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freedomman
2023-04-08
[捂脸] [捂脸] [捂脸]
@Wee93:Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!
freedomman
2023-03-24
[比心]
@投资界:今天,港交所宣佈了
freedomman
2023-03-24
[比心]
@松果财经:華曙高科通過註冊:22年營收4.57億元,計劃募資6.64億
freedomman
2023-03-23
[比心]
@OptionsPlay: Income Wednesdays: Covered CallsFrom Youtube: https://www.youtube.com/watch?v=T0TbqFpRjkE
freedomman
2023-03-20
[比心]
Sorry, the original content has been removed
freedomman
2023-03-18
[比心]
Sorry, the original content has been removed
freedomman
2023-03-11
[比心]
@Andychen15:
$SoFi Technologies Inc.(SOFI)$
freedomman
2023-03-11
$硅谷银行(SIVB)$
freedomman
2023-03-10
[流泪] [流泪] [流泪]
Sorry, the original content has been removed
freedomman
2023-03-07
$英伟达(NVDA)$
[愤怒]
freedomman
2023-02-28
$Torm PLC(TRMD)$
[微笑] [微笑] [微笑]
freedomman
2023-02-25
$Torm PLC(TRMD)$
[微笑]
freedomman
2023-02-25
$以星航运(ZIM)$
[捂脸]
freedomman
2023-02-24
[比心]
@斗战胜佛巴菲特:
$英偉達(NVDA)$
10手小英子6月份到期的call,今晚就看你了
$特斯拉(TSLA)$
$納斯達克(.IXIC)$
$美國超微公司(AMD)$
$蘋果(AAPL)$
freedomman
2023-02-19
[比心]
@格隆汇:友誼時光(6820.HK)扭虧爲盈,二次成長曲線逐步顯現
freedomman
2023-01-21
$特斯拉(TSLA)$
[得意]
freedomman
2023-01-16
$英伟达(NVDA)$
[微笑]
freedomman
2023-01-06
[比心]
@华商韬略:中國戰略諮詢崛起的樣本:君智用中國方式,解決中國問題
freedomman
2022-12-17
$利安德巴塞尔(LYB)$
[微笑]
freedomman
2022-12-09
[比心]
@25b20217:技術浪潮如何設計未來交互藍圖?
Go to Tiger App to see more news
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[捂脸] [捂脸] ","listText":"[捂脸] [捂脸] [捂脸] ","text":"[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946690978","repostId":"9946607394","repostType":1,"repost":{"id":9946607394,"gmtCreate":1680928786618,"gmtModify":1680928794040,"author":{"id":"3559122008797693","authorId":"3559122008797693","name":"Wee93","avatar":"https://static.tigerbbs.com/68f347275fc58792610a1f69df23fb2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559122008797693","authorIdStr":"3559122008797693"},"themes":[],"htmlText":"Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!","listText":"Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!","text":"Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946607394","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943425716,"gmtCreate":1679647971536,"gmtModify":1679647975078,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[比心] ","listText":"[比心] ","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943425716","repostId":"659940935","repostType":1,"repost":{"id":659940935,"gmtCreate":1679646600000,"gmtModify":1679647555766,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579560926082632","authorIdStr":"3579560926082632"},"themes":[],"title":"今天,港交所宣佈了","htmlText":"“港交所18C”終於來了。 今日(3月24日),香港交易所全資附屬公司香港聯合交易所有限公司(聯交所)宣佈推出新特專科技公司上市機制,進一步擴大香港的上市框架。 值得一提的是,很多核心規則比徵求意見稿有所放寬,比如上市最低門檻由此前80億港元降低到了60億港元。新規則將於3月31日生效,歡迎從事五大前沿行業的發行人提交申請。 在此之前,2022年10月19日,香港聯交所正式刊發有關特專科技公司新上市規則的諮詢文件,建議擴大香港現有上市制度,允許特專科技公司來港上市,並就此徵詢公衆意見。 這一新規最大亮點在於,港交所通過修改主板上市規則,吸引無盈利、無收入科技公司赴港上市。其中主要面向五大特專科技行業的公司:新一代信息技術;先進硬件;先進材料;新能源及節能環保;及新食品及農業技術。 諮詢期在去年12月18日結束,諮詢過程中共收到90份來自廣泛界別的非重複迴應意見,迴應人士包括投資公司、專業機構、潛在上市申請人、企業融資公司及個別人士,今日正式發佈最終版。 最新門檻變化如下: “這是香港股票市場發展的另一新里程。”