Northeast Securities Liao Bo: Spring Layout "First Energy, Then Agricultural Products"
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Liao Bo, Chief Macro Economist at Northeast Securities, stated at the "Bay Area Financial Leaders Conference" that the spring investment layout should be "first energy and chemicals, then agricultural products." He pointed out that historical commodity cycles show that agricultural products are usually the last stage of the cycle, and this summer's climate changes may affect supply, enhancing the strategic attributes of agricultural products and leading to an expanded price increase potential. Liao Bo also mentioned that the energy and chemicals sector has a complex market, requiring investors to carefully dig for opportunities
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