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财经小葡萄
财经小葡萄
·
04-27 09:48
$百望股份(06657)$
从“管发票”到“定义信用”，百望要做企业商业信用的基础设施，这个商业模式的跃迁，是不是意味着估值逻辑要彻底变了？
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财经小葡萄
财经小葡萄
·
04-27 09:29
$云知声(09678)$
DeepSeek V4 把使用门槛降下来，其实会激发更多行业对数字化的需求。后续企业在二次开发、定制化改造上的投入可能会增加，这对垂直领域的服务商来说，其实是潜在的新机会。
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财经小葡萄
财经小葡萄
·
04-27 08:55
$潘渡比特币(02818)$
潘渡的资管能力很棒
$A潘渡创新(03056)$
$A潘渡招商区块链(03112)$
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财经小葡萄
财经小葡萄
·
04-24
$国泰君安国际(01788)$
等风来
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2
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财经小葡萄
财经小葡萄
·
04-23
$百望股份(06657)$
百望的数据价值，才是星辰大海。这逻辑，没毛病吧？
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166
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财经小葡萄
财经小葡萄
·
04-22
$紫金矿业(02899)$
刚上市的
$南方黄金(03030)$
黄金ETF。有研究过的吗？
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138
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2
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财经小葡萄
财经小葡萄
·
04-17
$百望股份(06657)$
百望这次产品架构升级，核心就是商业信用模型，彻底跳出传统财税赛道。手里握着 260 亿张发票、近亿纳税人的真实交易数据，这数据谁比得了？现在是善用数据的科技公司，不是卖软件的工具商，市场认知没跟上，估值严重偏低，修复只是时间问题
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331
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财经小葡萄
财经小葡萄
·
04-17
$智谱(02513)$
别只盯着智谱了，资金都在挖掘低位AI标的。云知声这个位置很有性价比，马上6月份有新产品发布，在智慧医疗领域已经有规模化收入，才200多亿市值，安全边际高
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546
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财经小葡萄
财经小葡萄
·
04-16
$云知声(09678)$
都在讨论中国AI应用出海，云知声的路径很聪明：通过车载和智能家居硬件“借船出海”。会上提到，他们的AI语音和模型能力已经搭载在出海的汽车和智能产品上。这种不直接to C，而是作为核心模块嵌入硬件供应链的出海方式，可能更稳、更快。Token模式将来在全球硬件生态里跑通，想象空间就大了
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424
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财经小葡萄
财经小葡萄
·
04-16
$百望股份(06657)$
"前瞻性布局太狠，百望早就做好全球化，就等市场认知 很多公司还在国内卷财税，百望早就布局全球了，TaxSwift 覆盖多法域、对接多国税局，从国内服务商变成全球智能合规科技公司。战略眼光超前太多，现在市场还没反应过来，还停留在传统工具股认知，等逻辑兑现，估值肯定要补涨。"
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href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>从“管发票”到“定义信用”，百望要做企业商业信用的基础设施，这个商业模式的跃迁，是不是意味着估值逻辑要彻底变了？","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>从“管发票”到“定义信用”，百望要做企业商业信用的基础设施，这个商业模式的跃迁，是不是意味着估值逻辑要彻底变了？","text":"$百望股份(06657)$ 从“管发票”到“定义信用”，百望要做企业商业信用的基础设施，这个商业模式的跃迁，是不是意味着估值逻辑要彻底变了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557968426665832","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557963831317896,"gmtCreate":1777253348757,"gmtModify":1777254236019,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>DeepSeek V4 把使用门槛降下来，其实会激发更多行业对数字化的需求。后续企业在二次开发、定制化改造上的投入可能会增加，这对垂直领域的服务商来说，其实是潜在的新机会。","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>DeepSeek V4 把使用门槛降下来，其实会激发更多行业对数字化的需求。后续企业在二次开发、定制化改造上的投入可能会增加，这对垂直领域的服务商来说，其实是潜在的新机会。","text":"$云知声(09678)$ DeepSeek V4 把使用门槛降下来，其实会激发更多行业对数字化的需求。后续企业在二次开发、定制化改造上的投入可能会增加，这对垂直领域的服务商来说，其实是潜在的新机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557963831317896","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557955638805888,"gmtCreate":1777251347536,"gmtModify":1777254185601,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02818\">$潘渡比特币(02818)$ </a>潘渡的资管能力很棒<a href=\"https://laohu8.com/S/03056\">$A潘渡创新(03056)$ </a><a href=\"https://laohu8.com/S/03112\">$A潘渡招商区块链(03112)$ </a>","listText":"<a href=\"https://laohu8.com/S/02818\">$潘渡比特币(02818)$ </a>潘渡的资管能力很棒<a href=\"https://laohu8.com/S/03056\">$A潘渡创新(03056)$ </a><a href=\"https://laohu8.com/S/03112\">$A潘渡招商区块链(03112)$ </a>","text":"$潘渡比特币(02818)$ 潘渡的资管能力很棒$A潘渡创新(03056)$ $A潘渡招商区块链(03112)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557955638805888","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556946821482336,"gmtCreate":1777001921716,"gmtModify":1777001923483,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a>等风来","listText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a>等风来","text":"$国泰君安国际(01788)$ 等风来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556946821482336","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556578464291008,"gmtCreate":1776911994551,"gmtModify":1776911996384,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>百望的数据价值，才是星辰大海。