老投资学者
2022-05-11
$宁德时代(300750)$
按照上海现在的情况,五月上旬想要全面恢复产能的可能性很小,中下旬可能可以恢复50%的产能。物流通道的恢复是最大的核心点。短期内最重要的是汽车供应链的复工复产,才能保证Q2的整体需求不会太难看,底层逻辑企稳了,再谈个股走势的回暖和持续性。
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