GRIP Long-cycle Quality Stocks · Preferred?

English summary

# GRIP Long-cycle Quality Stocks · Preferred? # GRIP framework emphasizes: finding advantageous assets with actively expanding global share and internally generated profits: # 睿创微纳, Google Deepmind released GeminiRobotics ER 2 model, pay attention to # robot eyes, the leader in physical AI, 睿创微纳; # 中国动力, BE(+27%), GEV(+9%) surged, from AI energy perspective the absolute leading domestic main engine leader, global civil marine engine leader #1; # 中富电路/新雷能, pay attention to # 中富's global positioning in secondary and tertiary power PCB, high potential earnings elasticity in Google, NV and other supply chains; # 中航光电/航天电器, pay attention to full layout of optoelectronic liquid cooling/high-speed/optical link/power data center business, high win-rate varieties; # 海达尔, server slide rail domestic computing power leader, overseas penetration acceleration expected; # 北交所 held a public fund symposium, participating public funds believe that 北交所 is ushering in a window of triple resonance of policy, liquidity, and valuation allocation.…