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港股直通车Bruce
港股投资全攻略，开户、选股、交易干货
IP属地：北京
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港股直通车Bruce
港股直通车Bruce
·
02-10
$特斯拉(TSLA)$
特斯拉（TSLA）我认为特斯拉计划加大中国AI软硬件和能源投入是个积极信号。中国市场在AI和可再生能源领域发展迅猛，特斯拉此举能深化本土化布局，提升自动驾驶和能源存储的竞争力。长远来看，这有助于巩固其在全球科技浪潮中的领先地位，我们应关注后续技术落地的进展。
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港股直通车Bruce
港股直通车Bruce
·
01-30
$趣致集团(00917)$
扭亏目前市场反应一般，看看后续有没有大单
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港股直通车Bruce
港股直通车Bruce
·
01-28
$今海医疗科技(02225)$
集采压力依然在，虽然内窥镜是高端耗材，但利润空间还能保住吗？
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港股直通车Bruce
港股直通车Bruce
·
01-27
阿里巴巴-SW(09988.HK)摩根大通对平头哥芯片业务给出独立估值，反映市场对其半导体自研能力的认可。尽管目前仍处于投入期，但平头哥的倚天芯片已在阿里云规模化部署，未来若对外商业化，或成为集团潜在的价值增长点。
$阿里巴巴-W(09988)$
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港股直通车Bruce
港股直通车Bruce
·
01-20
小米集团(01810.hk)小米汽车SU7已开启小订，这是公司“人车家全生态”战略的关键落地。我认为汽车业务不仅是新增量，更是拉动小米高端品牌和用户黏性的重要抓手，若交付顺利，有望打开估值空间。
$小米集团ADR(XIACY)$
$小米集团-W(01810)$
$小米集团-WR(81810)$
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港股直通车Bruce
港股直通车Bruce
·
01-13
摩根大通（JPM.US）：综合性金融集团，业务覆盖零售银行、投资银行、资产管理与交易业务。零售银行依托网点与数字化渠道获客，投行板块在并购、IPO业务中保持领先。风险管理能力突出，全球化布局完善，能适应不同经济周期波动，核心业务壁垒稳固。
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港股直通车Bruce
港股直通车Bruce
·
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。
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港股直通车Bruce
港股直通车Bruce
·
2025-12-30
UnitedHealth Group（UNH）全球健康保险与医疗服务巨头，保险业务覆盖美国市场，Optum 医疗服务与药房管理业务协同发展，医疗资源整合能力突出，现金流稳定。
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特斯拉（TSLA）我认为特斯拉计划加大中国AI软硬件和能源投入是个积极信号。中国市场在AI和可再生能源领域发展迅猛，特斯拉此举能深化本土化布局，提升自动驾驶和能源存储的竞争力。长远来看，这有助于巩固其在全球科技浪潮中的领先地位，我们应关注后续技术落地的进展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531190021977536","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527303705928640,"gmtCreate":1769757152504,"gmtModify":1769757154629,"author":{"id":"4229239527235542","authorId":"4229239527235542","name":"港股直通车Bruce","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229239527235542","authorIdStr":"4229239527235542"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 扭亏目前市场反应一般，看看后续有没有大单","listText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 扭亏目前市场反应一般，看看后续有没有大单","text":"$趣致集团(00917)$ 扭亏目前市场反应一般，看看后续有没有大单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527303705928640","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526673793160224,"gmtCreate":1769610180431,"gmtModify":1769610182534,"author":{"id":"4229239527235542","authorId":"4229239527235542","name":"港股直通车Bruce","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229239527235542","authorIdStr":"4229239527235542"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 集采压力依然在，虽然内窥镜是高端耗材，但利润空间还能保住吗？","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 集采压力依然在，虽然内窥镜是高端耗材，但利润空间还能保住吗？","text":"$今海医疗科技(02225)$ 集采压力依然在，虽然内窥镜是高端耗材，但利润空间还能保住吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526673793160224","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526251569972440,"gmtCreate":1769507129568,"gmtModify":1769507132202,"author":{"id":"4229239527235542","authorId":"4229239527235542","name":"港股直通车Bruce","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229239527235542","authorIdStr":"4229239527235542"},"themes":[],"title":"","htmlText":"阿里巴巴-SW(09988.HK)摩根大通对平头哥芯片业务给出独立估值，反映市场对其半导体自研能力的认可。尽管目前仍处于投入期，但平头哥的倚天芯片已在阿里云规模化部署，未来若对外商业化，或成为集团潜在的价值增长点。<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> ","listText":"阿里巴巴-SW(09988.HK)摩根大通对平头哥芯片业务给出独立估值，反映市场对其半导体自研能力的认可。尽管目前仍处于投入期，但平头哥的倚天芯片已在阿里云规模化部署，未来若对外商业化，或成为集团潜在的价值增长点。<a 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href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> <a href=\"https://laohu8.com/S/81810\">$小米集团-WR(81810)$ </a> ","listText":"小米集团(01810.hk)小米汽车SU7已开启小订，这是公司“人车家全生态”战略的关键落地。我认为汽车业务不仅是新增量，更是拉动小米高端品牌和用户黏性的重要抓手，若交付顺利，有望打开估值空间。<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> <a href=\"https://laohu8.com/S/81810\">$小米集团-WR(81810)$ </a> ","text":"小米集团(01810.hk)小米汽车SU7已开启小订，这是公司“人车家全生态”战略的关键落地。我认为汽车业务不仅是新增量，更是拉动小米高端品牌和用户黏性的重要抓手，若交付顺利，有望打开估值空间。$小米集团ADR(XIACY)$ $小米集团-W(01810)$ $小米集团-WR(81810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523674929370136","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521233646949008,"gmtCreate":1768283011256,"gmtModify":1768283426112,"author":{"id":"4229239527235542","authorId":"4229239527235542","name":"港股直通车Bruce","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229239527235542","authorIdStr":"4229239527235542"},"themes":[],"title":"","htmlText":"摩根大通（JPM.US）：综合性金融集团，业务覆盖零售银行、投资银行、资产管理与交易业务。零售银行依托网点与数字化渠道获客，投行板块在并购、IPO业务中保持领先。风险管理能力突出，全球化布局完善，能适应不同经济周期波动，核心业务壁垒稳固。","listText":"摩根大通（JPM.US）：综合性金融集团，业务覆盖零售银行、投资银行、资产管理与交易业务。零售银行依托网点与数字化渠道获客，投行板块在并购、IPO业务中保持领先。风险管理能力突出，全球化布局完善，能适应不同经济周期波动，核心业务壁垒稳固。","text":"摩根大通（JPM.US）：综合性金融集团，业务覆盖零售银行、投资银行、资产管理与交易业务。零售银行依托网点与数字化渠道获客，投行板块在并购、IPO业务中保持领先。风险管理能力突出，全球化布局完善，能适应不同经济周期波动，核心业务壁垒稳固。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521233646949008","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519004382273952,"gmtCreate":1767685157227,"gmtModify":1767686705805,"author":{"id":"4229239527235542","authorId":"4229239527235542","name":"港股直通车Bruce","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229239527235542","authorIdStr":"4229239527235542"},"themes":[],"title":"","htmlText":"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。","listText":"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。","text":"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 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