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石墨烯電池遭質疑,廣汽集團AH股為何走勢分化?
格隆匯 01-18 15:22
格隆匯1月18日丨週末廣汽石墨烯電池技術引發廣泛熱議,今日廣汽集團AH股出現分化走勢。截至目前,A股收漲5.43%報13.2元,H股跌7.6%報8.66港元。1月15日,廣汽埃安發海報稱,其搭載石墨烯基超級快充電池的車型8分鐘可充電80%,NEDC標準續航里程達到1000公里;當日廣汽集團A股漲停,H股漲近20%。1月16日,中科院院士歐陽明高質疑廣汽電動車能跑1千公里,幾分鐘充滿電一定是騙人。廣汽埃安總經理古惠南17日迴應稱,“不要把技術問題和推廣運營的問題混為一談”,隨後還稱“今年1000公里續航的車肯定要出來,快充也是肯定要出的,8分鐘充滿1000公里,理論上是可以的。”對於廣汽集團AH股的分化走勢,有業內人士表示,認知偏差才是資本市場的主流,在不同的市場交易規則下,AH股能出現分化走勢。由於A股是T+1規則,上週五盤中看到廣汽石墨烯電池技術的投資人湧入,由於他們已經持有股票,往往較容易站在廣汽集團這一邊。而港股,由於是T+0交易,受質疑後投資人整體出現了更多博弈,因為港股是個雙向市場。此外,上週五A股漲停,而港股沒有漲跌幅限制,直接漲了近20%,A股今日或存在補漲效應。

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