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调研员麻永涛
前 中国法制经济西北新闻中心 调研员
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调研员麻永涛
12-12
$地平线机器人-W(09660)$
地平线在软硬件系统处理效率、性价比还有服务能力上都很不错,在竞争激烈的智驾市场,这些就是它的核心竞争力。靠着这些,它能满足车企和消费者的需求,长期来看,它在市场里的表现肯定不会差。
调研员麻永涛
11-01
$地平线机器人-W(09660)$
地平线就盯着智能驾驶这条道,过去几年营收增长很明显。2021年、2022 年、2023 年营收分别是 4.67 亿元、9.06 亿元、15.52 亿元,年复合增长率达到 82.3% 。这种增长势头说不定能给合资公司带来正面的财务影响。前期股价多给点时间,主要还是得看长期。
调研员麻永涛
07-29
$联想集团(00992)$
联想集团AI PC的布局越来越全面了,外部有和微软、英伟达合作的AI PC,国内还有和国产银河麒麟操作系统合作的联想开天AI PC元启版,牢牢把握住AI第一端口,以后端边云网智的故事就更好讲了。
调研员麻永涛
07-19
早盘还算给力,继续冲!
$嘀嗒出行(02559)$
@金融叁剑客:嘀嗒出行夯实技术基建 引领共享出行健康发展
调研员麻永涛
07-02
$联想集团(00992)$
现在没有AI PC具体的销量数据,但是从京东热销排行榜上AI PC销量TOP10来看,联想集团占据了4款,还是拥有第一的市场份额和用户认可度。
调研员麻永涛
07-01
$嘀嗒出行(02559)$
绿鞋机制生效期是到啥时候?
调研员麻永涛
06-25
$嘀嗒出行(02559)$
嘀嗒出行的业务不仅限于顺风车,还包括智慧出租车服务等,兄弟,不要局限了。
调研员麻永涛
06-14
$联想集团(00992)$
今年618各大平台的热度好像集中到AI上去了,京东预计将推动超300万用户在618期间换新AI产品,联想此前在刚开局就收下12个冠军了,AI PC也是3C产品最大的看点,市场带动对联想和整个行业都带来好的势头。
调研员麻永涛
06-13
主力们加油呀~让我们看看希望![开心][开心]
$车车科技(CCG)$
调研员麻永涛
06-07
希望今天复星能保持住继续涨一涨
$复星国际(00656)$
调研员麻永涛
05-30
$复星国际(00656)$
的全球化战略及核心业务的稳健增长,似乎为其在复杂多变的市场环境中赢得了一定的竞争优势。尽管作为投资者需时刻警惕市场的不确定性,但复星当前的估值与内在价值之间的差异,或许为关注长期回报的投资者提供了一定的思考空间。
@金融叁剑客:重估复星国际:家庭消费巨头的“戴维斯双击”
调研员麻永涛
05-29
$尚德机构(STG)$
个人还是挺看好教育行业。
调研员麻永涛
05-28
联想的这个业绩算是符合之前的判断,SSG业务营收、净利润双增长,同时,PC和AI服务器也摆脱了低点,连续三个季度盈利能力改善。
$联想集团(00992)$
调研员麻永涛
05-21
联想AI PC元启版已经开启预售了,预订的情况还不错,搭载个人智能体的AI终端吸引力还是蛮大的,毕竟是首批真AI PC电脑,联想接下来的业绩会不会再度起飞呢?
