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刚睡醒啊

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- 刚睡醒啊刚睡醒啊
  ·06-09 11:20
  $大唐黄金(08299)$ 央行一直在加码黄金，金价长期基本面有支撑，公司收购宁陕金矿马上收尾，拿矿价格打了不小折扣，下个月矿厂就能试车，能多不少产量，后续还要观察实际产出、金价走势和挖矿成本这几块
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- 刚睡醒啊刚睡醒啊
  ·05-27
  $大唐黄金(08299)$ 近期在项目端有不少进展，筹备中的金矿计划于7月投产，新矿源的拓展工作也在按节奏推进，后续整体情况可以慢慢观察
  498 评论
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- 刚睡醒啊刚睡醒啊
  ·05-06
  $大唐黄金(08299)$ 调整也差不多到位了，估值和价格都有修复需求。节后资金慢慢回流，黄金板块整体也在回暖，就看后面能不能放量走一波修复行情了
  565 评论
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- 刚睡醒啊刚睡醒啊
  ·05-06
  $迅策(03317)$ 业绩和估值逻辑都没破，ARR在涨、Token模式也在跑，这波跌更像情绪杀，后续看数据兑现，估值有修复机会
  660 评论
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- 刚睡醒啊刚睡醒啊
  ·04-30
  $大唐黄金(08299)$ 最近金价整体震荡走弱，板块氛围一般，根据公司公告安排，5月29日前发布通函，收购事项已有明确时间规划
  324 评论
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- 刚睡醒啊刚睡醒啊
  ·04-23
  $大唐黄金(08299)$ 目前还在低位弱势震荡，转板预期和产能释放逻辑没变，基本面有支撑，中长期估值仍有修复空间
  480 评论
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- 刚睡醒啊刚睡醒啊
  ·03-25
  $大唐黄金(08299)$ 黄金此前暴跌超7%，短期严重超卖，近两日强势反弹，走出V型修复，大唐跟随金价逐步修复，走势趋于企稳，市场从不缺波动，缺的是恐慌中保持清醒的定力
  713 评论
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