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華西證券: 煤炭股 高股息與周期彈性兼備|快報
華西證券:煤炭股高股息與周期彈性兼備|快報 A股收漲 業者:行業龍頭企業估值偏低 新粵商|專訪廣東財經大學劉延平:「企二代」要像彈鋼琴一樣管理好家族企業 人民幣小長假後大漲 創近1個半月新高 A股收漲 業者:行業龍頭企業估值偏低 全
2024-05-07T06:    Coal 
調倉風向標|萬家基金黃海:快速高彈性板塊後,回歸高配 煤炭股
黃海表示:「在春節前流動性風險沖擊較大的時候,快速增加了算力、電子、新能源等成長行業的倉位,而當紅利資產由於風格的輪動出現回調時,則兌現大部分高彈性標的,重新集中配置到煤炭
2024-05-06T    Coal 
華西證券: 煤炭股 高股息與周期彈性兼備
華西證券研報指出,煤炭高股息與周期彈性兼備,煤炭核心價值資產有望再起。未來煤炭股高股息投資邏輯仍是主線。當前無論動力煤和煉焦煤價格均已觸底反彈,判斷仍將處於上行通道,隨著供需基本面的持續改善,兩類煤種仍將具備向上彈性,且空
2024-05-06T    Coal 

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