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调研员麻永涛
个人简介:前 中国法制经济西北新闻中心 调研员
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调研员麻永涛
05-08
在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。
$联想集团(00992)$
$恒生科技指数(HSTECH)$
调研员麻永涛
04-13
看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]
调研员麻永涛
04-03
$联想集团(00992)$
联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。
调研员麻永涛
03-21
$联想集团(00992)$
TD Cowen的分析师Matthew Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。
调研员麻永涛
03-06
近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。
$联想集团(00992)$
调研员麻永涛
02-20
PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。
$联想集团(00992)$
$恒生科技指数(HSTECH)$
调研员麻永涛
01-30
没有什么事是比捡漏更开心的了[开心]
$联想集团(00992)$
调研员麻永涛
2023-12-27
$联想集团(00992)$
英特尔发布了新型Ultra处理器,性能提升功耗降低,更适配AI场景,AI PC和数据要素真是占据了天时、地利、人和,想不涨,市场都会推着你,所以我觉得联想集团作为AI PC核心,新高之后还有新高。
调研员麻永涛
2023-12-20
把近期巨轮智能,奥飞娱乐。看一遍就懂
$巨轮智能(002031)$
$奥飞娱乐(002292)$
调研员麻永涛
2023-12-20
$海银控股(HYW)$
$腾讯控股(00700)$
时代在进步,科技在发展,现在科技发展已经算是第四次工业革命了,科技发展得越快,经济增长也就越快。
调研员麻永涛
2023-12-18
$腾讯控股(00700)$
元梦之星概念股都涨,你怎么不涨呢
调研员麻永涛
2023-12-18
阐述一下联想集团和AI PC的投资逻辑:首先硬件端与内容端持续创新,隐私保护与低延迟催生AIPC需求,AI PC 是比手机更有望成为首个大批量落地的 AI 终端。上周五联想首款AI PC正式上市,打响了AI PC热潮第一枪,基本上也奠定了行业的龙头地位。
$联想集团(00992)$
调研员麻永涛
2023-12-04
$拼多多(PDD)$
拼多多牛呀,连续大涨
调研员麻永涛
2023-12-04
$联想集团(00992)$
联想集团股价走到这里已经很明显了,支撑位很强,同时南向资金一直在买入,上涨动能很强,这里蓄势一下是好事,冲过10元关口能稍微容易些。
调研员麻永涛
2023-11-27
$联想集团(00992)$
最近联想集团的看多研报很密集。 国泰君安认为,联想业绩复合预期,IDG稳步复苏,SSG提供盈利支持,AIPC发布驱动新增长,整体对联想维持“增持”评级; 中金公司认为,设备端的能力升级将牵引AIPC实现比传统PC更高的价值量,预计AIPC有望于2024年实现规模出货,在AIPC机遇下,联想主业有望迎来新的一轮成长。 此外,中信证券、国海证券、开源证券等券商研报里给予联想集团“买入”或者“增持”的评级。建银国际给予联想集团“跑赢大市”的评级,目标价格由8.5港元上调至11港元。 总体来看,多数投行机构认为联想集团在主业稳步复苏下,以AIPC为代表的AI生态将开启新增长。
调研员麻永涛
2023-11-22
$联想集团(00992)$
今天加仓一波
调研员麻永涛
2023-11-17
粗翻了一下联想集团的Q2财报,中性偏弱。PC和服务器整个行业都在市场低谷期,想让联想拿出多大的惊喜,那也不可能,可以看看隔壁的惠普和戴尔。全球TOP3,都那样,陷于行业销量和技术双周期“低谷”。 风物长宜放眼量,在这个时点判断联想的投资价值,除了盯住财报数据之外,也必须看下新增长机会。那新机会和新故事在哪?——AI. AI重塑一切的风,正往PC行业猛吹。 在见识了大模型重塑IT基础设施、营销、办公、自动驾驶等行业后,陷于行业销量和技术双周期“低谷”的智能硬件厂商们,急迫且高调地涌入大模型+的赛道。 抓住大模型,就能抓住下一轮PC产品技术的排位赛杆位,未来的投资价值的确定性会更清晰。 跟手机行业”苹果三星华米OV“在AI Phone上千军竞速不同,PC赛道里能真正玩明白AI PC的玩家,还真是屈指可数,无论从行业上下游整顿能力还是大模型压缩技术推进来看,
$联想集团(00992)$
在AI上重磅投入了六七年,构建从口袋到云的,六边形战士般的AI能力,也算是最有机会赢得这个行业竞速杆位的那一个。
调研员麻永涛
2023-11-16
$联想集团(00992)$
人工智能电脑的声量越来越响,就连对AI态度相对谨慎的苹果,也在强化AI PC的概念,说明AI PC真的具有想象空间
调研员麻永涛
2023-11-07
$欧菲光(002456)$
长长的上影线啊,见顶信号啊
调研员麻永涛
2023-11-07
$海银控股(HYW)$
$财富管理(159503)$
数字化浪潮的涌动,财富管理公司和健康管理公司面临着前所未有的机遇。投资于三者相结合的领域,无疑将掌握未来的关键命脉!
