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豆豆的投资笔记
IP属地：江西
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豆豆的投资笔记
豆豆的投资笔记
·
07-31 00:41
$雍禾医疗(02279)$
上半年预盈2500万，如果下半年能继续转好的话全年盈利应该有个七八千万，对应现在14亿港元的市值来说，算是比较低估的
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豆豆的投资笔记
豆豆的投资笔记
·
07-30 13:50
$日日煮(DDC)$
7 月 30 日，据市场消息，美国证券交易委员会（SEC）正式批准比特币和以太坊 ETF 的实物赎回机制。 以前都是现金赎回，现在可以实物赎回后简化了不少流程，加密货币逐渐走向成熟了
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豆豆的投资笔记
豆豆的投资笔记
·
07-22
$雍禾医疗(02279)$
雍禾调整两天了，虽然调整让人肉痛，但一直爆涨也不太现实，现在的时间有点尴尬，半年报不出大资金也失去了方向感，等八月初的业绩预告出了再做决定吧
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豆豆的投资笔记
豆豆的投资笔记
·
07-22
$涂鸦智能(TUYA)$
股价一言难尽，但涂鸦的资产负债表还是相当干净的，市值扣掉净现金才6个亿，今年要有一亿刀非标净利的话那对应估值才6pe
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898
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豆豆的投资笔记
豆豆的投资笔记
·
07-22
$涂鸦智能(TUYA)$
涂鸦最近和阿里云的合作挺值得一看的，涂鸦的lot平台充当骨架作用，阿里云的云计算充当大脑作用，双方共同出的方案比较容易复制和量产 我个人认为目前推出的几款方案里（AI宠物解决方案、AI IPC解决方案以及AI玩具盒子方案）,AI宠物解决方案是最有看头的，单单中国的养宠人家就有1.2亿户，这个市场很大，而且算得上是物联网市场中为数不多的蓝海区域。 这个应用场景现在在阿里云云市场的通义消费电子专区有上架
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豆豆的投资笔记
豆豆的投资笔记
·
07-21
$日日煮(DDC)$
买了些日日煮作为底仓，美股上市的中概股里面，它算是第一个学mstr的，不过也没敢买太多，短期涨十倍怎么说都得调整震荡一下，真要一条直线涨上去那我也只能怪自己能力不行踏空了
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