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安静的小虾兄弟

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- 安静的小虾兄弟安静的小虾兄弟
  ·01-19 20:50
  $兆易创新(03986)$ 兆易港股上市之后募资后的战略投资方向，是观察其未来增长曲线的窗口。需要看一下招股书的数据披露，是继续提升研发能力还是进行业务扩张？我认为这两个数值最为重要。
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- 安静的小虾兄弟安静的小虾兄弟
  ·01-12
  高通（QCOM.US）：移动芯片龙头，核心业务为智能手机芯片研发与专利授权，全球主流手机厂商均为其客户。专利壁垒深厚，5G芯片技术领先，汽车芯片与物联网芯片布局拓展新增长曲线，受益于5G普及与智能终端升级。
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- 安静的小虾兄弟安静的小虾兄弟
  ·01-05
  $沃尔玛(WMT)$ 全球零售巨头，线下门店与线上渠道融合发展。供应链管理能力行业领先，食品杂货等必需消费业务稳定，会员制与自有品牌策略提升盈利空间。
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- 安静的小虾兄弟安静的小虾兄弟
  ·2025-12-30
  KLA（KLAC）半导体检测与量测设备巨头，产品覆盖芯片制造全流程检测，技术壁垒显著，AI 芯片与先进制程升级带动设备需求增长，客户粘性强。
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