FuelCell Energy, Bloom Energy, Cameco, GCL Technology, Dongfang Electric — the new energy sector has been quite chaotic lately 😵💫
FuelCell Energy rose nearly 10% but without a clear catalyst; Bloom Energy is following the green hydrogen trend; Cameco's earnings season is approaching; the two Hong Kong stocks are both in the direction of China's new energy infrastructure.
In the short term, it depends on sentiment resonance; in the medium term, it depends on the respective industry cycle points.
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