一句话逻辑:晶泰控股是领先的AI for Science 创新型研发平台,AI+量子+机器人复合技术优势构筑壁垒,医药研发为基,向材料等领域拓展,收入增长与利润释放有望超预期。超预期逻辑1)业绩扭亏,订单超预期,源于团队优势与复合壁垒公司与DoveTree 签订合作协议,带来的首期5100 万美元收入确认是 25H1 扭亏的主要原因,公司还有机会获得 4900 万美元的后续付款,以及 58.9 ...
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