大规模设备更新
大规模设备更新是否是明牌的投资机会
在本周的发布会结束后，「轻总量，重结构」的观点正逐渐成为共识。
围绕着「设备更新」这个较为明确的收益方向，其中就包括有对轨道交通、农用机械、工程机械、再生铝等行业趋势的覆盖。
这难道是刺激内需的一种由国家主导，央国企开路，内部循环的新型商业模式。
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