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潜质投资
潜质投资
·
08-11 11:12
$云知声(09678)$
我猜云知声应该不会缺席,只是时间和高度而已
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38
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潜质投资
潜质投资
·
08-10 14:41
$赤子城科技(09911)$
要么回到9以上,我好好拿着;要么砸到8以下,我好加仓
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51
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潜质投资
潜质投资
·
08-05
$百望股份(06657)$
这票短线要想走强,本质还是看市场会不会重新给“真实经营数据入口”定价。要是还只按普通软件公司看,弹性就很难真正出来
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306
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1
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1
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潜质投资
潜质投资
·
08-04
$东阳光药(06887)$
坚定点啊,今年财富自由门槛多高?
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601
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1
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1
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潜质投资
潜质投资
·
07-22
$百望股份(06657)$
中国银联这次把可信 AI、分级风控、智能体生态都摆上台面,我觉得挺值得看。金融场景越往前走,上游真实交易和票税数据的价值就越高,这个方向跟百望想讲的商业信用基础设施是能接上的
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168
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潜质投资
潜质投资
·
06-29
$百望股份(06657)$
我会把百望往 Data+AI 企业服务平台去看,而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了
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438
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潜质投资
·
06-24
$云知声(09678)$
若真回A估值一般会比港股高些
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710
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潜质投资
·
06-10
$百望股份(06657)$
百望这条线其实挺适合做中长期观察:财税、发票、信用科技这些东西不花哨,但企业一直需要。现在叠加腾讯云合作和 AI Agent,业务故事比以前更容易讲通
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797
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1
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潜质投资
·
06-09
$赤子城科技(09911)$
如果你能确信一家企业10年后会比现在赚得多得多,那么今天买在10元还是12元,本质上没有区别
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632
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潜质投资
·
06-09
$百望股份(06657)$
To B业务转化慢,别指望一夜翻身,拿不住的劝退,适合当长线配置慢慢磨
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375
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这票短线要想走强,本质还是看市场会不会重新给“真实经营数据入口”定价。要是还只按普通软件公司看,弹性就很难真正出来","text":"$百望股份(06657)$ 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AI、分级风控、智能体生态都摆上台面,我觉得挺值得看。金融场景越往前走,上游真实交易和票税数据的价值就越高,这个方向跟百望想讲的商业信用基础设施是能接上的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588400186004760","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580290758836600,"gmtCreate":1782702636830,"gmtModify":1782702638792,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 我会把百望往 Data+AI 企业服务平台去看,而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 我会把百望往 Data+AI 企业服务平台去看,而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了","text":"$百望股份(06657)$ 我会把百望往 Data+AI 企业服务平台去看,而不是老财税软件。公告里的交易网络、产业链图谱这些词已经很说明方向了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580290758836600","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578607504707752,"gmtCreate":1782270733088,"gmtModify":1782271372739,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 若真回A估值一般会比港股高些","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 若真回A估值一般会比港股高些","text":"$云知声(09678)$ 若真回A估值一般会比港股高些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578607504707752","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573569735488872,"gmtCreate":1781061319603,"gmtModify":1781061786332,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 百望这条线其实挺适合做中长期观察:财税、发票、信用科技这些东西不花哨,但企业一直需要。现在叠加腾讯云合作和 AI Agent,业务故事比以前更容易讲通","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 百望这条线其实挺适合做中长期观察:财税、发票、信用科技这些东西不花哨,但企业一直需要。现在叠加腾讯云合作和 AI Agent,业务故事比以前更容易讲通","text":"$百望股份(06657)$ 百望这条线其实挺适合做中长期观察:财税、发票、信用科技这些东西不花哨,但企业一直需要。现在叠加腾讯云合作和 AI Agent,业务故事比以前更容易讲通","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573569735488872","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573230080898672,"gmtCreate":1780983968011,"gmtModify":1780985327295,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 如果你能确信一家企业10年后会比现在赚得多得多,那么今天买在10元还是12元,本质上没有区别","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 如果你能确信一家企业10年后会比现在赚得多得多,那么今天买在10元还是12元,本质上没有区别","text":"$赤子城科技(09911)$ 如果你能确信一家企业10年后会比现在赚得多得多,那么今天买在10元还是12元,本质上没有区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573230080898672","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573204550497984,"gmtCreate":1780977739530,"gmtModify":1780979802602,"author":{"id":"4221777278661990","authorId":"4221777278661990","name":"潜质投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221777278661990","authorIdStr":"4221777278661990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> To B业务转化慢,别指望一夜翻身,拿不住的劝退,适合当长线配置慢慢磨","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> To B业务转化慢,别指望一夜翻身,拿不住的劝退,适合当长线配置慢慢磨","text":"$百望股份(06657)$ To B业务转化慢,别指望一夜翻身,拿不住的劝退,适合当长线配置慢慢磨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573204550497984","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}