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賽道股重回強勢 天齊鋰業逼近漲停
格隆匯9月20日丨調整多日的賽道股今日重新走強,鋰礦、鋰電池、光伏、汽車等板塊漲幅居前。個股方面,天齊鋰業逼近漲停,陽光電源漲超8%,中礦資源、盛新鋰能、南都電源漲超7%,贛鋒鋰業、隆基綠能、合盛硅業漲超5%,寧德時代漲超3%。值得注意的是,有數據顯示,目前公募基金在新能源的持倉比例達到40%,為A股有史以來所有板塊的最高紀錄。
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