云迹这种从“硬件卖一_老虎社区_美港股上老虎

云迹这种从“硬件卖一台是一台”，变成“持续订阅+价值模型”的生意，中长期空间会更大，短期情绪差，就在这慢慢磨[比心]$云迹(02670)$

@牛市的投资逻辑：$云迹(02670)$都在炒具身智能，多数雷声大雨点小。云迹有产品有客户，市场去伪存真该轮到了。再格局一下，等价值回归

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":581693166731840,"tweetId":"581693166731840","gmtCreate":1783046444612,"gmtModify":1783046447100,"author":{"id":4232682622898030,"idStr":"4232682622898030","authorId":4232682622898030,"authorIdStr":"4232682622898030","name":"金牌炒家投资记","avatar":"https://static.tigerbbs.com/85693f1cc111a43906e0da849fdbd68b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>云迹这种从“硬件卖一台是一台”，变成“持续订阅+价值模型”的生意，中长期空间会更大，短期情绪差，就在这慢慢磨[比心]<a target=\"_blank\" href=\"https://laohu8.com/S/02670\">$云迹(02670)$ </a>\n </body></html>","htmlText":"<html><head></head><body>云迹这种从“硬件卖一台是一台”，变成“持续订阅+价值模型”的生意，中长期空间会更大，短期情绪差，就在这慢慢磨[比心]<a target=\"_blank\" href=\"https://laohu8.com/S/02670\">$云迹(02670)$ </a>\n </body></html>","text":"云迹这种从“硬件卖一台是一台”，变成“持续订阅+价值模型”的生意，中长期空间会更大，短期情绪差，就在这慢慢磨[比心]$云迹(02670)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/581693166731840","repostId":581334243087472,"repostType":1,"repost":{"magic":2,"id":581334243087472,"tweetId":"581334243087472","gmtCreate":1782957455874,"gmtModify":1782958194914,"author":{"id":4237623334945060,"idStr":"4237623334945060","authorId":4237623334945060,"authorIdStr":"4237623334945060","name":"牛市的投资逻辑","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/02670\">$云迹(02670)$</a>都在炒具身智能，多数雷声大雨点小。云迹有产品有客户，市场去伪存真该轮到了。再格局一下，等价值回归</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/02670\">$云迹(02670)$</a>都在炒具身智能，多数雷声大雨点小。云迹有产品有客户，市场去伪存真该轮到了。再格局一下，等价值回归</body></html>","text":"$云迹(02670)$都在炒具身智能，多数雷声大雨点小。云迹有产品有客户，市场去伪存真该轮到了。再格局一下，等价值回归","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/581334243087472","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02670"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":104,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":144,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02670"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":118,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/581693166731840"}