华泰证券：厄尔尼诺或带来大水电估值修复机会
智通财经
07-02
【华泰证券：厄尔尼诺或带来大水电估值修复机会】
华泰证券研报称，2026年5月底南方电网负荷提前创历史新高，大幅提升了市场对极端天气及水电来水的关注度。
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