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$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303562953973920","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294757723521256,"gmtCreate":1712975526359,"gmtModify":1712975528596,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]","listText":"看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]","text":"看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294757723521256","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291158040625456,"gmtCreate":1712109394531,"gmtModify":1712109398070,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。","text":"$联想集团(00992)$ 联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI 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Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。","text":"$联想集团(00992)$ TD Cowen的分析师Matthew Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286552305443120","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281225380491472,"gmtCreate":1709689123871,"gmtModify":1709689478062,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281225380491472","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275882350592168,"gmtCreate":1708393139081,"gmtModify":1708394488320,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","listText":"PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","text":"PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。$联想集团(00992)$ $恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275882350592168","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268636328091944,"gmtCreate":1706594036400,"gmtModify":1706594037352,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"没有什么事是比捡漏更开心的了[开心]<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"没有什么事是比捡漏更开心的了[开心]<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"没有什么事是比捡漏更开心的了[开心]$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268636328091944","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256500338253896,"gmtCreate":1703641248820,"gmtModify":1703650894971,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>英特尔发布了新型Ultra处理器,性能提升功耗降低,更适配AI场景,AI PC和数据要素真是占据了天时、地利、人和,想不涨,市场都会推着你,所以我觉得联想集团作为AI PC核心,新高之后还有新高。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>英特尔发布了新型Ultra处理器,性能提升功耗降低,更适配AI场景,AI PC和数据要素真是占据了天时、地利、人和,想不涨,市场都会推着你,所以我觉得联想集团作为AI PC核心,新高之后还有新高。","text":"$联想集团(00992)$ 英特尔发布了新型Ultra处理器,性能提升功耗降低,更适配AI场景,AI PC和数据要素真是占据了天时、地利、人和,想不涨,市场都会推着你,所以我觉得联想集团作为AI PC核心,新高之后还有新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256500338253896","isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253950597386352,"gmtCreate":1703036054506,"gmtModify":1703036055993,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"把近期巨轮智能,奥飞娱乐。看一遍就懂<a target=\"_blank\" href=\"https://laohu8.com/S/002031\">$巨轮智能(002031)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002292\">$奥飞娱乐(002292)$ </a>","listText":"把近期巨轮智能,奥飞娱乐。看一遍就懂<a target=\"_blank\" href=\"https://laohu8.com/S/002031\">$巨轮智能(002031)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002292\">$奥飞娱乐(002292)$ </a>","text":"把近期巨轮智能,奥飞娱乐。看一遍就懂$巨轮智能(002031)$ $奥飞娱乐(002292)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253950597386352","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253950592884840,"gmtCreate":1703035960829,"gmtModify":1703035962392,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>时代在进步,科技在发展,现在科技发展已经算是第四次工业革命了,科技发展得越快,经济增长也就越快。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>时代在进步,科技在发展,现在科技发展已经算是第四次工业革命了,科技发展得越快,经济增长也就越快。","text":"$海银控股(HYW)$ $腾讯控股(00700)$ 时代在进步,科技在发展,现在科技发展已经算是第四次工业革命了,科技发展得越快,经济增长也就越快。