理財周刊1148期: 全球電荒連環爆 太陽能漲價效應

· 理財周刊
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84
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理財周刊1148期:全球電荒連環爆 太陽能漲價效應


極端氣候令不少地區高溫乾旱引發電荒,四川限電停產影響擴大,太陽能是第一個引爆漲價效應的電子產業。而面板停工有利庫存去化速度,加上面板報價跌幅收斂,股價可望提前反映景氣落底。...


請看《理財周刊》1148期更多精采內容:

◆ 小白球業績亮麗 上半年EPS4.69元  

◆ 限電效應 太陽能與面板受惠  

◆ 七月營收創高 散熱元件看俏

◆ 外資賣壓加重! 行情有回測風險 空方操作可注意

◆ 聯準會縮表規模即將翻倍 反彈即將結束

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