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東吳證券:持續首推三一重工等工程機械龍頭公司
格隆匯 09-17 11:23
東吳證券認為,政策寬鬆對整體制造業回暖影響顯著,專項債的加速發行對工程機械板塊影響最為顯著。而下調準備金率對小微民營企業支持力度將加大。持續首推三一重工等工程機械龍頭公司,此外整體制造業景氣度回升利好激光、機器人等通用設備公司,關注鋭科激光等。
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