老严98的个人主页 - 老虎社区

老严98

老严98

精神股东

IP属地：江苏

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0勋章

11-05 21:27

纸黄金…虚拟物说没就没，无论是从价值铆钉还是战略资源….这个算盘打的，风险投资者全占，好处自己全拿

10-29

怎么拉黑这个平台的消息...

外资最新发声！港股涨势将延续到明年，三大细分领域值得重点关注

10-25

有没有大哥带带dd，亏麻了在缅a[流泪]

10-18

$标普500(.SPX)$ 给我下来！！！我的200虎币啊[流泪]

10-06

$美国超微公司(AMD)$ 真就不动就行了[愤怒]

09-18

$英特尔(INTC)$ 不算意外吧，之前有想过amd，但是仔细一想amd已经双修了，只有达子收才不会涉及反垄....[喷血]

04-08

$A50指数主连 2504(CNmain)$ 果然，趋势之下又是一个阳顶天诱多逼空开盘...抄底的兄弟们还好吧[捂脸]

01-28

$英伟达(NVDA)$ 无所谓，📉能赚，📈也能赚，波动越大，越有的玩

01-05

技术创新与用户体验结合的潜力，但能否真正落地，还是取决于生态建设的速度和产品的实际表现。这不仅是小米对未来的愿景描绘，更是其在市场竞争中塑造品牌差异化的重要一步。[微笑]

2024-11-24

看一眼模拟仓[无语]

2024-11-24

Replying to @苏州小韭菜:苏州➕1[贱笑]//@苏州小韭菜:看今天又亏了多少！哈哈哈哈

2024-10-18

放句话：fsd进不了🇨🇳

知情人士：特斯拉FSD入华尚未得到批准马斯克曾寻求获得部分数据

2024-09-29

经典大火来了

宁德时代董事长曾毓群回应生产基地火灾及后续影响：问题不大

2024-09-13

$蔚来(NIO)$ 我算是明白了，中概涨美股跌，美股跌，中概涨....

2024-09-10

合规个p，个性化广告、推荐都关闭的情况下，主页还有个性化的内容，这太合规了

抱歉，原内容已删除

2024-09-03

$升能集团(02459)$ 抄底啊这不得dog

2024-08-22

$百度(BIDU)$ 净利润提高，营业额平=降，看空

2024-08-15

$Faraday Future(FFIE)$ 老灯看样子经常上网啊，看到大家都在说合股，反向操作做空自己是吧....[捂脸]

2024-08-15

6

法拉第未来宣布进行反向股票拆分，40股并1股

2024-08-01

$美国超微公司(AMD)$ 坏了，今天缅a进了半导体....明天得吃大面了啊[捂脸]

