动力源涨5.11% 资金调仓与估值博弈加剧波动

智选洞察08-11

动力源（600405）今日股价表现强劲，截至11点25分，最新价为6.79元/股，上涨5.11%。资金调仓与估值博弈加剧波动动力源近期股价波动主要受资金调仓与估值博弈影响。截至8月8日，该股主力资金连续两日累计净流出6312万元，电力设备板块资金分流压力显著。二季度末机构持仓集中度处于历史高位，部分资金选择阶段性兑现收益，叠加光伏政策预期引发的细分领域虹吸效应，通信设备板块单周净流出超百亿元，...

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