太陽能股全面轉強

有沒有人可告訴我為何太陽能板塊突然起動?

但美國的太陽能股則沒有跟隨

 

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本篇發表於 太陽能。將永久鏈結加入書籤。

25 Responses to 太陽能股全面轉強

  1. Gary 說道:

    《經濟通通訊社11日專訊》發改委指有資源差別光伏標杆電價將出台,太陽能股份全線上
    升,卡姆丹克(00712)升幅最大,漲7﹒3%,新報3﹒07元,創上市新高。
    陽光能源
    (00757)及創益太陽能(02468)上升4﹒7%,新報2﹒03元及5﹒79元。保
    利協鑫(03800)升2﹒3%,報2﹒64元。

    • desmondctt 說道:

      Thanks Gary! Once again it shows 712 is the best performing solar stock in hk

      • Gary 說道:

        今日好勁, 曾經升 10%, 但可能今日 d 人係炒政策, 因為只係都係傳, 未真係出台, 但長遠呢隻係好, 業績可以支持股價再升, 當然政策真正出台時就更加唔駛講.

        而家望個市可以繼續呢個景況, 唔好好似 4, 5月甘.

  2. Sing 說道:

    Thre reason may be due to “十二五”能源路线渐明. The solar energy is pointed out in the 12.5 plan.
    http://finance.ifeng.com/stock/hybg/20101110/2859019.shtml
    http://sc.stock.cnfol.com/101111/123,1628,8776937,00.shtml
    I don’t know why only solar wafer went up, but 750 not.

  3. Sing 說道:

    I think it should be due to a clear future of solar energy development of the coming 5 years.
    http://sc.stock.cnfol.com/101111/123,1628,8776937,00.shtml
    http://finance.ifeng.com/stock/hybg/20101110/2859019.shtml

    • desmondctt 說道:

      thx Sing! if 712’s story can tell for 5 yrs, it definitely another 10 bagger.

      750 performs very well in these few days, especially this friday, the stock price rose from the bottom rapidly b4 the closing time, may be $5.00 is a strong support for them, anyway 750 is not our main target 🙂

      712 really good, hope it can create a foundation at $3

      (wordpress system spam ur comments, luckily i checked that b4 it deleted)

    • Gary 說道:

      thx sing, 有空會看下

    • Gary 說道:

      看完了, 希望相對政策快 d 出啦, 我成手都係新能源股, 等到頸到長埋.

  4. Gary 說道:

    今早看 712 網頁, 原來國浩資本出左六個月 target price: @4.35.
    http://www.comtecsolar.com/upload/12%20Nov%2010.pdf

    不過下星期都要睇下阿爺想點, 尋日果一下暴跌, 完全估唔到.

    同埋見到美匯彈左頗多, 已經到左橫行區頂部, 如果突破左, 市況有可能會有轉變.

  5. Gary 說道:

    版主有無睇 712 website, 呢個月頭用 1.49 發左差不多 150萬新股, 主席搞咩??

    • desmondctt 說道:

      呢個似係有人行使左D options, 唔似係發新股

      有options都係D高層, 唔知道係咪D高層覺得呢個價幾好, 所以佢地都行使左D option, 賺返多少

      希望呢個消息唔使解讀成利淡啦, 始終都係百幾萬股, 唔算多, 唔該晒gary兄你分享!

    • desmondctt 說道:

      多謝分享:) 近日市況令我減持了712, 因為倉位太多股票, 想hold多D現金, 如果712回調, 或者有新消息刺激, 我又會再買返了!

  6. Gary 說道:

    我都清左倉, 因為近日美元升得好勁, 歐元跌得好勁, 驚美國放完感恩節返來就再搞歐元

    • desmondctt 說道:

      Gary兄, 712又彈返上2.9x, 比我減持價還要高, 我D買賣功力真係水皮…

      依家我唔知好唔好再追返佢:( 咁搞法原本賺果D都嘔返出黎, 咁樣高追低沽…

  7. Sing 說道:

    I sold all at $3.03 and re-bought some at $2.83. Few days ago, I would like to buy at $2.6x, but finally could not and the values rose again next day. I think it is safe to buy at $2.7x. Please wait.

  8. Sing 說道:

    Have you read 712 website? There is an activity called “走进卡姆丹克”. I think 712 will be more famous than before. Ha…., just sold all yesterday at $2.97 (buy at $2.83), but today …. I think I can’t wait it down to $2.7x again.

    • desmondctt 說道:

      thx for telling me that!!

      712 is quite bullish, may be $3 is already a support level and not many chances for us to re-buy it under $3

      • Gary 說道:

        我尋日見歐元升返, 即時系 $3 入返 10k share 當投資, 始終 10k share 坐得安心 d.

      • desmondctt 說道:

        睇到sing兄同gary兄既操作, 再對比自己果D, 真係高下立見, 我係摸底沽, 但仲未補返, 到今日升到3.2樓上都未補返往日最高倉位時既一半, 唯一可以安慰自己既我將部份資金加注868同2128, 等埋868追埋上黎, 咁我係712損失既, 可以補回

        我個倉好耐都未update呢, 超級懶, 不過我手上就係得712, 868, 同2128三隻, 呢3隻今日都好強, 午市收報到每隻升到5%以上, 未試過手上全部股都升咁多, 更爽既係, 恒指只係升100點都唔夠!!

        add oil tgt!

      • Gary 說道:

        868 同 2128 呢幾日都升得好好, 應該可以追回一部份損失.

        我個倉而家得 712 系度, 想加返隻愛股 2722, 但係應該未到時候.

        之前出 2722, 我都係摸底出, 出得好差.

        之前仲有隻 2208, 真係蝕住走, D 風電股走勢越來越差, 隻隻風電股都係甘, 有大行入貨都無用, 越落越低, 低到唔敢相信.

        • desmondctt 說道:

          風電唔知搞乜鬼, 好耐都唔發市, 2208我覺得係香港上市既風電股入面最強, 果D龍源電力同中傳動唔係佢果皮, 航天萬源就呢D超冷門之選就不能作比較

          如果係價值投資者, 現價已跌穿H股招股價, 可以少量買入作鎮下倉, 風電同太陽能久唔久就有新政策出台, 今次玩到太陽能, 遲下就輪到風電, 風電受惠股好難少左2208果份

          不過, 我呢D子彈極有限既就唔做呢D價值投資喇, 寧高追712好過

  9. 引用通告: 2010 in review | fatlone's investment paradise

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