去老虎APP查看更多动态

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09:50","market":"hk","language":"zh","title":"外资最新发声！港股涨势将延续到明年，三大细分领域值得重点关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1171117311","media":"券商中国","summary":"摩根大通最新发布研报表示，当前港股估值仍然相对较低，可持续吸引资金流入，预计港股2026年将进一步上涨。另有外资机构建议，重点关注AI应用、半导体制造、存储等细分领域。摩根大通：港股涨势将延续到明年今年以来，港股市场持续上行，香港恒生指数、恒生科技指数涨幅分别达到31.34%、36.38%。日前，外资投行摩根大通发布研报，认为港股的估值仍具吸引力，同时有多重利好因素支持，预计港股市场的这一轮涨势将延续到明年。","content":"<html><head></head><body><p style=\"text-align: justify;\">外资，继续看好中国资产！</p><p style=\"text-align: justify;\">在连续多日上涨后，港股出现小幅调整。然而，外资依旧看好港股的未来走势。摩根大通最新发布研报表示，当前港股估值仍然相对较低，可持续吸引资金流入，预计港股2026年将进一步上涨。</p><p style=\"text-align: justify;\">值得关注的是，中国科技股被不少外资看好。日前，安本投资表示，中国仍处于人工智能发展的早期阶段，从技术角度来看，中国科技公司仍有充足的空间赶超全球同行。另有外资机构建议，重点关注AI应用、半导体制造、存储等细分领域。</p><h2 id=\"id_3914829238\">摩根大通：港股涨势将延续到明年</h2><p style=\"text-align: justify;\">今年以来，港股市场持续上行，香港恒生指数、恒生科技指数涨幅分别达到31.34%、36.38%。其中，有色及半导体板块走势最为强劲，板块整体涨幅均接近150%。个股方面，华虹半导体涨幅接近300%，上海复旦涨幅超过180%，中芯国际、招金矿业、山东黄金、五矿资源、江西铜业股份等涨幅均超150%。</p><p style=\"text-align: justify;\">日前，外资投行摩根大通发布研报，认为港股的估值仍具吸引力，同时有多重利好因素支持，预计港股市场的这一轮涨势将延续到明年。</p><p style=\"text-align: justify;\">摩根大通表示，年初至今MSCI香港指数（MXHK）以美元计回报达26%，目前该指数未来12个月预测市盈率仍较10年平均水平低0.3个标准差，令港股成为除东盟以外亚太地区最便宜的股票市场。摩根大通维持对MSCI香港指数在今年年底的基准目标和看涨目标，分别为13000点和14000点，并预计该指数在2026年将进一步上涨。</p><p style=\"text-align: justify;\">摩根大通表示，中国香港可持续吸引资金流入。“尽管某些不利因素仍然存在，但香港自2023年以来的反弹已经变得更加明显，金融市场强劲，住宅房地产市场企稳，而估值与历史和其他股市相比并不高……我们认为，在‘去美元化’叙事保持不变的情况下，这种（组合）应该会吸引资金流入。”摩根大通写道。</p><p style=\"text-align: justify;\">摩根大通将港股市场的强劲表现归因于几个因素，包括资金重新流入、房地产市场企稳、零售销售稳健，以及港股首次公开发行（IPO）活动的复苏。</p><p style=\"text-align: justify;\">摩根大通认为，与前几轮降息相比，美联储当前正在进行的宽松周期对香港更有利。在过去的三个美联储降息周期都是由全球危机引发的，并伴随着企业收益大幅下调，而当前这个周期情况却不同：在美联储降息的同时，企业利润仍在上升，全球经济也在稳定增长。</p><h2 id=\"id_4215005867\">外资看好中国科技公司</h2><p style=\"text-align: justify;\">在新兴市场股票中，中国股市今年表现亮眼。安本投资认为，本地经济动能仍将是中国股市表现的关键驱动力，预计未来将推出进一步的支持措施。</p><p style=\"text-align: justify;\">安本投资指出，中国仍处于人工智能发展的早期阶段，从技术角度来看，中国科技公司仍有充足的空间赶超全球同行。同时，中国体系的流动性依然充裕。由于利率保持在低位，散户投资者可能会寻求更高收益的资产，这使股票成为资本流向的主要领域。</p><p style=\"text-align: justify;\">安本投资表示，对于注重总回报的投资者来说，新兴市场可以代表一个极具吸引力的收益领域。目前新兴市场公司派息的比例与已开发市场相同，两者均接近85%，其中许多公司的股息收益率超过3%。</p><p style=\"text-align: justify;\">据《香港经济日报》报道，安本投资亚洲股票高级投资总监Isaac Thong表示，新兴市场股息的增长特征极具吸引力，这受惠于现金流的潜在增长和派息率的上升，该行预计这一趋势将持续下去。新兴市场的股息覆盖率也很有吸引力，资产负债表健康状况良好，为派息率的增长提供进一步的支持。