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前两期浅谈了新能源概念中的智能汽车。趁着40度的天，我们接着聊也很火的光伏产业。虽然还没达到新能源车的起飞高度，但也是短期景气度比较高的领域。从长远看碳中和、碳达峰和国家的十四五规划，光伏产业一定也是趋势行业。那我们搬好板凳，一起浅聊下光伏产业的投资逻辑和时间机会。本期结构：00:56 光伏和太阳能是什么关系 （光照伏打效应）02:00 火力发电的替代选项04:43 光伏产业从什么时候开始有投资机会的14:53 光伏产业的投资逻辑25:23 浅说光伏产业的投资时间节奏29:46 彩蛋时间本期播客中的任何内容，仅供参考，不代表任何投资建议与承诺。关于节目：马桶时间 - 几个普通人在马桶上的一些思考，韭菜投资者的自我修养记录
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