---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39543923.md"
description: "今天看了下手里的上海电气和牧原股份：信息面上高端制造叙事，但股价就是阴跌，上海电气又磨了快-3%；牧原更惨，-4% 多，说好的估值修复又成镜花水月😥"
datetime: "2026-03-26T11:05:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39543923.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39543923.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39543923.md)
author: "[市场是对的我才是错的](https://longbridge.com/zh-CN/profiles/25865095.md)"
---

# 今天看了下手里的上海电气和牧原股份：信息面上高端制造叙事，但股价就是阴跌，上海电气又磨了快-3%；牧…


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