</p><p style=\"text-align: justify;\">Isaac Thong指出，随着全球经济进入由关税调整和科技转型等结构性变化所塑造的新投资周期，相信新兴市场将大幅受惠，从科技硬件和基础设施到本地消费品牌。</p><p style=\"text-align: justify;\">近日，富达国际也维持对新兴市场股票的积极观点。富达国际表示，对中国股市更为坚定，预计有更多消费刺激措施落地并提振需求，同时“反内卷”政策有望改善工业利润率。</p><p style=\"text-align: justify;\">施罗德基金的副总经理安昀也表示，随着美联储重启降息，全球流动性环境逐步转向，大类资产定价逻辑面临重塑。展望未来，他预计新兴市场权益类资产有望受益于估值优势与弱美元环境，而债券市场短期内仍将面临一定的压力。</p><p style=\"text-align: justify;\">路博迈认为，AI产业链正从硬件向应用端扩散。中短期，科技成长板块可能会有性价比方面的压力，但距离长期性价比低位还有差距，投资者可以重点关注AI应用、半导体制造、存储等细分领域。</p><p style=\"text-align: justify;\">瑞银投资银行中国股票策略研究主管王宗豪近日表示，根据过去一个月在美国和亚洲的多次路演，国际投资者总体对中国股票的兴趣浓厚，越来越多的投资者认同对市场更乐观的展望。考虑到外国投资者继续低配、估值相对全球市场更便宜，以及对美国进一步降息的预期，预计外国资金进一步流入中国股市的机会依然存在。“反内卷”是大多数会议讨论的重点话题，投资者对中国的AI/技术发展和资本回报发展感兴趣，瑞银超配A股TMT和券商的观点也引起较多投资者兴趣。</p><p style=\"text-align: justify;\">另据摩根士丹利报告，今年9月份，净流入中国股市的外资反弹至46亿美元（约合人民币327亿元），创下自2024年11月以来单月最高。截至9月30日，年内外资被动型基金累计流入180亿美元（约合人民币1280亿元）。其中，主动基金经理增持最多的是半导体等板块。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外资最新发声！港股涨势将延续到明年，三大细分领域值得重点关注</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外资最新发声！港股涨势将延续到明年，三大细分领域值得重点关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-10-29 09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">外资，继续看好中国资产！</p><p style=\"text-align: justify;\">在连续多日上涨后，港股出现小幅调整。然而，外资依旧看好港股的未来走势。摩根大通最新发布研报表示，当前港股估值仍然相对较低，可持续吸引资金流入，预计港股2026年将进一步上涨。</p><p style=\"text-align: justify;\">值得关注的是，中国科技股被不少外资看好。日前，安本投资表示，中国仍处于人工智能发展的早期阶段，从技术角度来看，中国科技公司仍有充足的空间赶超全球同行。另有外资机构建议，重点关注AI应用、半导体制造、存储等细分领域。</p><h2 id=\"id_3914829238\">摩根大通：港股涨势将延续到明年</h2><p style=\"text-align: justify;\">今年以来，港股市场持续上行，香港恒生指数、恒生科技指数涨幅分别达到31.34%、36.38%。其中，有色及半导体板块走势最为强劲，板块整体涨幅均接近150%。个股方面，华虹半导体涨幅接近300%，上海复旦涨幅超过180%，中芯国际、招金矿业、山东黄金、五矿资源、江西铜业股份等涨幅均超150%。</p><p style=\"text-align: justify;\">日前，外资投行摩根大通发布研报，认为港股的估值仍具吸引力，同时有多重利好因素支持，预计港股市场的这一轮涨势将延续到明年。</p><p style=\"text-align: justify;\">摩根大通表示，年初至今MSCI香港指数（MXHK）以美元计回报达26%，目前该指数未来12个月预测市盈率仍较10年平均水平低0.3个标准差，令港股成为除东盟以外亚太地区最便宜的股票市场。摩根大通维持对MSCI香港指数在今年年底的基准目标和看涨目标，分别为13000点和14000点，并预计该指数在2026年将进一步上涨。</p><p style=\"text-align: justify;\">摩根大通表示，中国香港可持续吸引资金流入。“尽管某些不利因素仍然存在，但香港自2023年以来的反弹已经变得更加明显，金融市场强劲，住宅房地产市场企稳，而估值与历史和其他股市相比并不高……我们认为，在‘去美元化’叙事保持不变的情况下，这种（组合）应该会吸引资金流入。”摩根大通写道。</p><p style=\"text-align: justify;\">摩根大通将港股市场的强劲表现归因于几个因素，包括资金重新流入、房地产市场企稳、零售销售稳健，以及港股首次公开发行（IPO）活动的复苏。</p><p style=\"text-align: justify;\">摩根大通认为，与前几轮降息相比，美联储当前正在进行的宽松周期对香港更有利。在过去的三个美联储降息周期都是由全球危机引发的，并伴随着企业收益大幅下调，而当前这个周期情况却不同：在美联储降息的同时，企业利润仍在上升，全球经济也在稳定增长。