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财经小葡萄
财经小葡萄
·
09-01
$百望股份(06657)$
中线看信用+AI两条线落地没，小仓观察
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1
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财经小葡萄
财经小葡萄
·
08-31
$中国再保险(01508)$
境外合规管理深化，国际化走的很稳
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246
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财经小葡萄
财经小葡萄
·
08-31
$百望股份(06657)$
说实话，企业信用这块蛋糕太大了，百望凭真实交易数据卡位很准。蚂蚁做消费信用，百望做企业信用，这赛道没毛病
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财经小葡萄
财经小葡萄
·
08-21
$路特斯(LOT)$
莲花可是7次F1厂商总冠军、6次F1车手总冠军的赛道传奇，品牌底蕴摆在那，不是一般新势力能比的
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财经小葡萄
财经小葡萄
·
08-21
$百望股份(06657)$
最看重的是企业服务生意的粘性，百宝一旦嵌入财务流程，替换成本极高。供应商风险穿透、集团统一视图，这些都是越用越离不开的功能。续费率应该不会差
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509
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财经小葡萄
财经小葡萄
·
08-13
$希迪智驾(新)(03881)$
澳大利亚、巴西、印尼这些国家人力成本更高，矿山无人化需求比中国还迫切
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1,119
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1
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财经小葡萄
财经小葡萄
·
08-11
$百望股份(06657)$
100+ 语言、200+ 票据格式、3万+ 国际财税规则，这种产品如果能稳定跑，百望的海外线就不是概念了
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财经小葡萄
财经小葡萄
·
08-03
$百望股份(06657)$
央企风控告别“规则堆”，百望外部证据+发票数据成模型刚需，或将带动DRP渗透率加速提升
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财经小葡萄
财经小葡萄
·
07-22
$百望股份(06657)$
三个跟踪指标我都盯着：转化率、续费率、客单价。只要这几项持续向好，百望的估值逻辑就要从工具型向平台型全面切换，空间完全打开
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851
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财经小葡萄
财经小葡萄
·
07-07
$百望股份(06657)$
持有百望半个月被洗得够呛，昨天一根大阳线从12.22拉到收14.51（+11.62%），直接回本还小赚，税票数字化+出海概念看来真有资金在做，格局一下
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澳大利亚、巴西、印尼这些国家人力成本更高，矿山无人化需求比中国还迫切","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/596253178893640","isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4249528881229200","authorId":"4249528881229200","name":"纳指起起伏伏","avatar":"https://static.tigerbbs.com/ea88a6779739552a1f6d10052c2f826e","crmLevel":1,"crmLevelSwitch":0,"idStr":"4249528881229200","authorIdStr":"4249528881229200"},"content":"愿景不错，就看后续落地情况了","text":"愿景不错，就看后续落地情况了","html":"愿景不错，就看后续落地情况了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595548282999280,"gmtCreate":1786415652111,"gmtModify":1786415654226,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>三个跟踪指标我都盯着：转化率、续费率、客单价。只要这几项持续向好，百望的估值逻辑就要从工具型向平台型全面切换，空间完全打开","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>三个跟踪指标我都盯着：转化率、续费率、客单价。只要这几项持续向好，百望的估值逻辑就要从工具型向平台型全面切换，空间完全打开","text":"$百望股份(06657)$ 三个跟踪指标我都盯着：转化率、续费率、客单价。只要这几项持续向好，百望的估值逻辑就要从工具型向平台型全面切换，空间完全打开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588423637652504","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583127968552320,"gmtCreate":1783396733730,"gmtModify":1783396735919,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227433389839290","authorIdStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>持有百望半个月被洗得够呛，昨天一根大阳线从12.22拉到收14.51（+11.62%），直接回本还小赚，税票数字化+出海概念看来真有资金在做，格局一下","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>持有百望半个月被洗得够呛，昨天一根大阳线从12.22拉到收14.51（+11.62%），直接回本还小赚，税票数字化+出海概念看来真有资金在做，格局一下","text":"$百望股份(06657)$ 持有百望半个月被洗得够呛，昨天一根大阳线从12.22拉到收14.51（+11.62%），直接回本还小赚，税票数字化+出海概念看来真有资金在做，格局一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583127968552320","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
