作者:方奕/陶前陈/张逸飞核心观点:科技制造行业延续高景气,存储器价格继续上涨,供需偏紧的锂电产业链景气度提升;地产内需需求偏弱,乘用车销售承压;煤炭需求改善,价格大幅上涨。投资要点▶科技制造延续高景气,地产和耐用品需求偏弱。上周(11.03-11.09)中观景气表现分化,值得关注:1)全球AI基建投资持续带动电子半导体及电力设施景气度,存储器价格延续上涨态势;储能需求回升、动力电池销量延续大幅...
Source Link作者:方奕/陶前陈/张逸飞核心观点:科技制造行业延续高景气,存储器价格继续上涨,供需偏紧的锂电产业链景气度提升;地产内需需求偏弱,乘用车销售承压;煤炭需求改善,价格大幅上涨。投资要点▶科技制造延续高景气,地产和耐用品需求偏弱。上周(11.03-11.09)中观景气表现分化,值得关注:1)全球AI基建投资持续带动电子半导体及电力设施景气度,存储器价格延续上涨态势;储能需求回升、动力电池销量延续大幅...
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