business analysis

• 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2026-08-14