
A | 本篇评级为★★★,主要围绕以下内容展开:
1、战略资源品赛道,需要注意的年尾行情时间节点
2、科技赛道"冒泡",机会大吗?
如有疑问请以音频内容为准,添加妙投小虎哥微信miaotou515,入群有机会与董小姐进一步交流。 (ECNS) -- China's electronic information manufacturing industry maintained strong momentum in the first half of 2026, according to data released by the Ministry of Industry and Information Technology. During the January-June period, the industry generated operating revenue of 9.41 trillion yuan (about U.S.$1.39 trillion), up 18.5% year on year. Total profits reached 577.7 billion yuan, continuing the sector's upward earnings trend. In the first half of 2026, value-added output of electronic information manufacturers above the designated size increased 14.8% from a year earlier, outperforming overall industrial production by 9.4 percentage points and high-tech manufacturing by 1.5 percentage points. Among major products, industrial robot output climbed 28% year on year to 538,000 units, while new energy vehicle (NEV) production rose 6% to 7.399 million units. Export delivery value of this sector increased 7.8% year on year in the first half.
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新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。
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B | 大家好,今天是2015年的11月17号星期一,我是董小姐。 1、战略资源品赛道,需要注意的年尾行情时间节点 今天国内三大指数微跌,内部分化却相当明显:涨的酣畅淋漓,跌的也毫不含糊。 先看上涨阵营——受“涨价”驱动,上游能源金属及连带化工板块继续高光。碳酸锂期货主力合约日内飙涨逾9%,直接点燃战略资源品赛道热情;电池板块整体涨幅突破1%,与电池挂钩的精细化工亦乘势再上。不过,狂欢之余仍需在心里划一条“时间红线”:年底翻篇进入2026年前,行情可能维持热闹——储能项目抢工、新能源车冲刺订单(明年购置税将上调,需求前置),但能源品、电池核心原材料会否提前透支需求?投资者心里要有谱。

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E |
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