</p><h2 id=\"id_4215005867\">外资看好中国科技公司</h2><p style=\"text-align: justify;\">在新兴市场股票中，中国股市今年表现亮眼。安本投资认为，本地经济动能仍将是中国股市表现的关键驱动力，预计未来将推出进一步的支持措施。</p><p style=\"text-align: justify;\">安本投资指出，中国仍处于人工智能发展的早期阶段，从技术角度来看，中国科技公司仍有充足的空间赶超全球同行。同时，中国体系的流动性依然充裕。由于利率保持在低位，散户投资者可能会寻求更高收益的资产，这使股票成为资本流向的主要领域。</p><p style=\"text-align: justify;\">安本投资表示，对于注重总回报的投资者来说，新兴市场可以代表一个极具吸引力的收益领域。目前新兴市场公司派息的比例与已开发市场相同，两者均接近85%，其中许多公司的股息收益率超过3%。</p><p style=\"text-align: justify;\">据《香港经济日报》报道，安本投资亚洲股票高级投资总监Isaac Thong表示，新兴市场股息的增长特征极具吸引力，这受惠于现金流的潜在增长和派息率的上升，该行预计这一趋势将持续下去。新兴市场的股息覆盖率也很有吸引力，资产负债表健康状况良好，为派息率的增长提供进一步的支持。</p><p style=\"text-align: justify;\">Isaac Thong指出，随着全球经济进入由关税调整和科技转型等结构性变化所塑造的新投资周期，相信新兴市场将大幅受惠，从科技硬件和基础设施到本地消费品牌。</p><p style=\"text-align: justify;\">近日，富达国际也维持对新兴市场股票的积极观点。富达国际表示，对中国股市更为坚定，预计有更多消费刺激措施落地并提振需求，同时“反内卷”政策有望改善工业利润率。</p><p style=\"text-align: justify;\">施罗德基金的副总经理安昀也表示，随着美联储重启降息，全球流动性环境逐步转向，大类资产定价逻辑面临重塑。展望未来，他预计新兴市场权益类资产有望受益于估值优势与弱美元环境，而债券市场短期内仍将面临一定的压力。</p><p style=\"text-align: justify;\">路博迈认为，AI产业链正从硬件向应用端扩散。中短期，科技成长板块可能会有性价比方面的压力，但距离长期性价比低位还有差距，投资者可以重点关注AI应用、半导体制造、存储等细分领域。</p><p style=\"text-align: justify;\">瑞银投资银行中国股票策略研究主管王宗豪近日表示，根据过去一个月在美国和亚洲的多次路演，国际投资者总体对中国股票的兴趣浓厚，越来越多的投资者认同对市场更乐观的展望。考虑到外国投资者继续低配、估值相对全球市场更便宜，以及对美国进一步降息的预期，预计外国资金进一步流入中国股市的机会依然存在。“反内卷”是大多数会议讨论的重点话题，投资者对中国的AI/技术发展和资本回报发展感兴趣，瑞银超配A股TMT和券商的观点也引起较多投资者兴趣。</p><p style=\"text-align: justify;\">另据摩根士丹利报告，今年9月份，净流入中国股市的外资反弹至46亿美元（约合人民币327亿元），创下自2024年11月以来单月最高。截至9月30日，年内外资被动型基金累计流入180亿美元（约合人民币1280亿元）。其中，主动基金经理增持最多的是半导体等板块。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171117311","content_text":"外资，继续看好中国资产！在连续多日上涨后，港股出现小幅调整。然而，外资依旧看好港股的未来走势。摩根大通最新发布研报表示，当前港股估值仍然相对较低，可持续吸引资金流入，预计港股2026年将进一步上涨。值得关注的是，中国科技股被不少外资看好。日前，安本投资表示，中国仍处于人工智能发展的早期阶段，从技术角度来看，中国科技公司仍有充足的空间赶超全球同行。另有外资机构建议，重点关注AI应用、半导体制造、存储等细分领域。摩根大通：港股涨势将延续到明年今年以来，港股市场持续上行，香港恒生指数、恒生科技指数涨幅分别达到31.34%、36.38%。其中，有色及半导体板块走势最为强劲，板块整体涨幅均接近150%。个股方面，华虹半导体涨幅接近300%，上海复旦涨幅超过180%，中芯国际、招金矿业、山东黄金、五矿资源、江西铜业股份等涨幅均超150%。日前，外资投行摩根大通发布研报，认为港股的估值仍具吸引力，同时有多重利好因素支持，预计港股市场的这一轮涨势将延续到明年。摩根大通表示，年初至今MSCI香港指数（MXHK）以美元计回报达26%，目前该指数未来12个月预测市盈率仍较10年平均水平低0.3个标准差，令港股成为除东盟以外亚太地区最便宜的股票市场。摩根大通维持对MSCI香港指数在今年年底的基准目标和看涨目标，分别为13000点和14000点，并预计该指数在2026年将进一步上涨。摩根大通表示，中国香港可持续吸引资金流入。“尽管某些不利因素仍然存在，但香港自2023年以来的反弹已经变得更加明显，金融市场强劲，住宅房地产市场企稳，而估值与历史和其他股市相比并不高……我们认为，在‘去美元化’叙事保持不变的情况下，这种（组合）应该会吸引资金流入。”摩根大通写道。摩根大通将港股市场的强劲表现归因于几个因素，包括资金重新流入、房地产市场企稳、零售销售稳健，以及港股首次公开发行（IPO）活动的复苏。摩根大通认为，与前几轮降息相比，美联储当前正在进行的宽松周期对香港更有利。