Lonewolfcow
评论了
汇丰全球研究强调了中国互联网行业的盈利增长质量和估值机会，维持持有. 买入 的评级，并将其H股和美股目标价设定为 $美团-W (03690.HK)$ , $腾讯控股 (00700.HK)$ ，并且 $阿里巴巴-W (09988.HK)$ 尽管面临宏观经济挑战，美团的收入仍然强劲，而腾讯的收入转向高毛利行业板块和成本管控推动增长。预计阿里巴巴将受益...
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$百度集团-SW (09888.HK)$
Baidu could very well be the first big winner from robotaxi within the next 3 years.
Low risk high reward on just this not to mention there other businesses in Ai / compute / search.
Pb under 1 and pe around 10. What a gift this is![]()
Baidu could very well be the first big winner from robotaxi within the next 3 years.
Low risk high reward on just this not to mention there other businesses in Ai / compute / search.
Pb under 1 and pe around 10. What a gift this is
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Lonewolfcow
评论了
汽车经销商 $Eagers Automotive Ltd (APE.AU)$ 最新发出警告，称雪梨市的“软弱”问题。
对我来说绝对是一个警示信号，因为如果雪梨的居民感受到了压力，那么其他首都城市也不会太远了。
我仍然建议避开消费性股票 - 我只是看不到进入该板块的理由。
未来你将有大量的机会。
对我来说绝对是一个警示信号，因为如果雪梨的居民感受到了压力，那么其他首都城市也不会太远了。
我仍然建议避开消费性股票 - 我只是看不到进入该板块的理由。
未来你将有大量的机会。
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$Eagers Automotive Ltd (APE.AU)$
在ASX交易的3家主要汽车经销商的市盈率约为7倍。它们都很便宜！按照我喜欢的顺序，我最看好Peter Warren Automotive（PWA），因为他们的物业持有量很大，可以借此继续增长。Eagers和Autosports也都是经营稳健、盈利的企业。除非你认为汽车将在未来5年被太空飞船取代，否则这些股票是毫无疑问的选择，其分红率...
在ASX交易的3家主要汽车经销商的市盈率约为7倍。它们都很便宜！按照我喜欢的顺序，我最看好Peter Warren Automotive（PWA），因为他们的物业持有量很大，可以借此继续增长。Eagers和Autosports也都是经营稳健、盈利的企业。除非你认为汽车将在未来5年被太空飞船取代，否则这些股票是毫无疑问的选择，其分红率...
已翻译
$Peter Warren Automotive Holdings Ltd (PWR.AU)$
They could sell there Sydney Property today and it would return the entire current market cap of the stock. There sydney caryard landholding could hold 1000s of apartments. This long standing business is crazy cheap. Profitable / pays a healthy dividend.Well run business in key city locations. Trading on P/e of about 7 on the back of peak rates. Aus car fleet aging and population will be seeking new cars soon. R...
They could sell there Sydney Property today and it would return the entire current market cap of the stock. There sydney caryard landholding could hold 1000s of apartments. This long standing business is crazy cheap. Profitable / pays a healthy dividend.Well run business in key city locations. Trading on P/e of about 7 on the back of peak rates. Aus car fleet aging and population will be seeking new cars soon. R...
$DGL Group Ltd (DGL.AU)$
This stock is an essesntial service , limited supply in regards to property that can hold chemicals. Trading well below NTA. Most hated stock on ASX which is good once rates go down we can see a strong rebound. Low risk / high reward play for this profitable long standing company. BUY today, close your eyes and return 2 years later to see your money 2-3x
This stock is an essesntial service , limited supply in regards to property that can hold chemicals. Trading well below NTA. Most hated stock on ASX which is good once rates go down we can see a strong rebound. Low risk / high reward play for this profitable long standing company. BUY today, close your eyes and return 2 years later to see your money 2-3x
Lonewolfcow
赞并评论了
每当我看ASX20时，我都会想“天哪，这些公司真是缺乏灵感”。
一堆定价过高的银行、几家定价荒谬的特殊公司，以及在商品周期下行中的BHP，所有这些都受到澳大利亚金融业工作人员的过度关注和报道，几乎没有上行惊喜的潜力。
呕吐
唯一让我稍微感兴趣的是MQG（已经再次运行回来了），以及如果你可以ge...
一堆定价过高的银行、几家定价荒谬的特殊公司，以及在商品周期下行中的BHP，所有这些都受到澳大利亚金融业工作人员的过度关注和报道，几乎没有上行惊喜的潜力。
呕吐
唯一让我稍微感兴趣的是MQG（已经再次运行回来了），以及如果你可以ge...
已翻译
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Lonewolfcow
评论了
When it comes to gaming, the use of ChatGPT-like generative artificial intelligence is still in an exploratory phase, according to Liang Chen, general manager of Tencent Cloud’s internet industry department.
Chen said that AI has long been used by gaming companies for pattern recognition and other functions, but effective use of generative AI comes with high costs.
Despite being in an exploratory period, Chen said he expected the bus...
Chen said that AI has long been used by gaming companies for pattern recognition and other functions, but effective use of generative AI comes with high costs.
Despite being in an exploratory period, Chen said he expected the bus...
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Lonewolfcow : 一直看好，现在是买入百度的时候了，当大型机构降级某个股票时，其实就是另一种说法：卖出，这样我们就可以买入并持有。