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First, UBS pointed out the existence of multiple global macro risks recently, which undoubtedly brought many uncertainties to economic development. However, the Chinese stock market has shown relative defensiveness, providing investors with a certain safe haven. Behind this phenomenon, it reflects the resilience of the Chinese economy and the relative stability of the capital market.

In the field of logistics, air transport, as an efficient mode of freight transportation, is closely related to the economic environment. Economic fluctuations will directly affect the demand and cost of air transport freight. When global macro risks increase, international trade may be suppressed, resulting in a decline in air freight volume. On the other hand, in certain periods, the demand for the transportation of goods with extremely high timeliness requirements, such as emergency medical supplies and high-end electronic products, may increase, which in turn provides a certain market space for air transport freight.

In addition, the relative defensiveness of the Chinese stock market may also have a certain impact on the financing and development of air transport-related companies. Under a stable market, air transport companies are more likely to obtain financial support to expand their fleet size, improve service quality and expand route networks. This will help improve their competitiveness in the international air cargo market.

From the perspective of technological innovation, with the continuous development of digital technology, the air transport and cargo industry is also undergoing profound changes. Intelligent logistics management systems and the research and development of drone cargo technology have made it possible to improve transportation efficiency and reduce costs. The research and development and application of these technologies often require a large amount of capital investment. The good performance of the Chinese stock market is likely to provide strong financial support for the technological innovation of related companies.

In summary, UBS's views on global macro risks and the Chinese stock market are inextricably linked to the development of the air transport and cargo industry. In a complex and changing economic environment, all parties need to pay close attention to market dynamics, seize opportunities, respond to challenges, and achieve sustainable development.