在 新能源 领域,小摩近期接连发布了两份“认错研报”,引发市场关注。两天前,小摩发布一份研究报告,反思此前 赣锋锂业 与 天齐锂业 股价上存在判断失误,并终止了两家公司的减持投资评级,上调至中性。一周前,小摩还承认此前低估了 储能 巨头 阳光电源 的盈利能力。小摩承认自己看走了眼:我们此前低估了阳光电源的盈利潜力今天,锂电与储能板块迎来大涨,似乎证明了小摩及时纠错的正确性。小摩在研报中写道:我们...
Source Link在 新能源 领域,小摩近期接连发布了两份“认错研报”,引发市场关注。两天前,小摩发布一份研究报告,反思此前 赣锋锂业 与 天齐锂业 股价上存在判断失误,并终止了两家公司的减持投资评级,上调至中性。一周前,小摩还承认此前低估了 储能 巨头 阳光电源 的盈利能力。小摩承认自己看走了眼:我们此前低估了阳光电源的盈利潜力今天,锂电与储能板块迎来大涨,似乎证明了小摩及时纠错的正确性。小摩在研报中写道:我们...
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