和讯投顾刘芳新：周二即将起爆的三大黄金赛道！

中金财经03-09

周二继续吃大肉，给我死死盯住三大低位起爆黄金主线，和讯投顾刘芳新分析，主线一电网设备老股民都知道，市场一直流传着一个多年不变的铁律，冬炒煤、夏炒电，更值得的一提的是十五五期间电网投资或将迎来刚性增长，公开数据显示预计15国家电网投资额将达4万亿元，较十四五增长约40%，带动三大电网总投资或达5万亿元。同时海外电网老化与新能源转型催生替换需求，据海关总署发布，2025年9月电力设备出口表现稳定，1~...

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