本报告导读：上周（2026/2/24-2026/2/27）机械设备指数涨跌幅为+4.40%。燃机巨头订单旺盛，GEV排产达2029 年，地缘政治动荡推升油服设备景气上行。投资要点：[T abl投e_S资um建m议ar：y]人 形机器人：推荐恒立液压、长盈精密、兆威机电、东华测试、双环传动，相关标的：浙江荣泰、伟创电气、步科股份、峰岹科技。芯片设备：推荐标的科瑞技术。AI 基建：液冷领域推荐冰轮环境...
Source Link本报告导读：上周（2026/2/24-2026/2/27）机械设备指数涨跌幅为+4.40%。燃机巨头订单旺盛，GEV排产达2029 年，地缘政治动荡推升油服设备景气上行。投资要点：[T abl投e_S资um建m议ar：y]人 形机器人：推荐恒立液压、长盈精密、兆威机电、东华测试、双环传动，相关标的：浙江荣泰、伟创电气、步科股份、峰岹科技。芯片设备：推荐标的科瑞技术。AI 基建：液冷领域推荐冰轮环境...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.