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Ichooseyou
Ichooseyou
·
06-04 10:51
$云知声(09678)$
这次配售都是头部机构在接,真金白银投票,短期砸出折价反而是机会,U系列产业化一旦起来,这位置就是起点
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Ichooseyou
Ichooseyou
·
06-04 10:48
$百望股份(06657)$
我最烦那些只讲大模型故事的票。百望倒是实在,百宝、百搭这两个智能体已经在赚钱了。一个是给中小微当财税员工,一个是直接帮银行做风控。这才是实在钱,不是那种飘在天上的预期,是真金白银的营收。
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Ichooseyou
Ichooseyou
·
06-04 08:20
$路特斯(LOT)$
搭载“路遥超级混动”的Eletre X(For Me)2026夏进欧、Q4交付,先用SUV验证市场对混动的接受度,再推Type 135超跑——产品节奏稳健且懂得借势
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Ichooseyou
Ichooseyou
·
06-02
$赤子城科技(09911)$
2025年创新业务收入同比+59.3%,这增速,大家觉得给13倍PE贵吗?
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