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金鹰基金:外围贸易摩擦压制全球风偏 关注黄金、军工等避险资产
Xin Lang Ji Jin· 2025-05-26 07:25
Group 1 - The A-share market experienced a slight increase followed by a decline, with average daily trading volume dropping to 1.18 trillion yuan, reflecting limited short-term policy expectations and uncertainties from external shocks [1] - The market style performance showed that consumption outperformed, followed by cyclical, financial, and growth sectors, with most industries declining [1] - Despite external pressures, domestic economic resilience is expected to support the market, with positive developments in US-China trade negotiations anticipated to bolster the domestic economy in Q2 [1] Group 2 - The ongoing US-EU trade friction is expected to benefit safe-haven assets and companies with high export ratios to Europe, while the potential for increased tariffs on European goods may lead to heightened trade tensions [2] - The technology growth sector, particularly in AI, robotics, innovative pharmaceuticals, and military industries, is anticipated to perform well following earnings reports, despite recent pullbacks in self-sufficient sectors [2] - The market may react positively to perceived risks, with potential for increased pressure from the US on the EU, which could ultimately favor safe-haven assets [2]