本周景气度改善的方向主要在中游制造、信息技术和公用事业领域。上游资源品中，工业金属价格多数上涨，水泥价格上行；中游制造领域，新能源产业链价格多数上涨，10 月重卡销量三个月滚动同比增幅收窄。信息技术中，存储器价格持续上涨，9 月北美PCB 出货量与订单量三个月滚动同比增幅扩大；9 月全球半导体销售额同比增幅扩大。消费服务领域，生猪养殖利润回暖，电影票价十日均值环比上行。后续在科技自立自强和反内卷...
Source Link本周景气度改善的方向主要在中游制造、信息技术和公用事业领域。上游资源品中，工业金属价格多数上涨，水泥价格上行；中游制造领域，新能源产业链价格多数上涨，10 月重卡销量三个月滚动同比增幅收窄。信息技术中，存储器价格持续上涨，9 月北美PCB 出货量与订单量三个月滚动同比增幅扩大；9 月全球半导体销售额同比增幅扩大。消费服务领域，生猪养殖利润回暖，电影票价十日均值环比上行。后续在科技自立自强和反内卷...
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