s**********n 发帖数: 868 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: splendidchen (chen), 信区: Stock
标 题: Re: 有 solar 的赶紧逃命吧
发信站: BBS 未名空间站 (Thu Jan 14 17:29:57 2010, 美东)
Damn it, I didn't know this until market closed.
I'm still heavy on SPWRA which has moderate German exposure and looks
ridiculously cheap to me compared with peers and I still have some SOL
shares.
In my view, this subsidy cut is OK. I don't think the expectation was 5-10%.
People are expecting 10-15% cut starting in July. This proposed cut is
nothing close to 2008's S |
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