【招商证券：8月重点关注半年报业绩预期延续增长或者边际改善、景气度相对较高、政策持续催化的领域】招商证券研报指出，7月份景气较高的领域主要集中在消费服务和信息技术领域，部分中游制造边际改善。

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【招商证券：8月重点关注半年报业绩预期延续增长或者边际改善、景气度相对较高、政策持续催化的领域】招商证券研报指出，7月份景气较高的领域主要集中在消费服务和信息技术领域，部分中游制造边际改善。上游资源品价格普遍下行，中游部分机械设备销量同比持续改善，光伏产业链价格仍下行，消费服务领域猪肉价格继续回暖；信息技术领域半导体设备出货量、智能手机出货量增速均扩大。房屋新开工、投资和销售面积同比降幅收窄，但...

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