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港股打新王Ken
专注港股打新，分享高胜率打新技巧
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港股打新王Ken
港股打新王Ken
·
02-10 14:15
特斯拉（TSLA）从三星得州芯片厂获临时运营许可来看，特斯拉的AI5芯片生产正步入正轨。在我看来，这确保了硬件供应链的稳定性，AI5芯片可能用于下一代电动汽车和机器人业务，增强计算性能。特斯拉在自研芯片上的投入，显示了其垂直整合的战略决心，这对长期创新至关重要。
$特斯拉(TSLA)$
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港股打新王Ken
港股打新王Ken
·
01-30
$趣致集团(00917)$
拿一堆奖buff叠满，近期肯定要涨！
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港股打新王Ken
港股打新王Ken
·
01-27
紫金矿业(02899.HK)：我认为，巨龙二期投产强化了公司的资源版图与产量增长故事。然而，矿业股投资不能仅看产量，更需关注全周期成本优势与财务稳健性。在行业高景气周期，公司能否将资源储备高效转化为利润和现金流，是衡量其内在价值的关键标尺。
$紫金矿业(02899)$
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港股打新王Ken
港股打新王Ken
·
01-20
智谱(02513.HK)与互联网大厂的通用模型竞争不同，智谱的路径是纵深切入行业场景。通过与邮储合作打磨反洗钱等具体应用，公司积累的是宝贵的行业专属数据与工程化经验。在我看来，这种“场景知识”构成的壁垒，可能比单纯的算法参数更为坚固，是其在AI应用红海中突围的核心竞争力。
$智谱(02513)$
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港股打新王Ken
港股打新王Ken
·
01-13
德州仪器（TXN.US）：模拟芯片龙头，产品应用于工业、汽车、消费电子等领域。模拟芯片需求稳定，周期性较弱，现金流充沛。产能布局合理，成本控制能力突出，研发投入聚焦产品迭代。客户群体广泛，分散风险能力强，适合长期配置。
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189
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港股打新王Ken
港股打新王Ken
·
01-06
.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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港股打新王Ken
港股打新王Ken
·
2025-12-31
$苹果(AAPL)$
苹果（AAPL）：以硬件为入口构建生态闭环，iPhone 仍是核心营收支柱，用户忠诚度与品牌溢价形成强壁垒。服务业务（App Store、Apple Music）持续增长，订阅模式带来稳定现金流。Vision Pro 等新品拓展 AR/VR 赛道，但短期难以成为主力增长点，需关注硬件创新节奏与市场需求变化。
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<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"特斯拉（TSLA）从三星得州芯片厂获临时运营许可来看，特斯拉的AI5芯片生产正步入正轨。在我看来，这确保了硬件供应链的稳定性，AI5芯片可能用于下一代电动汽车和机器人业务，增强计算性能。特斯拉在自研芯片上的投入，显示了其垂直整合的战略决心，这对长期创新至关重要。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"特斯拉（TSLA）从三星得州芯片厂获临时运营许可来看，特斯拉的AI5芯片生产正步入正轨。在我看来，这确保了硬件供应链的稳定性，AI5芯片可能用于下一代电动汽车和机器人业务，增强计算性能。特斯拉在自研芯片上的投入，显示了其垂直整合的战略决心，这对长期创新至关重要。 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531362639728880","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527343791554656,"gmtCreate":1769754258110,"gmtModify":1769754259822,"author":{"id":"4229241082235782","authorId":"4229241082235782","name":"港股打新王Ken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229241082235782","authorIdStr":"4229241082235782"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 拿一堆奖buff叠满，近期肯定要涨！","listText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 拿一堆奖buff叠满，近期肯定要涨！","text":"$趣致集团(00917)$ 拿一堆奖buff叠满，近期肯定要涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527343791554656","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526243510083800,"gmtCreate":1769501631710,"gmtModify":1769501634161,"author":{"id":"4229241082235782","authorId":"4229241082235782","name":"港股打新王Ken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229241082235782","authorIdStr":"4229241082235782"},"themes":[],"title":"","htmlText":"紫金矿业(02899.HK)：我认为，巨龙二期投产强化了公司的资源版图与产量增长故事。然而，矿业股投资不能仅看产量，更需关注全周期成本优势与财务稳健性。在行业高景气周期，公司能否将资源储备高效转化为利润和现金流，是衡量其内在价值的关键标尺。<a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$ </a> 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","text":"紫金矿业(02899.HK)：我认为，巨龙二期投产强化了公司的资源版图与产量增长故事。然而，矿业股投资不能仅看产量，更需关注全周期成本优势与财务稳健性。