摩根大通发表研究报告指,中国机械板块近日遭遇大幅抛售,包括三一重工(06031.HK) 、徐工、恒立、潍柴动力(02338.HK) 等昨(AD/CVD)消息、油价波动及宏观忧虑触发避险情绪。该行审视近期管理层简报、营运更新及最新销售趋势后,认为沽售幅度并未获基本面支持,维持看好板块并建议趁低吸纳。该行指出,美国AD/CVD调查主要针对自中国进口的线性液压缸及部分零件,重点在零部件供应商而非整机...
Source Link摩根大通发表研究报告指,中国机械板块近日遭遇大幅抛售,包括三一重工(06031.HK) 、徐工、恒立、潍柴动力(02338.HK) 等昨(AD/CVD)消息、油价波动及宏观忧虑触发避险情绪。该行审视近期管理层简报、营运更新及最新销售趋势后,认为沽售幅度并未获基本面支持,维持看好板块并建议趁低吸纳。该行指出,美国AD/CVD调查主要针对自中国进口的线性液压缸及部分零件,重点在零部件供应商而非整机...
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