Sinolink Securities: Market trend opportunities remain unclear; structural response remains the main approach.
Sinolink Securities' research report states that market trend opportunities remain unclear, and structural responses are still the main approach. Sinolink Securities recommends: First, non-ferrous metals, as assets opposing the US dollar, in the long term, current technology does not possess the capacity for further acceleration, and after the extreme interest rate hike expectations materialize and geopolitical conflicts ease, a phased rebound is brewing; Second, this round of oil price fluctuations may instead release global demand for energy restocking, and the energy and chemical chain represented by oil, oil shipping, and refining will continue to benefit.
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