齐心协力的神医
2023-05-12
宏观层面这个整体大板块依然还是处于在利好阶段,直接阶段性上下起伏而已,再加上目前新能源的需求和上下产业链价格问题,以及库存各方面综合来分析的话,后续还是有一波大机会,不过也不一定,总之多多关注市场还是有很多好处的
$上证指数(000001.SH)$
@散户研究所:
新能源赛道是反转还是反弹?
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":656405181,"tweetId":"656405181","gmtCreate":1683861964743,"gmtModify":1683861967356,"author":{"id":3545132487784808,"idStr":"3545132487784808","authorId":3545132487784808,"authorIdStr":"3545132487784808","name":"齐心协力的神医","avatar":"https://static.tigerbbs.com/15ca895958e657eb286d26d69e79ecf2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>宏观层面这个整体大板块依然还是处于在利好阶段,直接阶段性上下起伏而已,再加上目前新能源的需求和上下产业链价格问题,以及库存各方面综合来分析的话,后续还是有一波大机会,不过也不一定,总之多多关注市场还是有很多好处的<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a></body></html>","htmlText":"<html><head></head><body>宏观层面这个整体大板块依然还是处于在利好阶段,直接阶段性上下起伏而已,再加上目前新能源的需求和上下产业链价格问题,以及库存各方面综合来分析的话,后续还是有一波大机会,不过也不一定,总之多多关注市场还是有很多好处的<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a></body></html>","text":"宏观层面这个整体大板块依然还是处于在利好阶段,直接阶段性上下起伏而已,再加上目前新能源的需求和上下产业链价格问题,以及库存各方面综合来分析的话,后续还是有一波大机会,不过也不一定,总之多多关注市场还是有很多好处的$上证指数(000001.SH)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/656405181","repostId":656402893,"repostType":1,"repost":{"magic":2,"id":656402893,"tweetId":"656402893","gmtCreate":1683861578013,"gmtModify":1683861585818,"author":{"id":4140232119619310,"idStr":"4140232119619310","authorId":4140232119619310,"authorIdStr":"4140232119619310","name":"散户研究所","avatar":"https://static.tigerbbs.com/9669400e0fe9f83a44751160b14be2ef","vip":2,"userType":2,"introduction":"财经达人、产业观察者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.16","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":228,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/2a16170fc24f9aea7ec15b3c53c0e045","width":"474","height":"607"}],"coverImages":[{"img":"https://static.tigerbbs.com/2a16170fc24f9aea7ec15b3c53c0e045","width":"474","height":"607"}],"title":"新能源赛道是反转还是反弹?","html":"<html><head></head><body><p>5月11日,国内六氟磷酸锂市场价格区间在9.7-10.7万元/吨,市场均价宽幅涨至10.2万元/吨,上调0.5万,较昨日均价相比上涨10.87%。现阶段,六氟市场价格强势运行,大幅上涨,交易量增多。且负极材料、磷酸铁锂电铜箔等材料价格也接近触底。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a16170fc24f9aea7ec15b3c53c0e045\" tg-width=\"474\" tg-height=\"607\"></p>\n<p style=\"text-align: left;\">根据上海有色网最新消息,近期高纯石英砂价格持续走高,龙头企业价格调整频率较去年加快,截至目前龙头企业外层砂价格为12-13万元/吨、中层砂价格为19-23万元/吨、内层砂价格为34-37万元/吨,价格较同期上涨超400%,在价格上,新能源赛道都在传递积极的信号。</p>\n<p style=\"text-align: left;\">在盘面上,汽车整车、锂电池、风电、储能、充电桩均走出了反包走势,充电桩板块涨幅居前,带领新能源赛道强势反弹,双创50ETF基金成分股第一大成分股、新能源赛道的“老大哥”宁德时代也反弹近3个点。