Roy野野
11-13
$中伟新材(02579)$
11月13日镍最新价格为15052.0,与上一个交易日相比,涨跌幅为 0.33%。近期LME镍价的持续反弹,对中伟是直接的利好。作为核心原材料,镍价上涨将带来库存价值重估和产品价格传导的预期,直接增厚公司利润。经历了近一年的产业链去库存,下游电池厂的补库需求正在积聚。订单回暖的信号越来越明确,现在让我以折价这么多入中伟,果断放弃A股,跑来港股打新。
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冯秀财论股
11-13
冯秀财论股
确实值得玩一玩,大摩绿鞋还是很稳的
什么也没有了~
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