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长江边客

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- 长江边客长江边客
  ·2024-08-20
  $长江电力(600900)$ 茅台随着房地产塌陷金融属性正在消失，茅台酒并不稀缺！茅台酒涨价可能性正在消失，随着某国失去三十年成为现实，茅台酒后面可能跌价，类似普洱茶收藏投资热潮消失和民间巨大收藏投入市场，反过来消杀需求！但能源需求是刚性的，随着AI来临，能源需求会越来越大！谁说水电股不可能超三十倍市盈率？每年涨价0.4分钱，3000亿度电增加利润的5%，还有其他外延增长！长江电力三十倍市盈率贵吗？能源需求是刚性的！如果发生百年不遇大萧条，奢侈品和刚性能源需求谁值得投？欧美AI革命，能源需求将翻倍！
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- 长江边客长江边客
  ·2024-07-09
  特斯拉大反弹其实和储能高增长有关！
  1,128 评论
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- 长江边客长江边客
  ·2024-03-01
  说说你对这篇新闻的看法...
  非常抱歉，此主贴已删除
  1,228 评论
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- 长江边客长江边客
  ·2023-12-23
  感觉要调整！美股短期震荡走势。
  1,181 评论
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- 长江边客长江边客
  ·2022-10-19
  说说你对这篇新闻的看法...
  非常抱歉，此主贴已删除
  1,978 评论
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- 长江边客长江边客
  ·2021-11-17
  $StoneCo(STNE)$从营收上看，非常好三季报。14.7亿雷亚尔，环比增长166%，同比增长62%。净利下降，还是借贷坏账后遗症。随着巴西加息，这些风险已经接近尾声。
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