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研究Esg的same

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- 研究Esg的same研究Esg的same
  ·01-16 19:43
  美团-W(03690.HK)从近期走势看，我认为美团的股价与宏观情绪和流动性高度绑定，自身的Alpha属性暂时被掩盖。我的建议是，大家最好将其纳入“宏观复苏交易”的篮子中观察。一旦市场风险偏好回暖，这类业务扎实、现金流可见度高的龙头公司，通常具备更强的股价弹性。
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- 研究Esg的same研究Esg的same
  ·01-09
  甲骨文（ORCL.US）：企业软件与云服务提供商，核心为数据库与企业级软件。转型云服务成效显著，绑定大型企业客户，软件订阅制保障现金流，数据库技术壁垒深厚，行业竞争加剧影响增长。
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- 研究Esg的same研究Esg的same
  ·01-02
  联合包裹（UPS）：全球物流巨头，快递与供应链解决方案覆盖全球，依托高效物流网络，服务电商与企业客户。数字化技术提升运营效率，优化配送路线，降低成本，同时拓展供应链解决方案，为企业提供仓储、运输一体化服务。跨境电商业务增速加快，成为新的增长动力，全球物流基础设施布局，支撑长期扩张。
  325 评论
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