[Guojin AI Metals] 0731: Right Side Gradually Clear, Focus on the Strike Zone!

English summary

### [Guojin AI Metals] 0731: Right Side Gradually Clear, Focus on the Strike Zone!

Time: 2026-07-31 11:17:49

Content: ⭐⭐⭐ [Guojin AI Metals] 0731: Right Side Gradually Clear, Focus on the Strike Zone!

# Market: Moisture squeezed out, strike zone entered. After more than a month of accelerated correction, AI metal targets have basically fallen back to pre-rally levels.

# Most targets have fallen back to the position at the end of last year [liquidity narrative not aggressive, AI narrative at 0]; considering stronger fundamentals, higher upside, and longer duration, most targets are oversold and have entered the strike zone.

# Molybdenum: Resonance between high-end manufacturing and energy chemicals is expected, high-purity molybdenum powder leader worth attention. High-end manufacturing demand represented by shipbuilding is exploding, energy chemical demand is expected to rebound significantly in Q3. Peak season approaching, historical highs expected to be broken; # Leading target high-purity molybdenum powder has sharp positioning, first recommendation Jinmo; Guocheng.

# Tin: Inventory across the entire industry chain is drying up, prices expected to hit new highs. After hidden inventory was largely reduced, visible inventory also decreased significantly. When liquidity returns, tin prices may hit new highs at any time. # Targets: Tin Industry, Huaxi, Jinlu. ...