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- 格局决定出路格局决定出路
  ·10-15
  $高盛(GS)$ 高盛（GS）10月14日将Meta（META）目标价从725美元上调至860美元，维持“买入”评级。该行预计，Meta（META）第三季度营收同比增长24.3%，2027年营收达3126.23亿美元。2027年资本开支预计达到2202.15亿美元，同比增长54.1%，较市场共识高13.1%。高盛（GS）认为，AI将继续推动Meta（META）广告收入增长，但巨额投资也将带来成本压力。
  195 评论
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- 格局决定出路格局决定出路
  ·10-15
  $光迅科技(002281)$ 预计2026年前三季度归母净利润为11.89亿元～13.1亿元，同比增长65.37%～82.26%；扣非净利润为11.76亿元～12.96亿元，同比增长73.38%～91.09%。2025年前三季度归母净利润为7.19亿元，扣非净利润为6.78亿元。业绩增长主要受全球AI算力资本开支带动数通光模块需求增长，以及国内云服务商持续加大数据中心建设投入影响。
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- 格局决定出路格局决定出路
  ·10-15
  $吉利汽车(00175)$对比同行出海踩过的质量、供应链的坑，吉利吸取了经验，选择和海外老牌车企合作共享成熟工厂。中欧磋商稳定大环境，西班牙工厂落地保证本地制造品质管控，借助对方成熟工人和供应链。9 月欧盟单月销量破万，已经证明产品被市场接纳，接下来就看产能释放之后的放量表现。
  1,210 评论
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- 格局决定出路格局决定出路
  ·10-02
  $吉利汽车(00175)$吉利新品策略很清晰，不去死磕已经卷烂的主流赛道，专门找蓝海细分
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