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威风的tiger

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- 威风的tiger威风的tiger
  ·02-02
  $甲骨文(ORCL)$ 总的来看，甲骨文处在一个“老树开新花”的激烈转型期。云与AI业务展现活力，但沉重的历史包袱、激烈的竞争和巨大的资本开支带来不确定性。我认为，其成败关键在于，行业化云解决方案带来的利润增量，能否最终覆盖转型成本并重塑增长曲线。
  3,902 评论
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- 威风的tiger威风的tiger
  ·01-26
  $龙旗科技(09611)$ 作为即将上市的新股，短期走势往往受市场情绪和打新资金博弈影响更大。我认为需要观察其上市初期的换手率和价格定位。长期来看，公司的价值将回归到其市场份额的稳固性、新客户开拓以及毛利率的提升能力上。
  1,529 评论
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- 威风的tiger威风的tiger
  ·01-19
  $兆易创新(03986)$ 半导体行业竞争残酷，国际巨头与国内新秀都在加码投入不过这次兆易成功港股上市确实是确定了它本身的实力，我认为，其研发投入的强度和效率，以及高端人才储备，将是维持竞争力的关键。
  1,173 评论
  1
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- 威风的tiger威风的tiger
  ·01-12
  强生（JNJ.US）：多元化医疗保健公司，业务涵盖制药、医疗器械、消费品三大板块。产品矩阵丰富，从处方药到日常护理用品，抗风险能力强，研发管线持续产出新品，全球化渠道与品牌沉淀巩固市场地位。
  252 评论
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- 威风的tiger威风的tiger
  ·01-05
  $默沙东(MRK)$ 创新药研发实力强劲，肿瘤与抗病毒药物领域优势明显。核心产品市场份额稳固，管线中多款候选药物进展顺利，商业化潜力可观。
  489 评论
  2
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- 威风的tiger威风的tiger
  ·2025-12-30
  $好市多(COST)$ 会员制仓储零售龙头，商品性价比极高，会员费收入稳定，全球门店扩张加速，自有品牌 Kirkland 提升毛利，用户忠诚度突出。
  657 评论
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总的来看，甲骨文处在一个“老树开新花”的激烈转型期。云与AI业务展现活力，但沉重的历史包袱、激烈的竞争和巨大的资本开支带来不确定性。我认为，其成败关键在于，行业化云解决方案带来的利润增量，能否最终覆盖转型成本并重塑增长曲线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528287831778104","isVote":1,"tweetType":1,"viewCount":3902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525844725690896,"gmtCreate":1769406656532,"gmtModify":1769406659113,"author":{"id":"4229747647868320","authorId":"4229747647868320","name":"威风的tiger","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229747647868320","idStr":"4229747647868320"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09611\">$龙旗科技(09611)$ </a>&nbsp;&nbsp;作为即将上市的新股，短期走势往往受市场情绪和打新资金博弈影响更大。我认为需要观察其上市初期的换手率和价格定位。长期来看，公司的价值将回归到其市场份额的稳固性、新客户开拓以及毛利率的提升能力上。","listText":"<a 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创新药研发实力强劲，肿瘤与抗病毒药物领域优势明显。核心产品市场份额稳固，管线中多款候选药物进展顺利，商业化潜力可观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518427373781608","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516390360302192,"gmtCreate":1767101141585,"gmtModify":1767101303518,"author":{"id":"4229747647868320","authorId":"4229747647868320","name":"威风的tiger","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229747647868320","idStr":"4229747647868320"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$&nbsp;</a>&nbsp;会员制仓储零售龙头，商品性价比极高，会员费收入稳定，全球门店扩张加速，自有品牌 Kirkland 提升毛利，用户忠诚度突出。","listText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$&nbsp;</a>&nbsp;会员制仓储零售龙头，商品性价比极高，会员费收入稳定，全球门店扩张加速，自有品牌 Kirkland 提升毛利，用户忠诚度突出。","text":"$好市多(COST)$ 会员制仓储零售龙头，商品性价比极高，会员费收入稳定，全球门店扩张加速，自有品牌 Kirkland 提升毛利，用户忠诚度突出。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516390360302192","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}