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投资人简放
用心若镜,不将不迎。微信公众号:简放。
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投资人简放
2022-03-04
$1药网(YI)$
3年9倍的营收增长,妥妥的成长股,但是估值却低的发指,实在无法理解
投资人简放
2023-12-12
$海银控股(HYW)$
自其诞生至今,人工智能持续引领着时代的进步,尤其在金融领域,AI技术为数字化发展注入了强大的动力,推动了金融科技公司加快在AI和算力上的战略布局,从而引发了一场金融业的创新浪潮。
投资人简放
2020-12-18
$尚德机构(STG)$
期待下周的反弹吧,兄弟们
投资人简放
2021-04-08
$趣头条(QTT)$
大市还在调整,合理区间震荡,耐心等等
投资人简放
2021-04-08
$联想集团(00992)$
近期大盘不算太稳,股市处于震荡期,现10左右属特价时段,宜补仓,联想作为智能化时代的“新IT”典型代表企业之一,其价值仍有许多未被充分认知的地方,加上“A+H”的再进一步,预计爆发期即将来临。
投资人简放
2022-06-30
$1药网(YI)$
总会轮动到互联网医药板块吧
投资人简放
2021-11-17
$趣头条(QTT)$
趁着调整,可以再搞一点筹码吗?
投资人简放
2021-07-28
$房多多(DUO)$
房地产是个强周期性的行业。周期性行业的特点是强周期与弱周期时的行情天差地别,行业收入甚至可以相差10倍以上。随着国家各类调控政策的出台,未来房地产行业一定是告别野蛮生长逐步向好的,从这点来看,可以适当建仓低位的房多多。
投资人简放
2021-02-09
$趣头条(QTT)$
腾讯持股到20个点了,准备起飞
投资人简放
2020-12-18
$趣头条(QTT)$
默默等待反弹~
投资人简放
03-08
$联想控股(03396)$
2023市场整体不景气,联控的压力自然也不小,现在希望龙年行情能好一些
投资人简放
2022-02-08
米读小说将继续顺应行业趋势,企业朝着正向趋势发展,过段时间再来看吧
$趣头条(QTT)$
@四处观察:不断扩展IP孵化领域 提升米读IP的关注度、影响力
投资人简放
2021-12-22
啥时候见红啊?
$趣头条(QTT)$
抱歉,原内容已删除
投资人简放
2021-12-01
$联想集团(00992)$
凭借在服务器行业的多年积淀,在算力方面的领先优势,联想集团本身已经形成兼具“端-边-云-网-智”多端口的综合性科技公司。从这个角度看,联想集团管理层颇具前瞻性的战略布局,成为了联想近年来增长的最核心动力。
投资人简放
2021-09-02
$房多多(DUO)$
大家分析一下这个股今晚怎么走,个人认为还能涨~
投资人简放
2021-06-14
$掌门教育(ZME)$
想短期挣钱的人,建议不要上车教育,这里只适合长期持有
投资人简放
2021-06-08
$联想集团(00992)$
整体看市场的轮动还是很健康的,在高景气板块中依旧有肉吃,保持足够的耐心就可以。很多投资者做股票往往只看短期,消费板块本就需要些时间转化,很显然短线对联想股票来讲并不适合,你们觉得呢?
