【中信证券：重点关注美、欧解除对俄制裁进程，而非停战谈判本身】金十数据2月25日讯，中信证券认为，近期特朗普政府推动美俄关系缓和及俄乌停战谈判，引发了全球股票和商品市场的变化。但特朗普政府的和谈动议与其欧洲盟友和乌克兰的态度有明显不同。各方在谈判积极性、停战条件等方面仍有巨大差异。我们认为未来和谈进程难言顺利，仍需关注各类风险。进行风险偏好回升主线的交易需要谨慎。重点关注美、欧解除对俄制裁进程，而非停战谈判本身。
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