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出江湖
出江湖
·
05-30
$找钢集团-W(06676)$
下游基建复苏+钢厂直供比例提升，轻资产模式跑通了，这毛利率看着要起飞啊 ，找钢网被低估了
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1
编组 21备份 2
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出江湖
出江湖
·
05-21
$顺丰同城(09699)$
现在的即时配送领域，可以说是一超多强
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1
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出江湖
出江湖
·
05-09
$顾家家居(603816)$
整家定制现在挺火，顾家的“无界生活” 系列还拿了设计奖，加上 AI 设计大脑，感觉从设计到服务都在智能化。现在大家装修都喜欢一站式解决，整家定制正好迎合了懒人需求，这块估计会成为未来增长的重要支点
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1
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出江湖
出江湖
·
2023-02-27
[呆住]
@唯美式：
个人印象中，象棋、编程、科学、音乐和美术等仍处于早期阶段，但国家既然推出“双减”政策，而且重要一项是提高孩子们的素质教育。有理由相信，小孩子的素质教育市场还是非常大的。绕过基础课程教育，儿童类素质教育培训开辟一个新路子，未来带动数字内容服务及智能硬件的快速成长也不是没有可能。再结合此次财报的盈利开门红，未来可期待。$有道(DAO)$
个人印象中，象棋、编程、科学、音乐和美术等仍处于早期阶段，但国家既然推出“双减”政策，而且重要一项是提高孩子们的素质教育。有理由相信，小孩子的素质教育市场还是非常大的。绕过基础课程教育，儿童类素质教育培训开辟一个新路子，未来带动数字内容服务及智能硬件的快速成长也不是没有可能。再结合此次财报的盈利开门红，未来可期待。$有道(DAO)$
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出江湖
出江湖
·
2023-02-27
[鬼脸]
@红云利来：
网易有道转型速度算是够快的。确实是验证了科技转型的一个思路。当然，个人觉得，多年AI研发，再加上硬件做基础，内容做补充，转型更从容一些。不过这个过程是一个比较 “慢”且“苦”，看了下有道过往的费用开支，相比于其他教培机构，有道的研发投入一直算比较高的$有道(DAO)$
网易有道转型速度算是够快的。确实是验证了科技转型的一个思路。当然，个人觉得，多年AI研发，再加上硬件做基础，内容做补充，转型更从容一些。不过这个过程是一个比较 “慢”且“苦”，看了下有道过往的费用开支，相比于其他教培机构，有道的研发投入一直算比较高的$有道(DAO)$
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出江湖
出江湖
·
2023-02-27
[得意]
@国福g3：
个人感觉ChatGPT不会是一股风，而是会成为新的发展方向。这种一问一答式人工智能技术，除了百度更适合外，另外能想到的应用场景不就是教育嘛。这块市场大有可为。$有道(DAO)$
个人感觉ChatGPT不会是一股风，而是会成为新的发展方向。这种一问一答式人工智能技术，除了百度更适合外，另外能想到的应用场景不就是教育嘛。这块市场大有可为。$有道(DAO)$
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“慢”且“苦”，看了下有道过往的费用开支，相比于其他教培机构，有道的研发投入一直算比较高的$有道(DAO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624114564","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624288341,"gmtCreate":1677497249884,"gmtModify":1677497662233,"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099835786260","idStr":"4131099835786260"},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624288341","repostId":"624115555","repostType":1,"repost":{"id":624115555,"gmtCreate":1677151529577,"gmtModify":1677151532238,"author":{"id":"3570158617295291","authorId":"3570158617295291","name":"国福g3","avatar":"https://static.tigerbbs.com/a6d6c04d8c52639f84ec55ae68ff9ffb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570158617295291","idStr":"3570158617295291"},"themes":[],"htmlText":"个人感觉ChatGPT不会是一股风，而是会成为新的发展方向。这种一问一答式人工智能技术，除了百度更适合外，另外能想到的应用场景不就是教育嘛。这块市场大有可为。<a 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