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基金老王评
评基金经理水平，帮你选对靠谱的基金
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基金老王评
基金老王评
·
02-02
$拉姆研究(LRCX)$
从资本配置角度看，我认为公司持续产生强劲自由现金流的能力是其另一大优势。这使其能够在满足研发和运营需求的同时，灵活通过回购或股息回报股东，瑞穗的目标价上调也部分反映了对其财务稳健性和股东回报潜力的认可。在当前高景气周期中，这种财务实力能帮助其更好地把握增长机会并平滑行业波动。
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1
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基金老王评
基金老王评
·
01-26
$中国平安(02318)$
面临的挑战在于寿险业务转型的深化和宏观经济对资产端的影响。但我认为其综合金融的协同效应与庞大的客户基础依然是核心优势。当前股价的疲软，更多是市场在等待其新业务价值增长重拾势头的信号，这需要一些耐心。
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基金老王评
基金老王评
·
01-19
$苹果(AAPL)$
与谷歌Gemini的合作是一步务实且关键的棋。它让我看到苹果在AI战略上的灵活性：这种“自研+合作”的双引擎模式，无疑是增加了其市场竞争力，长期我是看好的，不过还是要看一下这个项目落地如何。
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基金老王评
基金老王评
·
01-12
麦当劳（MCD.US）：以特许经营模式为核心，90%门店采用加盟模式，通过地产租赁与品牌授权实现轻资产运营。全球门店网络布局密集，标准化运营保障产品与服务一致性，下沉市场拓展与菜单创新，对冲区域市场波动风险。
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基金老王评
基金老王评
·
01-05
$英伟达(NVDA)$
AI 芯片领域形成垄断优势，核心产品支撑数据中心高毛利业务。与 OpenAI 等巨头锁定长期大额订单，订单可见度高，算力需求爆发背景下，业务增长确定性强，是 AI 产业链上游核心受益标的。
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基金老王评
基金老王评
·
2025-12-30
$赛富时(CRM)$
全球客户关系管理（CRM）软件龙头，Agentforce AI 工具提升企业客户运营效率，Data 360 整合全渠道数据，与大客户长期绑定，剩余履约义务保障收入稳定性
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> AI 芯片领域形成垄断优势，核心产品支撑数据中心高毛利业务。与 OpenAI 等巨头锁定长期大额订单，订单可见度高，算力需求爆发背景下，业务增长确定性强，是 AI 产业链上游核心受益标的。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> AI 芯片领域形成垄断优势，核心产品支撑数据中心高毛利业务。与 OpenAI 等巨头锁定长期大额订单，订单可见度高，算力需求爆发背景下，业务增长确定性强，是 AI 产业链上游核心受益标的。","text":"$英伟达(NVDA)$ AI 芯片领域形成垄断优势，核心产品支撑数据中心高毛利业务。与 OpenAI 等巨头锁定长期大额订单，订单可见度高，算力需求爆发背景下，业务增长确定性强，是 AI 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全球客户关系管理（CRM）软件龙头，Agentforce AI 工具提升企业客户运营效率，Data 360 整合全渠道数据，与大客户长期绑定，剩余履约义务保障收入稳定性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516347957732264","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}