$云知声(09678_老虎社区_美港股上老虎

$云知声(09678)$ 说句心里话，我持仓云知声就是赌它的商业化兑现。明天发业绩，我最关心的不是营收增速，而是大模型业务的毛利率和现金流。个人判断，只要这两项稳住，估值逻辑就彻底打通

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