$联想集团(00992)$
调研员麻永涛
05-08
在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。
$联想集团(00992)$
$恒生科技指数(HSTECH)$
调研员麻永涛
04-13
看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]
调研员麻永涛
04-03
$联想集团(00992)$
联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。
调研员麻永涛
03-21
$联想集团(00992)$
TD Cowen的分析师Matthew Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。
调研员麻永涛
03-06
近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。
$联想集团(00992)$
调研员麻永涛
02-20
PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。
$联想集团(00992)$
$恒生科技指数(HSTECH)$
去老虎APP查看更多动态
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</a>","listText":"早盘还算给力,继续冲!<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>","text":"早盘还算给力,继续冲!$嘀嗒出行(02559)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329027056345328","repostId":"328772271984848","repostType":1,"repost":{"id":328772271984848,"gmtCreate":1721282704012,"gmtModify":1721282875870,"author":{"id":"3579220041159506","authorId":"3579220041159506","name":"金融叁剑客","avatar":"https://static.tigerbbs.com/1d114ca9d6f222ff41a6568aa24b79c3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579220041159506","authorIdStr":"3579220041159506"},"themes":[],"title":"嘀嗒出行夯实技术基建 引领共享出行健康发展","htmlText":"使用顺风车出行,希望匹配到更顺路、评价更好的车主……这一广泛用户需求将得到满足。嘀嗒出行是国内出行领域的“老兵”,成立于2014年,前身为“嘀嗒拼车”,主打顺风车服务,2017年嘀嗒开始试图将业务拓展至出租车服务,并更名为“嘀嗒出行”。 从招股书来看,嘀嗒出行是一众出行平台中,为数不多实现盈利的玩家之一。顺风车这一细分市场的规模天花板较低,从交易额来看,2023年顺风车服务只**国汽车客运市场的4.4%。这样看来,顺风车未来增长空间这块还有很大的想象空间。 与市面上其他出行平台不同,嘀嗒出行创业10年来专注于顺风车和智慧出租车领域,经历了移动出行行业从方兴未艾到走进千家万户;还见证了顺风车从最初局部零散的低效出行,到体验效率和安全全方位进化的大规模高效出行;同时推动了出租车数字化转型,为各地旅客带来全新升级体验,为出租车行业注入新动能。 经历了十多年的发展,产品技术持续迭代升级,体验完全持续完善,共享出行已经从最初的爆发,进入趋于平稳增长阶段,已经过了风口期了。在还存在很多不确定性的当下,稳健和坚持,在一个赛道上不断垂直深耕,其实是更理性的选择。盲目快跑,各种机会都想去抓住,反而容易丢失原本的优势,可能会跌得更惨。 过去两年,很多互联网大厂纷纷收缩战线,聚焦和回归主业,同时大规模裁员,但嘀嗒出行在过去三年,一直在稳步扩张,不仅员工人数同比增长40%以上,同时持续夯实技术基建,加速了在大数据和人工智能领域的布局。在充满不确定性的当下,嘀嗒出行仍然能够保持稳健和坚持。 据报告预计称,得益于国内宏观经济环境向好、城镇化率持续提升、私家车数量持续增长和更多利好政策的推出,顺风车将成为中国汽车客运市场增长最快的细分市场,交易总额预计将在2028年增至1039亿元,从2024年至2028年的复合年增长率为29.4%。此外,顺风车在中国汽车客运市场所占份额,将从2023年的4.4%增至2","listText":"使用顺风车出行,希望匹配到更顺路、评价更好的车主……这一广泛用户需求将得到满足。嘀嗒出行是国内出行领域的“老兵”,成立于2014年,前身为“嘀嗒拼车”,主打顺风车服务,2017年嘀嗒开始试图将业务拓展至出租车服务,并更名为“嘀嗒出行”。 从招股书来看,嘀嗒出行是一众出行平台中,为数不多实现盈利的玩家之一。顺风车这一细分市场的规模天花板较低,从交易额来看,2023年顺风车服务只**国汽车客运市场的4.4%。这样看来,顺风车未来增长空间这块还有很大的想象空间。 与市面上其他出行平台不同,嘀嗒出行创业10年来专注于顺风车和智慧出租车领域,经历了移动出行行业从方兴未艾到走进千家万户;还见证了顺风车从最初局部零散的低效出行,到体验效率和安全全方位进化的大规模高效出行;同时推动了出租车数字化转型,为各地旅客带来全新升级体验,为出租车行业注入新动能。 