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253950592884840","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253386248880136,"gmtCreate":1702870022146,"gmtModify":1702870023094,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>元梦之星概念股都涨,你怎么不涨呢","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>元梦之星概念股都涨,你怎么不涨呢","text":"$腾讯控股(00700)$ 元梦之星概念股都涨,你怎么不涨呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253386248880136","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253363841568808,"gmtCreate":1702864684891,"gmtModify":1702864686413,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阐述一下联想集团和AI PC的投资逻辑:首先硬件端与内容端持续创新,隐私保护与低延迟催生AIPC需求,AI PC 是比手机更有望成为首个大批量落地的 AI 终端。上周五联想首款AI PC正式上市,打响了AI PC热潮第一枪,基本上也奠定了行业的龙头地位。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"阐述一下联想集团和AI PC的投资逻辑:首先硬件端与内容端持续创新,隐私保护与低延迟催生AIPC需求,AI PC 是比手机更有望成为首个大批量落地的 AI 终端。上周五联想首款AI PC正式上市,打响了AI PC热潮第一枪,基本上也奠定了行业的龙头地位。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"阐述一下联想集团和AI PC的投资逻辑:首先硬件端与内容端持续创新,隐私保护与低延迟催生AIPC需求,AI PC 是比手机更有望成为首个大批量落地的 AI 终端。上周五联想首款AI PC正式上市,打响了AI PC热潮第一枪,基本上也奠定了行业的龙头地位。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253363841568808","isVote":1,"tweetType":1,"viewCount":3950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248294122324032,"gmtCreate":1701656466849,"gmtModify":1701656467849,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>拼多多牛呀,连续大涨","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>拼多多牛呀,连续大涨","text":"$拼多多(PDD)$ 拼多多牛呀,连续大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248294122324032","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248291416383784,"gmtCreate":1701655888519,"gmtModify":1701655889855,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想集团股价走到这里已经很明显了,支撑位很强,同时南向资金一直在买入,上涨动能很强,这里蓄势一下是好事,冲过10元关口能稍微容易些。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想集团股价走到这里已经很明显了,支撑位很强,同时南向资金一直在买入,上涨动能很强,这里蓄势一下是好事,冲过10元关口能稍微容易些。","text":"$联想集团(00992)$ 联想集团股价走到这里已经很明显了,支撑位很强,同时南向资金一直在买入,上涨动能很强,这里蓄势一下是好事,冲过10元关口能稍微容易些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248291416383784","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":245921558823032,"gmtCreate":1701053986668,"gmtModify":1701055103687,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>最近联想集团的看多研报很密集。 国泰君安认为,联想业绩复合预期,IDG稳步复苏,SSG提供盈利支持,AIPC发布驱动新增长,整体对联想维持“增持”评级; 中金公司认为,设备端的能力升级将牵引AIPC实现比传统PC更高的价值量,预计AIPC有望于2024年实现规模出货,在AIPC机遇下,联想主业有望迎来新的一轮成长。 此外,中信证券、国海证券、开源证券等券商研报里给予联想集团“买入”或者“增持”的评级。建银国际给予联想集团“跑赢大市”的评级,目标价格由8.5港元上调至11港元。 总体来看,多数投行机构认为联想集团在主业稳步复苏下,以AIPC为代表的AI生态将开启新增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>最近联想集团的看多研报很密集。 国泰君安认为,联想业绩复合预期,IDG稳步复苏,SSG提供盈利支持,AIPC发布驱动新增长,整体对联想维持“增持”评级; 中金公司认为,设备端的能力升级将牵引AIPC实现比传统PC更高的价值量,预计AIPC有望于2024年实现规模出货,在AIPC机遇下,联想主业有望迎来新的一轮成长。 此外,中信证券、国海证券、开源证券等券商研报里给予联想集团“买入”或者“增持”的评级。建银国际给予联想集团“跑赢大市”的评级,目标价格由8.5港元上调至11港元。 总体来看,多数投行机构认为联想集团在主业稳步复苏下,以AIPC为代表的AI生态将开启新增长。","text":"$联想集团(00992)$ 最近联想集团的看多研报很密集。 国泰君安认为,联想业绩复合预期,IDG稳步复苏,SSG提供盈利支持,AIPC发布驱动新增长,整体对联想维持“增持”评级; 中金公司认为,设备端的能力升级将牵引AIPC实现比传统PC更高的价值量,预计AIPC有望于2024年实现规模出货,在AIPC机遇下,联想主业有望迎来新的一轮成长。 此外,中信证券、国海证券、开源证券等券商研报里给予联想集团“买入”或者“增持”的评级。建银国际给予联想集团“跑赢大市”的评级,目标价格由8.5港元上调至11港元。 总体来看,多数投行机构认为联想集团在主业稳步复苏下,以AIPC为代表的AI生态将开启新增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/245921558823032","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244131385524520,"gmtCreate":1700617039627,"gmtModify":1700617040570,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>今天加仓一波","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>今天加仓一波","text":"$联想集团(00992)$ 今天加仓一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244131385524520","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242338755207184,"gmtCreate":1700186075971,"gmtModify":1700186108024,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"粗翻了一下联想集团的Q2财报,中性偏弱。PC和服务器整个行业都在市场低谷期,想让联想拿出多大的惊喜,那也不可能,可以看看隔壁的惠普和戴尔。全球TOP3,都那样,陷于行业销量和技术双周期“低谷”。 