忘了有没有说过这支票,今天涨停提醒到我。

87e02be9ae389474...

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Kind-1 (TextNote)

2026-06-12T15:30:43Z

忘了有没有说过这支票,今天涨停提醒到我。 风险提示: 华明装备

细分领域龙头。 管理层偏悄咪咪赚高毛利,有技术壁垒。 分红上有点小动作外,基本面不错的异类。

之所以降级,是港股上市这个动作。 基本上会把今明两年的股价,在基本面角度摁地上摩擦。

不过如果纯做红利股配置成份,那可以考虑。 https://primal.bostr.online/05105b0b19e8127f1cb352b274a8169fa1791253566ba207bd19d709ff22ba0c.jpg https://primal.bostr.online/bf1f3760d6a3d1be3cd68431893cd5380249626f73f280576c34afd802b121fe.jpg https://primal.bostr.online/d16679b48472ec7d0be115467aad62ea6e958609adb614b601677e4d45a7068e.jpg https://primal.bostr.online/7ec20bed2f2f9140987c807f75fffef9af5030e413420ed2a8c9a0d10bf466c6.jpg

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