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国金策略：资源品涨价行情或已处在顶部区域(附8月金股) _ 东方财富网

Published: August 3, 2021

【国金策略：资源品涨价行情或已处在顶部区域(附8月金股)】半导体和新能源汽车行业，虽然政治局会议强化科技创新的表述进一步延长了成长板块的景气度，但估值较高，高仓位的建议逐步兑现收益。此外，政治局会议纠正运动式“减碳”，做好大宗商品保供稳价工作，资源品涨价行情或已处在顶部区域。 　　 策略—艾熊峰：八月策略：经济下行与货币宽松的博弈震荡 　　政治局会议定调下半年的经济工作和政策，经�...

Source: eastmoney.com

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