风物长宜放眼量,在这个时点判断联想的投资价值,除了盯住财报数据之外,也必须看下新增长机会。那新机会和新故事在哪?——AI. AI重塑一切的风,正往PC行业猛吹。 在见识了大模型重塑IT基础设施、营销、办公、自动驾驶等行业后,陷于行业销量和技术双周期“低谷”的智能硬件厂商们,急迫且高调地涌入大模型+的赛道。 抓住大模型,就能抓住下一轮PC产品技术的排位赛杆位,未来的投资价值的确定性会更清晰。 跟手机行业”苹果三星华米OV“在AI Phone上千军竞速不同,PC赛道里能真正玩明白AI PC的玩家,还真是屈指可数,无论从行业上下游整顿能力还是大模型压缩技术推进来看,<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 在AI上重磅投入了六七年,构建从口袋到云的,六边形战士般的AI能力,也算是最有机会赢得这个行业竞速杆位的那一个。","listText":"粗翻了一下联想集团的Q2财报,中性偏弱。PC和服务器整个行业都在市场低谷期,想让联想拿出多大的惊喜,那也不可能,可以看看隔壁的惠普和戴尔。全球TOP3,都那样,陷于行业销量和技术双周期“低谷”。 风物长宜放眼量,在这个时点判断联想的投资价值,除了盯住财报数据之外,也必须看下新增长机会。那新机会和新故事在哪?——AI. AI重塑一切的风,正往PC行业猛吹。 在见识了大模型重塑IT基础设施、营销、办公、自动驾驶等行业后,陷于行业销量和技术双周期“低谷”的智能硬件厂商们,急迫且高调地涌入大模型+的赛道。 抓住大模型,就能抓住下一轮PC产品技术的排位赛杆位,未来的投资价值的确定性会更清晰。 跟手机行业”苹果三星华米OV“在AI Phone上千军竞速不同,PC赛道里能真正玩明白AI PC的玩家,还真是屈指可数,无论从行业上下游整顿能力还是大模型压缩技术推进来看,<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 在AI上重磅投入了六七年,构建从口袋到云的,六边形战士般的AI能力,也算是最有机会赢得这个行业竞速杆位的那一个。","text":"粗翻了一下联想集团的Q2财报,中性偏弱。PC和服务器整个行业都在市场低谷期,想让联想拿出多大的惊喜,那也不可能,可以看看隔壁的惠普和戴尔。全球TOP3,都那样,陷于行业销量和技术双周期“低谷”。 风物长宜放眼量,在这个时点判断联想的投资价值,除了盯住财报数据之外,也必须看下新增长机会。那新机会和新故事在哪?——AI. AI重塑一切的风,正往PC行业猛吹。 在见识了大模型重塑IT基础设施、营销、办公、自动驾驶等行业后,陷于行业销量和技术双周期“低谷”的智能硬件厂商们,急迫且高调地涌入大模型+的赛道。 抓住大模型,就能抓住下一轮PC产品技术的排位赛杆位,未来的投资价值的确定性会更清晰。 跟手机行业”苹果三星华米OV“在AI Phone上千军竞速不同,PC赛道里能真正玩明白AI PC的玩家,还真是屈指可数,无论从行业上下游整顿能力还是大模型压缩技术推进来看,$联想集团(00992)$ 在AI上重磅投入了六七年,构建从口袋到云的,六边形战士般的AI能力,也算是最有机会赢得这个行业竞速杆位的那一个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242338755207184","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242078123647216,"gmtCreate":1700112310141,"gmtModify":1700112313548,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>人工智能电脑的声量越来越响,就连对AI态度相对谨慎的苹果,也在强化AI PC的概念,说明AI PC真的具有想象空间","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>人工智能电脑的声量越来越响,就连对AI态度相对谨慎的苹果,也在强化AI PC的概念,说明AI PC真的具有想象空间","text":"$联想集团(00992)$ 人工智能电脑的声量越来越响,就连对AI态度相对谨慎的苹果,也在强化AI PC的概念,说明AI PC真的具有想象空间","images":[{"img":"https://static.tigerbbs.com/0bd5b6bd95adef31f6655678d589df4a","width":"486","height":"345"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242078123647216","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":238866939580568,"gmtCreate":1699343902977,"gmtModify":1699343904085,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002456\">$欧菲光(002456)$ </a>长长的上影线啊,见顶信号啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002456\">$欧菲光(002456)$ </a>长长的上影线啊,见顶信号啊","text":"$欧菲光(002456)$ 长长的上影线啊,见顶信号啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238866939580568","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":238866754592968,"gmtCreate":1699343858871,"gmtModify":1699343860613,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/159503\">$财富管理(159503)$ </a>数字化浪潮的涌动,财富管理公司和健康管理公司面临着前所未有的机遇。投资于三者相结合的领域,无疑将掌握未来的关键命脉!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/159503\">$财富管理(159503)$ </a>数字化浪潮的涌动,财富管理公司和健康管理公司面临着前所未有的机遇。投资于三者相结合的领域,无疑将掌握未来的关键命脉!","text":"$海银控股(HYW)$ $财富管理(159503)$ 数字化浪潮的涌动,财富管理公司和健康管理公司面临着前所未有的机遇。投资于三者相结合的领域,无疑将掌握未来的关键命脉!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238866754592968","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":686321619,"gmtCreate":1658138624733,"gmtModify":1704869025276,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"四川低调女首富邓洁茹,从销售员到上市公司董事长,身价53亿","htmlText":"随着社会的发展与进步,传统的“女子不如男”的旧思想早已成为过去式,现如今,女性群体在商业体系中扮演着愈来愈重要的角色,近些年更是涌现出了无数优秀的女性企业家,她们凭借自己的智慧和汗水,创造出了一个又一个的商业传奇,成为民营经济发展过程中一道靓丽的风景线。老许本期为大家带来的商业传奇人物传记的主人翁,是来自四川成都的优秀女性企业家邓洁茹女士。根据著名财富研究机构胡润研究院公布的最新版《胡润百富榜》中的数据显示,目前,邓洁茹以53亿元人民币的身价位居全国第1357名,位居成都女性富豪榜第一名,因此,她也成为了本年度新晋的“成都女首富”。那么接下来,老许便带领大家一起走进这位成都女强人的创业故事当中去。低调的女老板低调,是邓洁茹身上最显著的标签,即便贵为上市公司的董事长,但网络上关于她的介绍并不多,即便是在雷电微力的上市招股书中,对于邓洁茹的描述,也仅有寥寥无几的几句话。她既不是成都本地人,也不是雷电微力的创始人。1976年9月,邓洁茹出生在江苏无锡的一个普通工薪阶层家庭,大学毕业后,22岁的邓洁茹进入当时的中国庆安国际贸易集团有限公司工作,凭借出色的工作能力,让她迅速从一名普普通通的销售员,升迁到部门经理的位置。