$美图公司(0135_老虎社区_美港股上老虎

可口不乐
08-21

$美图公司(01357)$港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":599146720085216,"tweetId":"599146720085216","gmtCreate":1787301918388,"gmtModify":1787301920937,"author":{"id":4177483779057910,"idStr":"4177483779057910","authorId":4177483779057910,"authorIdStr":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。</body></html>","text":"$美图公司(01357)$港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/599146720085216","repostId":0,"isVote":1,"tweetType":1,"viewCount":512,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01357"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":275,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}