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大趋势向好,为业绩向好的企业提供了支撑,如腾讯、小米、美团、复星国际等,走出了一波大行情,拉长时间线看,自3月28日至最高点5月20日,恒生指数上涨19.28%,腾讯30.79%,美团37.21%,小米35.09%,相较于互联网公司,家庭消费巨头复星国际涨幅则高达30.38%,毫不逊色于巨头。几大互联网巨头企业,市场分析偏多,下面以复星为例挖掘背后逻辑样本。 一、强劲的阿尔法-财务结构 复星这波估值修复,与财报期后市场确定性预期加强有很大关系,个人认为复星国际已经具备比较强的α和β属性。 阿尔法属性体现在业绩稳健增长和不断优化的财务结构上,财报显示,复星国际最近几年营收一直是稳定增长的,在2023年实现营业收入为1982亿元,同比上升8.6%,四大核心子公司豫园股份、复星医药、复星葡萄牙保险和复星旅文,总收入达1426.9亿元,同比增长8%,旅文成功实现扭亏为盈。做大规模的同时,也在不断做强,2023年实现归母净利润为人民币13.791亿元,同比增长人民币22.1亿元,这是复星竞争力提升的最直接表现。 优化财务结构是复星一直在做的事,复星国际合并报表层面有息债务较2022年末降低人民币150亿元,集团层面有息负债较2022年末下降人民币92亿元,合并报表和集团层面债务总量持续下降;合并报表层面总债务占总资本比率为50.4%,较2022年末降低2.9个百分点,可以看到复星这两年的资产周转率明显好转。 具体到案例看,4月,复星将比利时最大保险公司Ageas的已发行股份8.19%的股份出售给法国巴黎银行,复星获得约6.26亿至6.70亿欧元的交易对价,并预计实现税前利润约6,000万至6,500万欧元。 在做强阿尔法的同时,出海的","listText":"港股市场在经历了2023年触底之后,大幅回暖,从指数看,恒生指数本轮上涨始于4月22日,至最高点5月20日上涨高达21.65%,逼近20000点大关。 大趋势向好,为业绩向好的企业提供了支撑,如腾讯、小米、美团、复星国际等,走出了一波大行情,拉长时间线看,自3月28日至最高点5月20日,恒生指数上涨19.28%,腾讯30.79%,美团37.21%,小米35.09%,相较于互联网公司,家庭消费巨头复星国际涨幅则高达30.38%,毫不逊色于巨头。几大互联网巨头企业,市场分析偏多,下面以复星为例挖掘背后逻辑样本。 一、强劲的阿尔法-财务结构 复星这波估值修复,与财报期后市场确定性预期加强有很大关系,个人认为复星国际已经具备比较强的α和β属性。 阿尔法属性体现在业绩稳健增长和不断优化的财务结构上,财报显示,复星国际最近几年营收一直是稳定增长的,在2023年实现营业收入为1982亿元,同比上升8.6%,四大核心子公司豫园股份、复星医药、复星葡萄牙保险和复星旅文,总收入达1426.9亿元,同比增长8%,旅文成功实现扭亏为盈。做大规模的同时,也在不断做强,2023年实现归母净利润为人民币13.791亿元,同比增长人民币22.1亿元,这是复星竞争力提升的最直接表现。 优化财务结构是复星一直在做的事,复星国际合并报表层面有息债务较2022年末降低人民币150亿元,集团层面有息负债较2022年末下降人民币92亿元,合并报表和集团层面债务总量持续下降;合并报表层面总债务占总资本比率为50.4%,较2022年末降低2.9个百分点,可以看到复星这两年的资产周转率明显好转。 具体到案例看,4月,复星将比利时最大保险公司Ageas的已发行股份8.19%的股份出售给法国巴黎银行,复星获得约6.26亿至6.70亿欧元的交易对价,并预计实现税前利润约6,000万至6,500万欧元。 在做强阿尔法的同时,出海的","text":"港股市场在经历了2023年触底之后,大幅回暖,从指数看,恒生指数本轮上涨始于4月22日,至最高点5月20日上涨高达21.65%,逼近20000点大关。 大趋势向好,为业绩向好的企业提供了支撑,如腾讯、小米、美团、复星国际等,走出了一波大行情,拉长时间线看,自3月28日至最高点5月20日,恒生指数上涨19.28%,腾讯30.79%,美团37.21%,小米35.09%,相较于互联网公司,家庭消费巨头复星国际涨幅则高达30.38%,毫不逊色于巨头。几大互联网巨头企业,市场分析偏多,下面以复星为例挖掘背后逻辑样本。 一、强劲的阿尔法-财务结构 复星这波估值修复,与财报期后市场确定性预期加强有很大关系,个人认为复星国际已经具备比较强的α和β属性。 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href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","listText":"在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","text":"在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。