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股市分析:聊聊光模板块风险!简单说下光模板块风险吧，目前光模板块类似于当初第一次周期的光伏，时间是2000年～2010年，其实光模跟光伏差不多，完全受益于海外市场，国内需求很小，上一次光伏也是如此，产生很多大牛股，但是海外市场不可能长期大的建设，而且人家也不可能长期给你市场，一旦市场偏紧就是双反到了，目前光模市场太畸形了，90%营收靠美国单一市场，这就要命了!
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夜雨聆风