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广发基金刘格菘:海外疫情复苏 看好具备全球比较优势的制造业 _ 东方财富网

【广发基金刘格菘:海外疫情复苏 看好具备全球比较优势的制造业】刘格菘表示,产业投资中,景气度变化的前瞻指标是供需格局的变化,如果能更早的从微观数据里面挖掘到产业格局的变化,就可以更好的去把握。随着目前国内制造业不断发展,未来其最看好的方向就是在全球具备比较优势的制造业。其全球比较优势制造业中,光伏行业就是其中一个典型代表。 ....

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