煤炭普涨 机构指把握煤炭估值修复与业绩弹性投资机会

格隆汇
Sep 08, 2025

港股煤炭股普涨上涨,其中,力量发展涨2.6%,中国秦发、兖矿能源、中煤能源、南戈壁涨超2%,中国神华涨1.5%,易大宗涨超1%,首钢资源跟涨。消息上,中泰证券发布研报称,在“宽货币、低利率、风险偏好改善”的牛市背景下,市场风格高低切、板块轮动将再现;叠加“反内卷”政策催化产能收缩预期强化,煤炭行业逐步走向高质量发展的背景下,煤炭板块有望迎来新一轮上行周期。该行又指,政策落地从预期到现实仍有时间差,...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10