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隆基股光伏下跌原因找到了!
返回列表 來源: 欣彤論股 發(fā)布日期: 2021.03.31 瀏覽次數(shù):

      3月15日,隆基股份低開低走,午后觸及跌停板,相比上一個交易日蒸發(fā)約343.5億元。截至發(fā)文,隆基股份股價為81.97元,總市值為3092億元。盤面數(shù)據(jù)顯示,超19億主力資金凈流出隆基股份,可見資金謹慎情緒濃厚。在尺度股東群,有投資者分析稱,隆基股份大跌,原因有4點,包括抱團股集體回調(diào)、原材料價格上漲或影響利潤、新技術路線帶來的挑戰(zhàn)以及前期漲幅較大,獲利盤有兌現(xiàn)需求。
       首先看第一個原因--抱團股集體回調(diào)。受投資者對流動性收緊有預期、美債收益率攀升加劇市場擔憂風險資產(chǎn)以及港美股波動影響,前期抱團的白酒、醫(yī)藥、新能源(光伏、新能源產(chǎn)業(yè)鏈)等板塊持續(xù)殺跌,不少個股跌幅超20%,步入技術性熊市,嚴重打擊了市場做多情緒。

      On March 15, Longji shares started lower and hit the daily limit in the afternoon. Compared with the previous trading day, about 34.35 billion yuan evaporated. As of this post, Longji shares of 81.97 yuan, the total market value of 309.2 billion yuan.Disk data show that more than 1.9 billion main capital net outflow of Longji shares, funds can be seen cautious sentiment. In the scale of shareholders, investors said that Longji shares plunged, there are four reasons, including the collective stock pullback, raw material prices rise or affect the profits, the challenge of the new technology route and the early rise is large, profit disc cash demand.

       First look at the first reason - huddled stocks collective pullback.With investors to tighten liquidity have expectations, rising U.S. yields increased concerns risk assets, and Hong Kong stock market fluctuation influence, preliminary attempt of liquor, medicine, new energy (pv), new energy industry chain plate continued exodus, many individual stocks down by more than 20%, entered a technical bear market, hit the market to do more.


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