In the recent Russian-Ukrainian conflict, the Eagles took their younger brothers and began to sanction Omao, while WTI crude oil $Crude Oil Futures (JUL6) (CLmain.US)$It rushed all the way from around 90 to around 130, leading various commodities (aluminum, nickel, copper, etc.) to new highs. ?$#@$ yesterday's cycle — the emergency braking of crude oil and a sharp drop of 12% also led to the recent weakness in the US stock market once again. The Hong Kong stock market was stiff in the morning, and I was a bit discouraged in the afternoon (I couldn't help but sigh).
Take the aviation sector of Hong Kong stocks as an example. Although Hong Kong stocks have fallen a lot since February last year, aviation stocks have actually not fallen very much. Compared with the 80% decline in China Securities, aviation stocks have only fallen by about 20%. Furthermore, the recent sharp decline did not fall below the low of August 509.487 in August '21. So from my personal point of view, this is a spot worth watching and laying out.
Simply put,Under the recovery of the epidemic, the industry continues to improve supply and demand, and layout opportunities brought about by short-term oil price surges。
Stock trading is an expectation. Since the recent market mainly revolves around crude oil derivatives, you might as well discuss the opportunities for crude oil derivatives with all the officials.
First, let's look at the disruptive factors in the short-term market — the situation in Russia and Ukraine. I personally speculate that the situation in Russia and Ukraine will not be worse now. Therefore, unless a war of war actually occurs, the whole situation is basically manageable. Based on this basis, there won't be much room for speculation about whether crude oil will continue to soar.
Here's also an explanation of why I'm interested in aviation...