China Securities Co.Ltd(601066) : the A-share market is still in a favorable window period and will not change the original trend in the medium and long term

Financial Associated Press, Feb. 27, China Securities Co.Ltd(601066) Chen Guo pointed out that as the "financial nuclear button" in the financial war, swift may cause a major blow to Russia's foreign trade and international settlement (which banks have been sanctioned has not been determined), especially it will greatly interfere with the acquisition of oil and gas resources in Europe and push up commodity prices further in the short term, The damage to global supply chains has intensified. The impact of previous conflicts on A-Shares in the resumption of trading, and the impact of conflicts related to Russia on China's stock market was late, but the stock index fell intensively two days after the conflict, and the stock index recovered slowly. From a medium and long-term perspective, it will not change the original trend of the stock market. There are many variables in the follow-up of the Russia Ukraine conflict and NATO sanctions, but the market is still in a favorable window period. With the approaching of the two sessions, the stable growth of the infrastructure chain has begun to be realized gradually. Subsequently, with the cooling of the expectation of the Federal Reserve's interest rate hike in March, the decline of China's long-end treasury bond yield, the improvement of the growth sector environment, and optimistic about power semiconductors and photovoltaic with high prosperity, CXO with expected marginal improvement, etc, At the same time, pay attention to the aluminum and crude oil chain benefiting from the conflict between Russia and Ukraine, thermal power benefiting from the downward coal price, digital economy supported by policies, etc.

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