?投资主题和个股推荐:高端装备/华为产业链/数据要素/国企改革。1)高端装备:提升基础性战略性装备国产化水平,推荐半导体/机器人/工业母机/能源;2)华为产业链:自主化进度加速的硬件和卫星互联网;3)数据要素:数据资源入表落地,数据确权与流通交易相关顶层设计有望加速推进,推荐运营商/数据服务;4)国企改革:具备特许经营属性,现金流稳定的电力运营/ 油运。
2024年12月30日,2024-07-11 18:27·三维路书
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近年来银行权益虽然多了但是‘羊毛’越来越难抢李霄说之所以变得越来越难抢他认为并不是因为有很多人争抢银行权益而是因为背后存在羊毛党产业链很多福利、优惠活动中真正有需要的人参加不了反而让优惠和福利变成中间商的差价
这是来自范仲淹时代的气息啊。那一瞬间,我忽然觉得我遇到了范仲淹。虽然不如刘长卿有溪花和禅意,最后我也心满意足地告别了范公祠。首发2024-07-08 16:39·色彩车圈
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《雪中悍刀行》里邱心志摇身一变成了剑神李淳罡
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