Huaxi Securities: The allocation of safe-haven assets should not be ignored.

Golden Ten Data on June 25, Huaxi Securities pointed out that the market has recovered after a sharp decline and is still in the framework of shocks since mid-May. However, the narrative of the “era of chaos” abroad has not changed, and after the tariffs, the geopolitical conflict in the Middle East has erupted, and the United States has been involved in it, further fueling the uncertainty. If the bearish event happens again, the long mindset may still face a stress test. In this case, we cannot ignore the allocation of safe-haven assets, and for the game of flexible varieties, “close when you see good” or a relatively stable trading strategy.