入主雷电微力2010年9月,邓洁茹以750万元注资刚刚成立不久的雷电微力,雷电微力增资至2950万元,邓洁茹一跃成为了雷电微力的实际控制人,2012年1月,邓洁茹正式出任雷电微力董事长至今,成为了这家企业真正意义上的“新主人”,在随后的几年内,她又先后从公司的其他股东手中,购得了大笔的股份,以保证自己的控制权。发展壮大雷电微力所从事的是毫米波相控雷达的研发、生产与销售业务,虽然从个人履历来看,邓洁茹此前并无相关的工作经验和技术积累,但这位女强人在企业管理和经营方面,却有着超乎常人的手段。接手之后,雷电微力在她的带领之下,历经短短十年时间的发展,迅速成长为一家国内领先的毫","listText":"随着社会的发展与进步,传统的“女子不如男”的旧思想早已成为过去式,现如今,女性群体在商业体系中扮演着愈来愈重要的角色,近些年更是涌现出了无数优秀的女性企业家,她们凭借自己的智慧和汗水,创造出了一个又一个的商业传奇,成为民营经济发展过程中一道靓丽的风景线。老许本期为大家带来的商业传奇人物传记的主人翁,是来自四川成都的优秀女性企业家邓洁茹女士。根据著名财富研究机构胡润研究院公布的最新版《胡润百富榜》中的数据显示,目前,邓洁茹以53亿元人民币的身价位居全国第1357名,位居成都女性富豪榜第一名,因此,她也成为了本年度新晋的“成都女首富”。那么接下来,老许便带领大家一起走进这位成都女强人的创业故事当中去。低调的女老板低调,是邓洁茹身上最显著的标签,即便贵为上市公司的董事长,但网络上关于她的介绍并不多,即便是在雷电微力的上市招股书中,对于邓洁茹的描述,也仅有寥寥无几的几句话。她既不是成都本地人,也不是雷电微力的创始人。1976年9月,邓洁茹出生在江苏无锡的一个普通工薪阶层家庭,大学毕业后,22岁的邓洁茹进入当时的中国庆安国际贸易集团有限公司工作,凭借出色的工作能力,让她迅速从一名普普通通的销售员,升迁到部门经理的位置。入主雷电微力2010年9月,邓洁茹以750万元注资刚刚成立不久的雷电微力,雷电微力增资至2950万元,邓洁茹一跃成为了雷电微力的实际控制人,2012年1月,邓洁茹正式出任雷电微力董事长至今,成为了这家企业真正意义上的“新主人”,在随后的几年内,她又先后从公司的其他股东手中,购得了大笔的股份,以保证自己的控制权。发展壮大雷电微力所从事的是毫米波相控雷达的研发、生产与销售业务,虽然从个人履历来看,邓洁茹此前并无相关的工作经验和技术积累,但这位女强人在企业管理和经营方面,却有着超乎常人的手段。接手之后,雷电微力在她的带领之下,历经短短十年时间的发展,迅速成长为一家国内领先的毫","text":"随着社会的发展与进步,传统的“女子不如男”的旧思想早已成为过去式,现如今,女性群体在商业体系中扮演着愈来愈重要的角色,近些年更是涌现出了无数优秀的女性企业家,她们凭借自己的智慧和汗水,创造出了一个又一个的商业传奇,成为民营经济发展过程中一道靓丽的风景线。老许本期为大家带来的商业传奇人物传记的主人翁,是来自四川成都的优秀女性企业家邓洁茹女士。根据著名财富研究机构胡润研究院公布的最新版《胡润百富榜》中的数据显示,目前,邓洁茹以53亿元人民币的身价位居全国第1357名,位居成都女性富豪榜第一名,因此,她也成为了本年度新晋的“成都女首富”。那么接下来,老许便带领大家一起走进这位成都女强人的创业故事当中去。低调的女老板低调,是邓洁茹身上最显著的标签,即便贵为上市公司的董事长,但网络上关于她的介绍并不多,即便是在雷电微力的上市招股书中,对于邓洁茹的描述,也仅有寥寥无几的几句话。她既不是成都本地人,也不是雷电微力的创始人。1976年9月,邓洁茹出生在江苏无锡的一个普通工薪阶层家庭,大学毕业后,22岁的邓洁茹进入当时的中国庆安国际贸易集团有限公司工作,凭借出色的工作能力,让她迅速从一名普普通通的销售员,升迁到部门经理的位置。入主雷电微力2010年9月,邓洁茹以750万元注资刚刚成立不久的雷电微力,雷电微力增资至2950万元,邓洁茹一跃成为了雷电微力的实际控制人,2012年1月,邓洁茹正式出任雷电微力董事长至今,成为了这家企业真正意义上的“新主人”,在随后的几年内,她又先后从公司的其他股东手中,购得了大笔的股份,以保证自己的控制权。发展壮大雷电微力所从事的是毫米波相控雷达的研发、生产与销售业务,虽然从个人履历来看,邓洁茹此前并无相关的工作经验和技术积累,但这位女强人在企业管理和经营方面,却有着超乎常人的手段。接手之后,雷电微力在她的带领之下,历经短短十年时间的发展,迅速成长为一家国内领先的毫","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/686321619","isVote":1,"tweetType":1,"viewCount":15707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652791290,"gmtCreate":1684892555111,"gmtModify":1684892557133,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/652791290","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"王五仕","avatar":"https://static.tigerbbs.com/a7a76baf07b6fde6aac9c8ab08bdd4d6","crmLevel":1,"crmLevelSwitch":0},"content":"今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$","text":"今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$","html":"今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204059979534480,"gmtCreate":1690857564718,"gmtModify":1690857566758,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>作为我国金融体系的重要组成部分,财富管理行业在丰富金融产品供给、优化社会融资结构和支持实体经济方面,发挥着积极作用,要不怎么说财管行业未来可期呢。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>作为我国金融体系的重要组成部分,财富管理行业在丰富金融产品供给、优化社会融资结构和支持实体经济方面,发挥着积极作用,要不怎么说财管行业未来可期呢。","text":"$海银控股(HYW)$ 作为我国金融体系的重要组成部分,财富管理行业在丰富金融产品供给、优化社会融资结构和支持实体经济方面,发挥着积极作用,要不怎么说财管行业未来可期呢。","images":[{"img":"https://static.tigerbbs.com/a043eab86fea44e1077506524b16e686","width":"300","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/204059979534480","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":656539588,"gmtCreate":1683792484344,"gmtModify":1683792844620,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我一直不明白,为啥江中绿两天,就会有这么多人就喊出货了,到顶了,做头了……你们都没做过完整的牛股吗?这种浮躁的心态别说赚几倍了,翻倍都很难拿得住!而且你们眼中股票上涨就是一直涨,下走就是一直跌?有些人难道认为股票都应该像外运一样连板涨吗?如果以此标准,那为啥会看上江中?江中一直都是进三退一的节奏大师,从来也没连续拉升过啊,江中的慢牛上升趋势多漂亮,居然不懂得欣赏!炒股炒的就是一个心态,说烂了都....玻璃心的还需要锻炼呐,个人对江中还是很看好的! <a target=\"_blank\" href=\"https://laohu8.com/S/600750\">$江中药业(600750)$ </a>","listText":"我一直不明白,为啥江中绿两天,就会有这么多人就喊出货了,到顶了,做头了……你们都没做过完整的牛股吗?这种浮躁的心态别说赚几倍了,翻倍都很难拿得住!而且你们眼中股票上涨就是一直涨,下走就是一直跌?有些人难道认为股票都应该像外运一样连板涨吗?