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财报老王总结
总结上市公司财报季，把握投资机会
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财报老王总结
财报老王总结
·
02-04 17:01
$乐摩科技(02539)$
看不懂，先观望观望，有没有大佬指点一下这家？
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财报老王总结
财报老王总结
·
02-03 15:43
4.阿里巴巴（BABA) 平头哥半导体推出高端AI芯片“真武810E”并计划独立上市，在我看来，这不仅展示了深厚的技术储备，更是将底层算力能力资本化、释放价值的关键一步，有望强化整个集团的AI生态。
$阿里巴巴(BABA)$
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财报老王总结
财报老王总结
·
02-02
$乐摩科技(02539)$
唯一的共享标的，现在可以入场吗？
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财报老王总结
财报老王总结
·
01-29
$趣致集团(00917)$
南向资金还在加仓，大资金能有错？反正我不慌！
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财报老王总结
财报老王总结
·
01-21
小米集团-W(01810.hk)小米当前战略聚焦智能手机高端化与汽车业务，我认为这很明确。从2025年Q3数据看，汽车交付量同比暴涨173%，且首次实现单季盈利，说明新业务已进入良性循环，不再是纯烧钱阶段，这对长期估值有支撑。
$小米集团-W(01810)$
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财报老王总结
财报老王总结
·
01-14
帕洛阿尔托网络：网络安全龙头，产品涵盖防火墙、云安全、终端安全等。依托技术创新构建全方位安全防护体系，受益于企业数字化转型中的安全需求，业务覆盖全球多行业客户，增长潜力充足。
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财报老王总结
财报老王总结
·
01-07
2. 微软（MSFT.US）：聚焦云计算、企业软件与 AI 三大主线，Azure 为核心增长引擎，Office 365 订阅模式锁定企业客户。AI 技术深度融入产品矩阵，工业元宇宙解决方案落地多个行业，政企业务协同效应显著，增长确定性强。
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财报老王总结
财报老王总结
·
2025-12-31
博通（AVGO）：专注半导体设计与基础设施软件，AI 芯片定制化服务绑定大客户，收入集中度较高。收购 VMware 后强化企业软件布局，形成 “硬件 + 软件” 协同效应。客户压价与高债务规模构成潜在风险，技术研发投入与专利转化效率需持续跟踪。
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财报老王总结
财报老王总结
·
2025-12-23
$小米集团-W(01810)$
怎么还不起飞
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技术深度融入产品矩阵，工业元宇宙解决方案落地多个行业，政企业务协同效应显著，增长确定性强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519126753747512","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516891444044496,"gmtCreate":1767169508284,"gmtModify":1767169726232,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"财报老王总结","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229233100234302","idStr":"4229233100234302"},"themes":[],"title":"","htmlText":"博通（AVGO）：专注半导体设计与基础设施软件，AI 芯片定制化服务绑定大客户，收入集中度较高。收购 VMware 后强化企业软件布局，形成 “硬件 + 软件” 协同效应。客户压价与高债务规模构成潜在风险，技术研发投入与专利转化效率需持续跟踪。","listText":"博通（AVGO）：专注半导体设计与基础设施软件，AI 芯片定制化服务绑定大客户，收入集中度较高。收购 VMware 后强化企业软件布局，形成 “硬件 + 软件” 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怎么还不起飞","text":"$小米集团-W(01810)$ 怎么还不起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513751891283984","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}