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9月28日晚间重要行业研究汇总(附股) _ 东方财富网

9月28日晚间重要行业研究汇总(附股) _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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券商晨会观点速递

①安信证券：节后如有调整有望带来新的布局机会<br /><br />安信证券研报认为，从外部因素来看，中秋假期全球避险情绪升温、外盘大跌，可能导致A股短期震荡调整。然而FOMC会议和美国债务上限问题都偏短期，靴子落地后出现意外的可能性较低。其他外盘因素对中国经济影响较小，也不会破

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成长主线回归煤炭、旅游、钢铁上半年业绩亮丽————东方财富网博客

成长主线回归煤炭、旅游、钢铁上半年业绩亮丽————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Hong kongChan wenLuan jinWhite horseTechnology huayangJj hotelAutumn national daySteel companyHotel marketEnterprise groupShanghai stock exchangeSquare groupNational leagueSteel company moChina shenhuaShaanxi coal huaibei

成长主线回归煤炭、旅游、钢铁上半年业绩亮丽 _ 东方财富网

成长主线回归煤炭、旅游、钢铁上半年业绩亮丽 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Hong kongChan wenLuan jinWhite horseTechnology huayangJj hotelAutumn national daySteel companyEnterprise groupShanghai stock exchangeSquare groupNational leagueSteel company moChina shenhuaShaanxi coal huaibeiLu an jin

八大券商主题策略：一场轰轰烈烈的资源股大牛市正在上演？产业链标的全梳理 _ 东方财富网

【八大券商主题策略：一场轰轰烈烈的资源股大牛市正在上演？产业链标的全梳理】中泰证券表示，对于新能源上游原材料锂钴稀土铜箔铝箔磁材等，“供给+需求+库存”三周期共振恰提供了布局窗口，中长期三年景气上行周期大方向不变。

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