说AeroVironment(以下简称AVAV(nasdaq:AVAV))充满传奇色彩,很大程度是因为他的创始人:MacCready.
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楼主呢~
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兄好,表格功能可以使用,如何使用请参考下面链接,谢谢。http://www.taoguba.com.cn/Article/42229/1
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好久没有看到楼主了 很想念 虽然我可能一辈子都做不了美股,但是看到楼主推荐的这些漂亮的美股,简直就是一种美的享受!
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谢谢偶像!
“AeroVironment’s technology does not ruin batteries owing to its proprietary software that tailors the system to the specs of individual batteries.” 这真是个好像消息!
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ECOtality ,不了解。
关于公司的POSICHARGE快速充电设备,高盛在其首次覆盖的报告中有一段论述:
However, in this segment there is a negative perception that all fast battery-charging systems ruin batteries, which is due to the historical precedent set by non-AeroVironment products. We believe this creates an opportunity as AeroVironment’s products are caught up in guilt by association. The fact is that AeroVironment’s technology does not ruin batteries owing to its proprietary software that tailors the system to the specs of individual batteries. Our channel checks (which included Toyota and a former US government expert on battery technology) have confirmed this.
大意是,在快速充电领域,以前的设备毁坏电池带来的负面看法很广泛。而av的快速充电设备由于软件的独特设计而没有这方面的问题可能面临重大机遇。高盛通过对丰田(丰田的工厂采购了公司设备,同时公司与丰田下的一个美国子公司已经建立了合作关系共同拓展美国市场)和政府的一位电池专家也证实了这一点。
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在快速充电方面,这个ECOtality 是否是AVAV的竞争对手呢?
http://cleantech.com/news/2166/ecotality-grabs-another-fast-charger-co
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Alternative Fueling Stations: A 50 percent tax credit, instead of the previous 30 percent tax credit, for gas stations or other businesses that install alternative fueling pumps that dispense E85 fuel, electricity and natural gas. There is a cap of $50,000 per installation project. Hydrogen fueling stations would get the usual 30 percent tax credit, but the cap has been increased to $200,000 instead of $30,000. All these tax credit increases will be available only for installations that take place in 2009 and 2010.
这是美国刺激法案的部分内容。
2009、2010年新建充电站可以获得最高5万美金的税收抵减。力度很大。
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请教远大兄:这么高的 short interest,会不会发生 short squeeze啊?
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