电力设备行业跟踪周报:马斯克回归OPTIMUS量产在即 汽车反“内卷式”竞争

东吴证券股份有...
02 Jun

电气设备6623 下跌2.44%,表现弱于大盘。本周(5 月26 日-5 月30 日)核电涨3.8%,发电设备涨1.89%,风电涨1.15%,锂电池跌0.89%,新能源汽车跌1.73%,光伏跌2.01%,电气设备跌2.44%。涨幅前五为长城电工、台海核电、明星电缆、百利电气、中超控股;跌幅前五为比亚迪、南风股份、电投产融、麦迪电气、星云股份。行业层面:人形机器人:宇树机器人格斗赛圆满举行;国家地方...

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