m*****i
发帖数: 4342 | 1 all prices of solar PV component still faces the pressure of price cut.
Overall demand recovery did not appear and the expectation to bottom out
still be waited.
Of course Solar stocks could also change the direction
1) Short squeeze
2) Expectation that demand for 2nd half will pickup and will stop the price
erosion. |
v*****k
发帖数: 7798 | |
b******r
发帖数: 16603 | |
l********g
发帖数: 5070 | 4 昨天被吓了，今天早上COVER了 LDK，方向不明，不敢动了 |
m*****i
发帖数: 4342 | 5 Solr is the equipment maker. When all these chinese manufacture wanted to
increase the capacity, of course, they will buy lots of equipment.
【在 v*****k 的大作中提到】
: why solr is so strong?
|
r*m
发帖数: 16380 | 6 现在整体估值低（TAN才7块钱），price in了很多负面因素，所以reward/risk不错。 |
v*****k
发帖数: 7798 | 7 产能都过剩成这个样子了，还增加呢？
【在 m*****i 的大作中提到】
: Solr is the equipment maker. When all these chinese manufacture wanted to
: increase the capacity, of course, they will buy lots of equipment.
|
