【天风机械】9月美联储降息几成定局,建议关注北美出海链

新浪财经
Sep 06

(来源:十二生肖智慧猴)市场预期本月美联储降息的概率约为90%,并预期年底前至少再降两次。我们认为,以下行业/标的有望在降息周期中获益:1、工具行业。工具行业需求与美地产及降息节奏关联较大,若实施降息,有望逐步传导至地产链、同时提振工具类需求。国内工具类出海公司有望抓住产能转移及商超自有品牌代工机遇,与降息周期共振。建议重点关注:【巨星科技】、【欧圣电气】(马来产能投产,拓展新品类及机器人业务)、...

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