行业策略: 10月中下旬个股或有反弹机会,这是因为随着四季度的旺季到来、自8月底企业订单有所回暖以及板块普遍跌幅在20%~30%;尽管较多企业三季报依然不佳,但我们建议投资者重视这轮反弹机会,相对于半导体的长期繁 ... 元器件行业:重视四季度板块反弹机会与未来长期价值
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