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Global financial turmoil, Russia is reaping the rewards.
Hormuz Strait blocked,
Oil prices haven't stopped rising for five weeks,
Nasdaq and Nikkei both breaking through downward together.
Global finance is being reshuffled.
What should you do at this moment?
Who are the winners in this chaos?
Coming back to it over and over, there's just one answer: China.
The damage from this conflict
Just happens to fall entirely on China's adversaries.
Oil at $120 per barrel,
China has sufficient reserves, renewable energy alternatives accelerating.
The deeper global energy anxiety becomes,
The faster photovoltaic, energy storage, and electric vehicles sell,
And right now China is the only one that can deliver.
If Hormuz stays blocked, just watch the show for now. When ceasefire news appears, immediately rotate into A-share tech and new energy stocks.
Everything else is just noise.