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financialong
前星島
投資版記者
畢業於浸大傳理
財經新聞專業
煤炭股落後 宜短不宜長
兩會概念下市場憧憬環保、國企混改等概念股走上,高污染行業如煤炭股相對落後。考慮行業在未來兩三年間繼續以淘汰劣質產能及限產等政策發展,比重逾60%的煤炭消耗量將會續跌。不過轉型過程中,煤炭股短綫仍有利可圖,惟長揸風險宜提防。 ...
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