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天投财经
天投财经
·
07-22
$极智嘉-W(02590)$
极智嘉70%收入来自海外,卧安95%营收靠欧美日。技术领先→海外高毛利→反哺研发→扩大优势,摩根士丹利预测中国在全球机器人市场所占份额再提升,龙头企业有望抢占先发优势,让子弹飞一会。
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1
编组 21备份 2
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天投财经
天投财经
·
07-03
$找钢集团-W(06676)$
钢铁这算是走出周期了吧
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1
编组 21备份 2
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天投财经
天投财经
·
06-16
$地平线机器人-W(09660)$
陈黎明喊话携手全球伙伴推动辅助驾驶升级,地平线生态开放,合作车企名单扩大。香港展会吸引大批供应链企业,订单可见度高,2025年业绩有望超预期,地平线仍然是个好标的
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2
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天投财经
天投财经
·
05-27
$地平线机器人-W(09660)$
终于进入港股通了,先搞一点看看
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天投财经
天投财经
·
04-30
真正成功的人生,不在于成就的大小,而在于你是否努力地去实现自我,喊出自己的声音,走出属于自己的道路。
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370
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1
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天投财经
天投财经
·
04-30
有总是从无开始的:是靠两只手和一个聪明的脑袋变出来的。
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414
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1
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