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潜质投资
潜质投资
·
11:15
$百望股份(06657)$
百望这条线其实挺适合做中长期观察：财税、发票、信用科技这些东西不花哨，但企业一直需要。现在叠加腾讯云合作和 AI Agent，业务故事比以前更容易讲通
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·
06-09 13:46
$赤子城科技(09911)$
如果你能确信一家企业10年后会比现在赚得多得多，那么今天买在10元还是12元，本质上没有区别
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潜质投资
·
06-09 12:02
$百望股份(06657)$
To B业务转化慢，别指望一夜翻身，拿不住的劝退，适合当长线配置慢慢磨
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·
06-08 09:22
$桦欣控股(01657)$
中国版 Databricks 嘅含金量，唔使我多讲。美股软件股调整咗咁耐，依然都系行业巨无霸。
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潜质投资
·
05-18
$路特斯(LOT)$
莲花78年超跑底蕴，轻量化、驾控、工程极致是核心标签。Emira 燃油车保留、Type 135 混动超跑上新，老粉不丢、新粉吸引，品牌溢价有支撑，不是普通新能源
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·
05-18
$潘渡比特币(02818)$
要求不高，能红就行
$潘渡以太币(03085)$
$A潘渡招商区块链(03112)$
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·
05-18
$百望股份(06657)$
从深耕财税数字化，到入局商业信用基础设施，百望股份十一年扎根实体经济，一步一个脚印稳步发展。如今在AI和数字经济的风口下，凭借独家的数据优势和前沿的数智技术，稳居行业领军位置，还斩获重磅品牌奖项。基本面扎实、战略清晰、赛道优质，长期持有看好后续行情。
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·
05-13
$百望股份(06657)$
别光炒概念，聊聊实打实的业绩，现在全国企业都要被迫替换电子单证体系，老旧纸质、普通电子版全部不合规，必须改造升级。百望是一站式解决方案，不用企业东拼西凑找技术，直接整套落地。政策强制落地期，接下来订单肯定持续放量，业绩确定性拉满
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·
05-11
$百望股份(06657)$
百望和越南 FPT 合作建合规门户，直接适配当地复杂 XML 规范，实现报关、开票、申报自动化衔接，这种属地化深耕能力，真的能帮中企在东南亚少踩太多坑，靠谱
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·
05-07
$百望股份(06657)$
网红接二连三翻车，表面看是个税问题，其实是整个高收入群体的税务合规时代来了。百望股份这几年搞财税SaaS和那个“金盾”交易管理智能体，算是踩中节奏了。不管是网红还是企业，以后想在这严监管环境下活得好，都得靠这种靠谱的数字化工具来避坑，这需求肯定是刚需
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如果你能确信一家企业10年后会比现在赚得多得多，那么今天买在10元还是12元，本质上没有区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573230080898672","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573204550497984,"gmtCreate":1780977739530,"gmtModify":1780979802602,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> To B业务转化慢，别指望一夜翻身，拿不住的劝退，适合当长线配置慢慢磨","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> To B业务转化慢，别指望一夜翻身，拿不住的劝退，适合当长线配置慢慢磨","text":"$百望股份(06657)$ To B业务转化慢，别指望一夜翻身，拿不住的劝退，适合当长线配置慢慢磨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573204550497984","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572864201208192,"gmtCreate":1780881747348,"gmtModify":1780883593526,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a> 中国版 Databricks 嘅含金量，唔使我多讲。美股软件股调整咗咁耐，依然都系行业巨无霸。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a> 中国版 Databricks 嘅含金量，唔使我多讲。美股软件股调整咗咁耐，依然都系行业巨无霸。","text":"$桦欣控股(01657)$ 中国版 Databricks 嘅含金量，唔使我多讲。美股软件股调整咗咁耐，依然都系行业巨无霸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572864201208192","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565391398205352,"gmtCreate":1779069400748,"gmtModify":1779069745954,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a> 莲花78年超跑底蕴，轻量化、驾控、工程极致是核心标签。Emira 燃油车保留、Type 135 混动超跑上新，老粉不丢、新粉吸引，品牌溢价有支撑，不是普通新能源","listText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a> 莲花78年超跑底蕴，轻量化、驾控、工程极致是核心标签。Emira 燃油车保留、Type 135 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","listText":"<a href=\"https://laohu8.com/S/02818\">$潘渡比特币(02818)$ </a> 要求不高，能红就行<a href=\"https://laohu8.com/S/03085\">$潘渡以太币(03085)$ </a> <a href=\"https://laohu8.com/S/03112\">$A潘渡招商区块链(03112)$ </a> ","text":"$潘渡比特币(02818)$ 要求不高，能红就行$潘渡以太币(03085)$ $A潘渡招商区块链(03112)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565383282247384","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565376438846392,"gmtCreate":1779065673447,"gmtModify":1779068484170,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 从深耕财税数字化，到入局商业信用基础设施，百望股份十一年扎根实体经济，一步一个脚印稳步发展。如今在AI和数字经济的风口下，凭借独家的数据优势和前沿的数智技术，稳居行业领军位置，还斩获重磅品牌奖项。基本面扎实、战略清晰、赛道优质，长期持有看好后续行情。","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 从深耕财税数字化，到入局商业信用基础设施，百望股份十一年扎根实体经济，一步一个脚印稳步发展。如今在AI和数字经济的风口下，凭借独家的数据优势和前沿的数智技术，稳居行业领军位置，还斩获重磅品牌奖项。基本面扎实、战略清晰、赛道优质，长期持有看好后续行情。","text":"$百望股份(06657)$ 从深耕财税数字化，到入局商业信用基础设施，百望股份十一年扎根实体经济，一步一个脚印稳步发展。如今在AI和数字经济的风口下，凭借独家的数据优势和前沿的数智技术，稳居行业领军位置，还斩获重磅品牌奖项。基本面扎实、战略清晰、赛道优质，长期持有看好后续行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565376438846392","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563620555166824,"gmtCreate":1778637000984,"gmtModify":1778637003203,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 别光炒概念，聊聊实打实的业绩，现在全国企业都要被迫替换电子单证体系，老旧纸质、普通电子版全部不合规，必须改造升级。百望是一站式解决方案，不用企业东拼西凑找技术，直接整套落地。政策强制落地期，接下来订单肯定持续放量，业绩确定性拉满","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 别光炒概念，聊聊实打实的业绩，现在全国企业都要被迫替换电子单证体系，老旧纸质、普通电子版全部不合规，必须改造升级。百望是一站式解决方案，不用企业东拼西凑找技术，直接整套落地。政策强制落地期，接下来订单肯定持续放量，业绩确定性拉满","text":"$百望股份(06657)$ 别光炒概念，聊聊实打实的业绩，现在全国企业都要被迫替换电子单证体系，老旧纸质、普通电子版全部不合规，必须改造升级。百望是一站式解决方案，不用企业东拼西凑找技术，直接整套落地。政策强制落地期，接下来订单肯定持续放量，业绩确定性拉满","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/563620555166824","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"content":"百望的 AI 财税智能体都落地这么久了，为啥市场还没完全反应过来？","text":"百望的 AI 财税智能体都落地这么久了，为啥市场还没完全反应过来？","html":"百望的 AI 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