本号内容来自机构调研信息,只分享逻辑,个股走势请自行斟酌以下内容根据电话会议录音转换而来,错别字难免,有时录音不清晰,有时软件转换错误,请见谅。多位行业分析师(覆盖电新、机械、军工、通信等多个领域)参与的电话会议纪要,主要围绕“空天(商业航天)投资进入第二阶段”这一主题进行讨论,核心论点、产业跟踪信息和建议如下:一、 核心观点:投资进入“0-10”的“第二阶段”历史对比与阶段定义:演讲者(常总)...
Source Link本号内容来自机构调研信息,只分享逻辑,个股走势请自行斟酌以下内容根据电话会议录音转换而来,错别字难免,有时录音不清晰,有时软件转换错误,请见谅。多位行业分析师(覆盖电新、机械、军工、通信等多个领域)参与的电话会议纪要,主要围绕“空天(商业航天)投资进入第二阶段”这一主题进行讨论,核心论点、产业跟踪信息和建议如下:一、 核心观点:投资进入“0-10”的“第二阶段”历史对比与阶段定义:演讲者(常总)...
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