【国金研究·周观点】五一假期出行需求旺盛,国际油价保持低位;优必选攻克工业场景机器人技术难题,禾赛牵头编制首部车载激光雷达国标

国金证券研究所
06 May

总量科技制造消费周期周报导读总量《五月策略:“关税2.0”或已渗透经济,企业盈利未见可持续改善》【策略张弛】展望后市,全A非金融企业目前处于 “主动去库” 磨底期,短期业绩或反复,最快Q3后有望趋势性反转。原因在于:去年政策多作用于经济 “负债端”,居民和企业状况待改善;家电、电子等结构性支撑边际回落;ROE 靠补贴等驱动,订单改善才能扭转下行;居民、企业信用低迷,政策强化资产端或促企业扩投。行业...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10