在行业高景气周期，公司能否将资源储备高效转化为利润和现金流，是衡量其内在价值的关键标尺。$紫金矿业(02899)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526243510083800","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523767773209160,"gmtCreate":1768899664629,"gmtModify":1768901689013,"author":{"id":"4229241082235782","authorId":"4229241082235782","name":"港股打新王Ken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229241082235782","authorIdStr":"4229241082235782"},"themes":[],"title":"","htmlText":"智谱(02513.HK)与互联网大厂的通用模型竞争不同，智谱的路径是纵深切入行业场景。通过与邮储合作打磨反洗钱等具体应用，公司积累的是宝贵的行业专属数据与工程化经验。在我看来，这种“场景知识”构成的壁垒，可能比单纯的算法参数更为坚固，是其在AI应用红海中突围的核心竞争力。<a 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","text":"智谱(02513.HK)与互联网大厂的通用模型竞争不同，智谱的路径是纵深切入行业场景。通过与邮储合作打磨反洗钱等具体应用，公司积累的是宝贵的行业专属数据与工程化经验。在我看来，这种“场景知识”构成的壁垒，可能比单纯的算法参数更为坚固，是其在AI应用红海中突围的核心竞争力。$智谱(02513)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523767773209160","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521239240466744,"gmtCreate":1768284459542,"gmtModify":1768286516437,"author":{"id":"4229241082235782","authorId":"4229241082235782","name":"港股打新王Ken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229241082235782","authorIdStr":"4229241082235782"},"themes":[],"title":"","htmlText":"德州仪器（TXN.US）：模拟芯片龙头，产品应用于工业、汽车、消费电子等领域。模拟芯片需求稳定，周期性较弱，现金流充沛。产能布局合理，成本控制能力突出，研发投入聚焦产品迭代。客户群体广泛，分散风险能力强，适合长期配置。","listText":"德州仪器（TXN.US）：模拟芯片龙头，产品应用于工业、汽车、消费电子等领域。模拟芯片需求稳定，周期性较弱，现金流充沛。产能布局合理，成本控制能力突出，研发投入聚焦产品迭代。客户群体广泛，分散风险能力强，适合长期配置。","text":"德州仪器（TXN.US）：模拟芯片龙头，产品应用于工业、汽车、消费电子等领域。模拟芯片需求稳定，周期性较弱，现金流充沛。产能布局合理，成本控制能力突出，研发投入聚焦产品迭代。客户群体广泛，分散风险能力强，适合长期配置。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521239240466744","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518992435077536,"gmtCreate":1767682240431,"gmtModify":1767683213064,"author":{"id":"4229241082235782","authorId":"4229241082235782","name":"港股打新王Ken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229241082235782","authorIdStr":"4229241082235782"},"themes":[],"title":"","htmlText":".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":".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":".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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518992435077536","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516867845144832,"gmtCreate":1767159373366,"gmtModify":1767161166503,"author":{"id":"4229241082235782","authorId":"4229241082235782","name":"港股打新王Ken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229241082235782","authorIdStr":"4229241082235782"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 苹果（AAPL）：以硬件为入口构建生态闭环，iPhone 仍是核心营收支柱，用户忠诚度与品牌溢价形成强壁垒。服务业务（App Store、Apple Music）持续增长，订阅模式带来稳定现金流。Vision Pro 等新品拓展 AR/VR 赛道，但短期难以成为主力增长点，需关注硬件创新节奏与市场需求变化。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 苹果（AAPL）：以硬件为入口构建生态闭环，iPhone 仍是核心营收支柱，用户忠诚度与品牌溢价形成强壁垒。服务业务（App Store、Apple Music）持续增长，订阅模式带来稳定现金流。Vision Pro 等新品拓展 AR/VR 赛道，但短期难以成为主力增长点，需关注硬件创新节奏与市场需求变化。","text":"$苹果(AAPL)$ 苹果（AAPL）：以硬件为入口构建生态闭环，iPhone 仍是核心营收支柱，用户忠诚度与品牌溢价形成强壁垒。服务业务（App Store、Apple Music）持续增长，订阅模式带来稳定现金流。Vision Pro 等新品拓展 AR/VR 赛道，但短期难以成为主力增长点，需关注硬件创新节奏与市场需求变化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516867845144832","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}