(报告发布日期2025年1月13日)摘要CXO整体研究框架:从需求、供给、政策多维度全面揭示CXO景气度和发展周期我们主要从需求、供给、政策等多个维度跟踪CXO的行业景气度和发展周期。其中,需求端,宏观投融资情况和微观订单情况是核心跟踪指标,用以判断行业景气度变化和相关公司业绩成长性变化;供给端,主要分析相关上市公司产能布局,以判断产能与订单需求的匹配程度;政策端,对CXO的影响主要从国内鼓励政策...
Source Link(报告发布日期2025年1月13日)摘要CXO整体研究框架:从需求、供给、政策多维度全面揭示CXO景气度和发展周期我们主要从需求、供给、政策等多个维度跟踪CXO的行业景气度和发展周期。其中,需求端,宏观投融资情况和微观订单情况是核心跟踪指标,用以判断行业景气度变化和相关公司业绩成长性变化;供给端,主要分析相关上市公司产能布局,以判断产能与订单需求的匹配程度;政策端,对CXO的影响主要从国内鼓励政策...
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.