700亿“顶流”刘格菘罕见发声：看好光伏、动力电池、储能等方向

美国2月耐用品订单环比大幅下滑2.2%，为2020年4月以来最大环比降幅。扣除飞机的非国防资本耐用品订单2月环比下降0.3%不及预期，该数据通常被视为衡量美国商业投资的指标。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/516/w800h516/20220324/9ad0-6db8a253aafdc795643d67f7095cc2a7.jpg","https://n.sinaimg.cn/zhibo/515/w800h515/20220324/c5e4-eae82312ab7eb64381ecc51c2bf5577b.jpg"]},"commentid":"live:finance-152-2598111:0","compere_id":0,"creator":"mingyu@staff.sina.com.cn","mender":"mingyu@staff.sina.com.cn","create_time":"2022-03-24 22:45:38","update_time":"2022-03-24 22:45:41","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-03-24\/doc-imcwipii0393309.shtml","docid":"mcwipii0393309"}","old_live_cid":"0","tag":[{"id":"4","name":"数据"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-03-24/detail-imcwipii0393309.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2598110,"zhibo_id":152,"type":0,"rich_text":"【700亿“顶流”刘格菘罕见发声：看好光伏、动力电池、储能等方向】 刘格菘认为，部分优质资产已经具备比较好的投资价值，“目前我们应该思考的是有哪些资产被‘错杀’了。从中长期来看，这种在极端市场环境中被‘错杀’的资产，往往处于性价比较高的阶段。”涉及到具体的投资方向，刘格菘表示，当前较为看好光伏、动力电池、储能，包括化工新材料等领域。就光伏行业而言，刘格菘分析称，第一，光伏的产业链大部分集中在国内，从上游的硅料到硅棒、硅片、电池、组件，90%以上环节都在中国，受海外供应链的影响比较小。第二，在“碳中和”趋势下，光伏行业未来几年量的成长确定性比较强。（上证报）