business analysis

• 液冷行业主要厂商：从芯片冷板到机房散热 全球液冷产业链、9家上市主体、中国替代、财务与资本回报、历史图表及情景检验 初始日期2026-09-12 最新更新2026-09-14
• GPT 给 Serenity 建议的 10 家公司 10 家美股小盘候选的研究漏斗、业务证据、资本结构、估值门槛、五年上市历史与证伪条件 初始日期2026-09-08 最新更新2026-09-08
• 特锐德（300001）：双主业增长、充电变现与现金流门槛 电力设备与出口、特来电单位经济性、现金流、回购与H股摊薄、反向估值及证伪框架 初始日期2026-09-03 最新更新2026-09-03
• 通策医疗（600763）：区域口腔护城河与资本配置折价 浙江区域网络、扣非盈利、眼视光关联收购、资本占用、治理折价、反向估值与证伪框架 初始日期2026-09-03 最新更新2026-09-03
• The Trade Desk（TTD）：开放互联网 DSP、增长断层与股权成本 广告价值链、Kokai / OpenPath / UID2、CTV 竞争、现金流、SBC、治理与情景估值 初始日期2026-08-25 最新更新2026-08-25
• Oracle (ORCL) AI 算力租赁单位经济 从 CapEx、数据中心、GPU 数量和大单租金逐层推导 OCI 收入、利润、EPS 与 P/E 初始日期2026-08-20 最新更新2026-08-20
• 首旅酒店 / 锦江酒店：中秋国庆长假事件研究 请3休13、历史股价事件研究、经营暴露、估值、分红回购与证伪框架 初始日期2026-08-20 最新更新2026-08-20
• 漫长的十六年：1966—1982 年美股世俗熊市 名义横盘、真实财富缩水、滞胀、估值压缩、政策失误与组合管理启示 初始日期2026-08-19 最新更新2026-08-19
• United States Antimony (UAMY)：美国锑供应、扩产兑现与估值分析 DLA 合同、锑单位经济、扩产、现金流、稀释、Q2 前瞻、情景估值与反向 DCF 初始日期2026-08-11 最新更新2026-08-11
• Strategy / MSTR：比特币资本机器、融资飞轮与反身性风险 BTC 储备、普通股 ATM、可转债、五类永久优先股、Gross / Net BPS、新版 mNAV 与失效路径 初始日期2026-08-01 最新更新2026-08-11
• Fosun Pharma (600196) In-depth Valuation of Bargain Framework Deduction of non-profit, Owner Earnings, P/B-ROE, SOTP, reverse expectations and scenario valuation 初始日期2026-07-29 最新更新2026-07-29
• Huadong Medicine (000963) bargain price framework in-depth valuation Deduction of non-profit, Owner Earnings, P/B-ROE, pipeline, reverse expectations and scenario valuation 初始日期2026-07-29 最新更新2026-07-29
• Shanghai Pharmaceuticals (601607) bargain price framework in-depth valuation Deduction of non-profit, Owner Earnings, P/B-ROE, distribution economics, pipeline and scenario valuation 初始日期2026-07-29 最新更新2026-07-29
• Binance Futures account trading analysis Account-based export of trading rounds, profit and loss distribution, fees, position management and behavioral diagnosis 初始日期2026-07-26 最新更新2026-07-26
• 央行购金对黄金价格的边际支撑：2022 年以来的量化评估 购金吨数、价格归因、反事实区间与 2026 监测框架 初始日期2026-07-24 最新更新2026-07-24
• Dawson Geophysical (DWSN) team, seasonality, and major shareholder transaction analysis X post verification, four teams, Canadian seasonality, customer concentration, Wilks related transactions and valuation 初始日期2026-07-13 最新更新2026-07-13
• Six digital currency research recurrence audits Reproduce the paper strategy, test design and results piece by piece, and disclose the site’s verification process and strict conclusions. 初始日期2026-07-11 最新更新2026-07-11
• IREN (IREN) Microsoft/NVIDIA AI Cloud Contract and Execution Risk Analysis Microsoft vs. NVIDIA AI Cloud Contract, GPU Financing, ARR Transformation, and China Local Substitution Risk 初始日期2026-07-10 最新更新2026-07-11
• TSMC (TSM) COUPE Silicon Photonics and Advanced Packaging Analysis COUPE silicon photonics platform, SoIC/CoWoS packaging route, customer verification and mass production fulfillment 初始日期2026-07-10 最新更新2026-07-10
• IQE (IQE) Epitaxial Wafer and AI Photonics Supply Chain Analysis InP/GaAs Epitaxial Wafers, AI Optical Interconnect Demand, Capacity Utilization and Cash/Financing Risks 初始日期2026-07-10 最新更新2026-07-10
• Memory shortage benefit chain (SNDK / Kioxia / SIMO / Macronix / Winbond) analysis DRAM/NAND shortage, rising prices, SIMO controllers and Japan capex map 初始日期2026-07-06 最新更新2026-07-06
