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- 牛市的投资逻辑牛市的投资逻辑
  ·07-02 09:57
  $云迹(02670)$都在炒具身智能，多数雷声大雨点小。云迹有产品有客户，市场去伪存真该轮到了。再格局一下，等价值回归
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- 牛市的投资逻辑牛市的投资逻辑
  ·07-02 09:55
  $群核科技(00068)$到了这个位子，分批建仓风险确实不大了，之前AI预期带来的估值泡沫基本也快挤干净了，该释放的悲观情绪也消化得差不多了
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- 牛市的投资逻辑牛市的投资逻辑
  ·07-01 13:23
  $瑞为技术(07656)$从“项目制”向“产品化”转型，估值逻辑重塑[美金][美金]
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