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老周的投研社
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老周的投研社
老周的投研社
·
02-03
1.理想汽车 (LI) 总结我的观点：理想汽车的基本面短期承压，交付下滑是核心矛盾。但公司在AI与自动驾驶的长期布局显示其不甘于只做一家传统车企。我们应客观评估其解决当前产品与市场问题的能力，同时观察其前沿技术投入能否在未来转化为新的业务支柱。
$理想汽车(LI)$
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老周的投研社
老周的投研社
·
01-27
$蔚来(NIO)$
对于我们而言，当前的市场分歧正提供了一个观察窗口。我的关注点在于，那笔卖出看涨期权的大单是单纯的波动率交易，还是基于对基本面（如一季度交付指引）的谨慎看法。蔚来的长期故事依然围绕其全体系服务能力展开，但在行业竞争白热化的当下，执行力比故事更重要。建议密切关注其下一份财报中对盈利路径的阐述。
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老周的投研社
老周的投研社
·
01-20
小米集团(01810.hk)牛证重货区集中在36-37港元区间，显示不少人视此区域为支撑。但我认为短期情绪受市场整体及科技股波动影响较大，关键还是看自身业务数据。
$小米集团-W(01810)$
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老周的投研社
老周的投研社
·
01-14
苹果（AAPL.US）核心业务围绕硬件+软件+服务生态，iPhone为流量入口，搭配App Store、订阅服务构建闭环。深耕AR/VR领域突破创新瓶颈，品牌溢价与高用户忠诚度形成强壁垒，全球消费电子龙头地位稳固，业务抗风险能力突出。
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老周的投研社
老周的投研社
·
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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老周的投研社
老周的投研社
·
2025-12-31
Meta（META）：Facebook、Instagram 和 WhatsApp 构建全球最大社交网络，广告业务受益于短视频与电商融合趋势。元宇宙投入短期拖累盈利，但长期有望开辟虚拟社交与商业新场景。Reels 短视频功能用户增长迅猛，成为广告收入新引擎，需关注用户时长竞争与监管审查风险。
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