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通信行业周报:把握超跌机会,积极布局边际改善板块
市场短期迎回调,把握超跌机会。近期市场特朗普交易逐步发酵,11月14日晚,美国当选总统特朗普在社交媒体X平台宣布“反疫苗主义者”小罗伯特·肯尼迪作为卫生与公众服务部(HHS)部长提名人,之后全球知名疫苗制造商股价14日下跌,其中Moderna下跌6% ...
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