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俊俏的诸葛亮
12-18 15:08
$小米集团-W(01810)$
小米手机在全球多个地区的份额已跻身前三,同时在非洲、东南亚地区的份额还在同比提升,反映消费者对小米品牌的认知、产品的认可,海外市场发展空间很大
俊俏的诸葛亮
12-18 11:13
$美图公司(01357)$
多年的积累是没白费的,当AI时代到来,美图快速扭转局势,一下成为AI中为数不多的盈利者,这也许是对一些专注公司的奖励,长期来看美图的价值还是很大的
俊俏的诸葛亮
12-13
$商汤-W(00020)$
还是不太稳,处于烧钱阶段,后续就看能不能有更让人惊喜的产品出来了
俊俏的诸葛亮
12-13
$快手-W(01024)$
渠道就是供需不匹配的时候,赚钱是很轻松的。不是需求萎靡,渠道就不行了。比较典型的就是贝壳,房地产咋样大家都清楚,人家日子过的还挺好的,天天在我朋友圈发广告呢。快手也是这类型的,相当于加权的消费股,明年再看吧。
俊俏的诸葛亮
12-10
$哔哩哔哩-W(09626)$
b站多方面创收,多款代理游戏上线贡献业绩增量;广告方面,公司发布“发新品、年轻化、交易转化、大节点”都给公司收入大幅提升带来了可能,长期来看是不错的
俊俏的诸葛亮
12-06
$绿城管理控股(09979)$
随着市场的进一步发展和政策的支持,绿城管理有望在代建领域继续发挥其领导作用,抓住时代赋予的机遇,在不断放大品牌价值的同时,为行业的高质量发展注入新的活力。
俊俏的诸葛亮
12-06
随着后续促消费、扩内需等政策逐渐发力,国内消费可能迎来加速复苏,尤其是受益于餐饮景气度的回暖,啤酒高端化将迎来新的发展阶段,可关注:
$青岛啤酒股份(00168)$
$华润啤酒(00291)$
$百威亚太(01876)$
俊俏的诸葛亮
12-04
$小米集团-W(01810)$
小米最近涨势强劲,也不知道能不能回调了,坐等补仓呢
俊俏的诸葛亮
11-27
$比亚迪股份(01211)$
随着比亚迪新工厂投入运营,成本将会大幅下降,相信会有很多人购买,发展空间潜力挺大的
俊俏的诸葛亮
11-27
$医渡科技(02158)$
强势走,在第二届全国数字健康创新应用大赛中,医渡获大模型分导诊能力评测排名第一
俊俏的诸葛亮
11-27
$美图公司(01357)$
说实话,做股票时间也不短了,不要简单看股价走势分析股票,还要看它的技术投入、产品数据、盈利模式等方面,这些才是决定成功的关键,美图是勤勤恳恳一点点实现目标的公司,有自己的战略方向,心急是吃不了热豆腐的,耐心等待看看
俊俏的诸葛亮
11-21
$快手-W(01024)$
谁能告诉我为什么啊? 业绩走的好好了,咋突然跌了
俊俏的诸葛亮
11-21
$小米集团-W(01810)$
小米要进入一段交易无效时间了,春节前既没有大利好,也没有大利空了
俊俏的诸葛亮
11-13
$医渡科技(02158)$
像医渡这样的公司,最后比的是耐心,坚持才有收获,看等到了吧
俊俏的诸葛亮
11-08
受益于海外降息以及国内宏观环境改善,医药作为高弹性行业有望跑赢市场。可关注:药明康德(02359,603259 CH)、百济神州(BGNE US)、信达生物(01801)、联影医疗(688271 CH)、巨子生物(02367)、三生制药(01530)、科伦博泰(06990)等
$药明康德(02359)$
$百济神州(BGNE)$
$信达生物(01801)$
$联影医疗(688271)$
俊俏的诸葛亮
11-08
$华虹半导体(01347)$
华虹半导体第三季度财报出来了,还算可以。华虹半导体通过新生产线进行工艺平台的持续技术迭代,以满足下游各类新兴需求的不断涌现与增长,有望在2025年带动公司整体营运表现迈上新台阶。个人认为,未来还是看好华虹半导体
俊俏的诸葛亮
11-08
$美图公司(01357)$
AI是未来5年的投资方向,美图做这种垂直应用的,还有自建大模型加持更是稀缺标的,世界行业趋势就是如此,没必要担心AI投资放缓,目前只是港股低估AI资产,再看几个月试试
俊俏的诸葛亮
10-16
$中国太保(02601)$
涨势不错,一直看好的一支股,还是金融类股赚钱
俊俏的诸葛亮
10-16
$快手-W(01024)$
近期,瑞银在其最新的研究报告将快手-W(01024)纳入月度首推股票名单,并给予其未来12个月76.70港元的目标价,潜在升幅高达51%。这一评级反映了瑞银对快手未来业绩的积极预期,以及对公司当前市场地位和发展潜力的认可。 瑞银的研究报告指出,9月,尽管恢复消费者信心还需要一段时间,但随着一系列宏观经济政策叠加出台,行业已经出现了明显的复苏迹象,在政府一系列刺激和补贴措施的推动下,相信宏观消费仍有较大的提升空间。 在板块层面,瑞银认为,纵使预期中国互联网股股价短期仍将保持波动,但最终将回到基本面。其中,类似快手这样对潜在的消费复苏高度敏感、拥有强大经营杠杆、且利润率快速扩张的公司可以格外关注
俊俏的诸葛亮
09-26
$龙湖集团(00960)$
9 月 26 日,港股市场随 A 股大幅飙升,成交突破 3000 亿港元。截至收盘,恒生指数上涨 795.48 点,以 19924.58 点报收,涨幅 4.16% ,创出去年 8 月以来的新高;恒生科技指数暴涨 285.26 点,以 4209.71 点报收,涨幅高达 7.27% 。 个股方面,受利好消息刺激,内房股全面爆发。其中,龙湖集团大涨 28% ,
$融创中国(01918)$
涨超 26% 、
$绿景中国地产(00095)$
涨超 23% ,地产龙头万科企业涨超 22% 。此外,华润置地、中国金茂涨超 21% ,绿城中国、富力地产、新城发展等涨超 15% 。
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