低空行业周报(7月第5周):深圳发布低空基础设施高质量建设方案 行业静待催化

华福证券
Aug 03

投资要点:本周行情回顾本周(7 月28-8 月1 日)Wind 低空经济指数下跌0.11%,概念板块排名114/330,整体跑赢大盘(上证指数本周下跌0.57%)。与其他科技条线主题板块相比,跑赢人形机器人指数2.05pct,跑输AI 算力指数0.59pct。本周A 股及港股核心标的中,涨幅前五为:腾亚精工(上涨18.96%),锐科激光(上涨12.78%),西锐(上涨10.76%),西测测试(上涨...

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