跟踪 |【摩根士丹利】 周三周期论剑:'原材料、交运、保险、工业行业更新'

思维纪要社
Sep 10

最近公众号改变了规则,推送不按时间顺序,如果不想错过《思维纪要社》的文章,请设“星标”并且经常点击“在看”,感谢大家支持!所有内容都来自于网络,如有侵权,请联系后台删除,感谢理解全文摘要本次讨论涵盖了多个行业动态与趋势。国内反内卷调研关注教育与工作环境优化;邮轮业探讨了运价上涨、市场需求分化及供给侧变化,指出未来存在上行风险;安能物流被首次覆盖,其市场地位、竞争优势及投资价值受到分析;保险业聚焦...

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