Early Commentary on August 23: Photovoltaic Repair, Focus on Lithium Batteries

time:2022-12-09 11:30:51source:chakarski.com author:Market analysis
Early Commentary on August 23: Photovoltaic Repair, Focus on Lithium Batteries

see adjustment. Short-term holdings of Jiejia, a certain silicone, Huada. Long-term: Zhonghuan (29), Maotai (1700), Yao Ming (105), Aixu (14), Hang Seng Technology (5100) market interest rate cuts, according to the logic of loose liquidity, growth stocks should be greater than value, but the growth stocks last Friday The trend has undergone a major adjustment. There is only one explanation. The easing is still not enough. Even if the economy is at a low level, it is still afraid to expand the water. Judging by the above logic, the previous rises in May and June have nothing to do with the relaxation of liquidity, but more about performance. At present, the judgment is maintained, or the logic of export and industrial chain. Lithium battery rebounded, with a little intention of taking on photovoltaics. I will focus on Shengxin, or whether it will give a low price. As usual, there will be a surge and a fall, either at the bottom of the opening point, or at a low level to enter. Photovoltaic will also stabilize and repair, and it will not be adjusted continuously for two days. See you at noon.
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