香港交易所集團行政總裁歐冠升表示,新經濟行業正在迅速改變我們的生活和工作方式,引入的新上市機制將有助創新領域的新一代公司接通資本市場。 時間回到2018年,港交所正式公佈了“引入同股不同權機制及生物科技企業上市”的新機制,締造了港交所成立25年的最大一次改革。 隨後,中國內地企業掀起了赴港上市潮,小米、美團等巨無霸新經濟企業絡繹不絕,甚至一度上演神奇一幕:一天內有8家公司同時在港交所上市,敲開市鐘的鑼竟然不夠用了。 如今面對特專科技公司開閘,是否還會上演赴港上市潮?","listText":"“港交所18C”終於來了。 今日(3月24日),香港交易所全資附屬公司香港聯合交易所有限公司(聯交所)宣佈推出新特專科技公司上市機制,進一步擴大香港的上市框架。 值得一提的是,很多核心規則比徵求意見稿有所放寬,比如上市最低門檻由此前80億港元降低到了60億港元。新規則將於3月31日生效,歡迎從事五大前沿行業的發行人提交申請。 在此之前,2022年10月19日,香港聯交所正式刊發有關特專科技公司新上市規則的諮詢文件,建議擴大香港現有上市制度,允許特專科技公司來港上市,並就此徵詢公衆意見。 這一新規最大亮點在於,港交所通過修改主板上市規則,吸引無盈利、無收入科技公司赴港上市。其中主要面向五大特專科技行業的公司:新一代信息技術;先進硬件;先進材料;新能源及節能環保;及新食品及農業技術。 諮詢期在去年12月18日結束,諮詢過程中共收到90份來自廣泛界別的非重複迴應意見,迴應人士包括投資公司、專業機構、潛在上市申請人、企業融資公司及個別人士,今日正式發佈最終版。 最新門檻變化如下: “這是香港股票市場發展的另一新里程。”香港交易所集團行政總裁歐冠升表示,新經濟行業正在迅速改變我們的生活和工作方式,引入的新上市機制將有助創新領域的新一代公司接通資本市場。 時間回到2018年,港交所正式公佈了“引入同股不同權機制及生物科技企業上市”的新機制,締造了港交所成立25年的最大一次改革。 隨後,中國內地企業掀起了赴港上市潮,小米、美團等巨無霸新經濟企業絡繹不絕,甚至一度上演神奇一幕:一天內有8家公司同時在港交所上市,敲開市鐘的鑼竟然不夠用了。 如今面對特專科技公司開閘,是否還會上演赴港上市潮?","text":"“港交所18C”終於來了。 今日(3月24日),香港交易所全資附屬公司香港聯合交易所有限公司(聯交所)宣佈推出新特專科技公司上市機制,進一步擴大香港的上市框架。 值得一提的是,很多核心規則比徵求意見稿有所放寬,比如上市最低門檻由此前80億港元降低到了60億港元。新規則將於3月31日生效,歡迎從事五大前沿行業的發行人提交申請。 在此之前,2022年10月19日,香港聯交所正式刊發有關特專科技公司新上市規則的諮詢文件,建議擴大香港現有上市制度,允許特專科技公司來港上市,並就此徵詢公衆意見。 這一新規最大亮點在於,港交所通過修改主板上市規則,吸引無盈利、無收入科技公司赴港上市。其中主要面向五大特專科技行業的公司:新一代信息技術;先進硬件;先進材料;新能源及節能環保;及新食品及農業技術。 諮詢期在去年12月18日結束,諮詢過程中共收到90份來自廣泛界別的非重複迴應意見,迴應人士包括投資公司、專業機構、潛在上市申請人、企業融資公司及個別人士,今日正式發佈最終版。 最新門檻變化如下: “這是香港股票市場發展的另一新里程。”香港交易所集團行政總裁歐冠升表示,新經濟行業正在迅速改變我們的生活和工作方式,引入的新上市機制將有助創新領域的新一代公司接通資本市場。 時間回到2018年,港交所正式公佈了“引入同股不同權機制及生物科技企業上市”的新機制,締造了港交所成立25年的最大一次改革。 隨後,中國內地企業掀起了赴港上市潮,小米、美團等巨無霸新經濟企業絡繹不絕,甚至一度上演神奇一幕:一天內有8家公司同時在港交所上市,敲開市鐘的鑼竟然不夠用了。 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發佈公告,2022年全年預計實現收入約人民幣15至15.5億元,淨利潤約2100至2600萬元。對比此前2022年半年報披露的虧損約7300萬元來看,下半年公司收入表現穩健,並大筆回收利潤近1億元,帶動全年實現正收益。結合公司近期《杜拉拉昇職記》、《浮生憶玲瓏》等多款新產品的表現和曝光,不難判斷公司在2022上半年度業績觸底後,目前已初步進入回升通道。2023年遊戲行業有望迎來業績及估值的戴維斯雙擊進入2023年以來,從兩次版號的超預期發放,《“十四五”數字經濟發展規劃》的出臺,再到近期ChatGPT的高熱度,種種跡象都表明互聯網科技行業正在經歷一場巨大的變革。而遊戲行業作爲其中的典型代表,可能正成爲領頭羊應用之一。從行業的增長驅動來看,互聯網已進入流量見頂後的存量博弈時代,粗放型的流量增長驅動已經難以爲繼。下一個時代的增長動力一方面需要以AI/XR等爲代表的技術迭代,另一方面也需要對優質內容及核心目標客羣的堅定把握。在此判斷之上,遊戲從研發、發行到運營的各環節都充分匹配到上述兩個核心要點。例如遊戲美術製作、引擎編輯器研發、NPC設定中都大量涉及到對AIGC的深度應用。從資本市場的角度看,自去年底恆生科技開始強勢反彈,當前已完成初步修復,但較前期高點仍有大量空間。而此時,能夠持續供應優質內容的遊戲企業或有更長久表現,在修復之外真正通過業績兌現實現新一輪的高速成長。恆生科技指數進入反彈通道來源:wind友誼時光老產品長期表現穩定,新遊《杜拉拉昇職記》、《浮生憶玲瓏》驚喜連連回到友誼時光,作爲全球女性向手遊市場的 “專業玩家”,其產品力一直都有目共睹。而從投資者思維出發,更需要思考的是其從產品、到業績、再到股價的價值","listText":"2月17日,<a target=\"_blank\" href=\"https://laohu8.com/S/06820\">$友誼時光(06820)$</a> 發佈公告,2022年全年預計實現收入約人民幣15至15.5億元,淨利潤約2100至2600萬元。對比此前2022年半年報披露的虧損約7300萬元來看,下半年公司收入表現穩健,並大筆回收利潤近1億元,帶動全年實現正收益。結合公司近期《杜拉拉昇職記》、《浮生憶玲瓏》等多款新產品的表現和曝光,不難判斷公司在2022上半年度業績觸底後,目前已初步進入回升通道。2023年遊戲行業有望迎來業績及估值的戴維斯雙擊進入2023年以來,從兩次版號的超預期發放,《“十四五”數字經濟發展規劃》的出臺,再到近期ChatGPT的高熱度,種種跡象都表明互聯網科技行業正在經歷一場巨大的變革。而遊戲行業作爲其中的典型代表,可能正成爲領頭羊應用之一。從行業的增長驅動來看,互聯網已進入流量見頂後的存量博弈時代,粗放型的流量增長驅動已經難以爲繼。下一個時代的增長動力一方面需要以AI/XR等爲代表的技術迭代,另一方面也需要對優質內容及核心目標客羣的堅定把握。在此判斷之上,遊戲從研發、發行到運營的各環節都充分匹配到上述兩個核心要點。例如遊戲美術製作、引擎編輯器研發、NPC設定中都大量涉及到對AIGC的深度應用。從資本市場的角度看,自去年底恆生科技開始強勢反彈,當前已完成初步修復,但較前期高點仍有大量空間。而此時,能夠持續供應優質內容的遊戲企業或有更長久表現,在修復之外真正通過業績兌現實現新一輪的高速成長。