最近有哪些行业景气度在变化?9月景气度较高的行业,主要在中游制造,科技TMT,以及部分资源品中。具体,首先关于上游资源品,黑色系价格9月普遍下跌,螺纹/焦煤/焦炭价格持续低位阴跌,意味着建筑业需求不佳,实物工作量未出现太多改善。在信用周期重启前,这些经济顺周期品种景气大幅提升,是比较困难的。现在只能期待反内卷让竞争格局改善,品种价格低位企稳。9月原油价格也是下跌的,这块主要跟全球经济周期有关。目前...
Source Link最近有哪些行业景气度在变化?9月景气度较高的行业,主要在中游制造,科技TMT,以及部分资源品中。具体,首先关于上游资源品,黑色系价格9月普遍下跌,螺纹/焦煤/焦炭价格持续低位阴跌,意味着建筑业需求不佳,实物工作量未出现太多改善。在信用周期重启前,这些经济顺周期品种景气大幅提升,是比较困难的。现在只能期待反内卷让竞争格局改善,品种价格低位企稳。9月原油价格也是下跌的,这块主要跟全球经济周期有关。目前...
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