太平洋证券:电力设备及新能源业龙头引领生态升级 重视涨价、AI弹性

智通财经网
Aug 18

智通财经APP获悉,太平洋证券发布研报称,龙头引领生态升级,重视涨价、AI弹性。宁德时代(300750.SZ)、隆基绿能(601012.SH)正在引领生态圈升级,未来半年可能是布局锂电、光伏优质龙头的关键期;六氟磷酸锂等环节有望涨价超预期;算力建设可能带来AI+新能源弹性超预期。太平洋证券主要观点如下:新能源汽车产业链核心观点:中下游新周期已开启1、龙头公司引领商业模式升级,宁德时代等受益。1)...

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