恆生科技指數進入反彈通道來源:wind友誼時光老產品長期表現穩定,新遊《杜拉拉昇職記》、《浮生憶玲瓏》驚喜連連回到友誼時光,作爲全球女性向手遊市場的 “專業玩家”,其產品力一直都有目共睹。而從投資者思維出發,更需要思考的是其從產品、到業績、再到股價的價值","text":"2月17日,$友誼時光(06820)$ 發佈公告,2022年全年預計實現收入約人民幣15至15.5億元,淨利潤約2100至2600萬元。對比此前2022年半年報披露的虧損約7300萬元來看,下半年公司收入表現穩健,並大筆回收利潤近1億元,帶動全年實現正收益。結合公司近期《杜拉拉昇職記》、《浮生憶玲瓏》等多款新產品的表現和曝光,不難判斷公司在2022上半年度業績觸底後,目前已初步進入回升通道。2023年遊戲行業有望迎來業績及估值的戴維斯雙擊進入2023年以來,從兩次版號的超預期發放,《“十四五”數字經濟發展規劃》的出臺,再到近期ChatGPT的高熱度,種種跡象都表明互聯網科技行業正在經歷一場巨大的變革。而遊戲行業作爲其中的典型代表,可能正成爲領頭羊應用之一。從行業的增長驅動來看,互聯網已進入流量見頂後的存量博弈時代,粗放型的流量增長驅動已經難以爲繼。下一個時代的增長動力一方面需要以AI/XR等爲代表的技術迭代,另一方面也需要對優質內容及核心目標客羣的堅定把握。在此判斷之上,遊戲從研發、發行到運營的各環節都充分匹配到上述兩個核心要點。例如遊戲美術製作、引擎編輯器研發、NPC設定中都大量涉及到對AIGC的深度應用。從資本市場的角度看,自去年底恆生科技開始強勢反彈,當前已完成初步修復,但較前期高點仍有大量空間。而此時,能夠持續供應優質內容的遊戲企業或有更長久表現,在修復之外真正通過業績兌現實現新一輪的高速成長。恆生科技指數進入反彈通道來源:wind友誼時光老產品長期表現穩定,新遊《杜拉拉昇職記》、《浮生憶玲瓏》驚喜連連回到友誼時光,作爲全球女性向手遊市場的 “專業玩家”,其產品力一直都有目共睹。而從投資者思維出發,更需要思考的是其從產品、到業績、再到股價的價值","images":[{"img":"https://static.tigerbbs.com/ab0ddf0f7eb107d4006c05fea676347c","width":"632","height":"275"},{"img":"https://static.tigerbbs.com/ae283eb3cd78de8f6a54e064a21fea52","width":"632","height":"292"},{"img":"https://static.tigerbbs.com/fd4f3ca0cec055e6104676e3a327cc35","width":"632","height":"239"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625794969","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952085216,"gmtCreate":1674263689635,"gmtModify":1676538934201,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"<a 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","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a>[微笑] ","text":"$英伟达(NVDA)$ [微笑]","images":[{"img":"https://community-static.tradeup.com/news/83f5b2bfa24e6d7e2b12ca4fd7778f70","width":"1080","height":"2123"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958743318","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959861274,"gmtCreate":1672958390599,"gmtModify":1676538762279,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[比心] ","listText":"[比心] ","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959861274","repostId":"628382683","repostType":1,"repost":{"id":628382683,"gmtCreate":1672900655548,"gmtModify":1676538756045,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"中國戰略諮詢崛起的樣本:君智用中國方式,解決中國問題","htmlText":"文|華商韜略 吳蘇新冠三年,企業進入了複雜而多變的烏卡(VUCA)時代。如今,生活漸漸迴歸常態,接下來的路該怎麼走,確定性是什麼?對未來,君智董事長謝偉山信心十足:“我們一定要堅定信心,中國成爲世界第一經濟體是不可逆轉的,根本要不了十年就會超過美國。這意味着,10年內,我們的GDP還要至少增加70萬億。市場岸闊水深、體量大、發展快、養分足,必將造就更多百億級企業。”謝偉山預計,到2030年,中國營收破百億的企業,增加至3500家。要知道,2000年,中國超過百億營收的民營企業才只有兩家——聯想集團和希望集團。的確,中國經濟的體量龐大,再希冀過去40年那般的高增長,是不現實的。但哪怕保持3%-5%增長,中國經濟的增量依然蔚爲可觀。不同的是,超高增長可以讓大部分企業雨露均沾,而現在奮鬥要比運氣更重要。而在謝偉山看來,人心纔是壁壘,而營收達到百億,纔是企業的基礎安全警戒線。前不久,已助多家企業重新定義自己並破百億的謝偉山,直接以百億戰略諮詢重新定義了君智諮詢,並將業務組織由事業部制改爲行業部制,成立了食品、服裝、耐用品、新賽道、TMT五大行業部,逆勢引領客戶再創行業新高度。競爭是動態的,僅靠階段性服務而沒有深度,所以君智更願意把自己視作是企業的事業夥伴,而不是乙方公司。成立以來,君智成功協助了飛鶴、波司登、雅迪、紅豆、竹葉青、安吉爾、小仙燉等行業龍頭在內的數十家企業實現增長,也幫助他們再登新高峯!飛鶴推出成人高端奶粉愛本;波司登重新定義輕薄羽絨服;公牛將業務使命升級爲安全用電……值得一提的是,君智助力企業破百億,都離不開一個關鍵詞——專注,用任正非話來說,就是“對準同一個城牆口衝鋒”,比如,君智幫飛鶴找到了“更適合中國寶寶體質”,從2015年銷售不到40億發展至2021年的228億元;君智爲雅迪確定了“更高端的電動車”,不到2年,逆襲成爲行業第一。瞅準一個戰略目標猛攻,讓公司擰成","listText":"文|華商韜略 吳蘇新冠三年,企業進入了複雜而多變的烏卡(VUCA)時代。如今,生活漸漸迴歸常態,接下來的路該怎麼走,確定性是什麼?對未來,君智董事長謝偉山信心十足:“我們一定要堅定信心,中國成爲世界第一經濟體是不可逆轉的,根本要不了十年就會超過美國。