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长盈财经
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长盈财经
长盈财经
·
08-13 09:42
$潘渡比特币(02818)$
看潘渡拿奖新闻刷到两次，原来我无意间用上了获奖产品？有点东西
$A潘渡创新(03056)$
$A潘渡区块链(03112)$
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长盈财经
长盈财经
·
08-13 09:11
$联想集团(00992)$
一觉醒来，美股AI基础设施链又被点燃。CoreWeave、超微电脑双双大涨，戴尔更是收涨9.9%。这波行情说明，市场仍在围绕一件事定价：AI算力需求到底有多强，服务器厂商能否把订单真正转化为收入和利润。 今天中午就轮到联想交卷了。我的关注点很直接：公司的调整后净利润和利润率、ISG收入能否继续跑赢行业，运营利润率能不能进一步抬升，210亿美元项目储备兑现到什么程度；同时，PC出货承压之下，IDG能否依靠AI PC和产品结构升级守住收入与利润。 戴尔昨晚已经把板块情绪带起来了。今天看你的了！
$超微电脑(SMCI)$
$戴尔(DELL)$
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长盈财经
长盈财经
·
08-05
$赤子城科技(09911)$
硬件狂飙，赤子城今天表现算可以了
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3
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长盈财经
长盈财经
·
07-31
$百望股份(06657)$
欧洲伙伴强化ERP系统集成能力，东南亚服务商完善本地监管接**付，百望双线布局，持续降低开拓新兴市场的边际成本
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长盈财经
长盈财经
·
07-30
$云知声(09678)$
云知声这波多语种升级真给力。ASR新增13种语言，TTS新增8种东南亚语言，一套模型搞定全球听与说，出海企业的福音
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长盈财经
长盈财经
·
07-28
$珞石机器人(03752)$
上游自研力控关节、中游量产全系列机器人整机、下游搭建开放产业生态，完整全链条布局充分释放中长期价值
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2.80万
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长盈财经
长盈财经
·
07-27
$云知声(09678)$
粤语、东北话……16种方言全覆盖。云知声U2-ASR用CER7.453%（开放）和9.235%（限定）证明：AI听得了标准音，也接得住960万平方公里的烟火气
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262
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长盈财经
长盈财经
·
07-22
$珞石机器人(03752)$
力控关节HSA系列扭矩密度亮眼，自研核心件是毛利护城河。机器人赛道拼到最后就是拼供应链自主，珞石这步先手棋走得稳。
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长盈财经
长盈财经
·
07-22
$云知声(09678)$
从卖项目到卖 Token，这是云知声商业模式的底层换血。以前一单一单啃、应收压身；以后按调用收租，毛利/现金流结构都会慢慢改。
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长盈财经
长盈财经
·
07-20
$东阳光药(06887)$
甘精胰岛素终于落地了。FDA批文到手，近期就发货。海外收入，估值多少能抬一抬吧？
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href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> <a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 一觉醒来，美股AI基础设施链又被点燃。CoreWeave、超微电脑双双大涨，戴尔更是收涨9.9%。这波行情说明，市场仍在围绕一件事定价：AI算力需求到底有多强，服务器厂商能否把订单真正转化为收入和利润。 今天中午就轮到联想交卷了。我的关注点很直接：公司的调整后净利润和利润率、ISG收入能否继续跑赢行业，运营利润率能不能进一步抬升，210亿美元项目储备兑现到什么程度；同时，PC出货承压之下，IDG能否依靠AI PC和产品结构升级守住收入与利润。 戴尔昨晚已经把板块情绪带起来了。今天看你的了！<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> <a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> ","text":"$联想集团(00992)$ 一觉醒来，美股AI基础设施链又被点燃。CoreWeave、超微电脑双双大涨，戴尔更是收涨9.9%。这波行情说明，市场仍在围绕一件事定价：AI算力需求到底有多强，服务器厂商能否把订单真正转化为收入和利润。 今天中午就轮到联想交卷了。我的关注点很直接：公司的调整后净利润和利润率、ISG收入能否继续跑赢行业，运营利润率能不能进一步抬升，210亿美元项目储备兑现到什么程度；同时，PC出货承压之下，IDG能否依靠AI PC和产品结构升级守住收入与利润。 戴尔昨晚已经把板块情绪带起来了。今天看你的了！