投资人简放
2021-05-31
$趣头条(QTT)$
感觉财报会有一波升浪
投资人简放
2021-04-29
$联想集团(00992)$
作为新IT板块的核心标的,尤其是看好科创板能溢出效应的价值性,联想登陆科创板后在其阵营中属于绝对优质标的,短期内再造一个联想也不是没可能。
投资人简放
2020-12-28
$趣头条(QTT)$
趣头条旗下米读短剧我觉得是个增长点[思考]
去老虎APP查看更多动态
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</a>","text":"数字化时代,海银控股能够紧跟时代步伐,不断进行创新和开拓,这样的企业才是真正具有远见卓识的企业啊$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243780924522560","repostId":"243775271743608","repostType":1,"repost":{"id":243775271743608,"gmtCreate":1700535262332,"gmtModify":1700535726022,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101854786458470","idStr":"4101854786458470"},"themes":[],"title":"海银控股荣获时代传媒“年度AI突破创新奖”","htmlText":"11月20日,由时代传媒集团主办的2023新质生产力发展论坛在广州举办。论坛期间,备受业界关注的第十六届时代营销盛典颁奖典礼同步举行,海银控股凭借高度契合行业趋势的数字化服务理念、强大的数字化综合实力及自主创新能力、独具特色的组合式AI应用体系,荣获时代传媒“年度AI突破创新奖”。 实力颁奖机构、权威评审团 见证行业变革十五年 时代传媒集团是国家和广东省数字出版转型示范单位,目前拥有以《时代周报》、时代财经APP为主的财经系媒体和以《新周刊》杂志为主的生活系媒体,构建强大的宣传矩阵与广阔的人群覆盖,其对国内市场的需求变迁、营销趋势、技术形态等多年追踪研究,已成为业内广泛参考的重要风向标。 其主办的时代营销盛典迄今已成功举办十五届,作为业内重量级的年度品牌评选活动,一直受到社会广泛关注与认可。盛典云集全国各界精英学者,将理论智慧与商业经验、前沿技术相结合,共同分析当前经济、市场等各方面因素,总结全年重大热点与优秀案例。 为表彰业内优秀案例,深度挖掘隐藏的营销价值与技术价值,激励更多的实践者进行创新和开拓,时代营销盛典每年从业内甄选最具代表性的营销案例、公司、产品、技术,评选出年度营销各类别的奖项,共同探索未来营销新趋势。历届评选中,光大银行、中信银行、美年健康、三六零、华为等知名企业均榜上有名,“科技范儿”越来越浓厚。 紧跟趋势,评选标准与时俱进 进入新时代,我国战略性新兴产业蓬勃发展,谋划着类脑智能、量子信息、基因技术等未来产业,同时将人类发展的触角延伸至深海、外太空……系列成就的取得都有力证明新质生产力正带领社会澎湃前行。 区别于传统生产力,新质生产力代表着生产力的跃迁,涉及领域新、技术含量高,依靠创新驱动是关键。“科技创新”、“新兴产业”、“未来产业”是新质生产力的三个方面,意涵丰富、相互关联。 本届时代营销盛典颁奖典礼以“后增长时代:高质量营销生态变革”为主题,以多重","listText":"11月20日,由时代传媒集团主办的2023新质生产力发展论坛在广州举办。论坛期间,备受业界关注的第十六届时代营销盛典颁奖典礼同步举行,海银控股凭借高度契合行业趋势的数字化服务理念、强大的数字化综合实力及自主创新能力、独具特色的组合式AI应用体系,荣获时代传媒“年度AI突破创新奖”。 实力颁奖机构、权威评审团 见证行业变革十五年 时代传媒集团是国家和广东省数字出版转型示范单位,目前拥有以《时代周报》、时代财经APP为主的财经系媒体和以《新周刊》杂志为主的生活系媒体,构建强大的宣传矩阵与广阔的人群覆盖,其对国内市场的需求变迁、营销趋势、技术形态等多年追踪研究,已成为业内广泛参考的重要风向标。 其主办的时代营销盛典迄今已成功举办十五届,作为业内重量级的年度品牌评选活动,一直受到社会广泛关注与认可。盛典云集全国各界精英学者,将理论智慧与商业经验、前沿技术相结合,共同分析当前经济、市场等各方面因素,总结全年重大热点与优秀案例。 为表彰业内优秀案例,深度挖掘隐藏的营销价值与技术价值,激励更多的实践者进行创新和开拓,时代营销盛典每年从业内甄选最具代表性的营销案例、公司、产品、技术,评选出年度营销各类别的奖项,共同探索未来营销新趋势。历届评选中,光大银行、中信银行、美年健康、三六零、华为等知名企业均榜上有名,“科技范儿”越来越浓厚。 紧跟趋势,评选标准与时俱进 进入新时代,我国战略性新兴产业蓬勃发展,谋划着类脑智能、量子信息、基因技术等未来产业,同时将人类发展的触角延伸至深海、外太空……系列成就的取得都有力证明新质生产力正带领社会澎湃前行。 区别于传统生产力,新质生产力代表着生产力的跃迁,涉及领域新、技术含量高,依靠创新驱动是关键。“科技创新”、“新兴产业”、“未来产业”是新质生产力的三个方面,意涵丰富、相互关联。 本届时代营销盛典颁奖典礼以“后增长时代:高质量营销生态变革”为主题,以多重","text":"11月20日,由时代传媒集团主办的2023新质生产力发展论坛在广州举办。