周期是门艺术，也是哲_老虎社区_美港股上老虎

2023-05-15

周期是门艺术，也是哲学，今年确定造船爆发了，订单数据和新船价格在那里，06年造船爆发，而船舶经济使用寿命是18年大体加上18你会发现时间几乎差不多，上次爆发顺序是集运到油运再到散货，现在你看发展是不是一样的？上次集运爆发03~05年，持续时间2~3年跟现在有点想吧，航运和造船是一体的，其实下一个周期比较好的是工程机械，最合适底部应该是24~25年，船周期获利了结最合适接替，其实是工程机械，不信到时看吧

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免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

阿咕咕咕
2023-05-15
阿咕咕咕
船周期获利了结并不一定意味着工程机械就能接替啊
瓦特蒸汽机
2023-05-15
瓦特蒸汽机
今年造船爆发并不意味着一定会有和06年一样的结果
牛回速速归
2023-05-15
牛回速速归
周期是门艺术，但不能完全套用历史规律啊
黑天鹅本人
2023-05-15
黑天鹅本人
船舶行业的发展是我很看好的
日添一线
2023-05-15
日添一线
市场环境和需求变化了谨慎点

发表看法

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