(以下内容从华福证券《轻工制造行业定期报告:深圳购房政策再优化,美国降息预期升温》研报附件原文摘录)投资要点:【周观点】本周深圳进一步优化购房政策,部分家居龙头中报已重回正增长,市场情绪低位持续提示家居板块左侧布局机会;越南8月出口额同比+14.5%保持强劲,美国降息预期升温,看好具备海外布局优势的强阿尔法出口龙头;柏星龙发布公告拟参股东莞达峰,推进环保材料纸浆模塑领域布局,持续推荐纸浆模塑龙头...
Source Link(以下内容从华福证券《轻工制造行业定期报告:深圳购房政策再优化,美国降息预期升温》研报附件原文摘录)投资要点:【周观点】本周深圳进一步优化购房政策,部分家居龙头中报已重回正增长,市场情绪低位持续提示家居板块左侧布局机会;越南8月出口额同比+14.5%保持强劲,美国降息预期升温,看好具备海外布局优势的强阿尔法出口龙头;柏星龙发布公告拟参股东莞达峰,推进环保材料纸浆模塑领域布局,持续推荐纸浆模塑龙头...
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