這意味着,10年內,我們的GDP還要至少增加70萬億。市場岸闊水深、體量大、發展快、養分足,必將造就更多百億級企業。”謝偉山預計,到2030年,中國營收破百億的企業,增加至3500家。要知道,2000年,中國超過百億營收的民營企業才只有兩家——聯想集團和希望集團。的確,中國經濟的體量龐大,再希冀過去40年那般的高增長,是不現實的。但哪怕保持3%-5%增長,中國經濟的增量依然蔚爲可觀。不同的是,超高增長可以讓大部分企業雨露均沾,而現在奮鬥要比運氣更重要。而在謝偉山看來,人心纔是壁壘,而營收達到百億,纔是企業的基礎安全警戒線。前不久,已助多家企業重新定義自己並破百億的謝偉山,直接以百億戰略諮詢重新定義了君智諮詢,並將業務組織由事業部制改爲行業部制,成立了食品、服裝、耐用品、新賽道、TMT五大行業部,逆勢引領客戶再創行業新高度。競爭是動態的,僅靠階段性服務而沒有深度,所以君智更願意把自己視作是企業的事業夥伴,而不是乙方公司。成立以來,君智成功協助了飛鶴、波司登、雅迪、紅豆、竹葉青、安吉爾、小仙燉等行業龍頭在內的數十家企業實現增長,也幫助他們再登新高峯!飛鶴推出成人高端奶粉愛本;波司登重新定義輕薄羽絨服;公牛將業務使命升級爲安全用電……值得一提的是,君智助力企業破百億,都離不開一個關鍵詞——專注,用任正非話來說,就是“對準同一個城牆口衝鋒”,比如,君智幫飛鶴找到了“更適合中國寶寶體質”,從2015年銷售不到40億發展至2021年的228億元;君智爲雅迪確定了“更高端的電動車”,不到2年,逆襲成爲行業第一。瞅準一個戰略目標猛攻,讓公司擰成","text":"文|華商韜略 吳蘇新冠三年,企業進入了複雜而多變的烏卡(VUCA)時代。如今,生活漸漸迴歸常態,接下來的路該怎麼走,確定性是什麼?對未來,君智董事長謝偉山信心十足:“我們一定要堅定信心,中國成爲世界第一經濟體是不可逆轉的,根本要不了十年就會超過美國。這意味着,10年內,我們的GDP還要至少增加70萬億。市場岸闊水深、體量大、發展快、養分足,必將造就更多百億級企業。”謝偉山預計,到2030年,中國營收破百億的企業,增加至3500家。要知道,2000年,中國超過百億營收的民營企業才只有兩家——聯想集團和希望集團。的確,中國經濟的體量龐大,再希冀過去40年那般的高增長,是不現實的。但哪怕保持3%-5%增長,中國經濟的增量依然蔚爲可觀。不同的是,超高增長可以讓大部分企業雨露均沾,而現在奮鬥要比運氣更重要。而在謝偉山看來,人心纔是壁壘,而營收達到百億,纔是企業的基礎安全警戒線。前不久,已助多家企業重新定義自己並破百億的謝偉山,直接以百億戰略諮詢重新定義了君智諮詢,並將業務組織由事業部制改爲行業部制,成立了食品、服裝、耐用品、新賽道、TMT五大行業部,逆勢引領客戶再創行業新高度。競爭是動態的,僅靠階段性服務而沒有深度,所以君智更願意把自己視作是企業的事業夥伴,而不是乙方公司。成立以來,君智成功協助了飛鶴、波司登、雅迪、紅豆、竹葉青、安吉爾、小仙燉等行業龍頭在內的數十家企業實現增長,也幫助他們再登新高峯!飛鶴推出成人高端奶粉愛本;波司登重新定義輕薄羽絨服;公牛將業務使命升級爲安全用電……值得一提的是,君智助力企業破百億,都離不開一個關鍵詞——專注,用任正非話來說,就是“對準同一個城牆口衝鋒”,比如,君智幫飛鶴找到了“更適合中國寶寶體質”,從2015年銷售不到40億發展至2021年的228億元;君智爲雅迪確定了“更高端的電動車”,不到2年,逆襲成爲行業第一。瞅準一個戰略目標猛攻,讓公司擰成","images":[{"img":"https://static.tigerbbs.com/beec1c3c06ec3b4b6a59c5554265e8b3"},{"img":"https://static.tigerbbs.com/602a0364251e5421699adeab1c027e68"},{"img":"https://static.tigerbbs.com/d8653084e0bb02cd360d1c09c6d290ea"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628382683","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928645017,"gmtCreate":1671277014540,"gmtModify":1676538518788,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LYB\">$利安德巴塞尔(LYB)$ </a>[微笑] ","listText":"<a href=\"https://ttm.financial/S/LYB\">$利安德巴塞尔(LYB)$ </a>[微笑] ","text":"$利安德巴塞尔(LYB)$ [微笑]","images":[{"img":"https://community-static.tradeup.com/news/5e63a783594bb04171d960f019c6fcb9","width":"1080","height":"2730"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928645017","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9929960111,"gmtCreate":1670586787533,"gmtModify":1676538399333,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[比心] ","listText":"[比心] ","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929960111","repostId":"629594018","repostType":1,"repost":{"id":629594018,"gmtCreate":1670586147935,"gmtModify":1676538399251,"author":{"id":"4124768047889962","authorId":"4124768047889962","name":"25b20217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124768047889962","authorIdStr":"4124768047889962"},"themes":[],"title":"技術浪潮如何設計未來交互藍圖?","htmlText":"概論: 從交互的角度出發,論述當前較爲明顯的兩大交互方式改變。一種來源於數字化工具,一種來自於人的語音與圖像,隨着技術的發展,越來越多的場景交互方式會隨之發生改變。而在這一過程中,技術最需要重視的有兩點,一是人的感受,二是數據的安全性。前者決定新交互方式的體驗感,而後者決定了新交互方式的安全感。 背景: 曾經聽到這樣一種說法,叫“最好的接口是沒有接口”。 在老章看來,這句話詮釋的或許是人與外界的一種“交互境界”,就像武俠小說中的重劍無鋒、大巧不工。 