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China, India Binge Buy Russian Energy, Nearly Double Last Year’s Purchases Amid West's Restrictions_蜘蛛资讯网

ate for lost Russian energy. On Monday, EU high representative for foreign affairs and security policy Josep Borrell admitted that the transition away from Russian gas and oil is creating “serious dif

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部适度轮动，由前期浮盈较厚的半导体等AI硬件向泛AI链中近期性价比提升的锂电/储能等适度切换。第二，AI链外的交易性仓位建议增配景气趋势仍在、但超额收益落后的铜铝等工业金属以及中美会晤期间高胜率，供需有缺口且盈利预期改善的部分化工品，如尿素、硫磺等。　　招商证券：A股进入业绩验证阶段 　　近期海外算力、国产算力、锂电三个主题的产业景气度较高，投资上，短期弹性最强的是国产算力，中期确定性较强的是海外

umped some $24 billion in revenue into Russia’s coffers between March and May, nearly doubling the $13 billion the Asian giants spent during the same period in 2021, China Customs and India Trade Mini

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