4万亿加持能源安全,布局方向与核心标的梳理

风口研习
Mar 09

最近微信改版打乱发布时间,常有读者朋友错过文章更新,将“风口研习”设为星标⭐让我们一路前行,天天见!内外催化共振,能源安全主线迎来明确布局机遇。本周两会顺利召开,政策红利持续释放,稳增长背景下基建结构性机会凸显;与此同时,美伊冲突持续升级,全球能源市场剧烈波动,国际油价创下数十年罕见涨幅。政策与地缘双重催化叠加,能源安全赛道迎来确定性布局窗口,成为A股长期核心主线。本文将拆解四大布局方向及对应核心...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10