沒有,纔是最好的。以人爲中心,越簡單越好,越“懶人”越好。就像現在,在不知不覺之中,我們的生活方式,被大量的電子設備改變着。譬如手機,成爲信息傳遞與接收的樞紐,相比過去已經實現流程簡單。 如今,隨着越來越多新技術的不斷涌現,這似乎又在譜寫着新的交互藍圖。仔細感受下來,我們其實可以從中找到一些新的發展趨勢。技術引導下的新交互革命:左手指令升級,右手空間重塑 該如何定義自己產品與用戶的交互方式,這其實是所有產品經理都在考慮的問題。因爲交互方式的好壞一直都是產品體驗、產品是否成功的關鍵因素。但很多時候真正意義上的交互創新,其實取決於技術層面創新。 過去每一次技術變革背後帶來的效率提升背後,本質上其實是重塑了交互方式。回顧人機交互的發展歷史,我們似乎也已經經歷幾輪大的“交互變革”,從按鍵到觸屏,從命令行界面到語音識別。在一項新技術誕生之初,人們總會對其未來場景化落地有着諸多想象和期待。 而那些偉大到改變人類社會交互方式的技術,總是出現功能和場景“溢出”,遠遠超出人們對它最原始的期待。 而在老章看來,總結來看,如今在交互形式上其實呈現出兩條相對明顯的脈絡: 一條是圍繞空間的交互形式變革,打破空間的束縛。就像微信,打破空間上的阻隔,讓人們即使身處相隔很遠地方的兩個人,也可以實現暢通的交流。而在企業級市場,典型的代表其實就是協同OA和電子簽名","listText":"概論: 從交互的角度出發,論述當前較爲明顯的兩大交互方式改變。一種來源於數字化工具,一種來自於人的語音與圖像,隨着技術的發展,越來越多的場景交互方式會隨之發生改變。而在這一過程中,技術最需要重視的有兩點,一是人的感受,二是數據的安全性。前者決定新交互方式的體驗感,而後者決定了新交互方式的安全感。 背景: 曾經聽到這樣一種說法,叫“最好的接口是沒有接口”。 在老章看來,這句話詮釋的或許是人與外界的一種“交互境界”,就像武俠小說中的重劍無鋒、大巧不工。 沒有,纔是最好的。以人爲中心,越簡單越好,越“懶人”越好。就像現在,在不知不覺之中,我們的生活方式,被大量的電子設備改變着。譬如手機,成爲信息傳遞與接收的樞紐,相比過去已經實現流程簡單。 如今,隨着越來越多新技術的不斷涌現,這似乎又在譜寫着新的交互藍圖。仔細感受下來,我們其實可以從中找到一些新的發展趨勢。技術引導下的新交互革命:左手指令升級,右手空間重塑 該如何定義自己產品與用戶的交互方式,這其實是所有產品經理都在考慮的問題。因爲交互方式的好壞一直都是產品體驗、產品是否成功的關鍵因素。但很多時候真正意義上的交互創新,其實取決於技術層面創新。 過去每一次技術變革背後帶來的效率提升背後,本質上其實是重塑了交互方式。回顧人機交互的發展歷史,我們似乎也已經經歷幾輪大的“交互變革”,從按鍵到觸屏,從命令行界面到語音識別。在一項新技術誕生之初,人們總會對其未來場景化落地有着諸多想象和期待。 而那些偉大到改變人類社會交互方式的技術,總是出現功能和場景“溢出”,遠遠超出人們對它最原始的期待。 而在老章看來,總結來看,如今在交互形式上其實呈現出兩條相對明顯的脈絡: 一條是圍繞空間的交互形式變革,打破空間的束縛。就像微信,打破空間上的阻隔,讓人們即使身處相隔很遠地方的兩個人,也可以實現暢通的交流。而在企業級市場,典型的代表其實就是協同OA和電子簽名","text":"概論: 從交互的角度出發,論述當前較爲明顯的兩大交互方式改變。一種來源於數字化工具,一種來自於人的語音與圖像,隨着技術的發展,越來越多的場景交互方式會隨之發生改變。而在這一過程中,技術最需要重視的有兩點,一是人的感受,二是數據的安全性。前者決定新交互方式的體驗感,而後者決定了新交互方式的安全感。 背景: 曾經聽到這樣一種說法,叫“最好的接口是沒有接口”。 在老章看來,這句話詮釋的或許是人與外界的一種“交互境界”,就像武俠小說中的重劍無鋒、大巧不工。 沒有,纔是最好的。以人爲中心,越簡單越好,越“懶人”越好。就像現在,在不知不覺之中,我們的生活方式,被大量的電子設備改變着。譬如手機,成爲信息傳遞與接收的樞紐,相比過去已經實現流程簡單。 如今,隨着越來越多新技術的不斷涌現,這似乎又在譜寫着新的交互藍圖。仔細感受下來,我們其實可以從中找到一些新的發展趨勢。技術引導下的新交互革命:左手指令升級,右手空間重塑 該如何定義自己產品與用戶的交互方式,這其實是所有產品經理都在考慮的問題。因爲交互方式的好壞一直都是產品體驗、產品是否成功的關鍵因素。但很多時候真正意義上的交互創新,其實取決於技術層面創新。 過去每一次技術變革背後帶來的效率提升背後,本質上其實是重塑了交互方式。回顧人機交互的發展歷史,我們似乎也已經經歷幾輪大的“交互變革”,從按鍵到觸屏,從命令行界面到語音識別。在一項新技術誕生之初,人們總會對其未來場景化落地有着諸多想象和期待。 而那些偉大到改變人類社會交互方式的技術,總是出現功能和場景“溢出”,遠遠超出人們對它最原始的期待。 而在老章看來,總結來看,如今在交互形式上其實呈現出兩條相對明顯的脈絡: 一條是圍繞空間的交互形式變革,打破空間的束縛。就像微信,打破空間上的阻隔,讓人們即使身處相隔很遠地方的兩個人,也可以實現暢通的交流。而在企業級市場,典型的代表其實就是協同OA和電子簽名","images":[{"img":"https://static.tigerbbs.com/3c1373201b6d975ba7403638904625a2"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629594018","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9946690978,"gmtCreate":1680929106495,"gmtModify":1680929110847,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[捂脸] [捂脸] [捂脸] ","listText":"[捂脸] [捂脸] [捂脸] ","text":"[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946690978","repostId":"9946607394","repostType":1,"repost":{"id":9946607394,"gmtCreate":1680928786618,"gmtModify":1680928794040,"author":{"id":"3559122008797693","authorId":"3559122008797693","name":"Wee93","avatar":"https://static.tigerbbs.com/68f347275fc58792610a1f69df23fb2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559122008797693","authorIdStr":"3559122008797693"},"themes":[],"htmlText":"Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!","listText":"Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!","text":"Bearish!!![开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] Bearish!!!