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小晚投评
小晚投评
·
08-17
$希迪智驾(新)(03881)$
公司成长初期，是最难熬的时候，守着以后吃大肉
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175
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1
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小晚投评
小晚投评
·
08-17
$百望股份(06657)$
税这个东西最怕各国政策半夜“变脸”，百望这套7x24小时自动监测的机制，像是给出海企业请了个不睡觉的合规保镖
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634
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小晚投评
小晚投评
·
08-07
$路特斯(LOT)$
欧洲和中东市场混动才是最优解，For Me的超级混动版本正是应对全球分化市场的正确答案
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343
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小晚投评
小晚投评
·
08-05
$百望股份(06657)$
Tax-Swift三级工作区结构直击跨国痛点：总部管全局、海外管合规、一线管开票。企业一旦把全球税务数据接入，替换成本极高，这是比签约本身更重要的竞争壁垒
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453
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小晚投评
小晚投评
·
07-30
$东阳光药(06887)$
减重管线GLP-1三靶点激动剂的临床进展，这是当前医药最热赛道
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600
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小晚投评
小晚投评
·
07-27
$云知声(09678)$
上市以来控股股东零减持+现在反向加，这种结构在港股AI里不算常见
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299
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1
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小晚投评
小晚投评
·
07-27
$百望股份(06657)$
以前觉得合规费钱，现在看是核心竞争力。架构稳了，出海才敢迈大步。长期看，这玩意是基础设施
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小晚投评
小晚投评
·
07-22
$云知声(09678)$
复购占比超 60%、复购规模 yoy +40%，这两个数字一起看才有分量：不是一次性冲收入，是客户真留存、真扩容。主营业务稳定性上来，估值折扣就该收窄
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小晚投评
小晚投评
·
07-21
$百望股份(06657)$
这两天看下来，我反而觉得“智能体接真实流程”这句话比各种模型参数实在多了。没真数据，很多东西就是演示一下热闹热闹。百望这种手里本来就有票税和交易链路的，至少比纯讲故事的更容易让人多看两眼
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小晚投评
小晚投评
·
07-17
$云知声(09678)$
接连中标三甲，说明云知声的交付体系已经成熟了，以后复制起来速度会很快
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href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>复购占比超 60%、复购规模 yoy +40%，这两个数字一起看才有分量：不是一次性冲收入，是客户真留存、真扩容。主营业务稳定性上来，估值折扣就该收窄","text":"$云知声(09678)$ 复购占比超 60%、复购规模 yoy +40%，这两个数字一起看才有分量：不是一次性冲收入，是客户真留存、真扩容。主营业务稳定性上来，估值折扣就该收窄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588522359252256","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588051817902784,"gmtCreate":1784598768692,"gmtModify":1784598770752,"author":{"id":"4242187543026390","authorId":"4242187543026390","name":"小晚投评","avatar":"https://static.tigerbbs.com/860f959b3206aeff70d6d2f628b9202f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242187543026390","idStr":"4242187543026390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>这两天看下来，我反而觉得“智能体接真实流程”这句话比各种模型参数实在多了。没真数据，很多东西就是演示一下热闹热闹。百望这种手里本来就有票税和交易链路的，至少比纯讲故事的更容易让人多看两眼","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>这两天看下来，我反而觉得“智能体接真实流程”这句话比各种模型参数实在多了。没真数据，很多东西就是演示一下热闹热闹。百望这种手里本来就有票税和交易链路的，至少比纯讲故事的更容易让人多看两眼","text":"$百望股份(06657)$ 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接连中标三甲，说明云知声的交付体系已经成熟了，以后复制起来速度会很快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586684161196360","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
