A 股市场喜新厌旧，老题材时间长了容易产生审美疲劳，但大产业链里容易跑出小的分支，资金会朝着这些分支继续探索。
最近市场的人气标杆莫过于光伏行业里的沙漠光伏，受华为签下沙特沙漠光伏大单提振，光伏治沙概念的$亿利洁能.SH 和绑定华为储能业务的$伊戈尔.SZ 都打出了 4 板的高度，本着高低切换的习惯，可以去尝试做做同概念的低位股。
比如$拓日新能.SZ 公司公告现有三个光伏项目分别在陕西和南疆，都是沙漠和戈壁地区，是比较纯正的沙漠光伏概念。
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