这逻辑，没毛病吧？","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>百望的数据价值，才是星辰大海。这逻辑，没毛病吧？","text":"$百望股份(06657)$ 百望的数据价值，才是星辰大海。这逻辑，没毛病吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556578464291008","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556284078917624,"gmtCreate":1776840120502,"gmtModify":1776840122762,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$ </a>刚上市的<a href=\"https://laohu8.com/S/03030\">$南方黄金(03030)$ </a>黄金ETF。有研究过的吗？","listText":"<a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$ </a>刚上市的<a href=\"https://laohu8.com/S/03030\">$南方黄金(03030)$ </a>黄金ETF。有研究过的吗？","text":"$紫金矿业(02899)$ 刚上市的$南方黄金(03030)$ 黄金ETF。有研究过的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556284078917624","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554417256903664,"gmtCreate":1776390415077,"gmtModify":1776390417612,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>百望这次产品架构升级，核心就是商业信用模型，彻底跳出传统财税赛道。手里握着 260 亿张发票、近亿纳税人的真实交易数据，这数据谁比得了？现在是善用数据的科技公司，不是卖软件的工具商，市场认知没跟上，估值严重偏低，修复只是时间问题","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>百望这次产品架构升级，核心就是商业信用模型，彻底跳出传统财税赛道。手里握着 260 亿张发票、近亿纳税人的真实交易数据，这数据谁比得了？现在是善用数据的科技公司，不是卖软件的工具商，市场认知没跟上，估值严重偏低，修复只是时间问题","text":"$百望股份(06657)$ 百望这次产品架构升级，核心就是商业信用模型，彻底跳出传统财税赛道。手里握着 260 亿张发票、近亿纳税人的真实交易数据，这数据谁比得了？现在是善用数据的科技公司，不是卖软件的工具商，市场认知没跟上，估值严重偏低，修复只是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554417256903664","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554411930304840,"gmtCreate":1776389040300,"gmtModify":1776389042760,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>别只盯着智谱了，资金都在挖掘低位AI标的。云知声这个位置很有性价比，马上6月份有新产品发布，在智慧医疗领域已经有规模化收入，才200多亿市值，安全边际高","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>别只盯着智谱了，资金都在挖掘低位AI标的。云知声这个位置很有性价比，马上6月份有新产品发布，在智慧医疗领域已经有规模化收入，才200多亿市值，安全边际高","text":"$智谱(02513)$ 别只盯着智谱了，资金都在挖掘低位AI标的。云知声这个位置很有性价比，马上6月份有新产品发布，在智慧医疗领域已经有规模化收入，才200多亿市值，安全边际高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554411930304840","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554074760225984,"gmtCreate":1776306728900,"gmtModify":1776306731143,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>都在讨论中国AI应用出海，云知声的路径很聪明：通过车载和智能家居硬件“借船出海”。会上提到，他们的AI语音和模型能力已经搭载在出海的汽车和智能产品上。这种不直接to C，而是作为核心模块嵌入硬件供应链的出海方式，可能更稳、更快。Token模式将来在全球硬件生态里跑通，想象空间就大了","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>都在讨论中国AI应用出海，云知声的路径很聪明：通过车载和智能家居硬件“借船出海”。会上提到，他们的AI语音和模型能力已经搭载在出海的汽车和智能产品上。这种不直接to C，而是作为核心模块嵌入硬件供应链的出海方式，可能更稳、更快。Token模式将来在全球硬件生态里跑通，想象空间就大了","text":"$云知声(09678)$ 都在讨论中国AI应用出海，云知声的路径很聪明：通过车载和智能家居硬件“借船出海”。会上提到，他们的AI语音和模型能力已经搭载在出海的汽车和智能产品上。这种不直接to C，而是作为核心模块嵌入硬件供应链的出海方式，可能更稳、更快。Token模式将来在全球硬件生态里跑通，想象空间就大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554074760225984","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554056599712784,"gmtCreate":1776302293650,"gmtModify":1776302296460,"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,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>\"前瞻性布局太狠，百望早就做好全球化，就等市场认知 很多公司还在国内卷财税，百望早就布局全球了，TaxSwift 覆盖多法域、对接多国税局，从国内服务商变成全球智能合规科技公司。战略眼光超前太多，现在市场还没反应过来，还停留在传统工具股认知，等逻辑兑现，估值肯定要补涨。\"","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>\"前瞻性布局太狠，百望早就做好全球化，就等市场认知 很多公司还在国内卷财税，百望早就布局全球了，TaxSwift 覆盖多法域、对接多国税局，从国内服务商变成全球智能合规科技公司。战略眼光超前太多，现在市场还没反应过来，还停留在传统工具股认知，等逻辑兑现，估值肯定要补涨。\"","text":"$百望股份(06657)$ \"前瞻性布局太狠，百望早就做好全球化，就等市场认知 很多公司还在国内卷财税，百望早就布局全球了，TaxSwift 覆盖多法域、对接多国税局，从国内服务商变成全球智能合规科技公司。战略眼光超前太多，现在市场还没反应过来，还停留在传统工具股认知，等逻辑兑现，估值肯定要补涨。\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554056599712784","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4227415095838500","authorId":"4227415095838500","name":"老张财经","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4227415095838500","authorIdStr":"4227415095838500"},"content":"稳扎稳打，看高一线。","text":"稳扎稳打，看高一线。","html":"稳扎稳打，看高一线。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}