EPISODE · May 5, 2025 · 8 MIN
每天解读一家上市公司：常山北明
from 每天解读一家上市公司（视频合集）
常山北冥深度报告来了！这家公司与智谱AI合作，发力智慧城市、金融等领域。华为生态赋能下，业务全面开花，算力基建和MICROLED显示技术优势明显。面对强劲对手，它的市场地位如何？未来业绩能否扭转亏损局面？听完这段解读，你会对它有全新认识！02:00 常山北冥：华为供应链核心企业，迎接量子科技与人工智能的机遇与挑战04:01 转型数字经济，重构市场地位！给予润和软件估值！06:04 华为昇腾、鲲鹏和鸿蒙生态协同效应：探寻投资机会08:05 二零二五年业绩展望：软件业务营收占比六十二%，算力租赁增量五百！
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每天解读一家上市公司：常山北明
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