🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 04-23 03:12:29时区推断·⟳ 抓取 06-03 20:33:23回填·⚡ 决策 06-17 06:50:52·132.7 天前
美国总统 invoking DPA 扩展电网基础设施，KOL 梳理受益标的清单
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Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -7% · 时间止损 5日
失效/反转 DPA 政策被证实为假新闻或无后续 DOE 资金落地
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -6% · 时间止损 5日
失效/反转 DPA 政策未涉及变电站或无 DOE 合同预期
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -7% · 时间止损 5日
失效/反转 DPA 政策被证伪
不做 ATKR.US
Atkore (ATKR) 已被 Apollo 收购并退市，代码失效，无法交易
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原文全文
展开原文 · 1,391 字
Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid components
Power Electronics
$AEIS - power control electronics
$VICR - power delivery
Capacitor Banks
$VSH - power capacitors and capacitor banks
Substations & High-Voltage Circuit Breakers
$POWL - substations/switchgear
$AZZ - substations
Transformers
$HPS.A - My favorite for transformers
$SPXC - power transformers
Electrical Core Steel
$CLF - Only producer of electrical steel in America?
This included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel
TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing.
Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others.
There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid components
Power Electronics
$AEIS - power control electronics
$VICR - power delivery
Capacitor Banks
$VSH - power capacitors and capacitor banks
Substations & High-Voltage Circuit Breakers
$POWL - substations/switchgear
$AZZ - substations
Transformers
$HPS.A - My favorite for transformers
$SPXC - power transformers
Electrical Core Steel
$CLF - Only producer of electrical steel in America?
This included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel
TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing.
Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others.
There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.
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