建筑裝飾行業(yè)策略:把握景氣,布局反轉(zhuǎn)
1.投資聚焦明年固投有望繼續(xù)修復(fù),重點(diǎn)關(guān)注“高景氣”與“低位復(fù)蘇”。展望明年,經(jīng)濟(jì)整體有望走出谷底,但復(fù)蘇基礎(chǔ)仍不穩(wěn)固,預(yù)計(jì)財(cái)政、貨幣政策仍將維持寬松,護(hù)航經(jīng)濟(jì)向上。三大投資方面,基建投資在高基數(shù)..