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Galaxy Securities pointed out that in a situation where the repetition and uncertainty of subsequent trends cannot be ruled out, it is still necessary to focus on the impact of crude oil price trends on market sentiment and trading structures. Suggestions: 1. In repeated games, we can still focus on the energy and alternative demand sectors, focus on coal, coal chemicals, new energy, shipping ports, oil and gas, etc.; focus on the repair space of the non-ferrous metals sector. 2. Defensive assets, finance, utilities, transportation, etc. 3. Technological innovation and autonomous control sector, focusing on power equipment, energy storage, semiconductors, computing power, communication equipment, etc. The consumer sector focuses on agriculture, forestry, animal husbandry and fishing, food and beverages, household appliances, etc. If the subsequent conflict shows signs of abating, we can focus on laying out repair opportunities for sectors that have surpassed the previous period.

Zhitongcaijing·04/13/2026 00:01:00
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Galaxy Securities pointed out that in a situation where the repetition and uncertainty of subsequent trends cannot be ruled out, it is still necessary to focus on the impact of crude oil price trends on market sentiment and trading structures. Suggestions: 1. In repeated games, we can still focus on the energy and alternative demand sectors, focus on coal, coal chemicals, new energy, shipping ports, oil and gas, etc.; focus on the repair space of the non-ferrous metals sector. 2. Defensive assets, finance, utilities, transportation, etc. 3. Technological innovation and autonomous control sector, focusing on power equipment, energy storage, semiconductors, computing power, communication equipment, etc. The consumer sector focuses on agriculture, forestry, animal husbandry and fishing, food and beverages, household appliances, etc. If the subsequent conflict shows signs of abating, we can focus on laying out repair opportunities for sectors that have surpassed the previous period.