团队成员:刘洋 | 李一涛 | 黄雨韵核心观点部分投资者的观点:本周钢铁板块在“反内卷”政策概念推动下涨幅过高过快,行情或将冲顶结束。当前部分投资者认为,钢铁板块反内卷只是短期主题投资,不具有持续性,本周钢铁板块已经在“反内卷”政策概念推动下涨幅过高,行情或将冲顶结束,对板块的上行空间保持怀疑。我们不同的观点:钢铁板块在“反内卷”背景下具有基本面支撑的中期投资价值。我们认为从当前时点来看,钢铁行业...
Source Link团队成员:刘洋 | 李一涛 | 黄雨韵核心观点部分投资者的观点:本周钢铁板块在“反内卷”政策概念推动下涨幅过高过快,行情或将冲顶结束。当前部分投资者认为,钢铁板块反内卷只是短期主题投资,不具有持续性,本周钢铁板块已经在“反内卷”政策概念推动下涨幅过高,行情或将冲顶结束,对板块的上行空间保持怀疑。我们不同的观点:钢铁板块在“反内卷”背景下具有基本面支撑的中期投资价值。我们认为从当前时点来看,钢铁行业...
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