小虎队2020的个人主页 - 老虎社区

小虎队2020

小虎队2020

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IP属地：江苏

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0勋章

2021-02-24

$亿航智能(EH)$这个人从1.15到今天每天都在诋毁忆航不看好可以做空啊话不多说劝你善良

2021-02-04

$小米集团-W(01810)$高通总裁兼候任CEO安蒙用$小米集团-W(01810)$ 小米手机发了第一条微博，表示将携手中国的合作伙伴，让5G技术恵及每一个人！细品一下！小米未来还有翻倍空间，现在是最好的上车机会！！！

2021-07-01

$微贷网(WEI)$亏30%还有救吗[捂脸]

2021-02-11

啥时暂停小米禁令

抱歉，原内容已删除

2021-07-20

$Ardelyx(ARDX)$偷鸡不成蚀把米

2021-04-12

$百度(BIDU)$完了

2021-02-22

$亿航智能(EH)$沉冤得雪大快人心

2021-02-21

$亿航智能(EH)$看看福图里关于亿航最新的消息吧销售合同都有支持亿航！

2021-04-07

$亿航智能(EH)$总是大起大落

2021-03-14

$Second Sight Medical Products(EYES)$运气比较好谁有好票请分享哈

2021-08-17

$NanoVibronix Inc(NAOV)$评论区一下子这么热闹

2021-04-12

$亿航智能(EH)$天天跌一次性跌完不好吗

2021-08-12

$联合保健产品(AHPI)$卖呼吸机的应该受益于疫情营收大增吧

2021-03-05

$亿航智能(EH)$卖了

2021-01-20

$Gritstone Oncology Inc.(GRTS)$怎么停牌了

2021-03-24

$AVEO制药公司(AVEO)$今晚崛起

2021-02-17

$亿航智能(EH)$清一色的骂声一片

2021-01-18

$小米集团-W(01810)$祖国日益强大了小米加油

2020-11-19

这篇文章不错，转发给大家看看

@话题虎:【话题】巴菲特卖苹果，重金出击疫苗股！虎友们，跟不跟？

2021-06-29

$腾讯音乐(TME)$垃圾不涨还不能让人发发牢骚吗[捂脸]

