价值重估 景气再启基金经理纵论新能源投资策略

东方财富
6 hours ago

在经历深度调整后,今年以来,新能源板块迎来一轮显著的上涨行情。Choice数据显示,截至10月13日,中证新能源指数年内上涨近40%,国证新能源车电池指数、中证光伏产业指数及中证储能产业指数分别上涨63.1%、21.1%和32%。与上一轮资本开支高峰期相比,当前新能源产业链基本面情况有哪些改善?如何看待锂电、光伏、风电等细分领域?固态电池、储能等热门主题是否仍有机会?上海证券报记者邀请了兴证全球...

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