• WULF/CIFR AI infrastructure power bottleneck analysis AI data center power supply contracts, project delivery, financing costs and dilution sensitivity 初始日期2026-07-05 最新更新2026-07-06
• BBU battery bottleneck benefit chain (Samsung SDI / Panasonic / Murata / LGES) analysis BBU supply and demand gap, contract verification, cell profitability elasticity and mapping of adjacent power equipment 初始日期2026-07-05 最新更新2026-07-05
• LPKF Laser & Electronics (LPK) Glass Substrate, LIDE and Advanced Packaging Equipment Analysis GlaSSEM commercialization pace, TGV/LIDE order front-loading, cash consumption and China substitution risk 初始日期2026-07-03 最新更新2026-07-03
• Himax Technologies (HIMX) Photonics ETF, Automotive Display IC and Valuation Analysis LAZR Inclusion, Photonics Sector Oversold, Q2 Repair, and WiseEye/CPO Options 初始日期2026-07-03 最新更新2026-07-03
• Marvell Technology (MRVL) AI infrastructure, custom chips and valuation analysis AI data center revenue acceleration, NVIDIA ecological verification and valuation digestion 初始日期2026-07-03 最新更新2026-07-03
• Green Harmonic (688017) Humanoid Robot Precision Transmission Analysis Humanoid robot harmonic reducer, mass production verification, customer concentration and high valuation 初始日期2026-07-03 最新更新2026-07-03
• Lumentum / Coherent (LITE / COHR) AI optical communication bottleneck analysis InP laser, 800G/1.6T optical module upstream bottleneck, production expansion and valuation verification 初始日期2026-07-03 最新更新2026-07-03
• Insilicon Intelligent (03696.HK) AI pharmaceutical business model and alternative risk analysis AI Pharma Platform, BD Cash Out, Rentosertib Phase III and OpenAI/Claude Alternative Risks 初始日期2026-07-02 最新更新2026-07-02
• Applied Optoelectronics (AAOI) Optical Interconnect Orders and Valuation Analysis AI optical modules, 800G/1.6T orders, laser bottlenecks and high valuation execution risks 初始日期2026-07-02 最新更新2026-07-02
• AXT (AXTI) InP Substrate Scarcity, Dilution and Valuation Analysis InP substrate supply and demand, price increase realization, financing dilution and Chinese substitution 初始日期2026-07-02 最新更新2026-07-03
• Sivers Semiconductors (SIVE) InP Photonics Production Expansion and Placement Analysis AI optical interconnection, InP laser production expansion and institutional financing analysis 初始日期2026-07-01 最新更新2026-07-01
• Tesla Optimus and robot cosmetics supply chain analysis TSLA, Optimus production line, robot appearance/skin supply chain and Chinese competition analysis 初始日期2026-07-01 最新更新2026-07-01
• CoreWeave / Nebius (CRWV / NBIS) Neocloud Benefit Chain Analysis Meta AI computing capacity contract, Neocloud execution and valuation scenario analysis 初始日期2026-07-01 最新更新2026-07-02
• Tencent Music Entertainment (TME) Business Analysis China online music platform, subscription growth and net cash valuation analysis 初始日期2026-06-30 最新更新2026-06-30
• Agility Robotics (AGLT) humanoid robot commercialization analysis Digit, SPAC listing path and humanoid robot commercialization analysis 初始日期2026-06-30 最新更新2026-07-02
• POET Technologies (POET) AGM and optical bottleneck analysis Analysis of AI Optical Interconnect Supply Chain and Capacity Expansion 初始日期2026-06-29 最新更新2026-06-29
• Schaeffler AG (SHA0.DE) In-Depth Research BofA / Merrill Lynch style company research framework 初始日期2026-06-28 最新更新2026-06-29
• 华为芯片制造与先进封装产业链看板 产业链公司、估值与历史走势跟踪 初始日期2026-06-26 最新更新2026-09-29