龚有柴GongYouchai | AI & Crypto ||Jan 28, 2026 08:15
I must say one thing about MSX's recent launch: they have a good understanding of macro and market sentiment.
On January 26th, simultaneously going to USAR.M and CDE.M basically puts the "two most explosive main lines in 2026" directly in front of you: resource security and precious metal market.
First, let's talk about USAR.M (American Rare Earth).
What is rare earth? Not mining, but the lifeline of the military industry, new energy, electric motors, and chip material chain. Previously, people thought that 'supply chain stability is enough', but now the global gameplay has changed: you have resources=you have chips, you can card others=you can set prices.
In the past two years, the attitude of the United States towards "key minerals" has shifted from supporting industries to a national security level. What does the capital market like the most? I like 'deterministic storytelling'. And rare earths, once they enter the national team logic, are not valued, but pushed forward by policies, funds, and expectations. Simply put, this is not an ordinary stock, it is a candidate for "national policy assets".
Let's talk about CDE. M (Silver Mining).
Recently, gold and silver have been hitting new highs, and many people are eyeing gold. However, I actually think that silver is more dangerous and exciting: it has both safe haven and industrial properties. The AI data center, photovoltaic, and new energy chains are all rolling together, and the demand for silver is not just about telling stories, but about actual consumption. In the historical market, silver often started later and arrived first. Once it started to chase after the rise, its elasticity was often more exaggerated than that of gold.
And mining stocks are even more aggressive: spot prices rise by 5%, and mining stocks may give you a 15% volatility, especially CDE, a major silver producer in North America, which also has a dual exposure of "silver+gold", which is the type of ticket that is most easily used by funds to amplify emotions when the market comes.
The key point is here: in the past, if you wanted to do this kind of macro trading, you had to switch securities firms, open accounts on different platforms, and research a bunch of things. Now these two main lines can be traded directly on MSX, one side being rare earth national policy and the other side being precious metal elasticity, with much lower operating costs.
I will first open a small observation warehouse myself, add items while walking, and also share an order
Maitong MSX uses USDT to buy US stock registration link with commission discount of 20%:
https://(msx.com)/? code=1KSn77
@MSX_CN
MSX USAR CDE Rare Earth Silver Gold Macro Main Line
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