作者:方奕/陶前陈/张逸飞核心观点:一线城市楼市景气延续改善,建工需求边际回暖,叠加反内卷政策持续推进,内需周期品价格有所改善;服务消费景气环比回升,耐用品消费增长仍有压力。投资要点▶内需周期品价格回暖,服务消费景气提升。上周(09.15-09.21)中观景气表现分化,值得关注:1)一线城市地产销售增幅进一步扩大,楼市景气延续改善,建工需求边际改善,叠加钢铁、煤炭等行业反内卷政策持续推进,煤炭、...
Source Link作者:方奕/陶前陈/张逸飞核心观点:一线城市楼市景气延续改善,建工需求边际回暖,叠加反内卷政策持续推进,内需周期品价格有所改善;服务消费景气环比回升,耐用品消费增长仍有压力。投资要点▶内需周期品价格回暖,服务消费景气提升。上周(09.15-09.21)中观景气表现分化,值得关注:1)一线城市地产销售增幅进一步扩大,楼市景气延续改善,建工需求边际改善,叠加钢铁、煤炭等行业反内卷政策持续推进,煤炭、...
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