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牛市的投资逻辑
07-02
$云迹(02670)$
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
牛市的投资逻辑
07-02
$群核科技(00068)$
到了这个位子，分批建仓风险确实不大了，之前AI预期带来的估值泡沫基本也快挤干净了，该释放的悲观情绪也消化得差不多了
牛市的投资逻辑
07-01
$瑞为技术(07656)$
从“项目制”向“产品化”转型，估值逻辑重塑[美金][美金]
去老虎APP查看更多动态
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