2025年，一场革命正加速进行。春江水暖鸭先知。从A股到港股，资本市场正转向AI、科技成长叙事，“创新-效率”成为叙事主线。在经济新的增长范式，市场的新增长逻辑里，新一轮景气周期正在来临。有人欢欣鼓舞，也有人保持着警惕。在市场的一片喧嚣中，我们更需冷静，回归价值投资，找到那些真正的讲述“创新-效率”故事，具备长期成长价值的企业。去年就开始股价大涨的TCL电子（01070.HK），近日再度进入了上涨...
Source Link2025年，一场革命正加速进行。春江水暖鸭先知。从A股到港股，资本市场正转向AI、科技成长叙事，“创新-效率”成为叙事主线。在经济新的增长范式，市场的新增长逻辑里，新一轮景气周期正在来临。有人欢欣鼓舞，也有人保持着警惕。在市场的一片喧嚣中，我们更需冷静，回归价值投资，找到那些真正的讲述“创新-效率”故事，具备长期成长价值的企业。去年就开始股价大涨的TCL电子（01070.HK），近日再度进入了上涨...
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