跟着特总已买特斯拉
2021-09-29
特董先见之明!
$腾讯控股(00700)$
$小米集团-W(01810)$
$美团-W(03690)$
@老特资本:
阶段性风口出现?!
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。
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</span></p><p>但因核电的建设周期长,安全隐患较多,核心技术也不在手里,真正掌握核电的国家也就只有美法日,连俄罗斯都掌握得不算完整,更别说缺乏核心原料的中国了。<span>[愤怒] </span></p><p>虽然不排除郭嘉想让米国通胀,让中小型工厂提高制造成本,避免产能过剩,米国就不能把印出来的废纸那么轻松拿来换物资了。还有一点是最近这一年因为疫情,国外订单全都转移来中国了,所以中国的这些小型制造业赚的盆满钵满,各厂都在扩大产能。可是万一国外疫情慢慢渐渐恢复,产能又重新回到了国外,那么这些厂的订单就会迎来断崖式的下跌。限电只是提前让这些厂做好准备而已,不要一股脑的只想着扩产能。<span>[贱笑] </span></p><p>但是最近核电确实是一个中国要深耕的方向,在使用的核电站也只有3座,所以核电会成为未来中国电力提供的主要能源这会是趋势~<span>[财迷] </span></p><p>建议短期关注三支核电股的走势:</p><p><a href=\"https://laohu8.com/S/600875\">$东方电气(600875)$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5770bc968d6c05014448c0b3f142a5\" tg-width=\"1080\" tg-height=\"2249\"><span></span></p><p><a href=\"https://laohu8.com/S/601985\">$中国核电(601985)$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d03720969779b613040b4274b5a858e6\" tg-width=\"1080\" tg-height=\"2244\"><span></span></p><p><a href=\"https://laohu8.com/S/601611\">$中国核建(601611)$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bc12d4d359e5a7d025b82d3c5361026\" tg-width=\"1080\" tg-height=\"2247\"><span></span></p><p>希望铁粉们最近可以把握好为数不多的可研究的行业,祝你们好运哟~<span>[财迷] </span><span>[财迷] </span><span>[财迷] </span></p><p>(以上仅代表老特个人观点,不构成任何投资建议。投资有风险,入市需谨慎。)</p></body></html>","htmlText":"<html><head></head><body><p>最近对制造业影响最大的应该是限电了,很多中小厂在疫情期间出口受损海运价格暴涨就快撑不下去了,最近又来个限电,什么“<b>开二限五、开一限六</b>”更是让这些小厂子吃不消了。</p><p>表面来看,动力煤暴涨使得电力公司发一度电亏一毛,导致电力公司限电。</p><p>那有什么办法解决这个问题呢?——<b>核电</b>。</p><p>因为核电对比火电更环保(使用恰当的话),也更加持久和高效。<span>[财迷] </span></p><p>但因核电的建设周期长,安全隐患较多,核心技术也不在手里,真正掌握核电的国家也就只有美法日,连俄罗斯都掌握得不算完整,更别说缺乏核心原料的中国了。<span>[愤怒] </span></p><p>虽然不排除郭嘉想让米国通胀,让中小型工厂提高制造成本,避免产能过剩,米国就不能把印出来的废纸那么轻松拿来换物资了。还有一点是最近这一年因为疫情,国外订单全都转移来中国了,所以中国的这些小型制造业赚的盆满钵满,各厂都在扩大产能。可是万一国外疫情慢慢渐渐恢复,产能又重新回到了国外,那么这些厂的订单就会迎来断崖式的下跌。限电只是提前让这些厂做好准备而已,不要一股脑的只想着扩产能。<span>[贱笑] </span></p><p>但是最近核电确实是一个中国要深耕的方向,在使用的核电站也只有3座,所以核电会成为未来中国电力提供的主要能源这会是趋势~<span>[财迷] </span></p><p>建议短期关注三支核电股的走势:</p><p><a href=\"https://laohu8.com/S/600875\">$东方电气(600875)$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5770bc968d6c05014448c0b3f142a5\" tg-width=\"1080\" tg-height=\"2249\"><span></span></p><p><a href=\"https://laohu8.com/S/601985\">$中国核电(601985)$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d03720969779b613040b4274b5a858e6\" tg-width=\"1080\" tg-height=\"2244\"><span></span></p><p><a href=\"https://laohu8.com/S/601611\">$中国核建(601611)$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bc12d4d359e5a7d025b82d3c5361026\" tg-width=\"1080\" tg-height=\"2247\"><span></span></p><p>希望铁粉们最近可以把握好为数不多的可研究的行业,祝你们好运哟~<span>[财迷] </span><span>[财迷] </span><span>[财迷] </span></p><p>(以上仅代表老特个人观点,不构成任何投资建议。投资有风险,入市需谨慎。)</p></body></html>","text":"最近对制造业影响最大的应该是限电了,很多中小厂在疫情期间出口受损海运价格暴涨就快撑不下去了,最近又来个限电,什么“开二限五、开一限六”更是让这些小厂子吃不消了。 表面来看,动力煤暴涨使得电力公司发一度电亏一毛,导致电力公司限电。 那有什么办法解决这个问题呢?——核电。 因为核电对比火电更环保(使用恰当的话),也更加持久和高效。[财迷] 但因核电的建设周期长,安全隐患较多,核心技术也不在手里,真正掌握核电的国家也就只有美法日,连俄罗斯都掌握得不算完整,更别说缺乏核心原料的中国了。[愤怒] 虽然不排除郭嘉想让米国通胀,让中小型工厂提高制造成本,避免产能过剩,米国就不能把印出来的废纸那么轻松拿来换物资了。还有一点是最近这一年因为疫情,国外订单全都转移来中国了,所以中国的这些小型制造业赚的盆满钵满,各厂都在扩大产能。可是万一国外疫情慢慢渐渐恢复,产能又重新回到了国外,那么这些厂的订单就会迎来断崖式的下跌。限电只是提前让这些厂做好准备而已,不要一股脑的只想着扩产能。[贱笑] 但是最近核电确实是一个中国要深耕的方向,在使用的核电站也只有3座,所以核电会成为未来中国电力提供的主要能源这会是趋势~[财迷] 建议短期关注三支核电股的走势: $东方电气(600875)$ $中国核电(601985)$ $中国核建(601611)$ 希望铁粉们最近可以把握好为数不多的可研究的行业,祝你们好运哟~[财迷] [财迷] [财迷] (以上仅代表老特个人观点,不构成任何投资建议。投资有风险,入市需谨慎。)","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/868586544","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["600875","601611","601985"],"verified":1,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":false,"causeOfNotShareable":"审核中,请稍后重试","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1170,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1336,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690","00700","01810"],"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":64,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862401807"}
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