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研究Esg的same
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研究Esg的same
研究Esg的same
·
05-12
$今海医疗科技(02225)$
数字化医疗设备是未来十年的风口
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研究Esg的same
研究Esg的same
·
04-10
$今海医疗科技(02225)$
1.8入场[开心]
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研究Esg的same
研究Esg的same
·
02-16
$趣致集团(00917)$
从央视过来的，实体经济加AI，正好踩在国家的节奏上，可以观察一下这个票
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研究Esg的same
研究Esg的same
·
02-02
$趣致集团(00917)$
比伪AI股实在多了，业绩说话不玩虚的
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研究Esg的same
研究Esg的same
·
01-29
1.腾讯控股 (00700.hk) 综合来看，腾讯目前处于“基本面筑底修复”与“市场情绪博弈”并存的阶段。视频号的收入增长、游戏产品的管线、以及企业服务的提质增效，是我们要跟踪的核心。短期波动难免，但公司内在的业务韧性依然是我们长期关注的基石。
$腾讯控股(00700)$
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研究Esg的same
研究Esg的same
·
01-29
$趣致集团(00917)$
AI变现赚钱了，26阿里预言AI应用还有爆发，拿着完全不慌！
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研究Esg的same
研究Esg的same
·
01-23
$特斯拉(TSLA)$
公司重启Dojo超级计算机研发，并致力于构建AI芯片生态闭环。我认为这远不止于服务其自动驾驶系统，更意在确立其在AI基础设施领域的长期竞争力。将算力核心掌握在自己手中，能降低对外部供应链的依赖，并可能在未来形成新的技术输出业务。
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研究Esg的same
研究Esg的same
·
01-22
中国人寿(02628.HK)花旗报告称寿险行业迎来历史性机遇，并将其列为偏好标的。抛开市场观点，我认为其核心逻辑在于行业历经深度渠道改革与产品结构调整后，正步入以价值为导向的新周期。作为行业龙头，其新业务价值增速与业务品质的改善趋势，是验证这一“机遇”成色的关键观测点。
$中国人寿(02628)$
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研究Esg的same
研究Esg的same
·
01-16
美团-W(03690.HK)从近期走势看，我认为美团的股价与宏观情绪和流动性高度绑定，自身的Alpha属性暂时被掩盖。我的建议是，大家最好将其纳入“宏观复苏交易”的篮子中观察。一旦市场风险偏好回暖，这类业务扎实、现金流可见度高的龙头公司，通常具备更强的股价弹性。
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研究Esg的same
研究Esg的same
·
01-09
甲骨文（ORCL.US）：企业软件与云服务提供商，核心为数据库与企业级软件。转型云服务成效显著，绑定大型企业客户，软件订阅制保障现金流，数据库技术壁垒深厚，行业竞争加剧影响增长。
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公司重启Dojo超级计算机研发，并致力于构建AI芯片生态闭环。我认为这远不止于服务其自动驾驶系统，更意在确立其在AI基础设施领域的长期竞争力。将算力核心掌握在自己手中，能降低对外部供应链的依赖，并可能在未来形成新的技术输出业务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524774271447336","isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524347352027472,"gmtCreate":1769064463173,"gmtModify":1769065389231,"author":{"id":"4229748181868340","authorId":"4229748181868340","name":"研究Esg的same","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229748181868340","authorIdStr":"4229748181868340"},"themes":[],"title":"","htmlText":"中国人寿(02628.HK)花旗报告称寿险行业迎来历史性机遇，并将其列为偏好标的。抛开市场观点，我认为其核心逻辑在于行业历经深度渠道改革与产品结构调整后，正步入以价值为导向的新周期。作为行业龙头，其新业务价值增速与业务品质的改善趋势，是验证这一“机遇”成色的关键观测点。 <a href=\"https://laohu8.com/S/02628\">$中国人寿(02628)$ </a> ","listText":"中国人寿(02628.HK)花旗报告称寿险行业迎来历史性机遇，并将其列为偏好标的。抛开市场观点，我认为其核心逻辑在于行业历经深度渠道改革与产品结构调整后，正步入以价值为导向的新周期。作为行业龙头，其新业务价值增速与业务品质的改善趋势，是验证这一“机遇”成色的关键观测点。 <a href=\"https://laohu8.com/S/02628\">$中国人寿(02628)$ </a> ","text":"中国人寿(02628.HK)花旗报告称寿险行业迎来历史性机遇，并将其列为偏好标的。抛开市场观点，我认为其核心逻辑在于行业历经深度渠道改革与产品结构调整后，正步入以价值为导向的新周期。作为行业龙头，其新业务价值增速与业务品质的改善趋势，是验证这一“机遇”成色的关键观测点。 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