高盛关于近期市场的解读

挣能量and富能量
30 Jul

早晨刚刚发布的中美关税尚无重大变化,中美将继续推动美方已暂停的对等关税24%部分以及中方反制措施如期展期。在等新闻的同时,我们来看下最近的卖方解读吧~关于“反内卷”:是否为新的供给侧改革?当下光伏和新能源汽车行业的反内卷与2016年至2018年钢铁和煤炭行业的供给侧改革有相似之处,但也存在重要差异。例如,钢铁和煤炭行业当时存在大量落后产能且污染严重,而目前光伏和新能源汽车行业并不存在这些问题。...

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