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@生身盛世诗书史
我看了有朋友说的特发转债，亨通转债，我认为都不可取，我认为躺赢的时候是最危险的，任何一个行业进入躺赢的局面时，这已经到了由盛转衰的时候了。如果真的供需反转，就应该做港股的长飞光纤。
国内主要是原材料上涨推动，可以往上游找找。https://www.ft.com/content/37e8c5fc-2af3-4343-bfb8-13f34e292392 There has been a shortage of helium, a crucial component in the manufacture of fibre optic glass, in part cause...既有原材料上涨，也有供需格局发生改变，在8月4号前，我们根据计划适当超前完成5G基建计划，这次事件后，可以预见我们相应一部分开支会放在国防上，那么这方面相应的预算会减少，供需关系可能由紧平衡进入一个供大于需的局面。那么做投资来说，这种可搏率会下降，所以放弃。
我看了有朋友说的特发转债，亨通转债，我认为都不可取，我认为躺赢的时候是最危险的，任何一个行业进入躺赢的局面时，这已经到了由盛转衰的时候了。如果真的供需反转，就应该做港股的长飞光纤。
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国内主要是原材料上涨推动，可以往上游找找。
https://www.ft.com/content/37e8c5fc-2af3-4343-bfb8-13f34e292392
There has been a shortage of helium, a crucial component in the manufacture of fibre optic glass, in part caused by plant outages in Russia and the US, which has caused prices of the element to increase by 135 per cent over the past two years. Meanwhile, prices of silicon tetrachloride, another key component in fibre production, have increased by up to 50 per cent according to Cru.
https://www.ft.com/content/37e8c5fc-2af3-4343-bfb8-13f34e292392
There has been a shortage of helium, a crucial component in the manufacture of fibre optic glass, in part caused by plant outages in Russia and the US, which has caused prices of the element to increase by 135 per cent over the past two years. Meanwhile, prices of silicon tetrachloride, another key component in fibre production, have increased by up to 50 per cent according to Cru.
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@seeker24680
看了一下，a股的亨通，港股的长飞涨幅都比较大了，感觉股价已经反映了这个涨价情况。如果仅是脉冲，那么确实已经透支了。如果是持续性的行情，目前肯定是在山脚。17年的乐趣每天收盘后看中标王亨通发布中标信息。
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