GF Strategy: Pay Attention to 3 Clues of the Russia-Ukraine Conflict and 3 Directions for “Stable Growth” – Xinhua English.news.cn

Securities Times e Company News, GF Strategy Research Report said that A-shares rebounded from a good start in the Year of the Tiger and encountered geopolitical risks in Russia and Ukraine. Geographical risks will not dominate the stock market trend, but will accelerate the weak market that has not yet formed a consensus. If the situation in Russia and Ukraine eases in stages, it will provide a good opportunity to control portfolio risks. Russia-Ukraine geopolitical risks strengthen the “supply-demand gap” of global resources/raw materials, and maintain a balanced allocation of high- and low-regional regions: resources/materials (coal/aluminum/potash fertilizer) benefiting from the inflation logic of “supply-demand gap”; low-region “steady growth” and The intersection of “Double-Carbon New Cycle” (real estate/building materials/coal chemical industry); technology track stocks that PEG gradually agrees with (new energy vehicle/wind power photovoltaic/digital economy). (Telephone for reporting illegal and bad information: 0755-83514034 Email: [email protected])