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946607394","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943425716,"gmtCreate":1679647971536,"gmtModify":1679647975078,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[比心] ","listText":"[比心] ","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943425716","repostId":"659940935","repostType":1,"repost":{"id":659940935,"gmtCreate":1679646600000,"gmtModify":1679647555766,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579560926082632","authorIdStr":"3579560926082632"},"themes":[],"title":"今天,港交所宣佈了","htmlText":"“港交所18C”終於來了。 今日(3月24日),香港交易所全資附屬公司香港聯合交易所有限公司(聯交所)宣佈推出新特專科技公司上市機制,進一步擴大香港的上市框架。 值得一提的是,很多核心規則比徵求意見稿有所放寬,比如上市最低門檻由此前80億港元降低到了60億港元。新規則將於3月31日生效,歡迎從事五大前沿行業的發行人提交申請。 在此之前,2022年10月19日,香港聯交所正式刊發有關特專科技公司新上市規則的諮詢文件,建議擴大香港現有上市制度,允許特專科技公司來港上市,並就此徵詢公衆意見。 這一新規最大亮點在於,港交所通過修改主板上市規則,吸引無盈利、無收入科技公司赴港上市。其中主要面向五大特專科技行業的公司:新一代信息技術;先進硬件;先進材料;新能源及節能環保;及新食品及農業技術。 諮詢期在去年12月18日結束,諮詢過程中共收到90份來自廣泛界別的非重複迴應意見,迴應人士包括投資公司、專業機構、潛在上市申請人、企業融資公司及個別人士,今日正式發佈最終版。 最新門檻變化如下: “這是香港股票市場發展的另一新里程。”香港交易所集團行政總裁歐冠升表示,新經濟行業正在迅速改變我們的生活和工作方式,引入的新上市機制將有助創新領域的新一代公司接通資本市場。 時間回到2018年,港交所正式公佈了“引入同股不同權機制及生物科技企業上市”的新機制,締造了港交所成立25年的最大一次改革。 隨後,中國內地企業掀起了赴港上市潮,小米、美團等巨無霸新經濟企業絡繹不絕,甚至一度上演神奇一幕:一天內有8家公司同時在港交所上市,敲開市鐘的鑼竟然不夠用了。 如今面對特專科技公司開閘,是否還會上演赴港上市潮?","listText":"“港交所18C”終於來了。 今日(3月24日),香港交易所全資附屬公司香港聯合交易所有限公司(聯交所)宣佈推出新特專科技公司上市機制,進一步擴大香港的上市框架。 值得一提的是,很多核心規則比徵求意見稿有所放寬,比如上市最低門檻由此前80億港元降低到了60億港元。新規則將於3月31日生效,歡迎從事五大前沿行業的發行人提交申請。 在此之前,2022年10月19日,香港聯交所正式刊發有關特專科技公司新上市規則的諮詢文件,建議擴大香港現有上市制度,允許特專科技公司來港上市,並就此徵詢公衆意見。 這一新規最大亮點在於,港交所通過修改主板上市規則,吸引無盈利、無收入科技公司赴港上市。其中主要面向五大特專科技行業的公司:新一代信息技術;先進硬件;先進材料;新能源及節能環保;及新食品及農業技術。 諮詢期在去年12月18日結束,諮詢過程中共收到90份來自廣泛界別的非重複迴應意見,迴應人士包括投資公司、專業機構、潛在上市申請人、企業融資公司及個別人士,今日正式發佈最終版。 最新門檻變化如下: “這是香港股票市場發展的另一新里程。”香港交易所集團行政總裁歐冠升表示,新經濟行業正在迅速改變我們的生活和工作方式,引入的新上市機制將有助創新領域的新一代公司接通資本市場。 時間回到2018年,港交所正式公佈了“引入同股不同權機制及生物科技企業上市”的新機制,締造了港交所成立25年的最大一次改革。 隨後,中國內地企業掀起了赴港上市潮,小米、美團等巨無霸新經濟企業絡繹不絕,甚至一度上演神奇一幕:一天內有8家公司同時在港交所上市,敲開市鐘的鑼竟然不夠用了。 如今面對特專科技公司開閘,是否還會上演赴港上市潮?","text":"“港交所18C”終於來了。 今日(3月24日),香港交易所全資附屬公司香港聯合交易所有限公司(聯交所)宣佈推出新特專科技公司上市機制,進一步擴大香港的上市框架。 值得一提的是,很多核心規則比徵求意見稿有所放寬,比如上市最低門檻由此前80億港元降低到了60億港元。新規則將於3月31日生效,歡迎從事五大前沿行業的發行人提交申請。 在此之前,2022年10月19日,香港聯交所正式刊發有關特專科技公司新上市規則的諮詢文件,建議擴大香港現有上市制度,允許特專科技公司來港上市,並就此徵詢公衆意見。 這一新規最大亮點在於,港交所通過修改主板上市規則,吸引無盈利、無收入科技公司赴港上市。其中主要面向五大特專科技行業的公司:新一代信息技術;先進硬件;先進材料;新能源及節能環保;及新食品及農業技術。 諮詢期在去年12月18日結束,諮詢過程中共收到90份來自廣泛界別的非重複迴應意見,迴應人士包括投資公司、專業機構、潛在上市申請人、企業融資公司及個別人士,今日正式發佈最終版。 最新門檻變化如下: “這是香港股票市場發展的另一新里程。”香港交易所集團行政總裁歐冠升表示,新經濟行業正在迅速改變我們的生活和工作方式,引入的新上市機制將有助創新領域的新一代公司接通資本市場。 時間回到2018年,港交所正式公佈了“引入同股不同權機制及生物科技企業上市”的新機制,締造了港交所成立25年的最大一次改革。 隨後,中國內地企業掀起了赴港上市潮,小米、美團等巨無霸新經濟企業絡繹不絕,甚至一度上演神奇一幕:一天內有8家公司同時在港交所上市,敲開市鐘的鑼竟然不夠用了。 如今面對特專科技公司開閘,是否還會上演赴港上市潮?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659940935","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943425443,"gmtCreate":1679647951282,"gmtModify":1679647955871,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[比心] ","listText":"[比心] 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此次華曙高科擬募資6.64億元,其中,3.29億元用於增材製造設備的擴產項目,2.84億元用於研發總部及產業化應用中心項目,5069.6萬元用於增材製造技術創新(上海)研究院的建設項目。