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程小程灵侠

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程小程灵侠

08-08

$地平线机器人-W(09660)$ 当前行业处于 “算力军备竞赛” 阶段，地平线就像当年的台积电 —— 车企自研芯片成功率不足 10%，最终还是会回归专业供应商。所以2026 年行业集中度将显著提升。

程小程灵侠

08-06

$金嗓子(06896)$ 分红一直比较稳定，虽然股价在磨盘阶段，但拿着踏实，适合长期拿一拿。

程小程灵侠

07-17

$维立志博－Ｂ(09887)$看了维立志博的管线进度，都知道有执行力，六成多资金都会用在临床开发上，关注一下LBL-051，按照这个执行力关键突破应该也要不了多久。

程小程灵侠

06-18

$找钢集团-W(06676)$ 已经打算看长期了，这个票还是能让我看到点希望的

程小程灵侠

05-15

$顺丰同城(09699)$ AI调度+无人车试点，时效达成率95%，3公里内平均22分钟送达！这效率真没谁了

程小程灵侠

05-13

$地平线机器人-W(09660)$ 刚看数据惊到了！2024 年地平线产品交付量 290 万套，累计出货 770 万套！比亚迪、大众、理想这些大佬都跟它合作，就这产品硬实力，以后订单只会越来越多吧？

程小程灵侠

2023-02-27

[愤怒]

@说股谈金:从去年全年营收分析，网易有道在智能硬件净收入增幅最快，同比增长已经超过28%，这得益于$有道(DAO)$ 推出各类新品来维持高增长态势，市场需求这块有道已经拿捏了。

程小程灵侠

2023-02-27

[害羞]

@人生之风景:教育行业在“双减”政策的抑制下，$有道(DAO)$ 2022年四季度净收入仍旧创下新高，而且毛利率较去年同期还提升了10.8个百分点，可见有道已经提前从双减政策中走出来了。看数据同比之前含K9业务时期营收都有增长了。

程小程灵侠

2023-02-27

[开心]

@股海里冲凉人:结合此前积累的教学和内容的能力，向教育硬件转型可能性还是蛮大的。网易有道过去发布了数十款智能硬件产品，包含词典笔、学习机等，身边也有人在用。用少的资源找好自己的产品位置，$有道(DAO)$ 基本面一直不错，在2022年4季度实现盈利，智能硬件帮了很大忙，继续看后面的表现吧。

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