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热点追踪
紧握财经脉搏，借热点东风，在股市中精准扬帆
IP属地：北京
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热点追踪
热点追踪
·
05-28
$第四范式(06682)$
市场对更换会计师事务所的担忧是基于对不确定性的恐惧，而非实际的负面因素。这种正常的商业决策不应被视为负面因素，反而有助于提升范式的财务透明度和审计质量
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1
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热点追踪
热点追踪
·
03-19
$信也科技(FINV)$
15分钟K线连阳突破10.5美元压力位，MACD红柱二次放大，短线逼空信号明确
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1,637
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2
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热点追踪
热点追踪
·
03-07
资金面与政策利好共振， AI与云业务驱动估值重构
$阿里巴巴-W(09988)$
近一周港股振幅达15.77%，北水单日净买入35.8亿港元，叠加证监会推动科技企业融资政策，催化股价波动。大和、花旗等机构上调目标价至175港元/166港元，看好云业务市场份额提升及GMV增长。但美联储降息预期扰动或压制美股科技板块估值。阿里云收入连续六季度三位数增长，Qwen 2.5-Max大模型性能全球领先，叠加未来三年3800亿元AI/云计算投入计划，核心动力来自AI和云业务突破。
$阿里巴巴(BABA)$
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编组 21备份 2
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资金面与政策利好共振， AI与云业务驱动估值重构
热点追踪
热点追踪
·
03-07
多重利好助推，不改长期上行趋势
$港股科技ETF(513020)$
近5日ETF净流入超1.6亿元，机构增配互联网与科技硬件，推动估值修复。AI应用落地加速叠加估值低位（PE_TTM仅27倍，历史分位27.59%），长周期牛市趋势明确。快手、阿里等反映市场对AI应用及企业盈利改善的乐观情绪。
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573
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1
编组 21备份 2
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多重利好助推，不改长期上行趋势
热点追踪
热点追踪
·
02-27
中期仍承压，消费与政策博弈延续
$贵州茅台(600519)$
近一月茅台股价振幅6.93%，区间微涨3.45%，但2月25日一度跌至1454元，反映市场对高端消费疲软的担忧。技术面看，股价突破短期均线压制，量能放大显示资金分歧缓和。当日飞天茅台散瓶批发价仍稳定在2200元，消费端尚未明显回暖。
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1
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中期仍承压，消费与政策博弈延续
热点追踪
热点追踪
·
02-26
$百度集团-SW(09888)$
港股科技股狂欢，百度涨得最怂，AI大佬变‘跟班小弟’？
$百度(BIDU)$
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803
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</a><v-v data-views=\"0\"></v-v> 近一月茅台股价振幅6.93%，区间微涨3.45%，但2月25日一度跌至1454元，反映市场对高端消费疲软的担忧。技术面看，股价突破短期均线压制，量能放大显示资金分歧缓和。当日飞天茅台散瓶批发价仍稳定在2200元，消费端尚未明显回暖。","listText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a><v-v data-views=\"0\"></v-v> 近一月茅台股价振幅6.93%，区间微涨3.45%，但2月25日一度跌至1454元，反映市场对高端消费疲软的担忧。技术面看，股价突破短期均线压制，量能放大显示资金分歧缓和。当日飞天茅台散瓶批发价仍稳定在2200元，消费端尚未明显回暖。","text":"$贵州茅台(600519)$ 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href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a> 港股科技股狂欢，百度涨得最怂，AI大佬变‘跟班小弟’？<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a><v-v data-views=\"0\"></v-v> ","text":"$百度集团-SW(09888)$ 港股科技股狂欢，百度涨得最怂，AI大佬变‘跟班小弟’？$百度(BIDU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407740788244984","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}