$联想集团(00992)$ $恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303562953973920","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294757723521256,"gmtCreate":1712975526359,"gmtModify":1712975528596,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]","listText":"看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]","text":"看了BitFuFu的财报,对这家公司的未来发展充满信心![开心][开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294757723521256","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291158040625456,"gmtCreate":1712109394531,"gmtModify":1712109398070,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。","text":"$联想集团(00992)$ 联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。","images":[{"img":"https://static.tigerbbs.com/5420972c7d9fc19a59cb1c12ca1e7d5e","width":"636","height":"349"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291158040625456","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286552305443120,"gmtCreate":1710986725561,"gmtModify":1710986727342,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>TD Cowen的分析师Matthew Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>TD Cowen的分析师Matthew Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。","text":"$联想集团(00992)$ TD Cowen的分析师Matthew Ramsay对英伟达的评级为“跑赢大盘”,目标价为900美元,足以体现AI的价值。而作为港股市场唯一AI PC标的的联想集团,同样以其稀缺性和成长性展示出充分的投资价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286552305443120","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281225380491472,"gmtCreate":1709689123871,"gmtModify":1709689478062,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"近日,中金公司、中信证券等多家头部券商纷纷发布研究报告,对联想集团在港股市场中的AI PC领先地位及其未来成长潜力给予高度评价。这些券商普遍认为,联想集团不仅在传统PC业务上表现出色,还在多元化业务领域取得了显著进展,展现出强大的成长性和投资价值。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281225380491472","isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275882350592168,"gmtCreate":1708393139081,"gmtModify":1708394488320,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","listText":"PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","text":"PC市场回暖,像联想集团这种行业龙头,不用过多分析,会自然受益,至于受益多少,等财报验证即可。$联想集团(00992)$ $恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275882350592168","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":686321619,"gmtCreate":1658138624733,"gmtModify":1704869025276,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"title":"四川低调女首富邓洁茹,从销售员到上市公司董事长,身价53亿","htmlText":"随着社会的发展与进步,传统的“女子不如男”的旧思想早已成为过去式,现如今,女性群体在商业体系中扮演着愈来愈重要的角色,近些年更是涌现出了无数优秀的女性企业家,她们凭借自己的智慧和汗水,创造出了一个又一个的商业传奇,成为民营经济发展过程中一道靓丽的风景线。老许本期为大家带来的商业传奇人物传记的主人翁,是来自四川成都的优秀女性企业家邓洁茹女士。根据著名财富研究机构胡润研究院公布的最新版《胡润百富榜》中的数据显示,目前,邓洁茹以53亿元人民币的身价位居全国第1357名,位居成都女性富豪榜第一名,因此,她也成为了本年度新晋的“成都女首富”。那么接下来,老许便带领大家一起走进这位成都女强人的创业故事当中去。低调的女老板低调,是邓洁茹身上最显著的标签,即便贵为上市公司的董事长,但网络上关于她的介绍并不多,即便是在雷电微力的上市招股书中,对于邓洁茹的描述,也仅有寥寥无几的几句话。她既不是成都本地人,也不是雷电微力的创始人。