中金：把握外需韧性兑现与内需触底复苏坚定看好当前CXO板块布局机会

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智通财经APP获悉，中金发布研报称，坚定看好当前CXO板块的布局机会。该行认为，海内外需求共振有望推动行业迎来业绩与估值双重修复，具备技术壁垒和平台能力的头部公司将优先受益，建议把握周期复苏与结构升级双重机遇。“两条主线”：一是外需业绩确定性(商业化放量与PPQ排期)，二是内需修复节奏(订单价格回升+利润率改善兑现)。中金主要观点如下：事件CXO龙头公司2025年年报陆续披露：1)海外需求驱动的...

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中金：把握外需韧性兑现与内需触底复苏 坚定看好当前CXO板块布局机会

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中金：把握外需韧性兑现与内需触底复苏坚定看好当前CXO板块布局机会