L****a
发帖数: 572 | 1 First Solar (FSLR): Don't Try to Catch A Falling Knife; Downgrading Solar
Stocks on C2H10 Oversupply Risk - JP Morgan | L****a
发帖数: 572 | 2 JP morgan forecasts a 7.5G demand in 2010. This is consisent with FSLR's
forecast. The number basically indicates that Germany's demand is a bit
higher or flat comparing to 2009. This might sound strange since many people
anticipate huge demand growth. But it becomes reasonable, if we consider
the demand in 2009 is largely caused by pull-in effects caused by expected
subsidy expiration and new subsidy cuts. | n******n
发帖数: 12088 | 3 for those bravely catching this knife @ 100, 14% gain is the reward, lol.
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【在 L****a 的大作中提到】
: First Solar (FSLR): Don't Try to Catch A Falling Knife; Downgrading Solar
: Stocks on C2H10 Oversupply Risk - JP Morgan
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