【招商策略】电影票价明显修复,有色、存储器价格强势——行业景气观察(1224)

招商证券策略研究
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本周景气度改善的方向主要在资源品、中游制造和信息技术领域。上游资源品中,金属、钢铁、煤炭价格多数上涨;中游制造领域,新能源产业链价格多数上涨,11月金属成形机床产量三个月滚动同比增幅扩大。信息技术中,存储器价格持续上涨,11月电信主营业务收入三个月滚动同比增幅扩大。消费服务领域,生猪养殖利润上行。上市公司Q4盈利有望延续正增长,但增幅可能有所收窄。推荐关注年报盈利有望高增或有改善的有色、电池、军工...

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