$三钢闽光(0021_老虎社区_美港股上老虎

治霖
2019-04-29

$三钢闽光(002110)$ 对比方大特钢与三钢三点，选择换三钢。一，方大碳素业绩雷太大，怕波及。二，方大特钢第一季度经营现金流破天荒的来了个负值。而三钢是稳稳当当的正值。三，市盈率乘以市净率。这是熊市抗风险的一个重要指数。方大特钢的市净率太高了。所以选三钢。

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