巨米有财
2025.12.12 06:19

To be honest, I'm a bit overwhelmed by this pile of new energy stocks. First Solar started rising before I could even react to the last wave. I was just thinking of adding some on the pullback, but it got pulled away again in the blink of an eye. The earnings forecast revision is nice, but the 涨幅... The next second I'm hesitating if I'm being too timid. NextEra's P/E ratio looks expensive at first glance and keeps getting target price adjustments. Investing in such big projects seems way bolder than me. The fundamentals are good, but I just can't get into it. Bloom Energy's momentum is surprisingly strong - the daily highs almost stunned me. This hydrogen energy theme... sigh, I say I don't believe but still clicked in to check. Vistra suddenly surged up in one go, credit ratings pulled up too. Buying natural gas in such large amounts is really something, just looking at it makes me nervous. Constellation is already at 380 but still moving with such extreme volatility - can the market give us a break? The more it's like this, the more I don't want to move but my hands are itchy 🙃 Who's going to stabilize first?

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