复盘个今年错过的机会,钨。

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Kind-1 (TextNote)

2026-03-11T14:52:49Z

复盘个今年错过的机会,钨。

这个板块一个季度少的涨两三倍,多的已悄咪咪翻六七倍。

半年前有人提过这细分领域,特别强调了战争关联逻辑。 基于当时的信息,以及对军贸的不喜没太在意。

不过倒是估算过ALM,原本打算跟进下韩国项目的实地情况。

后来发生了些事,就无限期搁置了,倒是真看走了眼。 https://image.nostr.build/82b193a749bacdfe4166a8113579ee47bc922682f880a5a5479db7d7b9dd488b.jpg https://image.nostr.build/025c8284c9e39d97392fe4697e8e8bbae72dc97a7c0aeab744f812cfe7cac9bf.jpg https://image.nostr.build/69690bfb412f8eeaa3273f6bc788bd34499b5c78902c0705b4ce31629f4efa2f.jpg

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