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点评财经热点事件，把握投资先机
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财经老李点评
财经老李点评
·
02-03 15:22
1.阿斯麦(ASML) 人才是公司最宝贵的资产。吸引并留住全球顶尖的物理学家、工程师和软件专家，是持续创新的根本。我认为，其卓越的企业文化和激励机制是这项“无形资产”的重要组成部分。
$阿斯麦(ASML)$
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财经老李点评
财经老李点评
·
01-29
$趣致集团(00917)$
趣致逆袭封神!今年狂赚57%!捡到宝了!
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财经老李点评
财经老李点评
·
01-28
小米集团-W (01810.hk) SU7预售订单迅速突破10万，这个数据远超市场预期。在我看来，这初步验证了小米“人车家全生态”策略的市场吸引力。首战告捷意义重大，为小米汽车业务的长期发展开了一个好头
$小米集团-W(01810)$
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财经老李点评
财经老李点评
·
01-21
壁仞科技 (06082.HK) 综合来看，大资金流出是一个需要重视的风险信号，提示短期走势可能承压。但对于这类公司，我提醒自己不能仅用传统估值框架去看待。它的投资逻辑更接近于“看涨期权”，核心是跟踪其技术兑现的可能性。短期波动是常态，关键在于能否在行业竞争中真正建立起壁垒
$壁仞科技(06082)$
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财经老李点评
财经老李点评
·
01-07
2.微软（MSFT.US）：以 Windows 系统、Office 软件为基本盘，Azure 云服务与 Copilot AI 工具构成增长双引擎。AI 相关收入持续高增，生态付费转化能力强，企业级解决方案需求稳定。技术投入依赖自身盈利，现金流稳健，全栈 AI 布局覆盖从基础设施到应用层，抗风险能力突出。
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财经老李点评
财经老李点评
·
2025-12-31
阿斯麦（ASML）：全球唯一 EUV 光刻机供应商，技术垄断地位无可替代，芯片制造厂商扩产需求支撑订单增长。新一代光刻机研发保持领先，绑定台积电、三星等头部客户。行业周期性波动与地缘政治风险可能影响设备交付节奏，但长期受益于半导体制程升级趋势。
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