1976年9月,邓洁茹出生在江苏无锡的一个普通工薪阶层家庭,大学毕业后,22岁的邓洁茹进入当时的中国庆安国际贸易集团有限公司工作,凭借出色的工作能力,让她迅速从一名普普通通的销售员,升迁到部门经理的位置。入主雷电微力2010年9月,邓洁茹以750万元注资刚刚成立不久的雷电微力,雷电微力增资至2950万元,邓洁茹一跃成为了雷电微力的实际控制人,2012年1月,邓洁茹正式出任雷电微力董事长至今,成为了这家企业真正意义上的“新主人”,在随后的几年内,她又先后从公司的其他股东手中,购得了大笔的股份,以保证自己的控制权。发展壮大雷电微力所从事的是毫米波相控雷达的研发、生产与销售业务,虽然从个人履历来看,邓洁茹此前并无相关的工作经验和技术积累,但这位女强人在企业管理和经营方面,却有着超乎常人的手段。接手之后,雷电微力在她的带领之下,历经短短十年时间的发展,迅速成长为一家国内领先的毫","listText":"随着社会的发展与进步,传统的“女子不如男”的旧思想早已成为过去式,现如今,女性群体在商业体系中扮演着愈来愈重要的角色,近些年更是涌现出了无数优秀的女性企业家,她们凭借自己的智慧和汗水,创造出了一个又一个的商业传奇,成为民营经济发展过程中一道靓丽的风景线。老许本期为大家带来的商业传奇人物传记的主人翁,是来自四川成都的优秀女性企业家邓洁茹女士。根据著名财富研究机构胡润研究院公布的最新版《胡润百富榜》中的数据显示,目前,邓洁茹以53亿元人民币的身价位居全国第1357名,位居成都女性富豪榜第一名,因此,她也成为了本年度新晋的“成都女首富”。那么接下来,老许便带领大家一起走进这位成都女强人的创业故事当中去。低调的女老板低调,是邓洁茹身上最显著的标签,即便贵为上市公司的董事长,但网络上关于她的介绍并不多,即便是在雷电微力的上市招股书中,对于邓洁茹的描述,也仅有寥寥无几的几句话。她既不是成都本地人,也不是雷电微力的创始人。1976年9月,邓洁茹出生在江苏无锡的一个普通工薪阶层家庭,大学毕业后,22岁的邓洁茹进入当时的中国庆安国际贸易集团有限公司工作,凭借出色的工作能力,让她迅速从一名普普通通的销售员,升迁到部门经理的位置。入主雷电微力2010年9月,邓洁茹以750万元注资刚刚成立不久的雷电微力,雷电微力增资至2950万元,邓洁茹一跃成为了雷电微力的实际控制人,2012年1月,邓洁茹正式出任雷电微力董事长至今,成为了这家企业真正意义上的“新主人”,在随后的几年内,她又先后从公司的其他股东手中,购得了大笔的股份,以保证自己的控制权。发展壮大雷电微力所从事的是毫米波相控雷达的研发、生产与销售业务,虽然从个人履历来看,邓洁茹此前并无相关的工作经验和技术积累,但这位女强人在企业管理和经营方面,却有着超乎常人的手段。接手之后,雷电微力在她的带领之下,历经短短十年时间的发展,迅速成长为一家国内领先的毫","text":"随着社会的发展与进步,传统的“女子不如男”的旧思想早已成为过去式,现如今,女性群体在商业体系中扮演着愈来愈重要的角色,近些年更是涌现出了无数优秀的女性企业家,她们凭借自己的智慧和汗水,创造出了一个又一个的商业传奇,成为民营经济发展过程中一道靓丽的风景线。老许本期为大家带来的商业传奇人物传记的主人翁,是来自四川成都的优秀女性企业家邓洁茹女士。根据著名财富研究机构胡润研究院公布的最新版《胡润百富榜》中的数据显示,目前,邓洁茹以53亿元人民币的身价位居全国第1357名,位居成都女性富豪榜第一名,因此,她也成为了本年度新晋的“成都女首富”。那么接下来,老许便带领大家一起走进这位成都女强人的创业故事当中去。低调的女老板低调,是邓洁茹身上最显著的标签,即便贵为上市公司的董事长,但网络上关于她的介绍并不多,即便是在雷电微力的上市招股书中,对于邓洁茹的描述,也仅有寥寥无几的几句话。她既不是成都本地人,也不是雷电微力的创始人。1976年9月,邓洁茹出生在江苏无锡的一个普通工薪阶层家庭,大学毕业后,22岁的邓洁茹进入当时的中国庆安国际贸易集团有限公司工作,凭借出色的工作能力,让她迅速从一名普普通通的销售员,升迁到部门经理的位置。入主雷电微力2010年9月,邓洁茹以750万元注资刚刚成立不久的雷电微力,雷电微力增资至2950万元,邓洁茹一跃成为了雷电微力的实际控制人,2012年1月,邓洁茹正式出任雷电微力董事长至今,成为了这家企业真正意义上的“新主人”,在随后的几年内,她又先后从公司的其他股东手中,购得了大笔的股份,以保证自己的控制权。发展壮大雷电微力所从事的是毫米波相控雷达的研发、生产与销售业务,虽然从个人履历来看,邓洁茹此前并无相关的工作经验和技术积累,但这位女强人在企业管理和经营方面,却有着超乎常人的手段。接手之后,雷电微力在她的带领之下,历经短短十年时间的发展,迅速成长为一家国内领先的毫","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/686321619","isVote":1,"tweetType":1,"viewCount":17678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652791290,"gmtCreate":1684892555111,"gmtModify":1684892557133,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/652791290","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"银杏君","avatar":"https://static.tigerbbs.com/baab729f496766d46421658b8e1ef35f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"content