C126
11-11 11:07
骗鬼吧你们就,在这个行业里泡过的人都知道,这行的科技含量就是零
研报掘金丨浙商证券:首予风语筑“买入”评级,三维空间打开业务新边界
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":628066923685304,"tweetId":"628066923685304","gmtCreate":1794366470151,"gmtModify":1794366472253,"author":{"id":3514005164997802,"idStr":"3514005164997802","authorId":3514005164997802,"authorIdStr":"3514005164997802","name":"C126","avatar":"https://static.tigerbbs.com/de94178c653ba423c43a47a954b37432","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1001,"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","name":"资深虎友","description":"加入老虎社区1000天","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>骗鬼吧你们就,在这个行业里泡过的人都知道,这行的科技含量就是零</p></body></html>","htmlText":"<html><head></head><body><p>骗鬼吧你们就,在这个行业里泡过的人都知道,这行的科技含量就是零</p></body></html>","text":"骗鬼吧你们就,在这个行业里泡过的人都知道,这行的科技含量就是零","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/628066923685304","repostId":2682369089,"repostType":2,"repost":{"id":"2682369089","kind":"live","pubTimestamp":1794295638,"share":"https://www.laohunote.com/m/news/2682369089?lang=zh_CN&edition=full","pubTime":"2026-11-10 15:27","market":"sh","language":"zh","title":"研报掘金丨浙商证券:首予风语筑“买入”评级,三维空间打开业务新边界","url":"https://stock-news.laohu8.com/highlight/detail?id=2682369089","media":"格隆汇","summary":"浙商证券研报指出,风语筑物理AI拓展成长空间,三维空间打开业务新边界。公司年中投资松应并设立控股子公司风应,业务向物理AI仿真环境、空间合成数据及训练基础设施延伸,三维空间资产开发拓展第二增长曲线。数","content":"<html><body>浙商证券研报指出,风语筑物理AI拓展成长空间,三维空间打开业务新边界。公司年中投资松应并设立控股子公司风应,业务向物理AI仿真环境、空间合成数据及训练基础设施延伸,三维空间资产开发拓展第二增长曲线。数字展示由空间建设向内容运营延伸,科技展陈拓展新增订单,三维空间资产向可训练环境转化,物理AI拓展数据应用边界,年中合作推进至合资经营与任务验证,产业位置偏向中长期仿真平台。该行预计2026-2028年公司营业收入分别为16.70/20.06/23.87亿元,归母净利润分别为1.36/1.75/2.38亿元。主业项目交付、内容生产提效及历史应收款清收支持盈利修复,松应合作推动公司拓展物理AI业务。综合考虑主业盈利修复、三维空间及物理AI等新业务成长空间及商业化进度,采用PE估值法,按2026年11月6日收盘价计算,公司2026-2027年对应PE分别为59.75/46.32倍,可比公司同期PE均值分别为136.81/90.26倍。首次覆盖,给予“买入”评级。</body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>研报掘金丨浙商证券:首予风语筑“买入”评级,三维空间打开业务新边界</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研报掘金丨浙商证券:首予风语筑“买入”评级,三维空间打开业务新边界\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 15:27 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>浙商证券研报指出,风语筑物理AI拓展成长空间,三维空间打开业务新边界。公司年中投资松应并设立控股子公司风应,业务向物理AI仿真环境、空间合成数据及训练基础设施延伸,三维空间资产开发拓展第二增长曲线。数字展示由空间建设向内容运营延伸,科技展陈拓展新增订单,三维空间资产向可训练环境转化,物理AI拓展数据应用边界,年中合作推进至合资经营与任务验证,产业位置偏向中长期仿真平台。该行预计2026-2028年...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601878":"浙商证券","603466":"风语筑","BK0211":"体育","BK0276":"资本市场","BK0228":"文化艺术"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2682369089","content_text":"浙商证券研报指出,风语筑物理AI拓展成长空间,三维空间打开业务新边界。公司年中投资松应并设立控股子公司风应,业务向物理AI仿真环境、空间合成数据及训练基础设施延伸,三维空间资产开发拓展第二增长曲线。数字展示由空间建设向内容运营延伸,科技展陈拓展新增订单,三维空间资产向可训练环境转化,物理AI拓展数据应用边界,年中合作推进至合资经营与任务验证,产业位置偏向中长期仿真平台。该行预计2026-2028年公司营业收入分别为16.70/20.06/23.87亿元,归母净利润分别为1.36/1.75/2.38亿元。主业项目交付、内容生产提效及历史应收款清收支持盈利修复,松应合作推动公司拓展物理AI业务。综合考虑主业盈利修复、三维空间及物理AI等新业务成长空间及商业化进度,采用PE估值法,按2026年11月6日收盘价计算,公司2026-2027年对应PE分别为59.75/46.32倍,可比公司同期PE均值分别为136.81/90.26倍。首次覆盖,给予“买入”评级。","news_type":1,"symbols_score_info":{"601878":1.5,"603466":1.5}},"isVote":1,"tweetType":1,"viewCount":44,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":60,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/628066923685304"}
精彩评论