盲炳
03-03 10:42
$INSPUR DIGI ENT(00596)$ 我買入浪潮數字企業(00596),核心看好AI與國產替代雙驅動。公司隸屬浪潮體系,深耕企業雲服務與ERP,受益央國企信創替換,客戶基礎穩固。AI First戰略落地,雲業務高速增長,盈利持續改善。近期引入長線戰略投資者,資金用於AI研發與業務擴張,基本面強化。估值具備安全邊際,後續有望受益港股通預期與業績釋放,中長期成長確定性高,因此小注買入,看看月尾公布的財報會否有驚喜[白眼]  
00596
03-03 10:36
HKINSPUR DIGI ENT
SidePrice | FilledRealized P&L
Buy
Open
3.72
6,000
-4.56%
Holding
INSPUR DIGI ENT
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • OgdenHerbert
    03-03 13:22
    OgdenHerbert
    同看好AI賽道!財報出爐跟一波[666]
Leave a comment
1
41