":"今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$","text":"今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$","html":"今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204059979534480,"gmtCreate":1690857564718,"gmtModify":1690857566758,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>作为我国金融体系的重要组成部分,财富管理行业在丰富金融产品供给、优化社会融资结构和支持实体经济方面,发挥着积极作用,要不怎么说财管行业未来可期呢。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>作为我国金融体系的重要组成部分,财富管理行业在丰富金融产品供给、优化社会融资结构和支持实体经济方面,发挥着积极作用,要不怎么说财管行业未来可期呢。","text":"$海银控股(HYW)$ 作为我国金融体系的重要组成部分,财富管理行业在丰富金融产品供给、优化社会融资结构和支持实体经济方面,发挥着积极作用,要不怎么说财管行业未来可期呢。","images":[{"img":"https://static.tigerbbs.com/a043eab86fea44e1077506524b16e686","width":"300","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/204059979534480","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":656539588,"gmtCreate":1683792484344,"gmtModify":1683792844620,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"我一直不明白,为啥江中绿两天,就会有这么多人就喊出货了,到顶了,做头了……你们都没做过完整的牛股吗?这种浮躁的心态别说赚几倍了,翻倍都很难拿得住!而且你们眼中股票上涨就是一直涨,下走就是一直跌?有些人难道认为股票都应该像外运一样连板涨吗?如果以此标准,那为啥会看上江中?江中一直都是进三退一的节奏大师,从来也没连续拉升过啊,江中的慢牛上升趋势多漂亮,居然不懂得欣赏!炒股炒的就是一个心态,说烂了都....玻璃心的还需要锻炼呐,个人对江中还是很看好的! <a target=\"_blank\" href=\"https://laohu8.com/S/600750\">$江中药业(600750)$ </a>","listText":"我一直不明白,为啥江中绿两天,就会有这么多人就喊出货了,到顶了,做头了……你们都没做过完整的牛股吗?这种浮躁的心态别说赚几倍了,翻倍都很难拿得住!而且你们眼中股票上涨就是一直涨,下走就是一直跌?有些人难道认为股票都应该像外运一样连板涨吗?如果以此标准,那为啥会看上江中?江中一直都是进三退一的节奏大师,从来也没连续拉升过啊,江中的慢牛上升趋势多漂亮,居然不懂得欣赏!炒股炒的就是一个心态,说烂了都....玻璃心的还需要锻炼呐,个人对江中还是很看好的! <a target=\"_blank\" href=\"https://laohu8.com/S/600750\">$江中药业(600750)$ </a>","text":"我一直不明白,为啥江中绿两天,就会有这么多人就喊出货了,到顶了,做头了……你们都没做过完整的牛股吗?这种浮躁的心态别说赚几倍了,翻倍都很难拿得住!而且你们眼中股票上涨就是一直涨,下走就是一直跌?有些人难道认为股票都应该像外运一样连板涨吗?如果以此标准,那为啥会看上江中?江中一直都是进三退一的节奏大师,从来也没连续拉升过啊,江中的慢牛上升趋势多漂亮,居然不懂得欣赏!炒股炒的就是一个心态,说烂了都....玻璃心的还需要锻炼呐,个人对江中还是很看好的! $江中药业(600750)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/656539588","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/566d1b7159811709d3390ba1abb197c5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010310","authorIdStr":"10000000000010310"},"content":"我坚信江中药业有着很大的潜力!","text":"我坚信江中药业有着很大的潜力!","html":"我坚信江中药业有着很大的潜力!