汇丰研究发表报告指,今年马年市场将聚焦五大主题,包括太阳能及氢能、十五五规划、电网及绿色燃料。另外,防守性行业仍具价值,核能亦值得关注。该行提到,人工智能基础设施向太空扩展,正带动太阳能电池的新需求,相信太阳能供应链中的特定设备制造商及作为火箭燃料的氢能生产商将可受惠于这个趋势。同时,SpaceX首次公开募股和中国政策动向将是值得关注的催化剂。报告指,内地持续反内卷,虽然需求存在不确定性,但可...
Source Link汇丰研究发表报告指,今年马年市场将聚焦五大主题,包括太阳能及氢能、十五五规划、电网及绿色燃料。另外,防守性行业仍具价值,核能亦值得关注。该行提到,人工智能基础设施向太空扩展,正带动太阳能电池的新需求,相信太阳能供应链中的特定设备制造商及作为火箭燃料的氢能生产商将可受惠于这个趋势。同时,SpaceX首次公开募股和中国政策动向将是值得关注的催化剂。报告指,内地持续反内卷,虽然需求存在不确定性,但可...
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