El Niño "alert" sounded, highlighting opportunities in three major sectors

The capital market has already responded in advance. Since May 22, the Wind Power Index has continued to strengthen, with a cumulative increase of over 9%. Multiple stocks related to thermal power, power grids, and power equipment have shown active performance. According to institution insiders, this round of El Niño may affect agricultural product supply, energy demand, and global inflation expectations. Against this backdrop, sectors such as agricultural products, energy, and utilities have become key investment areas of institutional focus.