如果以此标准,那为啥会看上江中?江中一直都是进三退一的节奏大师,从来也没连续拉升过啊,江中的慢牛上升趋势多漂亮,居然不懂得欣赏!炒股炒的就是一个心态,说烂了都....玻璃心的还需要锻炼呐,个人对江中还是很看好的! <a target=\"_blank\" href=\"https://laohu8.com/S/600750\">$江中药业(600750)$ </a>","text":"我一直不明白,为啥江中绿两天,就会有这么多人就喊出货了,到顶了,做头了……你们都没做过完整的牛股吗?这种浮躁的心态别说赚几倍了,翻倍都很难拿得住!而且你们眼中股票上涨就是一直涨,下走就是一直跌?有些人难道认为股票都应该像外运一样连板涨吗?如果以此标准,那为啥会看上江中?江中一直都是进三退一的节奏大师,从来也没连续拉升过啊,江中的慢牛上升趋势多漂亮,居然不懂得欣赏!炒股炒的就是一个心态,说烂了都....玻璃心的还需要锻炼呐,个人对江中还是很看好的! $江中药业(600750)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/656539588","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0},"content":"我坚信江中药业有着很大的潜力!","text":"我坚信江中药业有着很大的潜力!","html":"我坚信江中药业有着很大的潜力!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122358145,"gmtCreate":1624599319787,"gmtModify":1624599319787,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 兄弟们今晚怎么看?","listText":"<a target=\"_blank\" 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AI平台,构建云边端协同推理能力,多场景的智能连锁门店解决方案展示的淋漓尽致,这就是科技创新的力量。","text":"$联想集团(00992)$ 近期发现,联想的边缘计算技术挺出彩,为客户智能化转型提供全方位的服务。在智慧零售行业,借助联想大脑-Edge AI平台,构建云边端协同推理能力,多场景的智能连锁门店解决方案展示的淋漓尽致,这就是科技创新的力量。","images":[{"img":"https://static.tigerbbs.com/f841fd11c3b44e6d80947fc9e513413a","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/199792939782432","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696466796,"gmtCreate":1640749161843,"gmtModify":1640749161843,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 在股市中资金总是不断寻找低估板块,财管这一段时间的逐渐走强正是向好的趋势,市场挖掘低估值板块找准价值投资机会。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 在股市中资金总是不断寻找低估板块,财管这一段时间的逐渐走强正是向好的趋势,市场挖掘低估值板块找准价值投资机会。","text":"$海银控股(HYW)$ 在股市中资金总是不断寻找低估板块,财管这一段时间的逐渐走强正是向好的趋势,市场挖掘低估值板块找准价值投资机会。","images":[{"img":"https://static.tigerbbs.com/7e5fcf1a122d56455b4b1c30f5009b47","width":"440","height":"340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696466796","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341064697,"gmtCreate":1617762848819,"gmtModify":1617762848819,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>谁说港股要进入牛市的啊?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>谁说港股要进入牛市的啊?","text":"$阿里巴巴-SW(09988)$ 谁说港股要进入牛市的啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/202632735695032","isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651178096,"gmtCreate":1681722168816,"gmtModify":1681722170143,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"百家云研发的AI技术能运用到新媒体这一块的话,既能大大减少人工运营成本,还能提高在智能领域的知名度,这一策略不错。<a target=\"_blank\" href=\"https://laohu8.com/S/RTC\">$百家云(RTC)$ </a>","listText":"百家云研发的AI技术能运用到新媒体这一块的话,既能大大减少人工运营成本,还能提高在智能领域的知名度,这一策略不错。<a target=\"_blank\" href=\"https://laohu8.com/S/RTC\">$百家云(RTC)$ </a>","text":"百家云研发的AI技术能运用到新媒体这一块的话,既能大大减少人工运营成本,还能提高在智能领域的知名度,这一策略不错。$百家云(RTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651178096","repostId":"651148226","repostType":1,"repost":{"id":651148226,"gmtCreate":1681718149165,"gmtModify":1681718390154,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"百家云推出人工智能生成内容(AIGC)解决方案","htmlText":"4月17日消息,音视频SaaS上市公司百家云(股票代码:RTC)今日宣布,公司将正式推出应用于多个垂直行业及场景的人工智能生成内容及视频解决方案。 百家云总裁马义表示,此次发布的解决方案,将在极短时间内为客户打造出专属的虚拟数字人、智能工具,构建高拟真、多样化的虚拟场景,帮助企业实现“更高效率的数字资产生产”及完成“更有效的线上社交交互”,大幅提升经营效率。 以数字力量推进企业生产力革新 随着ChatGPT和GPT-4的发布,社会各界对生成式人工智能的兴趣激增。百家云总裁马义提出,实时音视频具有与用户连接的独特能力。在过去服务客户的经历中,百家云有机会了解到各行各业的场景需求。 “在音视频技术领域,将文本生成为语音的AI工具,利用工具模板、已生成的虚拟形象和输入文本即可生成完整的视频,这些都已被广泛应用。人工智能技术与音视频场景进一步结合,将带来更多的创新和进步,为社会提供更好的服务和支持。AIGV、AIGC的应用场景包括但已经不限于企业内部管理、教育培训,个人生活服务、教育培训、金融保险等多个领域。” 自2017年成立以来,百家云致力于为企业级客户提供高扩展性、高安全性的音视频技术服务产品,结合对最新AI技术的深入研究与应用,百家云希望在原有产品基础上推出更多优质的解决方案,进一步赋能客户,帮助客户逐渐替代重复性、门槛较低的办公方式,推动企业数字化转型,对企业经营发展产生积极影响: 1、AIGC销售和客户服务解决方案:此前百家云打造了成熟的营销产品SCRM,帮助企业进行客户运营管理。在最新的解决方案中,客户可以通过虚拟数字人、虚拟客服形式,与客户进行线上交互,帮助消费者快速获取关于产品信息、功能使用等各类基础信息的答案,减少客服人员数量,提高服务效率,帮助消费者对感兴趣的产品进行比较与选择推荐。 