L*a
2 楼
德国马上要 cut subsidy 了. 幅度(14-17%)远远
大于预期(5-10%). 要记住, 德国市场占有 50% 的
份额. 任何一个大的cut 将严重损害 solar 总需求.
我今天早上清掉了所有 solar long position.
还好逃的快, 看着三千尺的瀑布, 心有余悸, 暴汗中.
老规矩, 所有 solar 文章存于这儿啊:
http://www.mitbbs.com/club_bbsdoc2/EEInvestor_0.html
大于预期(5-10%). 要记住, 德国市场占有 50% 的
份额. 任何一个大的cut 将严重损害 solar 总需求.
我今天早上清掉了所有 solar long position.
还好逃的快, 看着三千尺的瀑布, 心有余悸, 暴汗中.
老规矩, 所有 solar 文章存于这儿啊:
http://www.mitbbs.com/club_bbsdoc2/EEInvestor_0.html
i*a
3 楼
10个亿,100个亿...
太奇怪了. 如果都加,10个百, 5个千万...
[发表自未名空间手机版 - m.mitbbs.com]
太奇怪了. 如果都加,10个百, 5个千万...
[发表自未名空间手机版 - m.mitbbs.com]
h*e
4 楼
没用,保险公司才不会陪你几十个ipad的钱
要business insurance才行
要business insurance才行
b*t
5 楼
w0w, 大瀑布啊。。。。。。
H*7
6 楼
亿的音太若,听着象一。包子
l*l
7 楼
BSO有大房子~
b*t
8 楼
w0w, 大瀑布啊。。。。。。
r*m
11 楼
not thick road ahhh, lol
【在 L****a 的大作中提到】
: 德国马上要 cut subsidy 了. 幅度(14-17%)远远
: 大于预期(5-10%). 要记住, 德国市场占有 50% 的
: 份额. 任何一个大的cut 将严重损害 solar 总需求.
: 我今天早上清掉了所有 solar long position.
: 还好逃的快, 看着三千尺的瀑布, 心有余悸, 暴汗中.
: 老规矩, 所有 solar 文章存于这儿啊:
: http://www.mitbbs.com/club_bbsdoc2/EEInvestor_0.html
【在 L****a 的大作中提到】
: 德国马上要 cut subsidy 了. 幅度(14-17%)远远
: 大于预期(5-10%). 要记住, 德国市场占有 50% 的
: 份额. 任何一个大的cut 将严重损害 solar 总需求.
: 我今天早上清掉了所有 solar long position.
: 还好逃的快, 看着三千尺的瀑布, 心有余悸, 暴汗中.
: 老规矩, 所有 solar 文章存于这儿啊:
: http://www.mitbbs.com/club_bbsdoc2/EEInvestor_0.html
S*n
14 楼
怪不得STP也庐山大瀑布了。
l*y
15 楼
个是量词,用量词是语言习惯
g*x
17 楼
LDK这个SB竟然是唯一个绿的
D*9
19 楼
怪不得今天STP大跌, 捞底的时候能否喊一嗓子。
s*o
21 楼
等着抄底
B*4
22 楼
没有呀,中国从来都是说10亿中国人,我没听过“10个亿中国人”。
i*a
24 楼
http://www.mitbbs.com/article_t/Military/40021455.html
重庆黑打遭外界尖锐指责
半个月前李庄在香港书展演讲,披露薄熙来和王立军
当年抓了很多民营企业家,打黑四年财政收入成千上
万个亿跑哪儿去了?重庆财政局的一个官员私下向我
透露,我们就收到了9.3个亿。这个黑社会老大300个
亿没收了,那个黑社会老大900个亿没收了,钱去哪儿了?
【在 B********4 的大作中提到】
: 没有呀,中国从来都是说10亿中国人,我没听过“10个亿中国人”。
重庆黑打遭外界尖锐指责
半个月前李庄在香港书展演讲,披露薄熙来和王立军
当年抓了很多民营企业家,打黑四年财政收入成千上
万个亿跑哪儿去了?重庆财政局的一个官员私下向我
透露,我们就收到了9.3个亿。这个黑社会老大300个
亿没收了,那个黑社会老大900个亿没收了,钱去哪儿了?
