简单看法

时代资本

2021-10-19

煤炭

胳膊拧不过大腿…

其他关注点

1）最近债券暴跌，主要原因是之前降准降息的预期十分猛烈，但是如今都已落空。

2）董承非离职，600亿规模，好在几乎没有新能源的持仓。

3）现在市场开始涌现，看空锂电材料的声音了，给的底层逻辑是“以中国企业的速度和赚钱的决心，中国定价的大部分材料环节预计最迟2022年下半年开始逐步过剩” 。这个，不好说的，还是要看终端需求。

4）煤价跌回1000，电价也涨不了的。

5）斯诺威据说快拍了，究竟是大家默认中的川能，还是传的沸沸扬扬的协鑫，理论上谁都可以来参与拍卖，静待尘埃落定吧。

$宁德时代(300750)$$保利协鑫能源(03800)$$标普500(.SPX)$$美国雅宝公司(ALB)$$隆基股份(601012)$

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

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

丹尼尔加
2021-10-20
丹尼尔加
现在还算好吧？就怕以后发生经济危机，工业原材料物价指数已经不可控了。
- 时代资本:
  [呆住]
灯塔国02
2021-10-20
灯塔国02
煤价就算跌回1000以下，火力电厂还是亏损。
- 时代资本:
  [无语]
迪士尼迪斯尼
2021-10-20
迪士尼迪斯尼
现在的煤炭是政治任务，估计供求没有问题。
- 时代资本:
  [微笑]
弹力绳22
2021-10-20
弹力绳22
现在市场开始涌现看空锂电材料的声音了？有点为时尚早吧？
- 时代资本:
  是的
豆腐王中王
2021-10-20
豆腐王中王
文章很简短，但是感觉很有料，很喜欢这种文章。
- 时代资本:
  [得意]
老夫的少女心_
2021-10-20
老夫的少女心_
煤炭胳膊拧不过大腿，这个我信。但是电价不涨还真不好说。
- 时代资本:
  [微笑]

发表看法

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