中信证券：推荐投资者疫情后主要关注制造业三条主线

新浪期货今日研报精选。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/261/w750h5111/20220701/2660-c72525cc4bf25de04e01a2486499467d.jpg"]},"commentid":"live:finance-152-2725770:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2022-07-01 08:41:00","update_time":"2022-07-01 08:41:11","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-07-01\/doc-imizmscu9602577.shtml","docid":"mizmscu9602577"}","old_live_cid":"0","tag":[{"id":"2","name":"行业"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-07-01/detail-imizmscu9602577.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2725769,"zhibo_id":152,"type":0,"rich_text":"【中信证券：推荐投资者疫情后主要关注制造业三条主线】中信证券指出，与疫情前对比，海外需求、新能源领域技术迭代、逆周期全面发力是三个结构性变化更加明显的方向。对于制造板块，我们推荐投资者疫情后主要关注以下三条主线：一是海外需求利好，新能源中光伏受益比风电更明确，小家电比大家电更明确；二是技术迭代；三是逆周期全面发力。