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122358145,"gmtCreate":1624599319787,"gmtModify":1624599319787,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a 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在股市中资金总是不断寻找低估板块,财管这一段时间的逐渐走强正是向好的趋势,市场挖掘低估值板块找准价值投资机会。","images":[{"img":"https://static.tigerbbs.com/7e5fcf1a122d56455b4b1c30f5009b47","width":"440","height":"340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696466796","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341064697,"gmtCreate":1617762848819,"gmtModify":1617762848819,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 多年巩固的PC业务占据行业领跑地位,联想开始探寻智能产品和智慧服务作为下一个核心增长点,智能物联所引领的新IT时代蕴含着巨大的机遇,联想正踩着前沿技术趋势,期待一路飙升。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 多年巩固的PC业务占据行业领跑地位,联想开始探寻智能产品和智慧服务作为下一个核心增长点,智能物联所引领的新IT时代蕴含着巨大的机遇,联想正踩着前沿技术趋势,期待一路飙升。","text":"$联想集团(00992)$ 多年巩固的PC业务占据行业领跑地位,联想开始探寻智能产品和智慧服务作为下一个核心增长点,智能物联所引领的新IT时代蕴含着巨大的机遇,联想正踩着前沿技术趋势,期待一路飙升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341064697","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202632735695032,"gmtCreate":1690509420560,"gmtModify":1690509421615,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ 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以数字力量推进企业生产力革新 随着ChatGPT和GPT-4的发布,社会各界对生成式人工智能的兴趣激增。百家云总裁马义提出,实时音视频具有与用户连接的独特能力。在过去服务客户的经历中,百家云有机会了解到各行各业的场景需求。 “在音视频技术领域,将文本生成为语音的AI工具,利用工具模板、已生成的虚拟形象和输入文本即可生成完整的视频,这些都已被广泛应用。人工智能技术与音视频场景进一步结合,将带来更多的创新和进步,为社会提供更好的服务和支持。AIGV、AIGC的应用场景包括但已经不限于企业内部管理、教育培训,个人生活服务、教育培训、金融保险等多个领域。” 自2017年成立以来,百家云致力于为企业级客户提供高扩展性、高安全性的音视频技术服务产品,结合对最新AI技术的深入研究与应用,百家云希望在原有产品基础上推出更多优质的解决方案,进一步赋能客户,帮助客户逐渐替代重复性、门槛较低的办公方式,推动企业数字化转型,对企业经营发展产生积极影响: 1、AIGC销售和客户服务解决方案:此前百家云打造了成熟的营销产品SCRM,帮助企业进行客户运营管理。在最新的解决方案中,客户可以通过虚拟数字人、虚拟客服形式,与客户进行线上交互,帮助消费者快速获取关于产品信息、功能使用等各类基础信息的答案,减少客服人员数量,提高服务效率,帮助消费者对感兴趣的产品进行比较与选择推荐。 2、AIGC品牌和营销赋能解决方案:作为深耕行业多年的视频技术服务商,百家云","listText":"4月17日消息,音视频SaaS上市公司百家云(股票代码:RTC)今日宣布,公司将正式推出应用于多个垂直行业及场景的人工智能生成内容及视频解决方案。 百家云总裁马义表示,此次发布的解决方案,将在极短时间内为客户打造出专属的虚拟数字人、智能工具,构建高拟真、多样化的虚拟场景,帮助企业实现“更高效率的数字资产生产”及完成“更有效的线上社交交互”,大幅提升经营效率。 以数字力量推进企业生产力革新 随着ChatGPT和GPT-4的发布,社会各界对生成式人工智能的兴趣激增。百家云总裁马义提出,实时音视频具有与用户连接的独特能力。在过去服务客户的经历中,百家云有机会了解到各行各业的场景需求。 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href=\"https://laohu8.com/S/ZME\">$掌门教育(ZME)$</a>股市无需对错,不太了解的东西,看看就好,不需争个对错。","text":"$掌门教育(ZME)$股市无需对错,不太了解的东西,看看就好,不需争个对错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185590965","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316352473104704,"gmtCreate":1718260783373,"gmtModify":1718260784783,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"主力们加油呀~让我们看看希望![开心][开心]<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"主力们加油呀~让我们看看希望![开心][开心]<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"联想AI PC元启版已经开启预售了,预订的情况还不错,搭载个人智能体的AI终端吸引力还是蛮大的,毕竟是首批真AI PC电脑,联想接下来的业绩会不会再度起飞呢?