金吾财讯 | 中原证券研究表示，7月科技板块出现明显调整，算力、半导体等科技相关主题大幅下跌，机械相关的算力辅助设备、半导体设备、具身智能等产业链都出现了大幅调整，短期不确定性较大，建议观望为主。工程机械、船舶等周期行业数据仍然持续向好，行业复苏趋势仍在，龙头公司仍有望迎来估值修复，7月前期滞涨的优质周期机械板块取得了较好的表现，建议继续配置优质周期机械板块防御，重点推荐工程机械、船舶行业龙头标的三一重工、徐工机械、中国船舶等。
金吾财讯 | 中原证券研究表示，7月科技板块出现明显调整，算力、半导体等科技相关主题大幅下跌，机械相关的算力辅助设备、半导体设备、具身智能等产业链都出现了大幅调整，短期不确定性较大，建议观望为主。工程机械、船舶等周期行业数据仍然持续向好，行业复苏趋势仍在，龙头公司仍有望迎来估值修复，7月前期滞涨的优质周期机械板块取得了较好的表现，建议继续配置优质周期机械板块防御，重点推荐工程机械、船舶行业龙头标的三一重工、徐工机械、中国船舶等。
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