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第136章 医药行业(1 / 2)

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把那些滥竽充数的?冒牌货的企业啊,淘汰掉,真正有能力的。你留下来,行业变得更干净了,更健康了,那就是一个好的方向,越健康就活得更长久是吧?那医药行业更健康,可能那个时候你会发现,又是一个新的天地。

所以有时候下跌并不是坏事啊,机会是跌出来的,它确实是一个弱周期啊,只是有些外在的方向做了一个变化,所以我们常见的弱周期,比如说食品饮料啊,家用电器,医药生物通信呀,包括说纺织服装和计算机,这些都是我们弱周期啊,常见的是吧,你们更青睐于谁啊,更青睐于弱还是强,自己做一个判断

当然行业周期的强弱只是我们考虑的某一个维度,还要综合其他的维度去分析行业的好与坏,比如说行业的前景啊,行业的市场规模,包括生命周期以及产业链,有人问光伏行不行?光伏行不行,曾经也行过,

就是你们要有时间的话,你们去复盘一下十四五规划,你把十四五规划那个内容再去读一读,读完之后你再和现当下的大盘,因为现2024年了,你看一下2021年到2024年什么行业一直涨,你去看看这个和十四五规划,这么个逻辑去做一个复盘?作为一个验证啊

知道为什么我们的光伏风电核电是吧,以及水电,这个新能源,它为什么有涨有跌?就很多问题是可以找到答案的,只是你没有方向去验证,或者我来问你问题。各位说到光伏产能过剩,所以呢,隆基开始下跌,所以晶澳科技开始下跌,是不是?在记忆里面,知道光伏公司下跌的原因,就是因为产能过剩了,所以开始下跌,

各位觉得是对还是错的,我们所有的原因都是认为光伏产能过剩了,所以导致价格下跌了,还有没有别的因素?你还是否知道其他因素,你是否还了解到其他因素导致光伏下跌的,

是国外受限,国外做打击,那我们再去做深挖一个。你说光伏产能过剩,但是请问各位,你怎么去算出来它过剩的?你过剩了多少?我的问题你能回答吗?

我们认为光伏产能过剩导致隆基绿能能下跌,那我请问你光伏产能过剩了多少啊?为什么说是过剩?怎么判断出来呢?

你看,回答不了,这就是问题所在。既然我们知道它产能过剩,我们就不能去找找原因吗?它为什么会过剩呢?为什么会亏钱呢?咱们并不是不学,也不是不会啊,是不动手,各位,也懒得分析,

一搜一查,一分析就能出的来啊,这个思维我给你说个案例啊,你看我国一年用多少度电,你们自己查啊,我不跟你说数字啊,中国全中国一年的总用电量,这是第一个问题,然后呢,那你光伏发电你占比是多少呢?

我们发电不仅仅有火电风电核电水电都有很多电,这些发电都去卖给电网公司,比如说南方电网,国家电网,你把这个电发出来给了电网公司,然后公司再卖给我们消费者或者卖给我们的工业,你光伏占总的比值,

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