赶碳号，重构电新产业价值“果链”已经老了，“达链”也没有过去香了，现在最火的当属“马链”——这个词是赶碳号今天写稿时拍脑袋创造出来的，投资人拿去不谢。太空算力，太空光伏，让光伏企业们鸡毛飞上天。AI算力和有色金属负责主线，商业航天负责情绪。有些标的只要不被关进小黑屋，牛市就能进行到底！当然，最近两个交易日，太空光伏概念股有些降温集体回调，传闻或许与监管层的窗口指导有关——要慢牛，不要疯牛，你懂的！...
Source Link赶碳号，重构电新产业价值“果链”已经老了，“达链”也没有过去香了，现在最火的当属“马链”——这个词是赶碳号今天写稿时拍脑袋创造出来的，投资人拿去不谢。太空算力，太空光伏，让光伏企业们鸡毛飞上天。AI算力和有色金属负责主线，商业航天负责情绪。有些标的只要不被关进小黑屋，牛市就能进行到底！当然，最近两个交易日，太空光伏概念股有些降温集体回调，传闻或许与监管层的窗口指导有关——要慢牛，不要疯牛，你懂的！...
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