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红筹股财经
穿梭于股市星图之间，捕捉下一颗璀璨的投资明星
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红筹股财经
红筹股财经
·
05-22
$信也科技(FINV)$
近一个月日均成交额环比增长42%，5月19日单日成交额620万美元（较前日增58%），呈现典型“量增价涨”主升浪特征
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红筹股财经
红筹股财经
·
03-21
$信也科技(FINV)$
花旗都看好信也科技的海外业务，未来潜力绝对大，说不定能再造几个信也科技！
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487
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红筹股财经
红筹股财经
·
03-21
$新城悦服务(01755)$
新城悦近期推出了“一线员工薪酬激励计划”，全国 1360 个项目都参与进来啦。提示大家，不是股权激励，股权激励基本上都是中高层，而一线员工都在基层。通过调整薪资结构，搭建更好的职业晋升通道这些办法，直接和服务质量的提高、收缴率的上升挂钩。实行这个计划以后，住宅项目的收缴率应该会提高了不少
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红筹股财经
红筹股财经
·
03-19
$信也科技(FINV)$
彼得·林奇式“Tenbagger”逻辑：小微+海外双引擎撑起第二增长曲线
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红筹股财经
红筹股财经
·
03-05
估值低位与业绩韧性支撑修复
$格力电器(000651)$
当前格力动态市盈率7.63倍，低于家电行业均值（约15倍），市净率1.87倍，股息率5.58%，具备高分红吸引力。2024年三季报显示，公司净利润逆势增长9.30%至219.61亿元，毛利率30.21%，ROE达24.45%，经营质量稳健。长江证券指出，格力现金资产占总市值26%，估值修复空间显著。但需关注地产政策及行业价格战对长期需求的潜在影响。
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估值低位与业绩韧性支撑修复
红筹股财经
红筹股财经
·
02-27
政策驱动量价齐升，高换手凸显分歧
$云从科技(688327)$
消息面上，公司入选重庆具身智能机器人专家委员会，并受益于算力一体机概念热度，当日板块逆势拉升带动股价突破23元关口。AI终端爆发需配套商业化落地，而公司核心技术人员流失、持续亏损等问题未解。当前高位放量或预示筹码松动，需警惕政策热度退潮后的估值回归风险。
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政策驱动量价齐升，高换手凸显分歧
红筹股财经
红筹股财经
·
02-05
Deepseek将直接颠覆云的盈利模式
过去多年，国内云厂由于客户要求定制化开发，利润率整体极低或者亏损，24年国内云的逻辑没有演绎，核心卡在了模型差距大，而deepseek就是scaling law放缓和模型平权的标志性事件，意味着24年海外巨头价值创造最明显的业务云，将有望在国内复刻。 海外云厂基本上交易在25年10x ps左右。更重要的是，AI的拉动下，保守估计海外云市场已经在过去1年半涨出了一万亿美元以上的市值。而国内，全部巨头加在一起，可能连千亿rmb的市值都没有给到。
$金山云(03896)$
$金山云(KC)$
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Deepseek将直接颠覆云的盈利模式
红筹股财经
红筹股财经
·
01-27
$禾赛(HSAI)$
选赛道，选龙头
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