(以下内容从华龙证券《机械设备行业周报:关注工程机械、叉车等板块投资机会》研报附件原文摘录)摘要:2025年7月14日-2025年7月18日机械设备指数上涨3.19%,在一级行业分类中排名第5位。子行业中子行业中通用设备(+4.06%)、自动化设备(+3.49%)、专用设备(+2.68%)、轨交设备(+2.4%)、工程机械(+2.4%)。我们认为,近期市场热点轮动较快,可左侧布局拥挤度较低的板块。...
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