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- 小晚投评小晚投评
  ·09-04 14:54
  $百望股份(06657)$ 别家AI公司愁训练数据哪来，百望愁的是数据太多怎么清洗，这位置反过来站就是壁垒
  143 评论
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- 小晚投评小晚投评
  ·09-04
  $路特斯(LOT)$ For Me上半年干了1800多台，占了全球总盘子的46%，中国用户里超7成选的都是高配版，消费力可以啊
  159 评论
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- 小晚投评小晚投评
  ·08-31
  $中国再保险(01508)$ 海外投资注重国别分散，不把鸡蛋放在一个篮子。
  205 评论
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- 小晚投评小晚投评
  ·08-17
  $希迪智驾(新)(03881)$ 公司成长初期，是最难熬的时候，守着以后吃大肉
  585 评论
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- 小晚投评小晚投评
  ·08-17
  $百望股份(06657)$ 税这个东西最怕各国政策半夜“变脸”，百望这套7x24小时自动监测的机制，像是给出海企业请了个不睡觉的合规保镖
  1,030 评论
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- 小晚投评小晚投评
  ·08-07
  $路特斯(LOT)$ 欧洲和中东市场混动才是最优解，For Me的超级混动版本正是应对全球分化市场的正确答案
  543 评论
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- 小晚投评小晚投评
  ·08-05
  $百望股份(06657)$ Tax-Swift三级工作区结构直击跨国痛点：总部管全局、海外管合规、一线管开票。企业一旦把全球税务数据接入，替换成本极高，这是比签约本身更重要的竞争壁垒
  620 评论
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- 小晚投评小晚投评
  ·07-30
  $东阳光药(06887)$ 减重管线GLP-1三靶点激动剂的临床进展，这是当前医药最热赛道
  720 评论
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- 小晚投评小晚投评
  ·07-27
  $云知声(09678)$ 上市以来控股股东零减持+现在反向加，这种结构在港股AI里不算常见
  577 评论
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- 小晚投评小晚投评
  ·07-27
  $百望股份(06657)$ 以前觉得合规费钱，现在看是核心竞争力。架构稳了，出海才敢迈大步。长期看，这玩意是基础设施
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