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我爱笑

IP属地：湖南

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- 我爱笑我爱笑
  ·02-11
  $乐摩科技(02539)$ 海外刚起步，慢慢布局不着急
  733 评论
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- 我爱笑我爱笑
  ·01-28
  吉利汽车 (00175.hk) 曹操出行计划2030年前投放10万辆定制车，我认为这是“制造”向“制造+服务”生态延伸的关键一步。定制网约车能有效消化产能、收集真实路况数据反哺研发，并牢牢抓住出行市场的入口，战略协同意义重大$吉利汽车(00175)$
  1,313 评论
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- 我爱笑我爱笑
  ·01-21
  .谷歌-C (GOOG.US) 的Gemini模型授权业务正实现爆发式增长。作为投资者，我观察到这不仅是技术领先的体现，更是其AI业务商业化步入快车道的关键信号。授权模式能带来高利润率的经常性收入，并巩固其作为AI基础设施提供商的行业地位，有助于平滑广告业务的周期性波动$谷歌(GOOG)$
  958 评论
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- 我爱笑我爱笑
  ·01-15
  华纳兄弟探索（WBD.US）：整合影视、娱乐、新闻业务，拥有众多经典IP。影视制作覆盖院线与流媒体，HBO品牌深耕高端内容，新闻业务具备全球影响力，多板块协同挖掘IP价值。
  872 评论
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- 我爱笑我爱笑
  ·01-08
  联合健康（UNH.US）：美国健康保险龙头，业务涵盖健康保险、医疗服务与药房福利管理。通过整合医疗服务资源，构建“保险+医疗”生态闭环。客户群体广泛，包括个人与企业客户，医疗成本控制能力突出。受益于人口老龄化趋势，业绩稳健增长，具备较强的行业壁垒。
  969 评论
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- 我爱笑我爱笑
  ·01-02
  .ChargePoint（CHPT）：全球电动汽车充电网络龙头，充电设施覆盖北美、欧洲等市场，服务个人与企业客户，受益于电动车销量增长。持续推进充电网络扩张，提升充电设施密度与效率，同时推出智能化充电解决方案，提升用户体验。与车企、物业合作，拓展应用场景，新兴市场业务布局，支撑长期增长。
  1,584 评论
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