在过去的三个美联储降息周期都是由全球危机引发的，并伴随着企业收益大幅下调，而当前这个周期情况却不同：在美联储降息的同时，企业利润仍在上升，全球经济也在稳定增长。外资看好中国科技公司在新兴市场股票中，中国股市今年表现亮眼。安本投资认为，本地经济动能仍将是中国股市表现的关键驱动力，预计未来将推出进一步的支持措施。安本投资指出，中国仍处于人工智能发展的早期阶段，从技术角度来看，中国科技公司仍有充足的空间赶超全球同行。同时，中国体系的流动性依然充裕。由于利率保持在低位，散户投资者可能会寻求更高收益的资产，这使股票成为资本流向的主要领域。安本投资表示，对于注重总回报的投资者来说，新兴市场可以代表一个极具吸引力的收益领域。目前新兴市场公司派息的比例与已开发市场相同，两者均接近85%，其中许多公司的股息收益率超过3%。据《香港经济日报》报道，安本投资亚洲股票高级投资总监Isaac Thong表示，新兴市场股息的增长特征极具吸引力，这受惠于现金流的潜在增长和派息率的上升，该行预计这一趋势将持续下去。新兴市场的股息覆盖率也很有吸引力，资产负债表健康状况良好，为派息率的增长提供进一步的支持。Isaac 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08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>多位知情人士透露，中国政府支持其在遵循现有法律法规的前提下，先行先试部分FSD功能，但FSD入华尚未得到监管部门批准，相关评估工作还在进行中。接近特斯拉人士表示，马斯克曾向相关部门提议，希望能够直接获取部分非敏感性的视频数据，以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估，以确保数据安全性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138585371","content_text":"多位知情人士透露，中国政府支持其在遵循现有法律法规的前提下，先行先试部分FSD功能，但FSD入华尚未得到监管部门批准，相关评估工作还在进行中。接近特斯拉人士表示，马斯克曾向相关部门提议，希望能够直接获取部分非敏感性的视频数据，以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估，以确保数据安全性。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354727862153384,"gmtCreate":1727613096271,"gmtModify":1727613098463,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"经典大火来了","listText":"经典大火来了","text":"经典大火来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354727862153384","repostId":"1128639397","repostType":2,"repost":{"id":"1128639397","kind":"news","pubTimestamp":1727612037,"share":"https://www.laohu8.com/m/news/1128639397?lang=&edition=full","pubTime":"2024-09-29 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href=https://www.ithome.com/0/799/402.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体报道，宁德时代董事长就今天的火灾事故及后续影响回应称：“问题不大。”此次发生火情的是位于东侨的宁德时代 Z 基地，为该公司的核心电池工厂之一。报道称，该基地所生产的动力电池供应给包括特斯拉在内的多家新能源车企。该公司此前披露的信息称，Z 基地于 2019 年 9 月开始建设，包括电芯工厂、模组 Pack 工厂和喷涂工厂，为全球首个锂电行业灯塔工厂。今天傍晚 18 时许，该工厂火情已得到初步...</p>\n\n<a href=\"https://www.ithome.com/0/799/402.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50d1cd8a3476fe11ffad7c881167e082","relate_stocks":{"300750":"宁德时代"},"source_url":"https://www.ithome.com/0/799/402.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128639397","content_text":"据媒体报道，宁德时代董事长就今天的火灾事故及后续影响回应称：“问题不大。”此次发生火情的是位于东侨的宁德时代 Z 基地，为该公司的核心电池工厂之一。报道称，该基地所生产的动力电池供应给包括特斯拉在内的多家新能源车企。该公司此前披露的信息称，Z 基地于 2019 年 9 月开始建设，包括电芯工厂、模组 Pack 工厂和喷涂工厂，为全球首个锂电行业灯塔工厂。今天傍晚 18 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