$GOLDWIND(02208.HK) dropped by six or seven points, and $Eaton(ETN.US) also fell by four points 😔
Grid equipment and wind turbines are correcting together; the long-term narrative of AI power consumption cannot sustain short-term profit-taking, especially for major electrical stocks that have risen for a year.
The order cycle is still on an upward trend. After the correction reaches its target level, power equipment remains one of the few directions that offers both certainty and elasticity.
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