$联想集团(00992)$","images":[{"img":"https://static.tigerbbs.com/ff9107d94e8a8f58df05cad21be0ff63","width":"2160","height":"1985"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308161032228872","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":303562953973920,"gmtCreate":1715132303348,"gmtModify":1715133740322,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","listText":"在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","text":"在混合式AI的布局下,联想当前的市值已经不足以体现它的价值了,IDG、ISG、SSG在混合式AI的框架下所产生的价值是1+1+1>3的,可能就差一个业绩来验证了。$联想集团(00992)$ $恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303562953973920","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187933411864744,"gmtCreate":1686907596873,"gmtModify":1686907599918,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"游戏里世纪华通是昨天的核心,早上分歧后震荡上行,蓝色光标、神州泰岳昨天虽然高开低走,但并未引发破位,也没删自选,今天表现都还不错,可观察! <a target=\"_blank\" href=\"https://laohu8.com/S/300058\">$蓝色光标(300058)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/300002\">$神州泰岳(300002)$ </a>","listText":"游戏里世纪华通是昨天的核心,早上分歧后震荡上行,蓝色光标、神州泰岳昨天虽然高开低走,但并未引发破位,也没删自选,今天表现都还不错,可观察! <a target=\"_blank\" href=\"https://laohu8.com/S/300058\">$蓝色光标(300058)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/300002\">$神州泰岳(300002)$ </a>","text":"游戏里世纪华通是昨天的核心,早上分歧后震荡上行,蓝色光标、神州泰岳昨天虽然高开低走,但并未引发破位,也没删自选,今天表现都还不错,可观察! $蓝色光标(300058)$ $神州泰岳(300002)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187933411864744","isVote":1,"tweetType":1,"viewCount":19516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187464076046512,"gmtCreate":1686793590343,"gmtModify":1686793591803,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187464076046512","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656070218,"gmtCreate":1683251767434,"gmtModify":1683251768986,"author":{"id":"3545135044421955","authorId":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545135044421955","authorIdStr":"3545135044421955"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 联想多元化增长引擎正在发力,运营韧性持续创造价值,良好的财务流动性确保着企业的稳定健康,围绕新IT技术创新所做的持续投入,正在为联想集团打造新的核心竞争力,有望实现可持续的盈利性增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 联想多元化增长引擎正在发力,运营韧性持续创造价值,良好的财务流动性确保着企业的稳定健康,围绕新IT技术创新所做的持续投入,正在为联想集团打造新的核心竞争力,有望实现可持续的盈利性增长。","text":"$联想集团(00992)$ 联想多元化增长引擎正在发力,运营韧性持续创造价值,良好的财务流动性确保着企业的稳定健康,围绕新IT技术创新所做的持续投入,正在为联想集团打造新的核心竞争力,有望实现可持续的盈利性增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656070218","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}