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mia观察
阅读财报是种乐趣，不但是知识积累，更有机会发现“价值”
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mia观察
mia观察
·
02-24
$趣致集团(00917)$
位置确实拉升阻力比较高，就看有没有主力了
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407
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1
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mia观察
mia观察
·
02-04
$乐摩科技(02539)$
看不懂，先观望观望，有没有大佬指点一下这家？
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530
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1
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mia观察
mia观察
·
02-03
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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1
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mia观察
mia观察
·
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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803
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1
编组 21备份 2
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mia观察
mia观察
·
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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529
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1
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mia观察
mia观察
·
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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3,141
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1
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mia观察
mia观察
·
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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1
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mia观察
mia观察
·
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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922
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mia观察
mia观察
·
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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mia观察
mia观察
·
2025-12-23
$小米集团-W(01810)$
怎么还不起飞
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唯一的共享标的，现在可以入场吗？","listText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 唯一的共享标的，现在可以入场吗？","text":"$乐摩科技(02539)$ 唯一的共享标的，现在可以入场吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528299970769096","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527006191481352,"gmtCreate":1769671845297,"gmtModify":1769671847217,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"mia观察","avatar":"https://static.tigerbbs.com/fb8147f173f35775802e31d42f7cf2e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229233100234302","idStr":"4229233100234302"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 南向资金还在加仓，大资金能有错？反正我不慌！","listText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 南向资金还在加仓，大资金能有错？反正我不慌！","text":"$趣致集团(00917)$ 南向资金还在加仓，大资金能有错？反正我不慌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527006191481352","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524255251894744,"gmtCreate":1768965881196,"gmtModify":1768966972649,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"mia观察","avatar":"https://static.tigerbbs.com/fb8147f173f35775802e31d42f7cf2e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229233100234302","idStr":"4229233100234302"},"themes":[],"title":"","htmlText":"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。<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","listText":"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。<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"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。$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524255251894744","isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521676631446720,"gmtCreate":1768379547878,"gmtModify":1768380547995,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"mia观察","avatar":"https://static.tigerbbs.com/fb8147f173f35775802e31d42f7cf2e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229233100234302","idStr":"4229233100234302"},"themes":[],"title":"","htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521676631446720","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519126753747512,"gmtCreate":1767769134192,"gmtModify":1767770711610,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"mia观察","avatar":"https://static.tigerbbs.com/fb8147f173f35775802e31d42f7cf2e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229233100234302","idStr":"4229233100234302"},"themes":[],"title":"","htmlText":"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。","listText":"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。","text":"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。","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":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516891444044496,"gmtCreate":1767169508284,"gmtModify":1767169726232,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"mia观察","avatar":"https://static.tigerbbs.com/fb8147f173f35775802e31d42f7cf2e7","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” 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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516891444044496","isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513751891283984,"gmtCreate":1766473251960,"gmtModify":1766473770780,"author":{"id":"4229233100234302","authorId":"4229233100234302","name":"mia观察","avatar":"https://static.tigerbbs.com/fb8147f173f35775802e31d42f7cf2e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229233100234302","idStr":"4229233100234302"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 怎么还不起飞","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 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