中信證券:製造業公司建議從“產業鏈景氣”和“政策受益”兩個維度重點佈局
格隆匯5月31日丨中信證券研報指出,建議從“產業鏈景氣”和“政策受益”兩個維度重點佈局。產業鏈維度看,製造板塊中新能源和部分生產與防疫相關性低的產業(3C相關TMT設備等)幾乎不受影響。近期高頻且大力度的抗疫紓困政策將會使相關產業鏈受益。
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