$晶科能源(JKS)_老虎社区_美港股上老虎 - 老虎社区

买好股做好人

$晶科能源(JKS)$这股营收和利润看着都行，但是回撤也很恐怖，有过从40多到2块的经历。本身来讲市值确实低估太多。说白了只要这行业行，资本看好，也不至于这么大的回撤。相对其他光伏股来说，这股国外机构也多，大小摩貌似都有持股，感觉最大的风险还是行业风险，是否是短期炒作行为？可以小仓位试试[呆住] ，那天真是上下车太鲁莽了。如果拜登当选，确实有可能再翻倍。有懂光伏行业的朋友嘛？谁创建个QQ或者微信群讨论下😄

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。

精彩评论

美美滴玩
2020-10-20
美美滴玩
看着一路上来了
- 买好股做好人回复快夸夸我:
  利润率确实低，总利润一半吧，但是估值差距没那么大吧？晶科倒是被做空机构质疑过数据就是
- 快夸夸我回复买好股做好人:
  利润实打实不够吧？就连晶澳都比不上，组件出货量是晶澳2倍，晶科还有10gw的硅片产能。更不用说隆基那么高的利润了。
  就看科创什么时候回来，如果半年能有消息，那有戏。要是三年，估计就晚了。
- 买好股做好人回复快夸夸我:
  想表达撒？晶科主营就是光伏组件，而且是全球出货量最大。
- 快夸夸我回复买好股做好人:
  剥离的是发电站吧？哪来的组件业务？
- 买好股做好人回复快夸夸我:
  那个是剥离出来的不赚钱的业务，好好做功课。另外隆基的打法是技术，这个不否认，但是你不能说晶科没技术，晶科是打渠道，这个你从营收也能看出来。
霞之丘诗羽毛
2020-10-20
霞之丘诗羽毛
我们应该感谢国家，让我们赶上了中国光伏产业崛起的时代。
- 买好股做好人:
  持续关注了[捂脸]
Coco_5760
2020-10-21
Coco_5760
还能上车？？建群也拉我一下，3Q…
- 买好股做好人回复买好股做好人:
  说我自己小菜鸟哈，怕造成误会[捂脸]
- 买好股做好人:
  没群呀，小菜鸟[捂脸]，自己摸索

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