$超微电脑(SMCI)$ $戴尔(DELL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596235311064512","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593504505205680,"gmtCreate":1785915246855,"gmtModify":1785915248681,"author":{"id":"4237529388943810","authorId":"4237529388943810","name":"长盈财经","avatar":"https://static.tigerbbs.com/b18d3b099e650589126acf5680c61adc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4237529388943810","idStr":"4237529388943810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 硬件狂飙，赤子城今天表现算可以了","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 硬件狂飙，赤子城今天表现算可以了","text":"$赤子城科技(09911)$ 硬件狂飙，赤子城今天表现算可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593504505205680","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591630216185336,"gmtCreate":1785469153882,"gmtModify":1785469318538,"author":{"id":"4237529388943810","authorId":"4237529388943810","name":"长盈财经","avatar":"https://static.tigerbbs.com/b18d3b099e650589126acf5680c61adc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4237529388943810","idStr":"4237529388943810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 欧洲伙伴强化ERP系统集成能力，东南亚服务商完善本地监管接**付，百望双线布局，持续降低开拓新兴市场的边际成本","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 欧洲伙伴强化ERP系统集成能力，东南亚服务商完善本地监管接**付，百望双线布局，持续降低开拓新兴市场的边际成本","text":"$百望股份(06657)$ 欧洲伙伴强化ERP系统集成能力，东南亚服务商完善本地监管接**付，百望双线布局，持续降低开拓新兴市场的边际成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591630216185336","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4242199632042380","authorId":"4242199632042380","name":"明鉴资管","avatar":"https://static.tigerbbs.com/9d9698a4117415e7efc0868856895a80","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4242199632042380","idStr":"4242199632042380"},"content":"市场可能低估了这次东南亚五家伙伴的价值。马来西亚、印尼税务数字化刚起步，规则复杂变化快，必须依赖本地伙伴做实施和运维。百望这步棋，是把中国出海的“基建”铺到了最前线","text":"市场可能低估了这次东南亚五家伙伴的价值。马来西亚、印尼税务数字化刚起步，规则复杂变化快，必须依赖本地伙伴做实施和运维。百望这步棋，是把中国出海的“基建”铺到了最前线","html":"市场可能低估了这次东南亚五家伙伴的价值。马来西亚、印尼税务数字化刚起步，规则复杂变化快，必须依赖本地伙伴做实施和运维。百望这步棋，是把中国出海的“基建”铺到了最前线"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591297745670488,"gmtCreate":1785381400434,"gmtModify":1785381402872,"author":{"id":"4237529388943810","authorId":"4237529388943810","name":"长盈财经","avatar":"https://static.tigerbbs.com/b18d3b099e650589126acf5680c61adc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4237529388943810","idStr":"4237529388943810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 云知声这波多语种升级真给力。ASR新增13种语言，TTS新增8种东南亚语言，一套模型搞定全球听与说，出海企业的福音","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 云知声这波多语种升级真给力。ASR新增13种语言，TTS新增8种东南亚语言，一套模型搞定全球听与说，出海企业的福音","text":"$云知声(09678)$ 云知声这波多语种升级真给力。ASR新增13种语言，TTS新增8种东南亚语言，一套模型搞定全球听与说，出海企业的福音","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591297745670488","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590730870370368,"gmtCreate":1785222518388,"gmtModify":1785222520360,"author":{"id":"4237529388943810","authorId":"4237529388943810","name":"长盈财经","avatar":"https://static.tigerbbs.com/b18d3b099e650589126acf5680c61adc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4237529388943810","idStr":"4237529388943810"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 粤语、东北话……16种方言全覆盖。云知声U2-ASR用CER7.453%（开放）和9.235%（限定）证明：AI听得了标准音，也接得住960万平方公里的烟火气","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 粤语、东北话……16种方言全覆盖。云知声U2-ASR用CER7.453%（开放）和9.235%（限定）证明：AI听得了标准音，也接得住960万平方公里的烟火气","text":"$云知声(09678)$ 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