广发证券研究发现，A股各行业的基本面周期可分为下行期、出清初期、回升期、扩张期等七个明确阶段，认为当前光模块处于强扩张期，CXO等行业处于出清末期。 8月29日，广发证券最新研报中称，基于构建的涵盖1300+公司的行业比较数据库，通过分析龙头公司盈利周期、产能周期、库存周期等财务数据，将中国各行业的基本面周期可分为七个明确阶段，分别为： 下行期、出清初期、出清中期、出清末期、回升期、扩张期、...
Source Link广发证券研究发现，A股各行业的基本面周期可分为下行期、出清初期、回升期、扩张期等七个明确阶段，认为当前光模块处于强扩张期，CXO等行业处于出清末期。 8月29日，广发证券最新研报中称，基于构建的涵盖1300+公司的行业比较数据库，通过分析龙头公司盈利周期、产能周期、库存周期等财务数据，将中国各行业的基本面周期可分为七个明确阶段，分别为： 下行期、出清初期、出清中期、出清末期、回升期、扩张期、...
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