$JIANGXI COPPER(00358)$ Copper is highly likely to face a supply deficit in 2026, primarily driven by the triple demand surge from power infrastructure, AI data centers, and electric vehicles, while supply remains constrained by aging mines and lagging capital expenditures. Combined with the Federal Reserve's expected interest rate cuts, copper prices are poised to enter an upward trend from the second half of 2025 through 2026.
$MNSO(09896)$ Against the macro backdrop of a declining real estate market and weakening wealth expectations, MINISO’s “small joys and instant pleasure” consumption model has become an affordable “happiness substitute” for young people. While it doesn’t solve fundamental problems, it offers an emotional outlet—making it one of the most resilient consumer categories during economic downturns.
Tiger Brokers is in sweet spot for wheel strategy. P/E TTM is about 10 only. Holding the stocks, selling covered call and cash secured put generate passive income weekly. $Tiger Brokers(TIGR)$