Johnny ☾✧
2021-08-26T15:02:14+00:00
大帝不是号称北向最爱嘛……这都来来回回多久了一破新高必深度回调[s:ac:喷]
市值太大了就是原罪[s:a2:doge]涨跌就看有多少人买，估值都是狗屁，你看赣锋锂业石大胜华和同行的对比就知道了
另外就是硅片的尺寸分歧
隆基为啥涨不过中环通威
Eternal
倒不是长不过，只不过论弹性来说差一点
Frxbx
赛道区间不一样，情绪不一样。
[img]https://img.nga.178.com/attachments/mon_202109/03/jmQ8j6r-62jhZbT1kShs-12h.jpg.medium.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202109/03/jmQ8j6r-5ao0ZbT1kShs-12h.jpg.medium.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202109/03/jmQ8j6r-lcvaZbT1kShs-12h.jpg.medium.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202109/03/jmQ8j6r-62jhZbT1kShs-12h.jpg.medium.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202109/03/jmQ8j6r-5ao0ZbT1kShs-12h.jpg.medium.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202109/03/jmQ8j6r-lcvaZbT1kShs-12h.jpg.medium.jpg[/img]
LostLikeZoro
通威是硅料+组件
隆基是硅片+组件
中环是硅片+半导体
今年硅料扩产慢价格高利润高，所以通威比隆基强势
中环比隆基强势是因为210大尺寸更节约成本，现在硅料价格贵比隆基的188有优势
隆基是硅片+组件
中环是硅片+半导体
今年硅料扩产慢价格高利润高，所以通威比隆基强势
中环比隆基强势是因为210大尺寸更节约成本，现在硅料价格贵比隆基的188有优势
Kody
就是因为硅料涨价