格隆汇8月5日|瑞银发表报告,列出潜在受惠“反内卷”政策的板块和首选股名单,并关注相关板块股价是否已反映相关因素。水泥(大部分已反映):中国建材医疗(大部分已反映):三生制药、威高股份保险(部分已反映):中国平安、太保猪肉(部分已反映):牧原股份、温氏股份太阳能供应链(轻微反映):协鑫科技、通威股份、隆基绿能餐饮外卖(轻微反映):阿里巴巴锂(轻微反映):盐湖股份化工(未反映):华鲁恒升、恒力石化...
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