GEV解读&A股缺电buy & hold文件: 假期大礼包2 【天风电新&汽车】AI和出海研究的深度录屏 【AI】一、缺电财报解读|潍柴&GNRC、中国动力、海亮股份文件:https://meeting.tencent.com/crm/2MVx3dOP9a GEV解读&A股缺电buy & hold文件:https://meeting.tencent.com/crm/2YMdy5XWed 缺电(8)·主网&供应链弹性标的更新文件:https://meeting.tencent.com/crm/Nb6kAJr5f2 缺电(7)·燃机|三大一小“动力”文件:https://meeting.tencent.com/crm/2kOanJJRb9 北美缺电(6)|被低估的需求,被高估的供给文件:https://meeting.tencent.com/crm/2p1BmD6Zda 缺电(5)|美国特高压&欧洲缺电文件:https://meeting.tencent.com/crm/2p1A73Xgff 潍柴动力:中国的康明斯如何重估文件:https://meeting.tencent.com/crm/23wnOEA124 二、涨价&新技术mSAP &载体铜箔、感光干膜的投资机会文件:https://meeting.tencent.com/crm/2VjPX87460 北美超预期|再次底部call海亮股份(2)文件:https://meeting.tencent.com/crm/2pE6ZMPD06 电源&电容|欧陆通&铂科&江海&海星文件:https://meeting.tencent.com/crm/N8YZ0XJJ73 铜箔(2)|为什么涨价最看好这个&海亮、诺德更新文件:https://meeting.tencent.com/crm/No59Zznk3f 涨价|电子箔&铜粉&电容电感投资机会文件:https://meeting.tencent.com/crm/24OwYxB8f8 AI&电力-节流:电源、液冷、PCB的投资机会文件:https://meeting.tencent.com/crm/No1qwpry3b 三、SPX &机器人SPX前瞻研究|上市如何定价文件:https://meeting.tencent.com/crm/l5YkWd5Q3c 科达利·深度(2)|机器人&SPX汇流处文件:https://meeting.tencent.com/crm/KDOdrW0o51 AI&电力-开源(2):太空&地面光伏文件:https://meeting.tencent.com/crm/K01BLbvLda 璞泰来&科达利深度文件:https://meeting.tencent.com/crm/Kzz7XAmX7e 太空能源&SPX:空间、通胀、催化文件:https://meeting.tencent.com/crm/NgyGO8pg2e 出海+有色后周期|海安集团深度文件:https://meeting.tencent.com/crm/NQG747Q504 中国重汽H|高成长、低估值、高股东回报文件:https://meeting.tencent.com/crm/lvQ5vmzP06 比亚迪&吉利|油电价差扩大-出海beat文件:https://meeting.tencent.com/crm/2MBAYM598e 摩托车出海:从败北东南亚到惊蛰欧美文件:https://meeting.tencent.com/crm/No1evRMO9d 18岁的大金重工为什么系这轮新能源估值锚文件:https://meeting.tencent.com/crm/lJ7Jrz3J73