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方新侠YY
方新侠YY
·
08-31
$上美股份(02145)$
印尼工厂明确将在2027年7月投产,打开海外市场
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方新侠YY
方新侠YY
·
08-31
$小米集团-W(01810)$
ai有点遗憾了
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327
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1
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方新侠YY
方新侠YY
·
08-31
$博泰车联(02889)$
感觉在酝酿二波,蓄势待发的节奏
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190
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方新侠YY
方新侠YY
·
08-24
$博泰车联(02889)$
这公司最近操作真的猛,前脚拿了新势力的大定点,后脚14亿收了个做光芯片的公司,正好赶上现在光通信和智驾的风口,成交量也放出来了,看这架势机构还在吸筹
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方新侠YY
方新侠YY
·
08-10
$小米集团-W(01810)$
接下来拭目以待了
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2
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方新侠YY
方新侠YY
·
08-10
$上美股份(02145)$
7月份抖音数据好像又是top1了
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方新侠YY
方新侠YY
·
08-04
$上美股份(02145)$
底部反转已经确立了,现在就是时间换空间
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480
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方新侠YY
方新侠YY
·
07-28
$上美股份(02145)$
之前韩束那点舆情早就消化完了,现在第二增长曲线完全跑通了,一页、安敏优这些子品牌每年都是翻倍涨,机构给的目标价还有不少空间
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方新侠YY
方新侠YY
·
07-14
$上美股份(02145)$
大盘有从科技往消费转的趋势,那上美作为美妆行业的老大肯定会被资金挖掘
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方新侠YY
方新侠YY
·
07-13
$博泰车联(02889)$
智能座舱渗透率还在狂飙,现在估值还没完全反映AI业务的潜力
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