the United States still operating in Venezuela. Despite the sanctions imposed by the United States on Venezuela, CVX still holds the only export license that allows it to import Venezuelan oil into the United States, giving it a unique position in this market.

Therefore, in Maduro's New Year's speech a few days ago, he stated: "If they wish to obtain Venezuelan oil, Venezuela is willing to accept investments from the United States, just like Chevron, anytime, anywhere, and in any way."

On the first trading day after the speech, CVX's stock price rose by 2.3%.

If a pro-American government comes to power, Trump will undoubtedly lift the sanctions. With over 100 years of development, CVX has deep roots in Venezuela and may quickly capture a large portion of the Venezuelan oil market, thus becoming the biggest beneficiary.

"""
The First War of 2026 Has Arrived

Just two hours before the airstrike on Venezuela, an unexpected surge in pizza orders was observed at a late-night pizzeria located next to the Pentagon.

You can track pizza orders here:

http://pizzint.watch

However, this spike occurred an hour later than on Polymarket, as it’s likely that intelligence operatives placed their orders for pizza only after they had made their bets on Poly.
"""

"""
Alpha Picks 2026 Latest Stock Recommendations 01.02: $B. Here’s a summary of the reasons for their investment choice:

Barrick Gold, primarily engaged in gold production with copper as a secondary focus, effectively balances risk with AI strategies. In Q3 of 2025, the company experienced a remarkable twofold increase in cash flow, with profit margins exceeding the industry average by five times. The valuation remains attractive. For 2026, projections indicate a 53% growth in earnings before interest and taxes, alongside an impressive increase of over 55% in operating cash flow, significantly outpacing the industry median of 6.5%. Additionally, dividends are expected to remain stable.

For those interested in Seeking Alpha membership, you can find a 30% discount link below:

Seeking Alpha Premium: https://t.co/98WydnKCsU
Seeking Alpha Alpha Picks:
"""

In January, the probability of the Federal Reserve cutting interest rates was only 15%, so relying on this factor to drive market trends seems unrealistic.

However, there is a positive signal: historically, there is a phenomenon known as the "January Effect."

Statistics show that stock market returns in January are usually higher than in other months, and this phenomenon is similar to the holiday market trends, including tax effects, year-end bonuses, and the impact of holidays.

In the past, the "January Effect" has mainly been observed in small-cap stocks, where retail investors are typically the main participants in the market.

Therefore, it is recommended to pay more attention to stocks that are frequently discussed on Reddit.

Okay.