$山高控股(0041_老虎社区_美港股上老虎

买股票的小财头
13:35

$山高控股(00412)$从估值角度看，山高目前在港股的定价，反映的可能还只是新能源+数据中心两个板块的简单加总。真正的协同溢价——绿电直供带来的成本优势、源网荷储带来的稳定性溢价、场景落地带来的想象空间——这些还没有充分体现在股价里。换句话说，市场给的是一个控股公司的折价，而不是产业生态的溢价。

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