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<title><![CDATA[长鑫科技 vs SK海力士：DRAM全球格局重塑下的深度对比]]></title>
<link>https://aiinvesting168.com/article/cxmt-vs-skhynix-2026.html</link>
<description><![CDATA[深度对比长鑫科技(688825)与SK海力士，覆盖财务、技术、产能、估值、风险等十大维度。长鑫首日上市市值超3.3万亿，但HBM缺失、技术代差2代、成本劣势30%+是核心风险。]]></description>
<pubDate>Mon, 27 Jul 2026 01:30:00 GMT</pubDate>
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<title><![CDATA[中粮家佳康(01610.HK) 深度调研：猪价弹性、现金流韧性、估值与盈利修复路径（2026-08-11）]]></title>
<link>https://aiinvesting168.com/article/cofco-joycome-pigcycle-deep-2026.html</link>
<description><![CDATA[家佳康2026H1盈警（调整前亏10-12亿）已充分定价；出栏603万头，猪价每涨1元/kg约贡献6亿归母净利；PB约0.5x破净50%；能繁母猪3780万头逼近3750红线、8月猪价连续反弹，Q3企稳概率上升；基准情景2027年扭亏至+3~8亿，卖方目标价1.80-2.28港元。]]></description>
<pubDate>Mon, 10 Aug 2026 17:25:14 GMT</pubDate>
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<title><![CDATA[每日投研日报 · 2026年8月11日]]></title>
<link>https://aiinvesting168.com/article/daily-news-2026-08-11.html</link>
<description><![CDATA[深国际中期盈警由盈转亏暴跌9.9%；SK海力士拟推100万亿韩元史上最大股东回报；长鑫科技纳入MSCI生效+苹果测试其DRAM；信达H1归母预降60-70%；远东宏信中报净息差扩至5.04%。覆盖24只深度研究标的。附关键图表。]]></description>
<pubDate>Mon, 10 Aug 2026 16:32:56 GMT</pubDate>
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<title><![CDATA[中国电信深度研读：6.7%股息收租人的算力转型——EV/EBITDA 2.1倍的AI期权（2026-08-10）]]></title>
<link>https://aiinvesting168.com/article/chinatelecom-netcash-ai-transform-2026.html</link>
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<pubDate>Mon, 10 Aug 2026 09:25:03 GMT</pubDate>
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<link>https://aiinvesting168.com/article/fed-hike25bp-us-fiscal-impact-2026.html</link>
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<pubDate>Mon, 10 Aug 2026 07:03:13 GMT</pubDate>
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<link>https://aiinvesting168.com/article/hk-ten-double-potential-2026.html</link>
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<pubDate>Mon, 10 Aug 2026 05:06:41 GMT</pubDate>
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<pubDate>Mon, 10 Aug 2026 01:00:49 GMT</pubDate>
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<title><![CDATA[港股六强排位：百富/京东方/永升/中海/港通/东江——选4弃2决策（2026-08-09）]]></title>
<link>https://aiinvesting168.com/article/hk-six-quality-ranking-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 15:59:58 GMT</pubDate>
<guid>https://aiinvesting168.com/article/hk-six-quality-ranking-2026.html</guid>
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<link>https://aiinvesting168.com/article/copm-netcash-roe-winter-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 15:28:06 GMT</pubDate>
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<title><![CDATA[港股「高ROE×低EV」质量价值榜：好生意，打折卖（市值20亿以上，2026-08-09）]]></title>
<link>https://aiinvesting168.com/article/hk-roe-low-ev-quality-screen-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 15:10:50 GMT</pubDate>
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<link>https://aiinvesting168.com/article/boe-varitronix-netcash-display-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 14:28:27 GMT</pubDate>
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<link>https://aiinvesting168.com/article/netcash-four-portfolio-allocation-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 13:59:24 GMT</pubDate>
<guid>https://aiinvesting168.com/article/netcash-four-portfolio-allocation-2026.html</guid>
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<link>https://aiinvesting168.com/article/yongsheng-independence-dividend-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 13:27:38 GMT</pubDate>
<guid>https://aiinvesting168.com/article/yongsheng-independence-dividend-2026.html</guid>
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<title><![CDATA[港通控股深度研读：市值只有投资组合一半的55折封基（2026-08-09）]]></title>
<link>https://aiinvesting168.com/article/crossharbour-netcash-portfolio-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 13:15:53 GMT</pubDate>
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<title><![CDATA[百富环球深度研读：95%净现金的现金机器遇上芯片涨价风暴（2026-08-09）]]></title>
<link>https://aiinvesting168.com/article/pax-netcash-chip-cost-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 12:50:37 GMT</pubDate>
<guid>https://aiinvesting168.com/article/pax-netcash-chip-cost-2026.html</guid>
