做投资啊，有时候就得_老虎社区_美港股上老虎 - 老虎社区

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占星哥
2025-12-12

做投资啊，有时候就得“钝感”一点。天天盯着分时图，容易被噪音带偏。重塑这条线，核心不就是看氢能能不能做大、公司有没有真本事嘛？现在政策明牌支持，应用场景一个个落地，它又是国资加钱又是和中船合作，势头正好。短期股价纠结来纠结去，不如多看看后续订单和项目落地的实锤。拿住对的，时间会是朋友。 $重塑能源(02570)$

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漏网的韭菜盒子
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你没说到重点，绿氢大幅下降才能盈利…这个拐点有点长，AI预计27-30年！
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