导读 ①中钢协倡议控产降库存,供给收缩有望修复钢企盈利; ②行云科技200亿加码采购,机构看好算力租赁赛道景气; ③朱雀二号、引力一号组网“千帆”,商业航天迈向批量组网; ④苹果接受三星电子存储新报价,超级周期叙事再度强化; ⑤一线城市二手房价环比六连涨,核心城市房价底部夯实; ⑥三部门推动旅游业规范有序发展,存量空间盘活利好头部景区。 盘面回顾 9月15日,A股三大股指冲高回落...
Source Link导读 ①中钢协倡议控产降库存,供给收缩有望修复钢企盈利; ②行云科技200亿加码采购,机构看好算力租赁赛道景气; ③朱雀二号、引力一号组网“千帆”,商业航天迈向批量组网; ④苹果接受三星电子存储新报价,超级周期叙事再度强化; ⑤一线城市二手房价环比六连涨,核心城市房价底部夯实; ⑥三部门推动旅游业规范有序发展,存量空间盘活利好头部景区。 盘面回顾 9月15日,A股三大股指冲高回落...
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