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理财小宇宙
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理财小宇宙
理财小宇宙
·
08-20
$Moderna, Inc.(MRNA)$
晚上没跟上mrna，白天3174
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理财小宇宙
理财小宇宙
·
08-20
$苹果(AAPL)$
这么优秀！
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40
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理财小宇宙
理财小宇宙
·
08-20
$特斯拉(TSLA)$
继续加仓
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131
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2
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理财小宇宙
理财小宇宙
·
08-14
$联想集团(00992)$
摩根大通这次直接把联想目标价从30港元上调至50港元，维持“增持”。比目标价更值得关注的，是报告确认了ISG利润率拐点。 Q1联想ISG收入85.1亿美元，同比增长98%，较摩根大通预测高24%；分部税前利润7.77亿美元，超出预测136%。最关键的是，ISG利润率从上季度3.6%跃升至9.1%，接近此前预期4.8%的两倍。市场此前担心服务器业务只增收、不增利，这份财报给出了正面回应。 目前增长主要由通用服务器推动，AI服务器可能才是下一阶段的增量。储备项目已从210亿美元增至540亿美元，管理层预计下半年加快转化。PC份额领先优势也已连续10个季度扩大。现在看，联想守住了PC基本盘，ISG也正从规模故事转向利润故事。
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理财小宇宙
理财小宇宙
·
08-11
$百望股份(06657)$
北京智能体新政刚出，市场还在炒概念，但真正能落地的公司已经跑出来了。百望上半年交付50万数字员工，AI收入从0干到2.11亿占比29%，这不比那些只会发发布会的强多了？
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理财小宇宙
理财小宇宙
·
08-06
$云知声(09678)$
IDC这份AI50强含金量挺高，云知声靠U2智能体大模型上榜，多项国际评测成绩靠前
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563
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理财小宇宙
理财小宇宙
·
08-05
$路特斯(LOT)$
莲花跑车战略大转弯，放弃全面电动化，改为燃油、纯电、混动“三轨并行”，尊重现实需求
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631
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理财小宇宙
理财小宇宙
·
07-31
$百望股份(06657)$
百望持续跟进全球税务政策变动，沉淀跨境合规知识库，推动产品能力标准化复制，打开长期海外增长空间
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737
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理财小宇宙
理财小宇宙
·
07-30
$百望股份(06657)$
今天这个节点我偏向看成“政策逻辑更顺了，但还没到全面爆发”。没有新增公司公告配合，情绪端未必会特别猛；不过税务数据和科技金融数据这两条线都在往企业信用画像、智能风控靠，百望最新的战略规划至少更容易被市场讲清楚了
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理财小宇宙
理财小宇宙
·
07-29
$希迪智驾(新)(03881)$
中报要来了，坐等业绩迎喜
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707
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>这么优秀！","text":"$苹果(AAPL)$ 这么优秀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598673469015128","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598673639899592,"gmtCreate":1787186333545,"gmtModify":1787186335423,"author":{"id":"4242546177047050","authorId":"4242546177047050","name":"理财小宇宙","avatar":"https://static.tigerbbs.com/b4e9242e9eb487818c86384c8cf8e939","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242546177047050","idStr":"4242546177047050"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>继续加仓","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>继续加仓","text":"$特斯拉(TSLA)$ 继续加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598673639899592","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596611995718728,"gmtCreate":1786675389974,"gmtModify":1786676872540,"author":{"id":"4242546177047050","authorId":"4242546177047050","name":"理财小宇宙","avatar":"https://static.tigerbbs.com/b4e9242e9eb487818c86384c8cf8e939","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242546177047050","idStr":"4242546177047050"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>摩根大通这次直接把联想目标价从30港元上调至50港元，维持“增持”。比目标价更值得关注的，是报告确认了ISG利润率拐点。 Q1联想ISG收入85.1亿美元，同比增长98%，较摩根大通预测高24%；分部税前利润7.77亿美元，超出预测136%。最关键的是，ISG利润率从上季度3.6%跃升至9.1%，接近此前预期4.8%的两倍。市场此前担心服务器业务只增收、不增利，这份财报给出了正面回应。 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href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>北京智能体新政刚出，市场还在炒概念，但真正能落地的公司已经跑出来了。百望上半年交付50万数字员工，AI收入从0干到2.11亿占比29%，这不比那些只会发发布会的强多了？","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>北京智能体新政刚出，市场还在炒概念，但真正能落地的公司已经跑出来了。百望上半年交付50万数字员工，AI收入从0干到2.11亿占比29%，这不比那些只会发发布会的强多了？","text":"$百望股份(06657)$ 北京智能体新政刚出，市场还在炒概念，但真正能落地的公司已经跑出来了。百望上半年交付50万数字员工，AI收入从0干到2.11亿占比29%，这不比那些只会发发布会的强多了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595554134017080","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593845440283496,"gmtCreate":1785998482279,"gmtModify":1785998484770,"author":{"id":"4242546177047050","authorId":"4242546177047050","name":"理财小宇宙","avatar":"https://static.tigerbbs.com/b4e9242e9eb487818c86384c8cf8e939","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242546177047050","idStr":"4242546177047050"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>IDC这份AI50强含金量挺高，云知声靠U2智能体大模型上榜，多项国际评测成绩靠前","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>IDC这份AI50强含金量挺高，云知声靠U2智能体大模型上榜，多项国际评测成绩靠前","text":"$云知声(09678)$ IDC这份AI50强含金量挺高，云知声靠U2智能体大模型上榜，多项国际评测成绩靠前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593845440283496","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593500759875784,"gmtCreate":1785907031804,"gmtModify":1785907999383,"author":{"id":"4242546177047050","authorId":"4242546177047050","name":"理财小宇宙","avatar":"https://static.tigerbbs.com/b4e9242e9eb487818c86384c8cf8e939","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242546177047050","idStr":"4242546177047050"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a>莲花跑车战略大转弯，放弃全面电动化，改为燃油、纯电、混动“三轨并行”，尊重现实需求","listText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a>莲花跑车战略大转弯，放弃全面电动化，改为燃油、纯电、混动“三轨并行”，尊重现实需求","text":"$路特斯(LOT)$ 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