- The 2026 market exhibits a profound divergence, characterized by simultaneous extreme safe-haven behavior and heavy bets on specific industrial sectors.
- Defensive assets surged significantly, with AAAU reaching a 52-week high after its net assets surged over 70 % in the past half year to surpass 1.5 billion dollars, while Wall Street raised peak gold price expectations to 4900 dollars.
- Conversely, robust performance in consumer, digital payment, industrial, and infrastructure sectors—such as Klar, Hubbell, and Didi—demonstrates persistent economic resilience and capital expenditure.
