Yin Junyu
I took a look. Overnight, the Chinese concept stocks are all OK except for new energy, and platform companies are all rebounding.
The withdrawal of this snowball big V makes people feel emotional. One year’s hard work was all in vain and he suffered a huge loss. The big V himself described that it was because of the leverage of Tianqi Li, and he was forced to liquidate his position due to the pressure of losses. We don’t know if there are other reasons , but it feels like this will not be the only big V who disappeared.
The price of silicon wafers has fallen, the downstream of photovoltaics has rebounded, and the price of lithium mines has fallen. There is a little feedback from the midstream, and the downstream wants to continue to feed back, but it is suppressed by Tesla. You must know that Tesla is still falling.
For new energy, on the one hand, there are continuous efforts such as sodium battery and hydrogen energy, and on the other hand, there are uncertain subsidies. The market is large enough, but the current penetration rate in China has exceeded the target in 2025, and the competition is also quite fierce. Fortunately, consumption will be the top priority next year, so the opportunities for downstream vehicles will depend on how the localities do it.
Let’s go back to the stock market. Everyone knows that individual stocks are affected by the index. The index is 3,000 points for a long time. Most of the track valuations will not deviate too far. When the index reaches 4,000 or even higher, the valuation will also Quite different, but our index never breaks out, so there’s only so much room for imagination.
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