本周景气度改善的方向主要在资源品、中游制造和信息技术领域。上游资源品中，贵金属、水泥价格上涨；中游制造领域，新能源和光伏产业链价格普遍上涨，8月充电桩数量三个月滚动同比转正。信息技术中，DRAM存储器价格上行，8月TV LCD出货量三个月滚动同比转正。消费服务领域，票房收入上行，白电、清洁家电线上零售均价上行。在“金九银十”旺季补库需求带动下，叠加“反内卷”背景下产能受限，部分行业供需改善推动...
Source Link本周景气度改善的方向主要在资源品、中游制造和信息技术领域。上游资源品中，贵金属、水泥价格上涨；中游制造领域，新能源和光伏产业链价格普遍上涨，8月充电桩数量三个月滚动同比转正。信息技术中，DRAM存储器价格上行，8月TV LCD出货量三个月滚动同比转正。消费服务领域，票房收入上行，白电、清洁家电线上零售均价上行。在“金九银十”旺季补库需求带动下，叠加“反内卷”背景下产能受限，部分行业供需改善推动...
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