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  • 1261.1H24 展望:激流勇进,大浪淘金

    [信息传输、软件和信息技术服务业,教育] [2023-12-27]

    1H24 展望:把握反转、成长与预期差三大投资逻辑 3Q23 互联网板块季报已落下帷幕,市场正在将估值窗口逐步切换至 2024 年,并审视各互联网公司在 2024 年的业绩表现与潜在驱动力。回顾 2023 年,互联网板块行情表现较为震荡。但在β的反复波动中,仍有不少优质互联网标的跑出相对α。展望 1H24 年,我们预期在较温和的宏观环境下,板块投资机会或仍集中在波段式交易性机会类型上,其中我们看好符合反转、成长与预期差三大投资逻辑的优质标的,建议投资者关注其左侧布局机会。重点推荐:百度、京东、拼多多、美团、美图、新东方、爱奇艺、携程、同程、快手、腾讯、网易、贝壳。

    关键词:互联网;百度;京东;拼多多
  • 1262.小鹏、理想智能驾驶软件持续迭代,智能化奇点将至

    [汽车制造业] [2023-12-27]

    从数据流的角度把握汽车智能化核心要素。当前的汽车智能化围绕数据流进行演进,数据流从获取、储存、输送、计算再应用到车端实现智能驾驶、应用到人端通过视听触等五感进行交互。

    关键词:汽车智能化;特斯拉;数据流;智能驾驶
  • 1263.全球过敏性鼻炎药物市报告(2024-2028年)

    [医药制造业] [2023-12-27]

    Allergy rhinitis drugs are used to treat allergic rhinitis, which is an allergic response to specific allergens. An allergen is a harmless substance that has the ability to cause an allergic reaction in conducive conditions. Pollen is considered one of the most common allergens in allergic rhinitis. The other substances that can cause allergic rhinitis are mold, animal dander, dust, and others.

    关键词:过敏性鼻炎药物;治疗过敏性鼻炎;过敏反应;过敏反应。
  • 1264.全球成人维生素软糖市场报告(2024-2028年)

    [医药制造业] [2023-12-27]

    Adult vitamin gummies are a type of dietary supplement that is specifically formulated for adults. These gummies are a popular alternative to traditional vitamin pills or capsules as gummies are chewable and have a pleasant taste, which can make them more palatable and enjoyable to consume. Adult vitamin gummies typically contain a combination of essential vitamins and minerals like vitamin C, vitamin D, and vitamin B and minerals such as zinc and iron. These gummies are designed to help bridge the nutritional gap in adult diets and support overall health and well-being.

    关键词:成人维生素软糖;膳食补充剂;流行替代品;维生素;矿物质;锌和铁
  • 1265.全球美容激光市场报告(2024-2028年)

    [计算机、通信和其他电子设备制造业,仪器仪表制造业,医药制造业] [2023-12-27]

    Aesthetic lasers are non-surgical, non-invasive procedures that are safe and effective for most skin types and skin tones. It involves the utilization of specific wavelengths of light to target and treat various skin concerns, such as wrinkles, scars, pigmentation issues, hair removal, and tattoo removal. Aesthetic lasers are designed to deliver controlled and precise energy to the skin, promoting collagen production and skin rejuvenation, resulting in improved skin texture and appearance

    关键词:美容激光;瞄准和治疗;各种皮肤问题
  • 1266.全球美容激光市场报告(2024-2028年)

    [计算机、通信和其他电子设备制造业,仪器仪表制造业,医药制造业] [2023-12-27]

    Aesthetic lasers are non-surgical, non-invasive procedures that are safe and effective for most skin types and skin tones. It involves the utilization of specific wavelengths of light to target and treat various skin concerns, such as wrinkles, scars, pigmentation issues, hair removal, and tattoo removal. Aesthetic lasers are designed to deliver controlled and precise energy to the skin, promoting collagen production and skin rejuvenation, resulting in improved skin texture and appearance

    关键词:美容激光;瞄准和治疗;各种皮肤问题
  • 1267.全球美容激光市场报告(2024-2028年)

    [计算机、通信和其他电子设备制造业,仪器仪表制造业,医药制造业] [2023-12-27]

    Aesthetic lasers are non-surgical, non-invasive procedures that are safe and effective for most skin types and skin tones. It involves the utilization of specific wavelengths of light to target and treat various skin concerns, such as wrinkles, scars, pigmentation issues, hair removal, and tattoo removal. Aesthetic lasers are designed to deliver controlled and precise energy to the skin, promoting collagen production and skin rejuvenation, resulting in improved skin texture and appearance

    关键词:美容激光;瞄准和治疗;各种皮肤问题
  • 1268.全球航空结构市场报告(2024-2028年)

    [铁路、船舶、航空航天和其他运输设备制造业] [2023-12-27]

    Aerostructure is a set of components of an aircraft airframe. This may include all or part of the fuselage, wings, nacelle, and nose, among others.


    关键词:航空结构;飞机机身;机身;机翼;机舱;机头等
  • 1269.全球丙烯酸衍生物市场报告(2024-2028年)

    [化学原料和化学制品制造业] [2023-12-27]

    Acrylic acid derivatives are a group of organic compounds that are derived from acrylic acid. These derivatives are widely used in industrial applications due to their versatile properties and reactivity.

    关键词:丙烯酸衍生物;衍生自丙烯酸;有机化合物;多功能特性;反应活性;工业应用
  • 1270.紧抓卫星通信+光模块双主线投资机会

    [计算机、通信和其他电子设备制造业] [2023-12-27]

    2023 年通信行业领涨全市场,多细分赛道具有广阔发展前景。截至 12 月 10 日,今年通信行业(申万)上涨了 29.8%,在所有一级行业中排序第一,涨幅 跑赢沪深 300 指数涨幅(-12.20%)42 个百分点,跑赢创业板指数涨幅(-19.37%) 49.17 个百分点。根据三季度机构及基金持仓情况来看,通信行业持仓占比较为稳健,基金维持超配状态。

    关键词:卫星通信;光模块双主线;卫星通信;物联网模组
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