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k姐财观

聚焦更多优质公司，寻找长期逻辑

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- k姐财观k姐财观
  ·03-25
  $不同集团(06090)$ 现在就是你不要动了，我也不动，除非往上走
  294 评论
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- k姐财观k姐财观
  ·02-03
  1.小米集团-W(01810.hk)从回购历史看，公司平均每次回购金额较高，这体现了财务实力。在我看来，这支持了业务拓展，如汽车研发和海外市场开拓，长期来看有利于增强竞争力。$小米集团-W(01810)$
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- k姐财观k姐财观
  ·01-21
  英伟达 (NVDA.US) 长期成长逻辑清晰，但短期面临供应链调整与地缘因素干扰。业务上，公司正在拓展更多元化的代工合作，并持续投入下一代架构研发。我认为，波动中可关注其生态建设与产能保障能力，把握行业趋势下的核心标的。$英伟达(NVDA)$
  622 评论
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- k姐财观k姐财观
  ·01-14
  CrowdStrike（CRWD.US）：基于云的终端安全服务商，采用AI驱动的威胁检测与响应技术。产品具备实时防护能力，替代传统杀毒软件，受益于企业终端安全升级需求，客户留存率与续费率表现优异。
  485 评论
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- k姐财观k姐财观
  ·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。
  1,181 评论
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