(以下内容从国金证券《基础化工行业研究:不惧短期扰动,成长与周期或将继续共振》研报附件原文摘录)本周市场有所震荡,尤其是周二到周四的持续调整使得市场风险偏好有所下降,其中申万化工指数下跌1.36%,跑赢沪深300指数0.49%。标的方面,本周固态电池材料标的表现强势,大部分前期表现较佳的标的有所承压,尤其是估值弹性大的AI材料和机器人材料标的。基础化工行业边际变化,一是海外并购整合仍在延续,近期...
Source Link(以下内容从国金证券《基础化工行业研究:不惧短期扰动,成长与周期或将继续共振》研报附件原文摘录)本周市场有所震荡,尤其是周二到周四的持续调整使得市场风险偏好有所下降,其中申万化工指数下跌1.36%,跑赢沪深300指数0.49%。标的方面,本周固态电池材料标的表现强势,大部分前期表现较佳的标的有所承压,尤其是估值弹性大的AI材料和机器人材料标的。基础化工行业边际变化,一是海外并购整合仍在延续,近期...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.