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观研财评
观研财评
·
08-19 10:49
$百望股份(06657)$
唐诚双总部、多国布局，百望能跟着跑全球。跨境财税合规是刚需，这个赛道够宽。这次合作是个样板，后面复制到其他大客户，想象空间不小
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观研财评
观研财评
·
08-10
$百望股份(06657)$
百望的新战略还是有看头的，票税、信用、AI 这几条线能串住，后面就有机会被重新定价
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观研财评
观研财评
·
08-06
$路特斯(LOT)$
Emira 420 Sport是完整赛道化调校车型。更强动力+轻量化底盘+升级空力相辅相成，后轴抓地力得到补强，连续弯道车身姿态紧致。搭配高性能竞技轮胎与升级制动系统，重刹、高速入弯、持续加速全程稳定，是现阶段可玩性极高的量产燃油跑车。
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观研财评
观研财评
·
08-03
$希迪智驾(新)(03881)$
坚定点啊，今年财富自由门槛多高?
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观研财评
观研财评
·
08-03
$百望股份(06657)$
预警需闭环，百望穿透式方案打通“识别-核查-整改”，紧抓央企DRP建设机遇
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617
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观研财评
观研财评
·
08-03
$云知声(09678)$
绑定中国—东盟示范区+陆海新通道，南宁项目格局打开，云知声出海叙事启动，想象空间拉满
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观研财评
观研财评
·
07-21
$百望股份(06657)$
我最近反而会顺手看看用友、金蝶这些老对手在讲什么。越看越觉得，后面比的可能不是单个功能谁多一点，而是谁手里的企业数据更能沉淀成长期能力。百望要是能往这条线上靠，市场看法可能会慢慢变
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观研财评
观研财评
·
07-20
国泰君安国际：7月投行业务多点开花，持续赋能实体经济
$国泰君安国际(01788)$
2026年7月，国泰君安国际在投行领域动作密集，业务推进节奏稳健，彰显专业实力。 在上市保荐方面，公司于7月1日作为独家保荐人，助力全球户用储能系统出货量排名第五的大秦数能向港交所主板递交上市申请。该公司95%以上收入来自海外市场，产品覆盖超100个国家及地区，此次递表体现了国泰君安国际在新能源赛道的深耕布局与跨境服务能力。 在融资服务方面，公司于7月16日携手招商证券国际，协助吉宏股份完成配股融资约1.147亿港元，其中八成募资将用于跨境社交电商业务的全球扩张，切实助力企业拓展国际版图。同时，公司于7月上旬密集发行了中芯国际、宁德时代等多家行业龙头企业的认购权证，发行额各达5000万份，并于7月9日及15日相继上市，进一步丰富了香港市场的结构性产品供给。 国泰君安国际正凭借扎实的执行力，在服务实体经济、推动产业升级的进程中发挥专业金融桥梁作用
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观研财评
观研财评
·
07-16
$云知声(09678)$
要求不高，能红就行
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观研财评
观研财评
·
07-15
$赤子城科技(09911)$
中东社交唯一持牌王，业绩翻倍，估值才12倍，更值得大涨
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预警需闭环，百望穿透式方案打通“识别-核查-整改”，紧抓央企DRP建设机遇","text":"$百望股份(06657)$ 预警需闭环，百望穿透式方案打通“识别-核查-整改”，紧抓央企DRP建设机遇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592679814407080","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592670611711472,"gmtCreate":1785723188295,"gmtModify":1785723190401,"author":{"id":"4242427397044900","authorId":"4242427397044900","name":"观研财评","avatar":"https://static.tigerbbs.com/73080083c4a551d13a91a02b41a56747","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242427397044900","idStr":"4242427397044900"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 绑定中国—东盟示范区+陆海新通道，南宁项目格局打开，云知声出海叙事启动，想象空间拉满","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 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