EPISODE · Mar 23, 2026 · 4 MIN
广发证券：高油价下 哪些行业能独立高景气？
from 深度
回顾科索沃战争时期科网股逆市上涨案例，揭示产业周期基本面的重要性。分析当下光通信等AI链的不确定性，建议关注储能链和国产AIDC链这两个受油价影响较小的景气方向。
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广发证券：高油价下 哪些行业能独立高景气？
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