以下内容由博览财经提供，不代表浙商证券认同或赞成其观点、不构成任何投资建议；据此操作，盈亏自负；市场有风险，投资需谨慎。煤炭板块迎催化：截至11月7日，港口煤价继续大幅拉升超过810元/吨，从9月中旬至今煤价涨幅已经超过150元/吨，上涨幅度与斜率超出市场预期。与此同时，机构看好煤炭板块估值修复潜力，逻辑在于：（1）“反内卷”重塑板块投资价值；（2）煤炭PPI有望转正，前瞻布局关键时点；（3）电力...
Source Link以下内容由博览财经提供，不代表浙商证券认同或赞成其观点、不构成任何投资建议；据此操作，盈亏自负；市场有风险，投资需谨慎。煤炭板块迎催化：截至11月7日，港口煤价继续大幅拉升超过810元/吨，从9月中旬至今煤价涨幅已经超过150元/吨，上涨幅度与斜率超出市场预期。与此同时，机构看好煤炭板块估值修复潜力，逻辑在于：（1）“反内卷”重塑板块投资价值；（2）煤炭PPI有望转正，前瞻布局关键时点；（3）电力...
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