中观景气1月第2期：新兴科技景气延续周期资源价格上涨_老虎社区_美港股上老虎

中观景气1月第2期：新兴科技景气延续周期资源价格上涨

国泰海通证券股...01-14

本报告导读：中观景气分化，受益于AI 渗透率提升以及出海趋势，科技硬件和电新景气延续偏强，有色金属等资源价格上涨，服务消费景气提升；地产耐用品仍承压。投资要点：新兴科技景气延续，周期资源价格上涨。上周（01.05-01.11）中观景气表现分化，景气线索有：1）AI 渗透率提升及出海带动的新兴科技，国内半导体销售额增速高位上行，存储等科技硬件供需延续偏紧；2）供给受限推动的涨价周期品，产能出清较久，...

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