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  • 大家对 LDK,SOLF, CSUN 的看法?
    • 我也在关注CSUN,不过这几天可能会回调,涨太猛了,SOLF不知道是不是已经错过行情了,LDK等进一步下跌至30~35吧
      • It is impossible for LDK to go back to $30 unless all the solar stock are down 40~50%. You can't compare Solf with LDK, If Solf above $30, LDK should be at lease $50.
        • You never know. Befroe the ER came out, I thought LDK wouldn't drop 10% in the worst case senerio, but it dropped more than 30%--even the ER is not too bad at all
          • 30% drop is because of the MM's action. LDK was ~$45 on Dec.21,it was exactly the MM's option on Dec.
            LDK's MMs are very urgly, but I don't think they can let LDK down to ~30 if the market is good, since lots of people will buy LDK @~$35 which is too cheap compare to others Chinese Solar stock (Csiq, YGE, Solf...), and it is too dangerous for MMs.
      • LDK 可能会先上升到56左右,再下降到36。看如果个探法。(仅供研究,学习)
    • 关于太阳能大家也可以专门弄个板块,这个行业的龙头是FSLR和STP,还有JASO华尔街现在也蛮喜欢的。现在太阳能的问题是一来07年涨的太多了,二来真正最赚钱的是德国,日本的上游公司,中国的公司都是下游的,产品是不愁卖,但随着原材料的上涨,利润会慢慢削减了。
      • 老大, 你觉得加拿大的矿业公司是否有同样的成本问题。我已经看到一些公司存在成本上升的现象。