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dejcysn
dejcysn
·
02-03 19:04
$北京海致科技集团股份有限公司（临时代码）(91062)$
相比一些“蹭风口”的AI公司，海致的路线更务实。业务覆盖多个行业，抗单一行业波动能力更好。
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dejcysn
dejcysn
·
02-03 19:02
$澜起科技(06809)$
一直关注服务器和芯片方向，澜起在内存接口这一块做得很深，技术路线比较清晰。
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dejcysn
dejcysn
·
01-30
$北京海致科技集团股份有限公司（临时代码）(91062)$
兼容超100个大模型，坚持开放策略，降低客户采用门槛，灵活适配企业复杂需求，更受市场欢迎。
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dejcysn
dejcysn
·
01-30
$北京海致科技集团股份有限公司（临时代码）(91062)$
毛利率稳步提升至38%以上并实现盈利，表明公司已跨越烧钱阶段，步入健康、可持续的成长通道。
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dejcysn
dejcysn
·
01-30
$北京海致科技集团股份有限公司（临时代码）(91062)$
平均客单价455万，服务超350家大客户，高壁垒证明其解决方案的深度与不可替代性，商业模式稳固。
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dejcysn
dejcysn
·
01-30
$北京海致科技集团股份有限公司（临时代码）(91062)$
前瞻性布局下一代AI基础设施，当前的高投入正在为未来两到三年的市场领先地位奠基。
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dejcysn
dejcysn
·
01-30
$北京海致科技集团股份有限公司（临时代码）(91062)$
“技术+场景”双轮驱动，不仅掌握核心技术，更懂如何落地应用，这是其最核心的竞争力。
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dejcysn
dejcysn
·
01-30
$北京海致科技集团股份有限公司（临时代码）(91062)$
坐拥顶级机构背书，身处AI黄金赛道，正值业绩爆发拐点，港股IPO料将成市场稀缺的优质科技资产。
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dejcysn
dejcysn
·
01-28
$北京海致科技集团股份有限公司（临时代码）(91062)$
海致科技的数据智能平台客单价突破800万，年复购率120%（含增购），客户不仅在用，还在持续加大投入。
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dejcysn
dejcysn
·
01-28
$北京海致科技集团股份有限公司（临时代码）(91062)$
海致科技的实施交付周期中位数从92天缩短到67天，产品化程度提升直接带动人效提升，人均产出年增30%。
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一直关注服务器和芯片方向，澜起在内存接口这一块做得很深，技术路线比较清晰。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528733692809344","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527388147990984,"gmtCreate":1769777852440,"gmtModify":1769777854724,"author":{"id":"4214360990794342","authorId":"4214360990794342","name":"dejcysn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214360990794342","authorIdStr":"4214360990794342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 兼容超100个大模型，坚持开放策略，降低客户采用门槛，灵活适配企业复杂需求，更受市场欢迎。","listText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 兼容超100个大模型，坚持开放策略，降低客户采用门槛，灵活适配企业复杂需求，更受市场欢迎。","text":"$北京海致科技集团股份有限公司（临时代码）(91062)$ 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前瞻性布局下一代AI基础设施，当前的高投入正在为未来两到三年的市场领先地位奠基。","listText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 前瞻性布局下一代AI基础设施，当前的高投入正在为未来两到三年的市场领先地位奠基。","text":"$北京海致科技集团股份有限公司（临时代码）(91062)$ 前瞻性布局下一代AI基础设施，当前的高投入正在为未来两到三年的市场领先地位奠基。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527387548788424","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527387461178112,"gmtCreate":1769777665379,"gmtModify":1769777667679,"author":{"id":"4214360990794342","authorId":"4214360990794342","name":"dejcysn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214360990794342","authorIdStr":"4214360990794342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 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href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 海致科技的数据智能平台客单价突破800万，年复购率120%（含增购），客户不仅在用，还在持续加大投入。","listText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 海致科技的数据智能平台客单价突破800万，年复购率120%（含增购），客户不仅在用，还在持续加大投入。","text":"$北京海致科技集团股份有限公司（临时代码）(91062)$ 海致科技的数据智能平台客单价突破800万，年复购率120%（含增购），客户不仅在用，还在持续加大投入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526660435014688","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526659902105080,"gmtCreate":1769606862883,"gmtModify":1769606864846,"author":{"id":"4214360990794342","authorId":"4214360990794342","name":"dejcysn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214360990794342","authorIdStr":"4214360990794342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 海致科技的实施交付周期中位数从92天缩短到67天，产品化程度提升直接带动人效提升，人均产出年增30%。","listText":"<a href=\"https://laohu8.com/S/91062\">$北京海致科技集团股份有限公司（临时代码）(91062)$</a> 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