中信证券:把握三条投资主线,布局材料领域投资机会

美港电讯
28 May

【中信证券:把握三条投资主线,布局材料领域投资机会】金十数据5月28日讯,中信证券发布能源与材料下半年投资策略研报称,展望2025年下半年,人形机器人、核聚变、自主可控、氢能、SAF等主题在政策或事件催化下有望表现活跃,军工、核电内需高景气无惧外部环境扰动,AI服务器PCB、固态电池等新产业的发展将带来相应的材料需求弹性。看好政策/事件催化的主题交易、行业景气带来的高确定性成长、产品/技术的创新与迭代三条投资主线,建议积极布局相关产业链环节和材料端。

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