$长江电力(6009_老虎社区_美港股上老虎

长江边客
08-20

$长江电力(600900)$ 茅台随着房地产塌陷金融属性正在消失，茅台酒并不稀缺！茅台酒涨价可能性正在消失，随着某国失去三十年成为现实，茅台酒后面可能跌价，类似普洱茶收藏投资热潮消失和民间巨大收藏投入市场，反过来消杀需求！但能源需求是刚性的，随着AI来临，能源需求会越来越大！谁说水电股不可能超三十倍市盈率？每年涨价0.4分钱，3000亿度电增加利润的5%，还有其他外延增长！长江电力三十倍市盈率贵吗？能源需求是刚性的！如果发生百年不遇大萧条，奢侈品和刚性能源需求谁值得投？欧美AI革命，能源需求将翻倍！

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