【在 B********4 的大作中提到】
: 没有呀,中国从来都是说10亿中国人,我没听过“10个亿中国人”。
L*a
25 楼
news source :
http://www.reuters.com/article/idUSBAT00503120100114
http://www.reuters.com/article/idUSBAT00503120100114
c*m
27 楼
oversold today. it is OE. Friends.
L*a
29 楼
At this moment, it's still difficult to fathom how deep the cut will finally
impact the demand. But I think it's pretty sure that the panel and wafer
price will go down further from here.
I was acually confused by some of the market reactions. CSUN, JASO, LDK all
performed better than others. CSUN should be due to Lazar's upgrade today.
LDK : seems currently market perceived valuation may be low. And I also
think market may assume that german domestic producers may be less affected
by the cut. I
impact the demand. But I think it's pretty sure that the panel and wafer
price will go down further from here.
I was acually confused by some of the market reactions. CSUN, JASO, LDK all
performed better than others. CSUN should be due to Lazar's upgrade today.
LDK : seems currently market perceived valuation may be low. And I also
think market may assume that german domestic producers may be less affected
by the cut. I
s*n
31 楼
Damn it, I didn't know this until market closed.
I'm still heavy on SPWRA which has moderate German exposure and looks
ridiculously cheap to me compared with peers and I still have some SOL
shares.
In my view, this subsidy cut is OK. I don't think the expectation was 5-10%.
People are expecting 10-15% cut starting in July. This proposed cut is
nothing close to 2008's Spain, when it cut 1/3 and much more importantly
put a cap of 300mW.
1. One surprise to me is that the cut comes as soon as April.
【在 L****a 的大作中提到】
: 德国马上要 cut subsidy 了. 幅度(14-17%)远远
: 大于预期(5-10%). 要记住, 德国市场占有 50% 的
: 份额. 任何一个大的cut 将严重损害 solar 总需求.
: 我今天早上清掉了所有 solar long position.
: 还好逃的快, 看着三千尺的瀑布, 心有余悸, 暴汗中.
: 老规矩, 所有 solar 文章存于这儿啊:
: http://www.mitbbs.com/club_bbsdoc2/EEInvestor_0.html
I'm still heavy on SPWRA which has moderate German exposure and looks
ridiculously cheap to me compared with peers and I still have some SOL
shares.
In my view, this subsidy cut is OK. I don't think the expectation was 5-10%.
People are expecting 10-15% cut starting in July. This proposed cut is
nothing close to 2008's Spain, when it cut 1/3 and much more importantly
put a cap of 300mW.
1. One surprise to me is that the cut comes as soon as April.
【在 L****a 的大作中提到】
: 德国马上要 cut subsidy 了. 幅度(14-17%)远远
: 大于预期(5-10%). 要记住, 德国市场占有 50% 的
: 份额. 任何一个大的cut 将严重损害 solar 总需求.
: 我今天早上清掉了所有 solar long position.
: 还好逃的快, 看着三千尺的瀑布, 心有余悸, 暴汗中.
: 老规矩, 所有 solar 文章存于这儿啊:
: http://www.mitbbs.com/club_bbsdoc2/EEInvestor_0.html
L*a
33 楼
Very valuable comments. Will keep it.
%.
the
【在 s**********n 的大作中提到】
: Damn it, I didn't know this until market closed.
: I'm still heavy on SPWRA which has moderate German exposure and looks
: ridiculously cheap to me compared with peers and I still have some SOL
: shares.
: In my view, this subsidy cut is OK. I don't think the expectation was 5-10%.
: People are expecting 10-15% cut starting in July. This proposed cut is
: nothing close to 2008's Spain, when it cut 1/3 and much more importantly
: put a cap of 300mW.
: 1. One surprise to me is that the cut comes as soon as April.
