每經AI快訊，中信建投研報表示，美(mei)(mei)聯儲(chu)預期(qi)開啟降息周(zhou)期(qi)，國(guo)內地(di)產政(zheng)策頻出，國(guo)內外地(di)產及(ji)后周(zhou)期(qi)有望復蘇，同時(shi)工(gong)具等行(xing)業(ye)去庫(ku)預計接近尾聲，近期(qi)美(mei)(mei)國(guo)房地(di)產及(ji)家(jia)電、工(gong)具板(ban)塊股價上行(xing)，表明市場較好(hao)預期(qi)和(he)信心。國(guo)內控(kong)(kong)(kong)制(zhi)器(qi)(qi)廠商(shang)收入以家(jia)電、工(gong)具為主，股價表現也與這些板(ban)塊相關度較高(gao)。復盤上輪周(zhou)期(qi)，控(kong)(kong)(kong)制(zhi)器(qi)(qi)板(ban)塊略(lve)晚啟動，但(dan)彈性更大。當前重點推薦關注控(kong)(kong)(kong)制(zhi)器(qi)(qi)板(ban)塊。