$百望股份(0665_老虎社区_美港股上老虎

$百望股份(06657)$ 我理解百望现在最值得聊的，不是“开票软件”这四个字，而是它有没有机会从票税入口往上走，变成企业商业信用基础设施，这个比单纯财税工具的空间更大

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小晚谈投资
07-23
小晚谈投资
电子发票这事现在越来越像数据入口，不太像单纯的软件功能。后面无论是“交易即开票”还是企业AI风控，最后都得回到真实交易和真实开票链路，谁能掌握高频真实数据，谁就更有基础设施味道

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