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華商韜略》元宇宙，風口還是扯淡？（侯水然） - 海納百川

華商韜略》元宇宙，風口還是扯淡？（侯水然） - 海納百川
chinatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from chinatimes.com Daily Mail and Mail on Sunday newspapers.

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行业深度！十张图了解2021年中国环渤海地区智能制造装备行业市场现状和发展前景_行业研究报告

行业深度！十张图了解2021年中国环渤海地区智能制造装备行业市场现状和发展前景_行业研究报告
qianzhan.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from qianzhan.com Daily Mail and Mail on Sunday newspapers.

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奥园美谷:在北京产权交易所以公开挂牌转让的方式出售标的公司股权暨关联交易- CFi CN 中财网

奥园美谷:在北京产权交易所以公开挂牌转让的方式出售标的公司股权暨关联交易- CFi CN 中财网
cfi.net.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cfi.net.cn Daily Mail and Mail on Sunday newspapers.

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星石投资2021年中期策略：科技成长一枝独秀后周期只会迟到不会缺席 _ 东方财富网

　　二季度以来，在流动性超预期宽松、叠加市场经济预期分歧的背景下，股票市场呈现出一定的“衰退交易”特征，高估值、高景气的科技成长板块再度受到资金追捧。尤其是进入6月份，维稳窗口期市场风险偏好大幅提振，科技成长一枝独秀，与消费周期的估值分化演绎到极致。　　但越是市场风向高度一致的时候，我们越需要冷静思考，当前的市场表现与基本面趋势是否匹配？当前的主流方向是否仍具备投资性价比？基于宏观环境和估值性价比维度考虑，我们认为后周期资产仍具有相对优势。　　首先，我们认为当前市场过度聚焦于需求端，而忽视了本轮供给端强力出清，带来通胀持续性超预期的可能性。从供给端来看，全球供给可能在较长时间内趋于紧张。中短期的供给约束在于欧美劳动力供给不足、原材料供给国(发展中国家)的疫�

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鴻海集團工業富聯上市3年，拼韌性製造系統助產業數位轉型｜數位時代 BusinessNext

鴻海集團工業富聯上市3年，拼韌性製造系統助產業數位轉型｜數位時代 BusinessNext
bnext.com.tw - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bnext.com.tw Daily Mail and Mail on Sunday newspapers.

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