一年涨800%的阳光电源，凭什么？_老虎社区_美港股上老虎

一年涨800%的阳光电源，凭什么？

桃李春风益点财
2021-02-01

上周我围绕光伏行业的确定性和不确定性提出了光伏八问。今天我们继续深入逆变器这个细分领域。为什么我抛开了硅料、硅片、组件和电池片各个细分赛道的龙头，先来和大家讲偏下游的逆变器呢？这里的核心逻辑就是这个细分赛道比光伏产业链其他赛道的增速更高。这又是为什么呢？

# 2021年投资机会在哪里？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":312251852,"tweetId":"312251852","gmtCreate":1612157145176,"gmtModify":1703758036787,"author":{"id":3497328009582754,"authorId":3497328009582754,"authorIdStr":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","vip":2,"userType":2,"introduction":"美国投研机构旗下厂牌，全球拥有百万级订阅者，致力于拉平个人与机构的信息差。","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"ca93560952f0466e85da2c1c5a2f8ddd","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"2021年投资机会在哪里？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":ca93560952f0466e85da2c1c5a2f8ddd}&rnconfig={\"headerBarHidden\": true}","description":"2021年全球投资展望，2021年的投资机会在哪里？","image":"https://static.tigerbbs.com/69d7dde509642de69a6f83180bf75b1e"}],"images":[],"coverImages":[{"img":"https://static.tigerbbs.com/0ce9d949bf4669fe17fce6dabd6c22ac","width":"0","height":"0"}],"title":"一年涨800%的阳光电源，凭什么？","extraTitle":"","html":"<html><head></head><body><p>上周我围绕光伏行业的确定性和不确定性提出了光伏八问。今天我们继续深入逆变器这个细分领域。为什么我抛开了硅料、硅片、组件和电池片各个细分赛道的龙头，先来和大家讲偏下游的逆变器呢？这里的核心逻辑就是这个细分赛道比光伏产业链其他赛道的增速更高。这又是为什么呢？</p><video class=\"ql-video\" controls poster=\"https://static.tigerbbs.com/0ce9d949bf4669fe17fce6dabd6c22ac\" playsinline=\"true\" webkit-playsinline=\"true\" tg-width=\"1280\" tg-height=\"720\">\n <source src=\"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d41dfccc5285890813598234700/v.f30.mp4\" type=\"video/mp4\">\n</video></body></html>","htmlText":"<html><head></head><body><p>上周我围绕光伏行业的确定性和不确定性提出了光伏八问。今天我们继续深入逆变器这个细分领域。为什么我抛开了硅料、硅片、组件和电池片各个细分赛道的龙头，先来和大家讲偏下游的逆变器呢？这里的核心逻辑就是这个细分赛道比光伏产业链其他赛道的增速更高。这又是为什么呢？</p><video class=\"ql-video\" controls poster=\"https://static.tigerbbs.com/0ce9d949bf4669fe17fce6dabd6c22ac\" playsinline=\"true\" webkit-playsinline=\"true\" tg-width=\"1280\" tg-height=\"720\">\n <source src=\"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d41dfccc5285890813598234700/v.f30.mp4\" type=\"video/mp4\">\n</video></body></html>","text":"上周我围绕光伏行业的确定性和不确定性提出了光伏八问。今天我们继续深入逆变器这个细分领域。为什么我抛开了硅料、硅片、组件和电池片各个细分赛道的龙头，先来和大家讲偏下游的逆变器呢？这里的核心逻辑就是这个细分赛道比光伏产业链其他赛道的增速更高。这又是为什么呢？","highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":0,"repostSize":8,"favoriteSize":0,"link":"https://laohu8.com/post/312251852","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"9dbc080c9a074d81b7c74f490772e21c","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d41dfccc5285890813598234700/v.f30.mp4","poster":"https://static.tigerbbs.com/0ce9d949bf4669fe17fce6dabd6c22ac","desc":""},"viewCount":13575,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["300274"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":246,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}