2、AIGC品牌和营销赋能解决方案:作为深耕行业多年的视频技术服务商,百家云","listText":"4月17日消息,音视频SaaS上市公司百家云(股票代码:RTC)今日宣布,公司将正式推出应用于多个垂直行业及场景的人工智能生成内容及视频解决方案。 百家云总裁马义表示,此次发布的解决方案,将在极短时间内为客户打造出专属的虚拟数字人、智能工具,构建高拟真、多样化的虚拟场景,帮助企业实现“更高效率的数字资产生产”及完成“更有效的线上社交交互”,大幅提升经营效率。 以数字力量推进企业生产力革新 随着ChatGPT和GPT-4的发布,社会各界对生成式人工智能的兴趣激增。百家云总裁马义提出,实时音视频具有与用户连接的独特能力。在过去服务客户的经历中,百家云有机会了解到各行各业的场景需求。 “在音视频技术领域,将文本生成为语音的AI工具,利用工具模板、已生成的虚拟形象和输入文本即可生成完整的视频,这些都已被广泛应用。人工智能技术与音视频场景进一步结合,将带来更多的创新和进步,为社会提供更好的服务和支持。AIGV、AIGC的应用场景包括但已经不限于企业内部管理、教育培训,个人生活服务、教育培训、金融保险等多个领域。” 自2017年成立以来,百家云致力于为企业级客户提供高扩展性、高安全性的音视频技术服务产品,结合对最新AI技术的深入研究与应用,百家云希望在原有产品基础上推出更多优质的解决方案,进一步赋能客户,帮助客户逐渐替代重复性、门槛较低的办公方式,推动企业数字化转型,对企业经营发展产生积极影响: 1、AIGC销售和客户服务解决方案:此前百家云打造了成熟的营销产品SCRM,帮助企业进行客户运营管理。在最新的解决方案中,客户可以通过虚拟数字人、虚拟客服形式,与客户进行线上交互,帮助消费者快速获取关于产品信息、功能使用等各类基础信息的答案,减少客服人员数量,提高服务效率,帮助消费者对感兴趣的产品进行比较与选择推荐。 2、AIGC品牌和营销赋能解决方案:作为深耕行业多年的视频技术服务商,百家云","text":"4月17日消息,音视频SaaS上市公司百家云(股票代码:RTC)今日宣布,公司将正式推出应用于多个垂直行业及场景的人工智能生成内容及视频解决方案。 百家云总裁马义表示,此次发布的解决方案,将在极短时间内为客户打造出专属的虚拟数字人、智能工具,构建高拟真、多样化的虚拟场景,帮助企业实现“更高效率的数字资产生产”及完成“更有效的线上社交交互”,大幅提升经营效率。 以数字力量推进企业生产力革新 随着ChatGPT和GPT-4的发布,社会各界对生成式人工智能的兴趣激增。百家云总裁马义提出,实时音视频具有与用户连接的独特能力。在过去服务客户的经历中,百家云有机会了解到各行各业的场景需求。 “在音视频技术领域,将文本生成为语音的AI工具,利用工具模板、已生成的虚拟形象和输入文本即可生成完整的视频,这些都已被广泛应用。人工智能技术与音视频场景进一步结合,将带来更多的创新和进步,为社会提供更好的服务和支持。AIGV、AIGC的应用场景包括但已经不限于企业内部管理、教育培训,个人生活服务、教育培训、金融保险等多个领域。” 自2017年成立以来,百家云致力于为企业级客户提供高扩展性、高安全性的音视频技术服务产品,结合对最新AI技术的深入研究与应用,百家云希望在原有产品基础上推出更多优质的解决方案,进一步赋能客户,帮助客户逐渐替代重复性、门槛较低的办公方式,推动企业数字化转型,对企业经营发展产生积极影响: 1、AIGC销售和客户服务解决方案:此前百家云打造了成熟的营销产品SCRM,帮助企业进行客户运营管理。在最新的解决方案中,客户可以通过虚拟数字人、虚拟客服形式,与客户进行线上交互,帮助消费者快速获取关于产品信息、功能使用等各类基础信息的答案,减少客服人员数量,提高服务效率,帮助消费者对感兴趣的产品进行比较与选择推荐。 2、AIGC品牌和营销赋能解决方案:作为深耕行业多年的视频技术服务商,百家云","images":[{"img":"https://static.tigerbbs.com/2864fafe55883399d45039401e108628","width":"660","height":"355"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651148226","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608586562,"gmtCreate":1638759060931,"gmtModify":1638759060931,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"都不容易啊<a target=\"_blank\" href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>","listText":"都不容易啊<a target=\"_blank\" href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>","text":"都不容易啊$腾讯音乐(TME)$$滴滴(DIDI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608586562","repostId":"608662334","repostType":1,"repost":{"id":608662334,"gmtCreate":1638716570894,"gmtModify":1638761374307,"author":{"id":"3580101537589413","authorId":"3580101537589413","name":"左股票右期权","avatar":"https://static.tigerbbs.com/9611e8b7fb58df6a2c9bf9689071c9b3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"中概股大跌原因分析,减仓滴滴,加仓腾讯音乐等-港美股实盘周记211129~1203","htmlText":"\n \n \n 虽然我的账户净值一直在大幅下跌,但为了真实性,我还是一直在展示整个账户的情况,不会只展示好的一面,谢谢大家支持我。我已经非常重视风险控制了,但在期权方面风险控制还是做的不够,后面会继续加强。<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> \n \n","listText":"虽然我的账户净值一直在大幅下跌,但为了真实性,我还是一直在展示整个账户的情况,不会只展示好的一面,谢谢大家支持我。我已经非常重视风险控制了,但在期权方面风险控制还是做的不够,后面会继续加强。<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> ","text":"虽然我的账户净值一直在大幅下跌,但为了真实性,我还是一直在展示整个账户的情况,不会只展示好的一面,谢谢大家支持我。我已经非常重视风险控制了,但在期权方面风险控制还是做的不够,后面会继续加强。$滴滴(DIDI)$ $腾讯音乐(TME)$ $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/93017b9d980fefe9e1510f648137f485","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608662334","isVote":1,"tweetType":2,"object":{"id":"8154a9e000b440af89aba62b1043b918","tweetId":"608662334","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/7e9453d2387702292459570412/TMqhskEI1t4A.mp4","poster":"https://static.tigerbbs.com/93017b9d980fefe9e1510f648137f485"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835305792,"gmtCreate":1629686259316,"gmtModify":1629686259316,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/ZME\">$掌门教育(ZME)$</a>股市无需对错,不太了解的东西,看看就好,不需争个对错。","text":"$掌门教育(ZME)$股市无需对错,不太了解的东西,看看就好,不需争个对错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185590965","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303562953973920,"gmtCreate":1715132303348,"gmtModify":1715133740322,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ 