D manson @mfb252512
河南 开封 Joined June 2013-
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D manson retweeted
本周美股题材与新闻总结 ① AI/芯片 & “对华按收入分成换许可” $NVDA ｜英伟达 —— 据称与美方达成框架，对在华销售 H20 的收入按约15%比例上缴以换取出口许可；利好是保住一部分中国市场与产能利用率，压力在于毛利率与价格权衡，以及后续是否会扩展到更新架构（如…
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D manson retweeted
$UNH 联合健康周末突发宣布财报会议提前45分钟，并延长财报会议时间确保足够的投资者问答时间。 以下是ai给出的案例 ⬇️ 医保股和医药股在财报季提前电话会议时间，或临时调整时间、延长Q&A 的案例并不少见。以下是几个 真实发生过的例子，说明了它们调整电话会议时间背后的动因： ✅ 医保股（Health…
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