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August 17th morning comment on battery market, return See more. Short-term holdings of Jiejia, a certain silicone, Huada. Yield has exceeded two this month. Long-term: Zhonghuan (29), Maotai (1700), Yao Ming (105), Aixu (14), Hang Seng Technology (5100) The market is healthy on the second day, with batteries leading the way and trends ahead. A month and a half ago, the battery trend market was put forward in the article, and now various companies are vying for the concept of TOPCon. Also firmly hold the battery in extreme market, time will tell the answer. The article has been neglected for a period of time, in order to wash out the unstable chips. After the wash, the structure will be clean, and the sharing except for the second level will continue. The capital market is the same, and half-hearted cannot make money. The time to withdraw is when the funds come in with hindsight. Wait for more people to read the article, and then continue to water. Whether the market volume can rise or not, it can only be done around export logic, and nothing related to domestic demand can be touched. Short-term time is not enough, and the strength of jg has not yet been digested. Talk about Yao Ming this weekend. See you at noon. |