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<link>https://aiinvesting168.com/article/hk-netcash-low-ev-screen-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 12:30:45 GMT</pubDate>
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<link>https://aiinvesting168.com/article/us-stock-spacex-battle-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 10:37:25 GMT</pubDate>
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<link>https://aiinvesting168.com/article/dongjiang-2283-transformation-2026.html</link>
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<pubDate>Sun, 09 Aug 2026 10:37:25 GMT</pubDate>
<guid>https://aiinvesting168.com/article/dongjiang-2283-transformation-2026.html</guid>
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<link>https://aiinvesting168.com/article/horizon-robotics-deepread-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:52 GMT</pubDate>
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<link>https://aiinvesting168.com/article/nfp-review-treasury-impact-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:52 GMT</pubDate>
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<link>https://aiinvesting168.com/article/us-iran-israel-conflict-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:52 GMT</pubDate>
<guid>https://aiinvesting168.com/article/us-iran-israel-conflict-2026.html</guid>
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<link>https://aiinvesting168.com/article/treasury-battle-nfp-night-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:51 GMT</pubDate>
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<link>https://aiinvesting168.com/article/top10-stocks-future-sectors-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:43 GMT</pubDate>
<guid>https://aiinvesting168.com/article/top10-stocks-future-sectors-2026.html</guid>
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<title><![CDATA[人形机器人批判性验证：逐条证伪测试（2026-08-08）]]></title>
<link>https://aiinvesting168.com/article/humanoid-robot-falsification-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:42 GMT</pubDate>
<guid>https://aiinvesting168.com/article/humanoid-robot-falsification-2026.html</guid>
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<link>https://aiinvesting168.com/article/sector-outlook-explosion-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:42 GMT</pubDate>
<guid>https://aiinvesting168.com/article/sector-outlook-explosion-2026.html</guid>
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<title><![CDATA[人形机器人零部件全解剖：重要性/护城河/前景 + 35只标的池（2026-08-08）]]></title>
<link>https://aiinvesting168.com/article/humanoid-robot-components-anatomy-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:42 GMT</pubDate>
<guid>https://aiinvesting168.com/article/humanoid-robot-components-anatomy-2026.html</guid>
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<title><![CDATA[人形机器人 × 物理AI：A股/港股/美股三市场标的挖掘（2026-08-07）]]></title>
<link>https://aiinvesting168.com/article/humanoid-robot-stocks-3markets-2026.html</link>
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<pubDate>Sat, 08 Aug 2026 09:19:42 GMT</pubDate>
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<title><![CDATA[华住集团 vs 亚朵集团：中国酒店双雄投资价值对比（2026-08-06）]]></title>
<link>https://aiinvesting168.com/article/huazhu-vs-atour-2026.html</link>
<description><![CDATA[华住集团 (01179.HK) vs 亚朵集团 (ATAT) 中国酒店双雄深度对比 — 商业模式 · 财务 · 运营 · 估值 · 投资价值 33.12 HKD 华住港股收盘 (2026-08-06) 35.17 USD 亚朵收盘 (202...]]></description>
<pubDate>Thu, 06 Aug 2026 14:28:17 GMT</pubDate>
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<title><![CDATA[投研中心精选：最具投资价值的三个标的]]></title>
<link>https://aiinvesting168.com/article/top3-investment-ranking-20260728.html</link>
<description><![CDATA[扩展为五只精选标的：中信股份、人保、携程、中国宏桥与SK hynix，覆盖资产重估、防御、平台成长、周期分红和AI存储成长。]]></description>
<pubDate>Tue, 28 Jul 2026 00:57:29 GMT</pubDate>
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<title><![CDATA[深圳国际（00152.HK）深度研究：收费公路现金流、物流园转型与分部估值]]></title>
<link>https://aiinvesting168.com/article/shenzhen-international-00152-2026.html</link>
<description><![CDATA[补充深圳物流行业2026-2030发展前景、需求驱动、竞争供给、物流园转型路径与深圳国际跟踪指标。]]></description>
<pubDate>Tue, 28 Jul 2026 00:36:26 GMT</pubDate>
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