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雨落拾光

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- 雨落拾光雨落拾光
  ·02-25
  $趣致集团(00917)$ 这公司经里面都没啥坏消息，这算让浪里淘个金？
  294 评论
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- 雨落拾光雨落拾光
  ·02-20
  $趣致集团(00917)$ 持续回购就是最强护盘，大股东都在都兜着，那就车上见
  186 评论
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- 雨落拾光雨落拾光
  ·02-09
  $乐摩科技(02539)$ 海外刚起步，慢慢布局不着急
  493 评论
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- 雨落拾光雨落拾光
  ·01-29
  $乐摩科技(02539)$ 市占率43%，还拿10%募资攻东南亚，乐摩要起飞了吧[财迷]
  510 2
  3
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- 雨落拾光雨落拾光
  ·01-28
  海底捞 (06862.Hk) 公司尝试推出糖水铺与大排档火锅等新业务，在我看来，这是在探索更轻量、更灵活的增长模型。这种多元化尝试值得观察，但其本质在于测试能否孵化出独立于主品牌的盈利单元，我们应对其初期规模保持理性预期$海底捞(06862)$
  691 评论
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- 雨落拾光雨落拾光
  ·01-15
  星巴克（SBUX.US）：全球咖啡连锁龙头，打造咖啡消费场景。门店覆盖全球核心城市，产品持续创新适配本地化需求，会员体系锁定用户粘性，新零售业务拓展线上渠道，品牌溢价能力显著。
  297 评论
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- 雨落拾光雨落拾光
  ·01-08
  英特尔（INTC.US）：全球半导体巨头，核心业务为CPU、芯片组及数据中心芯片研发生产。曾主导PC与服务器芯片市场，近年面临AMD与英伟达竞争压力。加速布局先进制程与AI芯片，加大研发投入追赶技术差距，数据中心与汽车芯片为未来增长重点，业务转型阵痛期仍存。
  1,592 评论
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- 雨落拾光雨落拾光
  ·01-02
  应用材料（AMAT）：半导体设备龙头，覆盖沉积、刻蚀等关键制程设备，全球晶圆厂扩产与 AI 芯片制造需求，驱动订单量持续增长。依托技术研发与全球服务网络，为客户提供定制化解决方案，与台积电、三星等深度绑定。同时，布局先进制程设备与半导体材料业务，拓宽产品矩阵，应对行业技术迭代需求。
  1,247 评论
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海外刚起步，慢慢布局不着急","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530818169808352","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527002628674600,"gmtCreate":1769670961124,"gmtModify":1769670963428,"author":{"id":"4229668969867230","authorId":"4229668969867230","name":"雨落拾光","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229668969867230","idStr":"4229668969867230"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 市占率43%，还拿10%募资攻东南亚，乐摩要起飞了吧[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 市占率43%，还拿10%募资攻东南亚，乐摩要起飞了吧[财迷]&nbsp;&nbsp;","text":"$乐摩科技(02539)$ 市占率43%，还拿10%募资攻东南亚，乐摩要起飞了吧[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/527002628674600","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4229587710866180","authorId":"4229587710866180","name":"打新不怕熊","avatar":"https://static.tigerbbs.com/4c6411e185975ea8bc974c58fe1a4603","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4229587710866180","idStr":"4229587710866180"},"content":"公司楼下就有一排，每天中午睡得还挺舒服的 [开心]","text":"公司楼下就有一排，每天中午睡得还挺舒服的 [开心]","html":"公司楼下就有一排，每天中午睡得还挺舒服的 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526877061591776,"gmtCreate":1769608305521,"gmtModify":1769608620613,"author":{"id":"4229668969867230","authorId":"4229668969867230","name":"雨落拾光","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229668969867230","idStr":"4229668969867230"},"themes":[],"title":"","htmlText":"海底捞 (06862.Hk) 公司尝试推出糖水铺与大排档火锅等新业务，在我看来，这是在探索更轻量、更灵活的增长模型。这种多元化尝试值得观察，但其本质在于测试能否孵化出独立于主品牌的盈利单元，我们应对其初期规模保持理性预期<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$&nbsp;</a>&nbsp;","listText":"海底捞 (06862.Hk) 公司尝试推出糖水铺与大排档火锅等新业务，在我看来，这是在探索更轻量、更灵活的增长模型。这种多元化尝试值得观察，但其本质在于测试能否孵化出独立于主品牌的盈利单元，我们应对其初期规模保持理性预期<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$&nbsp;</a>&nbsp;","text":"海底捞 (06862.Hk) 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