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月儿圆风儿轻

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- 月儿圆风儿轻月儿圆风儿轻
  ·03-31
  $励晶太平洋(00575)$AI医疗赛道，B2B2C的模式效率是最高的。通过产品不断优化、数据越积越多，在根本上拉开和同行的技术差距。技术壁垒一旦做起来，面对企业、保险公司这些大客户，议价权就会变强，比如衰老指标检测得更精准，就能支撑更高的订阅定价，同时也把行业门槛拉高了，后面的竞争对手很难复制它的数据和算法优势。
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- 月儿圆风儿轻月儿圆风儿轻
  ·03-31
  $励晶太平洋(00575)$这产品前景挺明朗，市场需求也够扎实，毕竟瞄准的是刚需赛道。路演的时候感觉管理层经验老道，执行力看着够强，之前做业务拓展也有实打实的成功案例。不过公司路演里的市场模型和估值假设（像市盈率、市净率这些）偏激进，后续还得靠关键里程碑的落地，才能慢慢强化市场对它估值的信心。
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