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行业景气观察：9月全球半导体销额同比降幅继续收窄，10月重卡销量同比增幅扩大-20231108-招商证券

9月全球半导体销额同比降幅继续收窄，10月重卡销量同比增幅扩大行业景气观察（1108）本周景气度改善的领域主要在上游资源品、TMT领域和金融地产。上游资源品中钢材、铜铝价格持续上涨，水泥继续改善，建材成交延续上行。中游制造领域，新能源产业链和光伏价格指数持续下跌，重卡销量同比增幅扩大，光伏装机持续高增长。信息技术中全球半导体销售额同比降幅继续收窄，电信主营收入持续增长。A 股市场成交回暖。10

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