新能源为何筹码走成这_老虎社区_美港股上老虎

三鼎甲
2023-05-11

新能源为何筹码走成这样，说到底还是贵了。我不知道很多还持有新能源尤其制造业部分的人是装糊涂还是真糊涂，总喜欢用pe去印证今年的增速能匹配的上二三十pe。但实际上，对于制造业，整个板块大多都是3-6pb，注定了最终需要长期的估值回归。五粮液都5pb了，宁德比亚迪再星辰大海，再有品牌力，这会儿给个5pb也算合理了。那么资金就没动力当傻子再给这些股一个从5pb提到10pb帮别人解套。所以，大概率最优质的品种也就是这个位置震荡去消化估值，然后更多的，还会继续慢慢回归制造业正常的估值水平。

$新能源(000941.SH)$ $上证指数(000001.SH)$

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瓦特蒸汽机
·2023-05-14
增速可以匹配二三十倍的PE？明明都是瞎想！
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日添一线
·2023-05-14
不要指望宁德奇迹般的股价上涨。
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牛回速速归
·2023-05-14
贵了就是贵了，装糊涂也改变不了事实。
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微微软
·2023-05-14
哎呀，新能源行业怎么这么惨啊！
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