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华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor |免费区：中美股市事件、研报、资金互证热点方向及个股；盘前、盘中信息汇总。订阅区《大类资产轮动主仓、中美行业轮动辅助仓》实时实证课程👇
Joined April 2010
5.4K Following    130.1K Followers
华尔街观察 Xtrader@cnfinancewatch
2026.06.29 23:59
长江电新锂电推荐更新：Q3景气确定，价值方向已是中期买点。→ 锂电板块经历前期调整后，Q3排产环比持续改善，龙头估值已回落至历史底部区间。
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