來源:松果財經","listText":"松果財經消息,湖南華曙高科技股份有限公司日前通過註冊,準備在科創板上市。天眼查顯示,華曙高科是一家專注於工業級增材製造設備的研發、生產與銷售的企業,許小曙父子是公司實際控制人。數據顯示,華曙高科2022年營收4.57億元,較上年同期的3.34億元增長了36.67%;淨利9918萬元,較上年同期的1.17億元下降了15.52%;扣非後淨利8919萬元,較上年同期的7131.8萬元增長了25.06%。 此次華曙高科擬募資6.64億元,其中,3.29億元用於增材製造設備的擴產項目,2.84億元用於研發總部及產業化應用中心項目,5069.6萬元用於增材製造技術創新(上海)研究院的建設項目。來源:松果財經","text":"松果財經消息,湖南華曙高科技股份有限公司日前通過註冊,準備在科創板上市。天眼查顯示,華曙高科是一家專注於工業級增材製造設備的研發、生產與銷售的企業,許小曙父子是公司實際控制人。數據顯示,華曙高科2022年營收4.57億元,較上年同期的3.34億元增長了36.67%;淨利9918萬元,較上年同期的1.17億元下降了15.52%;扣非後淨利8919萬元,較上年同期的7131.8萬元增長了25.06%。 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發佈公告,2022年全年預計實現收入約人民幣15至15.5億元,淨利潤約2100至2600萬元。對比此前2022年半年報披露的虧損約7300萬元來看,下半年公司收入表現穩健,並大筆回收利潤近1億元,帶動全年實現正收益。結合公司近期《杜拉拉昇職記》、《浮生憶玲瓏》等多款新產品的表現和曝光,不難判斷公司在2022上半年度業績觸底後,目前已初步進入回升通道。2023年遊戲行業有望迎來業績及估值的戴維斯雙擊進入2023年以來,從兩次版號的超預期發放,《“十四五”數字經濟發展規劃》的出臺,再到近期ChatGPT的高熱度,種種跡象都表明互聯網科技行業正在經歷一場巨大的變革。而遊戲行業作爲其中的典型代表,可能正成爲領頭羊應用之一。從行業的增長驅動來看,互聯網已進入流量見頂後的存量博弈時代,粗放型的流量增長驅動已經難以爲繼。下一個時代的增長動力一方面需要以AI/XR等爲代表的技術迭代,另一方面也需要對優質內容及核心目標客羣的堅定把握。在此判斷之上,遊戲從研發、發行到運營的各環節都充分匹配到上述兩個核心要點。例如遊戲美術製作、引擎編輯器研發、NPC設定中都大量涉及到對AIGC的深度應用。從資本市場的角度看,自去年底恆生科技開始強勢反彈,當前已完成初步修復,但較前期高點仍有大量空間。而此時,能夠持續供應優質內容的遊戲企業或有更長久表現,在修復之外真正通過業績兌現實現新一輪的高速成長。恆生科技指數進入反彈通道來源:wind友誼時光老產品長期表現穩定,新遊《杜拉拉昇職記》、《浮生憶玲瓏》驚喜連連回到友誼時光,作爲全球女性向手遊市場的 “專業玩家”,其產品力一直都有目共睹。而從投資者思維出發,更需要思考的是其從產品、到業績、再到股價的價值","text":"2月17日,$友誼時光(06820)$ 發佈公告,2022年全年預計實現收入約人民幣15至15.5億元,淨利潤約2100至2600萬元。對比此前2022年半年報披露的虧損約7300萬元來看,下半年公司收入表現穩健,並大筆回收利潤近1億元,帶動全年實現正收益。結合公司近期《杜拉拉昇職記》、《浮生憶玲瓏》等多款新產品的表現和曝光,不難判斷公司在2022上半年度業績觸底後,目前已初步進入回升通道。2023年遊戲行業有望迎來業績及估值的戴維斯雙擊進入2023年以來,從兩次版號的超預期發放,《“十四五”數字經濟發展規劃》的出臺,再到近期ChatGPT的高熱度,種種跡象都表明互聯網科技行業正在經歷一場巨大的變革。而遊戲行業作爲其中的典型代表,可能正成爲領頭羊應用之一。從行業的增長驅動來看,互聯網已進入流量見頂後的存量博弈時代,粗放型的流量增長驅動已經難以爲繼。下一個時代的增長動力一方面需要以AI/XR等爲代表的技術迭代,另一方面也需要對優質內容及核心目標客羣的堅定把握。在此判斷之上,遊戲從研發、發行到運營的各環節都充分匹配到上述兩個核心要點。例如遊戲美術製作、引擎編輯器研發、NPC設定中都大量涉及到對AIGC的深度應用。從資本市場的角度看,自去年底恆生科技開始強勢反彈,當前已完成初步修復,但較前期高點仍有大量空間。而此時,能夠持續供應優質內容的遊戲企業或有更長久表現,在修復之外真正通過業績兌現實現新一輪的高速成長。恆生科技指數進入反彈通道來源:wind友誼時光老產品長期表現穩定,新遊《杜拉拉昇職記》、《浮生憶玲瓏》驚喜連連回到友誼時光,作爲全球女性向手遊市場的 “專業玩家”,其產品力一直都有目共睹。而從投資者思維出發,更需要思考的是其從產品、到業績、再到股價的價值","images":[{"img":"https://static.tigerbbs.com/ab0ddf0f7eb107d4006c05fea676347c","width":"632","height":"275"},{"img":"https://static.tigerbbs.com/ae283eb3cd78de8f6a54e064a21fea52","width":"632","height":"292"},{"img":"https://static.tigerbbs.com/fd4f3ca0cec055e6104676e3a327cc35","width":"632","height":"239"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625794969","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959861274,"gmtCreate":1672958390599,"gmtModify":1676538762279,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"[比心] ","listText":"[比心] ","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959861274","repostId":"628382683","repostType":1,"repost":{"id":628382683,"gmtCreate":1672900655548,"gmtModify":1676538756045,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"中國戰略諮詢崛起的樣本:君智用中國方式,解決中國問題","htmlText":"文|華商韜略 吳蘇新冠三年,企業進入了複雜而多變的烏卡(VUCA)時代。如今,生活漸漸迴歸常態,接下來的路該怎麼走,確定性是什麼?