论坛期间,备受业界关注的第十六届时代营销盛典颁奖典礼同步举行,海银控股凭借高度契合行业趋势的数字化服务理念、强大的数字化综合实力及自主创新能力、独具特色的组合式AI应用体系,荣获时代传媒“年度AI突破创新奖”。 实力颁奖机构、权威评审团 见证行业变革十五年 时代传媒集团是国家和广东省数字出版转型示范单位,目前拥有以《时代周报》、时代财经APP为主的财经系媒体和以《新周刊》杂志为主的生活系媒体,构建强大的宣传矩阵与广阔的人群覆盖,其对国内市场的需求变迁、营销趋势、技术形态等多年追踪研究,已成为业内广泛参考的重要风向标。 其主办的时代营销盛典迄今已成功举办十五届,作为业内重量级的年度品牌评选活动,一直受到社会广泛关注与认可。盛典云集全国各界精英学者,将理论智慧与商业经验、前沿技术相结合,共同分析当前经济、市场等各方面因素,总结全年重大热点与优秀案例。 为表彰业内优秀案例,深度挖掘隐藏的营销价值与技术价值,激励更多的实践者进行创新和开拓,时代营销盛典每年从业内甄选最具代表性的营销案例、公司、产品、技术,评选出年度营销各类别的奖项,共同探索未来营销新趋势。历届评选中,光大银行、中信银行、美年健康、三六零、华为等知名企业均榜上有名,“科技范儿”越来越浓厚。 紧跟趋势,评选标准与时俱进 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$杭叉集团(603298)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187576371458184","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182336139366584,"gmtCreate":1685524191770,"gmtModify":1685524193621,"author":{"id":"3545134475140385","authorId":"3545134475140385","name":"投资人简放","avatar":"https://static.tigerbbs.com/f7f7ecb9f455ec79bcd0fd092462d83e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545134475140385","idStr":"3545134475140385"},"themes":[],"htmlText":"半导体目前还是可以考虑的,毕竟市场没有其他板块能够上涨了,半导体目前利好较多。<a target=\"_blank\" href=\"https://laohu8.com/S/BK1163\">$半导体产品(BK1163)$ </a>","listText":"半导体目前还是可以考虑的,毕竟市场没有其他板块能够上涨了,半导体目前利好较多。<a target=\"_blank\" href=\"https://laohu8.com/S/BK1163\">$半导体产品(BK1163)$ 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就在昨天,由于美光的产品影响了我们国家的安全,中国拉黑了恶行累累的美光芯片,所有国内运营者都需要停止麦美光的产品,可真应了那句话,真的是多行不义必自毙啊,应该没有人忘记它对我们国家芯片额恶行吧。 2017年美光向美国法院控告中国福建普华公司和联电,它说联电窃取知识产权并交给了福建普华,原本这只是一场简单的民事案件,却让美国上升到了新高度!“国家安全”高度开看待这个问题,最终,联电和福建普华都遭到了重大的打击,当然还有,美光也曾阻止中芯国际获得一笔6.5亿美元的贷款,来阻碍中芯国际发展,可以说此举是“恶心他爸找他妈,恶心到家了”,另外去年10月美光限制向中国出货半导体相关设备,来影响长江存储、长鑫存储技术升级和产能严重受到了影响,这背后一定有人在撑腰,壮大了美光的士气,如果不能及时给予反击,后果不堪设想,然后美光还像美国告密,并说:长江存储向华为供货,后来这事大家都知道了,美国把长江存储、长鑫存储都相继拉入了黑名单! 不过问题是,咱们拉黑了美光之后,对国内产业链影响大吗,其实现在对美光动手的时机把我恰到好处,为什么呢?因为现在正处于一个产业的低谷期,需求也并不是特别的旺盛,另外我国的存储芯片有了很大的提升,这次审查也是利好国内的存储器厂商的,尤其是上游半导体设备,材料等这些国产替代,会加速发展。 不过我也要说上那么一句,今年以来,一直都是较为看好半导体板块,但是短线的还是不要追了,已经很高了,后续下来可以根据市场和价格问题再来综合考虑上车问题,下面是相关的标的:北方华创、华亚职能、长川科技、富乐德、联动科技、金海通、至纯科技、中微公司、芯源微、盛美上海等 <a href=\"https://laohu8.com/S/159813\">$芯片(159813)$</a> <","listText":"真是万万没想到,中国芯片给了老美一个暴击!拉黑了全球第五的存储巨头美光公司,国产芯片正在迎来一个布局的好时机? 就在昨天,由于美光的产品影响了我们国家的安全,中国拉黑了恶行累累的美光芯片,所有国内运营者都需要停止麦美光的产品,可真应了那句话,真的是多行不义必自毙啊,应该没有人忘记它对我们国家芯片额恶行吧。 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