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- 短线小浪花短线小浪花
  ·11-19
  固态电池冲啊，我们看好你，打爆了对面一切空头，只要做多才能赚钱。 $固态电池(BK4540)$
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- 短线小浪花短线小浪花
  ·11-19
  联想财报里显示其PC占全球市场份额近24%，领先第二4个百分点。回顾联想整个年度财报表现相比上一年是提升的，一定程度上得益于AI PC的推动，等到新一轮电子消费品更新换代周期到来，联想市场份额可能依靠其AI PC产品继续冲上新高。 $联想集团(00992)$
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- 短线小浪花短线小浪花
  ·11-14
  如果说，AI大模型时代，“AI崛起，算力先行”是美好的预言，那么越来越多的千卡集群、万卡集群加速AI应用落地进程，就是把美好预言照进现实，联想算力卖水人的日子要越来越好过咯。联想最近要出财报了，看看利好兑现的情况。 $联想集团(00992)$
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- 短线小浪花短线小浪花
  ·11-07
  抓紧挂涨停板买入，未来的常山北明海能达涨幅 $上海电气(02727)$
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- 短线小浪花短线小浪花
  ·11-07
  美国大选结果落定，关税严重影响硬件和半导体公司的担忧重启，不过从中期来看，企业对AI基础设施的需求和支出会持续增强，元件供应受限反倒有可能支撑AI基础设施和AI终端产品的定价，像联想这样的基础设施供应商股价会不会涨一波？ $联想集团(00992)$
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