</p>\n<p style=\"text-align: left;\">在宏观层面,汽车和新能源仍将是出口的结构性亮点。汽车主要是受益于海外低库存,而新能源则主要受益于海外能源危机以及政策补贴。</p>\n<p>在中字头和泛科技双主线的压力之下,新能源赛道的持续性还有待观察,各位觉得这是反转还是反弹?</p>\n<p> <a href=\"https://laohu8.com/S/000941.SH\">$新能源(000941.SH)$</a> <a href=\"https://laohu8.com/S/BK0014\">$新能源汽车(BK0014)$</a> <a href=\"https://laohu8.com/S/BK0155\">$锂电池(BK0155)$</a> </p>\n<p> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> </p></body></html>","htmlText":"<html><head></head><body><p>5月11日,国内六氟磷酸锂市场价格区间在9.7-10.7万元/吨,市场均价宽幅涨至10.2万元/吨,上调0.5万,较昨日均价相比上涨10.87%。现阶段,六氟市场价格强势运行,大幅上涨,交易量增多。且负极材料、磷酸铁锂电铜箔等材料价格也接近触底。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a16170fc24f9aea7ec15b3c53c0e045\" tg-width=\"474\" tg-height=\"607\"></p>\n<p style=\"text-align: left;\">根据上海有色网最新消息,近期高纯石英砂价格持续走高,龙头企业价格调整频率较去年加快,截至目前龙头企业外层砂价格为12-13万元/吨、中层砂价格为19-23万元/吨、内层砂价格为34-37万元/吨,价格较同期上涨超400%,在价格上,新能源赛道都在传递积极的信号。</p>\n<p style=\"text-align: left;\">在盘面上,汽车整车、锂电池、风电、储能、充电桩均走出了反包走势,充电桩板块涨幅居前,带领新能源赛道强势反弹,双创50ETF基金成分股第一大成分股、新能源赛道的“老大哥”宁德时代也反弹近3个点。</p>\n<p style=\"text-align: left;\">在宏观层面,汽车和新能源仍将是出口的结构性亮点。汽车主要是受益于海外低库存,而新能源则主要受益于海外能源危机以及政策补贴。</p>\n<p>在中字头和泛科技双主线的压力之下,新能源赛道的持续性还有待观察,各位觉得这是反转还是反弹?</p>\n<p> <a href=\"https://laohu8.com/S/000941.SH\">$新能源(000941.SH)$</a> <a href=\"https://laohu8.com/S/BK0014\">$新能源汽车(BK0014)$</a> <a href=\"https://laohu8.com/S/BK0155\">$锂电池(BK0155)$</a> </p>\n<p> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> </p></body></html>","text":"5月11日,国内六氟磷酸锂市场价格区间在9.7-10.7万元/吨,市场均价宽幅涨至10.2万元/吨,上调0.5万,较昨日均价相比上涨10.87%。现阶段,六氟市场价格强势运行,大幅上涨,交易量增多。且负极材料、磷酸铁锂电铜箔等材料价格也接近触底。 根据上海有色网最新消息,近期高纯石英砂价格持续走高,龙头企业价格调整频率较去年加快,截至目前龙头企业外层砂价格为12-13万元/吨、中层砂价格为19-23万元/吨、内层砂价格为34-37万元/吨,价格较同期上涨超400%,在价格上,新能源赛道都在传递积极的信号。 在盘面上,汽车整车、锂电池、风电、储能、充电桩均走出了反包走势,充电桩板块涨幅居前,带领新能源赛道强势反弹,双创50ETF基金成分股第一大成分股、新能源赛道的“老大哥”宁德时代也反弹近3个点。 在宏观层面,汽车和新能源仍将是出口的结构性亮点。汽车主要是受益于海外低库存,而新能源则主要受益于海外能源危机以及政策补贴。 在中字头和泛科技双主线的压力之下,新能源赛道的持续性还有待观察,各位觉得这是反转还是反弹? $新能源(000941.SH)$ $新能源汽车(BK0014)$ $锂电池(BK0155)$ @小虎活动 @小虎AV @爱发红包的虎妞","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/656402893","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["000941.SH"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":905,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1028,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["000001.SH"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":227,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/656405181"}
精彩评论