小摩：内地光伏行业受乐观情绪带动选股宜聚焦盈利增长前景审慎看待燃气板块

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智通财经APP获悉，摩根大通就内地公用行业发布研报称，去年内地海上风电机组采购容量达到8.42吉瓦，其中明阳智能(601615.SH) 以2.1吉瓦位居首位，金风科技(02208)则以1.2吉瓦位列第四。受商业航天及太空太阳能发展的正面情绪推动，两间公司的股价在今年初均显著上扬。在风电上游领域，该行建议投资者转为关注东方电缆(603606.SH)。此外，受太空太阳能及商业航天发展的乐观情绪带动，...

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小摩：内地光伏行业受乐观情绪带动 选股宜聚焦盈利增长前景 审慎看待燃气板块

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小摩：内地光伏行业受乐观情绪带动选股宜聚焦盈利增长前景审慎看待燃气板块