對未來,君智董事長謝偉山信心十足:“我們一定要堅定信心,中國成爲世界第一經濟體是不可逆轉的,根本要不了十年就會超過美國。這意味着,10年內,我們的GDP還要至少增加70萬億。市場岸闊水深、體量大、發展快、養分足,必將造就更多百億級企業。”謝偉山預計,到2030年,中國營收破百億的企業,增加至3500家。要知道,2000年,中國超過百億營收的民營企業才只有兩家——聯想集團和希望集團。的確,中國經濟的體量龐大,再希冀過去40年那般的高增長,是不現實的。但哪怕保持3%-5%增長,中國經濟的增量依然蔚爲可觀。不同的是,超高增長可以讓大部分企業雨露均沾,而現在奮鬥要比運氣更重要。而在謝偉山看來,人心纔是壁壘,而營收達到百億,纔是企業的基礎安全警戒線。前不久,已助多家企業重新定義自己並破百億的謝偉山,直接以百億戰略諮詢重新定義了君智諮詢,並將業務組織由事業部制改爲行業部制,成立了食品、服裝、耐用品、新賽道、TMT五大行業部,逆勢引領客戶再創行業新高度。競爭是動態的,僅靠階段性服務而沒有深度,所以君智更願意把自己視作是企業的事業夥伴,而不是乙方公司。成立以來,君智成功協助了飛鶴、波司登、雅迪、紅豆、竹葉青、安吉爾、小仙燉等行業龍頭在內的數十家企業實現增長,也幫助他們再登新高峯!飛鶴推出成人高端奶粉愛本;波司登重新定義輕薄羽絨服;公牛將業務使命升級爲安全用電……值得一提的是,君智助力企業破百億,都離不開一個關鍵詞——專注,用任正非話來說,就是“對準同一個城牆口衝鋒”,比如,君智幫飛鶴找到了“更適合中國寶寶體質”,從2015年銷售不到40億發展至2021年的228億元;君智爲雅迪確定了“更高端的電動車”,不到2年,逆襲成爲行業第一。瞅準一個戰略目標猛攻,讓公司擰成","listText":"文|華商韜略 吳蘇新冠三年,企業進入了複雜而多變的烏卡(VUCA)時代。如今,生活漸漸迴歸常態,接下來的路該怎麼走,確定性是什麼?對未來,君智董事長謝偉山信心十足:“我們一定要堅定信心,中國成爲世界第一經濟體是不可逆轉的,根本要不了十年就會超過美國。這意味着,10年內,我們的GDP還要至少增加70萬億。市場岸闊水深、體量大、發展快、養分足,必將造就更多百億級企業。”謝偉山預計,到2030年,中國營收破百億的企業,增加至3500家。要知道,2000年,中國超過百億營收的民營企業才只有兩家——聯想集團和希望集團。的確,中國經濟的體量龐大,再希冀過去40年那般的高增長,是不現實的。但哪怕保持3%-5%增長,中國經濟的增量依然蔚爲可觀。不同的是,超高增長可以讓大部分企業雨露均沾,而現在奮鬥要比運氣更重要。而在謝偉山看來,人心纔是壁壘,而營收達到百億,纔是企業的基礎安全警戒線。前不久,已助多家企業重新定義自己並破百億的謝偉山,直接以百億戰略諮詢重新定義了君智諮詢,並將業務組織由事業部制改爲行業部制,成立了食品、服裝、耐用品、新賽道、TMT五大行業部,逆勢引領客戶再創行業新高度。競爭是動態的,僅靠階段性服務而沒有深度,所以君智更願意把自己視作是企業的事業夥伴,而不是乙方公司。成立以來,君智成功協助了飛鶴、波司登、雅迪、紅豆、竹葉青、安吉爾、小仙燉等行業龍頭在內的數十家企業實現增長,也幫助他們再登新高峯!飛鶴推出成人高端奶粉愛本;波司登重新定義輕薄羽絨服;公牛將業務使命升級爲安全用電……值得一提的是,君智助力企業破百億,都離不開一個關鍵詞——專注,用任正非話來說,就是“對準同一個城牆口衝鋒”,比如,君智幫飛鶴找到了“更適合中國寶寶體質”,從2015年銷售不到40億發展至2021年的228億元;君智爲雅迪確定了“更高端的電動車”,不到2年,逆襲成爲行業第一。瞅準一個戰略目標猛攻,讓公司擰成","text":"文|華商韜略 吳蘇新冠三年,企業進入了複雜而多變的烏卡(VUCA)時代。如今,生活漸漸迴歸常態,接下來的路該怎麼走,確定性是什麼?對未來,君智董事長謝偉山信心十足:“我們一定要堅定信心,中國成爲世界第一經濟體是不可逆轉的,根本要不了十年就會超過美國。這意味着,10年內,我們的GDP還要至少增加70萬億。市場岸闊水深、體量大、發展快、養分足,必將造就更多百億級企業。”謝偉山預計,到2030年,中國營收破百億的企業,增加至3500家。要知道,2000年,中國超過百億營收的民營企業才只有兩家——聯想集團和希望集團。的確,中國經濟的體量龐大,再希冀過去40年那般的高增長,是不現實的。但哪怕保持3%-5%增長,中國經濟的增量依然蔚爲可觀。不同的是,超高增長可以讓大部分企業雨露均沾,而現在奮鬥要比運氣更重要。而在謝偉山看來,人心纔是壁壘,而營收達到百億,纔是企業的基礎安全警戒線。前不久,已助多家企業重新定義自己並破百億的謝偉山,直接以百億戰略諮詢重新定義了君智諮詢,並將業務組織由事業部制改爲行業部制,成立了食品、服裝、耐用品、新賽道、TMT五大行業部,逆勢引領客戶再創行業新高度。競爭是動態的,僅靠階段性服務而沒有深度,所以君智更願意把自己視作是企業的事業夥伴,而不是乙方公司。成立以來,君智成功協助了飛鶴、波司登、雅迪、紅豆、竹葉青、安吉爾、小仙燉等行業龍頭在內的數十家企業實現增長,也幫助他們再登新高峯!飛鶴推出成人高端奶粉愛本;波司登重新定義輕薄羽絨服;公牛將業務使命升級爲安全用電……值得一提的是,君智助力企業破百億,都離不開一個關鍵詞——專注,用任正非話來說,就是“對準同一個城牆口衝鋒”,比如,君智幫飛鶴找到了“更適合中國寶寶體質”,從2015年銷售不到40億發展至2021年的228億元;君智爲雅迪確定了“更高端的電動車”,不到2年,逆襲成爲行業第一。瞅準一個戰略目標猛攻,讓公司擰成","images":[{"img":"https://static.tigerbbs.com/beec1c3c06ec3b4b6a59c5554265e8b3"},{"img":"https://static.tigerbbs.com/602a0364251e5421699adeab1c027e68"},{"img":"https://static.tigerbbs.com/d8653084e0bb02cd360d1c09c6d290ea"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628382683","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929960974,"gmtCreate":1670586747498,"gmtModify":1676538399330,"author":{"id":"4092135102477210","authorId":"4092135102477210","name":"freedomman","avatar":"https://static.tigerbbs.com/2c6f11847b94ab48bdf010b0360684f8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092135102477210","authorIdStr":"4092135102477210"},"themes":[],"htmlText":"<a 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