“反内卷”号角吹响牵动市场预期,瑞银李智颖:水泥板块或率先受益

新浪证券
29 Jul

访谈直达>>瑞银李智颖:下半年哪些板块有望成为投资新风口?近期,“反内卷”号角吹响牵动市场预期。瑞银财富管理投资总监办公室大中华区股票主管李智颖接受访谈,分享其观察与展望。李智颖指出,当前“反内卷”与2016年“去产能”实施主体存在明显区别。2016 年时,相关产业的供应主体多为国有企业,在产能控制、生产调整等方面具备快速响应的能力,政策效果能够迅速显现。而如今,以太阳能板块为代表的诸多行业,...

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