Description
今天，闻泰科技涨停了。然鹅，在此之前，我们已经讨论了半个多月了。我们认为，他可以翻倍（当然不是短期而言）。我整理了一下我和我的人生导师的聊天音频，他给我讲了很多逻辑的东西，怎样做有想象力的公司，怎样跟踪公司情况，怎样给一家企业做估值。我觉得跟他聊天收益颇丰，发出来跟大家分享一下。聊天内容就是最近的二级市场，跟大家很贴近。10.21周三中午歌尔股份和闻泰科技的对比半导体回调的原因讨论：情绪闻泰科技对安世半导体的合并10.30 周五晚上闻泰科技的想象力不是ODM，而是安世半导体汽车功率半导体：MOS有5倍的增量电力转换的需求，想象力大，市场空间大
Audio
Featured in this Episode
No persons identified in this episode.
Transcription
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
0
upvotes
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Trump $82 Million Bond Spree, Brazil Tariffs 'Too High,' More
16 Nov 2025
Bloomberg News Now
Ex-Fed Gov Resigned After Rules Violations, Trump Buys $82 Mil of Bonds, More
16 Nov 2025
Bloomberg News Now
THIS TRUMP INTERVIEW WAS INSANE!
16 Nov 2025
HasanAbi
Epstein Emails and Trump's Alleged Involvement
15 Nov 2025
Conspiracy Theories Exploring The Unseen
New Epstein Emails Directly Implicate Trump - H3 Show #211
15 Nov 2025
H3 Podcast
Trump Humiliates Himself on FOX as They Call Him Out
15 Nov 2025
IHIP News