很高兴可以来机器人公_老虎社区_美港股上老虎 - 老虎社区

Conan的投资笔记

很高兴可以来机器人公司宇树科技的投资方，北京首钢孵化的机器人投资公司首程控股调研[得意]，团队最早就是早年首钢基金的年轻人班底。
我早年刚毕业开始做股票投资时，经常调研北京国企，特别是离金融街近的，专找离家近的调研，就那国企多[得意]。首程控股是我见过最好的国企之一了，他优秀体现在可以把国企的规模优势和民营化决策机制良好的混合。就类似一个黑人足球运动员的身体同时又结合了一定西班牙足球运动员那种技术，在对局中是非常有压迫感的。
$首程控股(00697)$

中际旭创港股招股火爆，2026约八成新股首日飘红，光模块龙头打新盛宴来了？

作为全球光模块龙头，中际旭创深度绑定英伟达AI算力链，800G/1.6T高速光模块随全球数据中心资本开支持续放量，业绩确定性十足。此番招股恰逢港股打新赚钱效应升温——2026年以来约八成新股上市首日上涨，AI科技新经济标的更是资金追捧的焦点。手握龙头稀缺性与AI高景气双重光环，中际旭创会否成为下一只打新爆款？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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HaydenBruce
04-21
HaydenBruce
调研挺详细的，首程控股这背景确实有意思。

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