智能制造行业周报:存储扩产确定性提升 持续推荐“两长”设备产业链

爱建证券
Feb 09

投资要点:本周行情:本周(2026/02/02-2026/02/06)沪深300 -1.33%,其中机械设备板块+0.38%,申万一级行业排名11/31 位。机械设备子板块中,工程机械器件+7.52%,表现最佳。本周机械设备行业PE-TTM 估值+0.45%,子板块PE-TTM 抬升幅度前三子板块为:工程机械器件+7.52%,工程机械整机+3.72%,制冷空调设备+2.53%;后三子板块为:其他...

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