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在能力圈内做事
在能力圈内做事
·
11:18
$极智嘉-W(02590)$
拾级而上，好股
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在能力圈内做事
在能力圈内做事
·
09-12
$车车科技(CCG)$
下跌反而为后续上涨提供了更大的空间和安全边际
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116
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2
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在能力圈内做事
在能力圈内做事
·
09-12
$极智嘉-W(02590)$
感觉还是得入通，量起不来。
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241
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1
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在能力圈内做事
在能力圈内做事
·
09-09
$极智嘉-W(02590)$
一日升一日跌 。
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255
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1
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在能力圈内做事
在能力圈内做事
·
09-09
$奥克斯电气(02580)$
把 K 线拉长看，今天调整接人，真正的大行情还在后面。
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166
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1
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在能力圈内做事
在能力圈内做事
·
09-04
$车车科技(CCG)$
CCG这波三天累计近45%的涨幅，绝非简单的情绪炒作，而是市场对其稀缺商业模式的一次彻底的价值重估。它不仅仅是一家卖保险的公司，而是新能源车产业链核心的‘基础设施’和‘数据枢纽’。通过与15家主流车企的深度绑定，它卡住了新车保险的绝对入口，这种渠道优势带来的稳定现金流和海量实时驾驶数据，才是其最深的护城河。AI风控模型持续优化赔付率，意味着它的利润增长曲线会非常陡峭。机构齐喊买入，只是对这种稀缺性确认的开始。
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1,099
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2
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在能力圈内做事
在能力圈内做事
·
08-29
$找钢集团-W(06676)$
钢铁行业稳增长方案出台，确定未来两年行业增加值年均增长 4% 左右，对整个钢铁行业是利好，先蹲下市场情绪。
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371
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2
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在能力圈内做事
在能力圈内做事
·
08-14
$极智嘉-W(02590)$
机器人大会过后，这股票明显资金流入，关注度有点太高了，感觉有点不太好。
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276
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在能力圈内做事
在能力圈内做事
·
07-23
$找钢集团-W(06676)$
主力又在吸筹吧？吴金珠明牌说‘提高集团物流一体化率’，这摆明逼交易商上胖猫平台！业务捆绑后利润能差？
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在能力圈内做事
在能力圈内做事
·
07-11
$找钢集团-W(06676)$
香港的重磅政策《数字资产发展宣言2.0》8月1号就执行了！核心是给稳定币发行商发牌照立规矩，还要把政府债券搞成数字版常态化。更关键的是，明确要推有色金属、贵金属、新能源这些“硬货”资产数字化（RWA）——这可是实打实的趋势信号。 上海这边也没闲着，市国资委党委刚开完会，专门学了全球数字资产发展和怎么应对。上头关注度明显在升温。 还有个不能忽视的信号：全球稳定币老大Tether的CEO放话了，他们那“锚定币”市值想再涨，下一波动力很可能就来自大宗商品贸易！ 大佬都这么看，方向够清晰了吧？ 天时（政策）、地利（香港试点）、人和（产业共识）都在指向一点：大宗商品数字化这盘棋，要下了！ 找钢集团这步棋，我看走得挺妙。 别忘了他们刚联手大宗巨头托克，搞了有色金属产业互联网平台。这明显就是在卡位钢铁等大宗商品的数字化未来啊。政策风口+产业布局，这路子要是跑通了，对找钢的长期价值绝对是加分项，可以看长期。
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