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财经脱口秀Sam
用段子讲财经，枯燥知识秒变有趣
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财经脱口秀Sam
财经脱口秀Sam
·
02-10 15:07
澜起科技（06809）公司刚刚公布了H股上市后的治理架构与利润分配政策，这对我们来说是重要的治理信号。在我看来，清晰的利润分配机制往往反映出管理层对股东回报的重视，也意味着公司未来盈利稳定性有望提升，值得持续跟踪其执行情况。
$澜起科技(06809)$
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财经脱口秀Sam
财经脱口秀Sam
·
02-06
$乐摩科技(02539)$
这几天是怎么回事，求解答
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财经脱口秀Sam
财经脱口秀Sam
·
02-05
$乐摩科技(02539)$
波动不大，等指引
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财经脱口秀Sam
财经脱口秀Sam
·
02-02
$苹果(AAPL)$
关于将部分芯片生产外包给英特尔的考虑，我认为这具有战略意义。这不仅能优化供应链地理分布，降低风险，若成真也将是对英特尔代工能力的强力背书。但如何平衡与台积电这一核心伙伴的关系，将考验其管理智慧。
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财经脱口秀Sam
财经脱口秀Sam
·
02-02
$今海医疗科技(02225)$
这股性比较妖，不适合重仓，但小玩玩可以
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财经脱口秀Sam
财经脱口秀Sam
·
01-27
$阿里巴巴-W(09988)$
获批筹备购买NVIDIAH200芯片，这直接利好其云与AI业务布局。作为国内云服务龙头，高端芯片储备将增强其大模型训练与推理能力，中长期看有望在企业智能服务领域构建更强壁垒。我建议大家可关注其云业务毛利率是否随算力升级改善。
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财经脱口秀Sam
财经脱口秀Sam
·
01-20
小米集团(01810.hk)近期公司连续回购，近三个月已回购33次，平均每次金额超2亿港元。这样看来，管理层真金白银投入，传递了对业务前景的信心，这倒是给大家增加了信心！
$小米集团-W(01810)$
$小米集团ADR(XIACY)$
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财经脱口秀Sam
财经脱口秀Sam
·
01-13
伯克希尔哈撒韦（BRK.A.US）：多元化投资集团，核心业务涵盖保险、能源、制造、零售等。保险业务提供稳定现金流，用于优质资产并购。重仓消费、金融及能源龙头企业，投资组合均衡且抗周期。管理层价值投资理念明确，业务布局聚焦长期回报，风险对冲能力优异。
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财经脱口秀Sam
财经脱口秀Sam
·
01-06
2.微软（MSFT.US）：以 Windows 系统、Office 软件为基本盘，Azure 云服务与 Copilot AI 工具构成增长双引擎。AI 相关收入持续高增，生态付费转化能力强，企业级解决方案需求稳定。技术投入依赖自身盈利，现金流稳健，全栈 AI 布局覆盖从基础设施到应用层，抗风险能力突出。 3.
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财经脱口秀Sam
财经脱口秀Sam
·
2025-12-30
Microchip Technology（MCHP）微控制器与模拟芯片供应商，产品覆盖工业、汽车、消费电子领域，性价比高，客户群体广泛，业务稳健增长，抗周期能力强。
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","listText":"小米集团(01810.hk)近期公司连续回购，近三个月已回购33次，平均每次金额超2亿港元。这样看来，管理层真金白银投入，传递了对业务前景的信心，这倒是给大家增加了信心！ <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$ </a> ","text":"小米集团(01810.hk)近期公司连续回购，近三个月已回购33次，平均每次金额超2亿港元。这样看来，管理层真金白银投入，传递了对业务前景的信心，这倒是给大家增加了信心！ $小米集团-W(01810)$ $小米集团ADR(XIACY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523675432289520","isVote":1,"tweetType":1,"viewCount":10050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521455125491744,"gmtCreate":1768283011917,"gmtModify":1768283421177,"author":{"id":"4229237523235122","authorId":"4229237523235122","name":"财经脱口秀Sam","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229237523235122","authorIdStr":"4229237523235122"},"themes":[],"title":"","htmlText":"伯克希尔哈撒韦（BRK.A.US）：多元化投资集团，核心业务涵盖保险、能源、制造、零售等。保险业务提供稳定现金流，用于优质资产并购。重仓消费、金融及能源龙头企业，投资组合均衡且抗周期。管理层价值投资理念明确，业务布局聚焦长期回报，风险对冲能力优异。","listText":"伯克希尔哈撒韦（BRK.A.US）：多元化投资集团，核心业务涵盖保险、能源、制造、零售等。保险业务提供稳定现金流，用于优质资产并购。重仓消费、金融及能源龙头企业，投资组合均衡且抗周期。管理层价值投资理念明确，业务布局聚焦长期回报，风险对冲能力优异。","text":"伯克希尔哈撒韦（BRK.A.US）：多元化投资集团，核心业务涵盖保险、能源、制造、零售等。保险业务提供稳定现金流，用于优质资产并购。重仓消费、金融及能源龙头企业，投资组合均衡且抗周期。管理层价值投资理念明确，业务布局聚焦长期回报，风险对冲能力优异。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521455125491744","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519029938917440,"gmtCreate":1767686845182,"gmtModify":1767687140544,"author":{"id":"4229237523235122","authorId":"4229237523235122","name":"财经脱口秀Sam","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229237523235122","authorIdStr":"4229237523235122"},"themes":[],"title":"","htmlText":"2.微软（MSFT.US）：以 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