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$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303562953973920","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187933411864744,"gmtCreate":1686907596873,"gmtModify":1686907599918,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"游戏里世纪华通是昨天的核心,早上分歧后震荡上行,蓝色光标、神州泰岳昨天虽然高开低走,但并未引发破位,也没删自选,今天表现都还不错,可观察! <a target=\"_blank\" href=\"https://laohu8.com/S/300058\">$蓝色光标(300058)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/300002\">$神州泰岳(300002)$ </a>","listText":"游戏里世纪华通是昨天的核心,早上分歧后震荡上行,蓝色光标、神州泰岳昨天虽然高开低走,但并未引发破位,也没删自选,今天表现都还不错,可观察! <a target=\"_blank\" href=\"https://laohu8.com/S/300058\">$蓝色光标(300058)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/300002\">$神州泰岳(300002)$ </a>","text":"游戏里世纪华通是昨天的核心,早上分歧后震荡上行,蓝色光标、神州泰岳昨天虽然高开低走,但并未引发破位,也没删自选,今天表现都还不错,可观察! $蓝色光标(300058)$ $神州泰岳(300002)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187933411864744","isVote":1,"tweetType":1,"viewCount":19249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187464076046512,"gmtCreate":1686793590343,"gmtModify":1686793591803,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187464076046512","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656070218,"gmtCreate":1683251767434,"gmtModify":1683251768986,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 联想多元化增长引擎正在发力,运营韧性持续创造价值,良好的财务流动性确保着企业的稳定健康,围绕新IT技术创新所做的持续投入,正在为联想集团打造新的核心竞争力,有望实现可持续的盈利性增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 联想多元化增长引擎正在发力,运营韧性持续创造价值,良好的财务流动性确保着企业的稳定健康,围绕新IT技术创新所做的持续投入,正在为联想集团打造新的核心竞争力,有望实现可持续的盈利性增长。","text":"$联想集团(00992)$ 联想多元化增长引擎正在发力,运营韧性持续创造价值,良好的财务流动性确保着企业的稳定健康,围绕新IT技术创新所做的持续投入,正在为联想集团打造新的核心竞争力,有望实现可持续的盈利性增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656070218","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651184907,"gmtCreate":1681697088910,"gmtModify":1681697090786,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"随着AI大模型的发展突飞猛进,AI行业对算力的需求在暴涨,B端的计算业务增速也在快速增长。在新的算力革命中,联想集团已经通过产品、方案和服务的整合,专注于算力基础设施的整体服务方案提供,围绕B端AI产业应用展开解决方案的多场景构建,持续深入推进新IT全栈服务卡位,迎接AI产业发展近在眼前的新爆点。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ 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target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想集团今天大涨超10个点,成功收复8元关口,创下阶段新高。说实话,期待这个涨幅挺久了,因为一直以来联想的业绩都不错,pe也低,被显著低估,其次,ai题材持续发酵,算力、存储、运维的需求爆发让联想集团再上一个台阶。好在和英伟达合作加码汽车智能化的消息成功催化了市场,同时也打开了价值回归的空间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想集团今天大涨超10个点,成功收复8元关口,创下阶段新高。说实话,期待这个涨幅挺久了,因为一直以来联想的业绩都不错,pe也低,被显著低估,其次,ai题材持续发酵,算力、存储、运维的需求爆发让联想集团再上一个台阶。好在和英伟达合作加码汽车智能化的消息成功催化了市场,同时也打开了价值回归的空间。","text":"$联想集团(00992)$ 联想集团今天大涨超10个点,成功收复8元关口,创下阶段新高。说实话,期待这个涨幅挺久了,因为一直以来联想的业绩都不错,pe也低,被显著低估,其次,ai题材持续发酵,算力、存储、运维的需求爆发让联想集团再上一个台阶。好在和英伟达合作加码汽车智能化的消息成功催化了市场,同时也打开了价值回归的空间。","images":[{"img":"https://static.tigerbbs.com/20642b2a10b6fa10299004c2114fc5b6","width":"678","height":"696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659093493","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":664723456,"gmtCreate":1668391781475,"gmtModify":1668391782979,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 11月以来,港股市场明显企稳回升,从投资角度看还是要选择一些健康发展的企业,反弹也会走在前列,像联想集团、舜宇光学科技等。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 11月以来,港股市场明显企稳回升,从投资角度看还是要选择一些健康发展的企业,反弹也会走在前列,像联想集团、舜宇光学科技等。","text":"$联想集团(00992)$ 11月以来,港股市场明显企稳回升,从投资角度看还是要选择一些健康发展的企业,反弹也会走在前列,像联想集团、舜宇光学科技等。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664723456","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}