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潜质投资
潜质投资
·
07-22
$百望股份(06657)$
中国银联这次把可信 AI、分级风控、智能体生态都摆上台面，我觉得挺值得看。金融场景越往前走，上游真实交易和票税数据的价值就越高，这个方向跟百望想讲的商业信用基础设施是能接上的
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潜质投资
潜质投资
·
06-29
$百望股份(06657)$
我会把百望往 Data+AI 企业服务平台去看，而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了
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潜质投资
潜质投资
·
06-24
$云知声(09678)$
若真回A估值一般会比港股高些
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599
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潜质投资
潜质投资
·
06-10
$百望股份(06657)$
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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潜质投资
潜质投资
·
06-09
$赤子城科技(09911)$
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
$百望股份(06657)$
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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潜质投资
·
06-08
$桦欣控股(01657)$
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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href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 中国银联这次把可信 AI、分级风控、智能体生态都摆上台面，我觉得挺值得看。金融场景越往前走，上游真实交易和票税数据的价值就越高，这个方向跟百望想讲的商业信用基础设施是能接上的","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 中国银联这次把可信 AI、分级风控、智能体生态都摆上台面，我觉得挺值得看。金融场景越往前走，上游真实交易和票税数据的价值就越高，这个方向跟百望想讲的商业信用基础设施是能接上的","text":"$百望股份(06657)$ 中国银联这次把可信 AI、分级风控、智能体生态都摆上台面，我觉得挺值得看。金融场景越往前走，上游真实交易和票税数据的价值就越高，这个方向跟百望想讲的商业信用基础设施是能接上的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588400186004760","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580290758836600,"gmtCreate":1782702636830,"gmtModify":1782702638792,"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,"authorIdStr":"4221777278661990","idStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 我会把百望往 Data+AI 企业服务平台去看，而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 我会把百望往 Data+AI 企业服务平台去看，而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了","text":"$百望股份(06657)$ 我会把百望往 Data+AI 企业服务平台去看，而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580290758836600","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578607504707752,"gmtCreate":1782270733088,"gmtModify":1782271372739,"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,"authorIdStr":"4221777278661990","idStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 若真回A估值一般会比港股高些","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 若真回A估值一般会比港股高些","text":"$云知声(09678)$ 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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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573569735488872","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573230080898672,"gmtCreate":1780983968011,"gmtModify":1780985327295,"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,"authorIdStr":"4221777278661990","idStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 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","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 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","text":"$赤子城科技(09911)$ 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","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":605,"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,"authorIdStr":"4221777278661990","idStr":"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 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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":251,"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,"authorIdStr":"4221777278661990","idStr":"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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