%.
the
【在 s**********n 的大作中提到】
: Damn it, I didn't know this until market closed.
: I'm still heavy on SPWRA which has moderate German exposure and looks
: ridiculously cheap to me compared with peers and I still have some SOL
: shares.
: In my view, this subsidy cut is OK. I don't think the expectation was 5-10%.
: People are expecting 10-15% cut starting in July. This proposed cut is
: nothing close to 2008's Spain, when it cut 1/3 and much more importantly
: put a cap of 300mW.
: 1. One surprise to me is that the cut comes as soon as April.
h*n
35 楼
那什么时候能白底铺啊?
h*n
39 楼
今天真的不太敢buy dip,但我的stp也没动,观望一下吧。大不了是捂。
i*a
40 楼
http://www.techweb.com.cn/tele/2013-04-14/1289506.shtml
史上最贵的iPhone 5耗资近1个亿人民币
http://guba.eastmoney.com/news,600839,83410651.html
庄家今天至少准备5个亿人民币拉升,暴力哥今天进&
#39547;长虹
http://business.sohu.com/20130628/n380172467.shtml
香港银行结算贸易达到一万一千多个亿人民
24065;
【在 P******e 的大作中提到】
: 加'个'的时候,后面的'元/人民币’都是省略的。
: 如果后面有单位'元/人民币/人口’,就不加‘个’
史上最贵的iPhone 5耗资近1个亿人民币
http://guba.eastmoney.com/news,600839,83410651.html
庄家今天至少准备5个亿人民币拉升,暴力哥今天进&
#39547;长虹
http://business.sohu.com/20130628/n380172467.shtml
香港银行结算贸易达到一万一千多个亿人民
24065;
【在 P******e 的大作中提到】
: 加'个'的时候,后面的'元/人民币’都是省略的。
: 如果后面有单位'元/人民币/人口’,就不加‘个’
Z*1
41 楼
我还在想我的CSUN怎么从+7%到-4%。。。最后又平了。。。
P*e
42 楼
这几句话念着明显不顺口
【在 i****a 的大作中提到】
: http://www.techweb.com.cn/tele/2013-04-14/1289506.shtml
: 史上最贵的iPhone 5耗资近1个亿人民币
: http://guba.eastmoney.com/news,600839,83410651.html
: 庄家今天至少准备5个亿人民币拉升,暴力哥今天进&
: #39547;长虹
: http://business.sohu.com/20130628/n380172467.shtml
: 香港银行结算贸易达到一万一千多个亿人民
: 24065;
【在 i****a 的大作中提到】
: http://www.techweb.com.cn/tele/2013-04-14/1289506.shtml
: 史上最贵的iPhone 5耗资近1个亿人民币
: http://guba.eastmoney.com/news,600839,83410651.html
: 庄家今天至少准备5个亿人民币拉升,暴力哥今天进&
: #39547;长虹
: http://business.sohu.com/20130628/n380172467.shtml
: 香港银行结算贸易达到一万一千多个亿人民
: 24065;
g*q
43 楼
这个绝对是记者没文化
【在 i****a 的大作中提到】
: http://www.techweb.com.cn/tele/2013-04-14/1289506.shtml
: 史上最贵的iPhone 5耗资近1个亿人民币
: http://guba.eastmoney.com/news,600839,83410651.html
: 庄家今天至少准备5个亿人民币拉升,暴力哥今天进&
: #39547;长虹
: http://business.sohu.com/20130628/n380172467.shtml
: 香港银行结算贸易达到一万一千多个亿人民
: 24065;
【在 i****a 的大作中提到】
: http://www.techweb.com.cn/tele/2013-04-14/1289506.shtml
: 史上最贵的iPhone 5耗资近1个亿人民币
: http://guba.eastmoney.com/news,600839,83410651.html
: 庄家今天至少准备5个亿人民币拉升,暴力哥今天进&
: #39547;长虹
: http://business.sohu.com/20130628/n380172467.shtml
: 香港银行结算贸易达到一万一千多个亿人民
: 24065;
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