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发活动地点
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·
02-23
$美图公司(01357)$
现在股价明显超跌，回购说明公司都觉得股价明显被低估了。AI升级、海外扩张这些真正能拉动业绩的逻辑还没完全兑现
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·
02-12
市场永远为颠覆性叙事亢奋，但精准卡位的渐进式优化同样是门好生意。
$美图公司(01357)$
$快手-W(01024)$
不造整车，但油缸得用我的，资本市场容易高估一年的变化，低估五年的复利。
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·
01-13
$美图公司(01357)$
技术调整，洗掉一批人才能继续走下去
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·
01-06
$美图公司(01357)$
美图刚完成阿里2.5亿美元可转债交割，电商、大模型的协同效应会慢慢释放，就算遇到通用大模型的竞争，也能靠垂直场景的审美积累和付费生态扛住
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·
2025-12-05
$励晶太平洋(00575)$
这新药可不是光投入，里程碑付款等着呢！Sentend™每过一个审评关键点，就能拿到千万美元级的付款，这可是实实在在的现金流。
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·
2025-11-05
$视觉中国(000681)$
马上要来港股了[财迷] [财迷] [财迷]
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·
2025-10-24
$美图公司(01357)$
短期资金情绪不太好，隐隐约约还是能看到支撑。影像+AI是核心底气：c端场景用户壁垒深，AI在影像设计等领域落地，还能拓b端/工具付费的商业化空间。长期影像+AI赛道红利足，盯着AI业务业绩兑现就行
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·
2025-10-16
$美图公司(01357)$
着什么急啊，霸榜欧洲也不一定马上就能反映在股价上，之前义乌商家开始爱用美图设计室的时候股价才几块钱？
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2025-10-09
$美图公司(01357)$
基本不可能再往下跌了，再磨两天就是等等党的胜利，最好再来个利好刺激一下
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2025-09-26
$美图公司(01357)$
高位回调难道还回不到安全区？年底有望趁低位上车了
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高位回调难道还回不到安全区？年底有望趁低位上车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482678348427328","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}