A16B-3200-0341

-67%。【Q4策略观点】中游利润承压、持续看好先进制造和周期龙头未来2个季度缺乏行业机，传统周期公司仍在修复资产负债表，成本上升的风险预计在三季报和年报暴露，市场对传统周期公司业绩过度乐观将是股价未来表现的主要风险。1、推荐未来成长高度确定、受益行业景气度持续和技术创新红利的锂电设备和3C自动化板块，受益消费升级的定制家具设备板块。推荐高景气度锂电设备板块龙头【先导智能】、【科恒股份】；O

A16B-3200-0341

联系人：郭先生
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A16B-3200-0341

【随机图片】【随机图片】

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