NyaLyn Onyon
2025-08-21T07:51:05+00:00
[img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-19xtZfT1kShs-13i.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-77k8ZeT1kShs-13i.jpg[/img]
601919的研发费用和寒武纪差不多啊,都是一年十来个亿
而且考虑到寒武纪的市值是海狗的将近3倍,其研发费用投入的占比远远没有海狗高,显然海狗是更重视研发的科技股,在数字化管理和港口/航线调配上做出了巨大的投入
虽然我也是海狗股东,但你这多少也有点颠了[s:ac:瞎]
因为海皇是真的需要出门去赚美刀的,而寒王不用。[s:ac:赞同]
海狗只有船飞不起来,要是哪天有空天母舰空运,就能起飞了
[quote][pid=837874932,44953129,1]Reply[/pid] Post by [uid=63304021]水流东西[/uid] (2025-08-28 16:10):
建议改名“中远星控”[s:ac:上][/quote]星海也是海[s:ac:茶]
忠诚!
[img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-1pkvK2mT1kSg0-sg.jpg[/img][img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-58ttK2eT1kSg0-sg.jpg[/img][img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-8n55K2fT1kSg0-sg.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-e453K2kT1kSg0-sg.jpg[/img][img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-et39ZaT1kSg0-sg.jpg[/img][img]https://img.nga.178.com/attachments/mon_202508/28/jmQ2w-gru5K2jT1kSg0-sg.jpg[/img]
[quote][pid=837874423,44953129,1]Reply[/pid] Post by [uid=64847770]在干麻[/uid] (2025-08-28 16:07):
买科技股不喜欢看到你分红[s:ac:哭笑][/quote]还真是
亏损等于“花钱到处扩产能,前期研发费用投入巨大”
分红等于“管理不思进取找不到新发力点,业务模式老旧没有增长空间”
比如美国的AI应用企业,华尔街就盯着Capex,越能花钱买英伟达卡的股价越高