A 股市场喜新厌旧,老题材时间长了容易产生审美疲劳,但大产业链里容易跑出小的分支,资金会朝着这些分支继续探索。

最近市场的人气标杆莫过于光伏行业里的沙漠光伏,受华为签下沙特沙漠光伏大单提振,光伏治沙概念的 $亿利洁能.SH 和绑定华为储能业务的 $伊戈尔.SZ 都打出了 4 板的高度,本着高低切换的习惯,可以去尝试做做同概念的低位股。

比如 $拓日新能.SZ 公司公告现有三个光伏项目分别在陕西和南疆,都是沙漠和戈壁地区,是比较纯正的沙漠光伏概念。

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