新能源股集體重挫,寧德時代跌超7%市值蒸發超千億,發生了什麼?
格隆匯12月24日丨新能源股今日全線下挫,其中,寧德時代半日收跌7%報578元,股價創逾2個月新低,市值蒸發超千億元;另外,億緯鋰能跌近6%,比亞迪、天齊鋰業跌超3%。對於寧德時代乃至整個新能源板塊的下跌,有分析人士稱主要因以下幾個原因:1)美國的《重建美好未來》法案或將延期,這個法案裏涵蓋了對新能源車的大規模補貼,之前市場對新能源車的預期相當高,現在突然出現可能延期的消息,無疑打擊了市場情緒。2)12月17日證監會發布通知稱,滬深股通投資者不包括內地投資者;香港經紀商不得再為內地投資者新開通滬深股通交易權限。該舉旨在對所謂“假外資”進行從嚴監管,引發了投資者對於資金流出的擔憂,此前表現強勢的新能源板塊無疑將受影響。3)新能源作為近年的高景氣賽道,其未來相當長時間的增長空間被透支,不排除資金年底欲獲利了結的可能。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.