中观景气1月第2期:新兴科技景气延续 周期资源价格上涨

国泰海通证券股...
Jan 14

本报告导读:中观景气分化,受益于AI 渗透率提升以及出海趋势,科技硬件和电新景气延续偏强,有色金属等资源价格上涨,服务消费景气提升;地产耐用品仍承压。投资要点:新兴科技景气延续,周期资源价格上涨。上周(01.05-01.11)中观景气表现分化,景气线索有:1)AI 渗透率提升及出海带动的新兴科技,国内半导体销售额增速高位上行,存储等科技硬件供需延续偏紧;2)供给受限推动的涨价周期品,产能出清较久,...

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