市场缩量反弹,短期或继续维持震荡走势。板块轮动仍是主基调,注意把握短期节奏。以不变应万变,聚焦景气阶段的行业龙头。行业研读:电力设备。海外电网升级+制造业回流,电力设备需求旺盛。外资巨头产能扩张较慢,国内迎来量利齐升阶段。
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.