去老虎APP查看更多动态

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01 “十四五”中央宣布，2030年我国将实现碳达峰、2060年碳中和，以此为驱动，光伏产业将得到空前的快速发展。 到2020年底，我国光伏容量253.43GW，为了实现2060年碳中和，预计在“十四五”期间，平均每年装机量要达到70GW~90GW；而到了“十五五”，平均每年要新增100GW！ 同时，抑制低碳减排、加强新能源利用，已经成为全球政治正确的事业。 据此，有分析人士称，未来光伏产业会有近26倍的巨大发展空间！ 中国光伏产业协会副会长预测： 保守估计2021年全球光伏新装机将达到150GW，乐观值为170GW。保守估计，2021-2025年，全球光伏新装机将达到1050GW，而乐观估计将达到1295GW。 也就是说，5年时间内，光伏产业有近10倍的增长空间！ 由此，光伏这个赛道逻辑通透、持续周期长，将会是除了电动车、芯片之外的，另一个绝佳投资赛道。 所以，这个逻辑列入趋势哥“一文看懂系列”，希望对大家有所帮助。 02 光伏产业的构造如下：简单来说： 上游： 第一步 将【硅矿】进行提纯，变成【多晶硅】，纯度是99.9999%的用来造光伏，99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割，产生【硅片】。 中游： 第三部： 将【硅片】制作成【电池片】；以及，生产专用的【光伏玻璃】、盖板、框架等。 下游： 第四部： 将【电池片】通过玻璃、盖板、框架等多个材料，进行封装产生【光伏组件】； 第五步： 【光伏组件】再配上支架、逆变器、储电池等辅件，也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样，上游都是技术含量最高、利润最高的地方。所以，早期光伏上游都掌握在西方国家手里，中国只能做中下游。 2008年时，我国光伏组件制造的企业多达近400家，然而处在上游的多晶硅、硅片，却被控制在西方手里。下游产","listText":"——趋势哥出品，必是精品—— 01 “十四五”中央宣布，2030年我国将实现碳达峰、2060年碳中和，以此为驱动，光伏产业将得到空前的快速发展。 到2020年底，我国光伏容量253.43GW，为了实现2060年碳中和，预计在“十四五”期间，平均每年装机量要达到70GW~90GW；而到了“十五五”，平均每年要新增100GW！ 同时，抑制低碳减排、加强新能源利用，已经成为全球政治正确的事业。 据此，有分析人士称，未来光伏产业会有近26倍的巨大发展空间！ 中国光伏产业协会副会长预测： 保守估计2021年全球光伏新装机将达到150GW，乐观值为170GW。保守估计，2021-2025年，全球光伏新装机将达到1050GW，而乐观估计将达到1295GW。 也就是说，5年时间内，光伏产业有近10倍的增长空间！ 由此，光伏这个赛道逻辑通透、持续周期长，将会是除了电动车、芯片之外的，另一个绝佳投资赛道。 所以，这个逻辑列入趋势哥“一文看懂系列”，希望对大家有所帮助。 02 光伏产业的构造如下：简单来说： 上游： 第一步 将【硅矿】进行提纯，变成【多晶硅】，纯度是99.9999%的用来造光伏，99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割，产生【硅片】。 中游： 第三部： 将【硅片】制作成【电池片】；以及，生产专用的【光伏玻璃】、盖板、框架等。 下游： 第四部： 将【电池片】通过玻璃、盖板、框架等多个材料，进行封装产生【光伏组件】； 第五步： 【光伏组件】再配上支架、逆变器、储电池等辅件，也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样，上游都是技术含量最高、利润最高的地方。所以，早期光伏上游都掌握在西方国家手里，中国只能做中下游。 2008年时，我国光伏组件制造的企业多达近400家，然而处在上游的多晶硅、硅片，却被控制在西方手里。下游产","text":"——趋势哥出品，必是精品—— 01 “十四五”中央宣布，2030年我国将实现碳达峰、2060年碳中和，以此为驱动，光伏产业将得到空前的快速发展。 到2020年底，我国光伏容量253.43GW，为了实现2060年碳中和，预计在“十四五”期间，平均每年装机量要达到70GW~90GW；而到了“十五五”，平均每年要新增100GW！ 同时，抑制低碳减排、加强新能源利用，已经成为全球政治正确的事业。 据此，有分析人士称，未来光伏产业会有近26倍的巨大发展空间！ 中国光伏产业协会副会长预测： 保守估计2021年全球光伏新装机将达到150GW，乐观值为170GW。保守估计，2021-2025年，全球光伏新装机将达到1050GW，而乐观估计将达到1295GW。 也就是说，5年时间内，光伏产业有近10倍的增长空间！ 由此，光伏这个赛道逻辑通透、持续周期长，将会是除了电动车、芯片之外的，另一个绝佳投资赛道。 所以，这个逻辑列入趋势哥“一文看懂系列”，希望对大家有所帮助。 02 光伏产业的构造如下：简单来说： 上游： 第一步 将【硅矿】进行提纯，变成【多晶硅】，纯度是99.9999%的用来造光伏，99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割，产生【硅片】。 中游： 第三部： 将【硅片】制作成【电池片】；以及，生产专用的【光伏玻璃】、盖板、框架等。 下游： 第四部： 将【电池片】通过玻璃、盖板、框架等多个材料，进行封装产生【光伏组件】； 第五步： 【光伏组件】再配上支架、逆变器、储电池等辅件，也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样，上游都是技术含量最高、利润最高的地方。所以，早期光伏上游都掌握在西方国家手里，中国只能做中下游。 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href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股<a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> 、370万股<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 、2997万股<a href=\"https://laohu8.com/S/BMY\">$施贵宝(BMY)$</a> 、2240万股<a href=\"https://laohu8.com/S/0O14.UK\">$德国默克(0O14.UK)$</a> 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 ..&nbsp;... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？","text":"最近，巴菲特的$伯克希尔(BRK.A)$ 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中$富国银行(WFC)$ ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股$艾伯维公司(ABBV)$ 、370万股$辉瑞(PFE)$ 、2997万股$施贵宝(BMY)$ 、2240万股$德国默克(0O14.UK)$ 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳$Moderna, Inc.(MRNA)$ 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