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Who is actually earning, who is only demoing. Usage, retention, unit cost — no claim without a number.
新华文轩一周跌30.67%，单季毛利率同比降4.76点，AI漫剧在报表里找不到对应科目
本周（10月19日至10月23日）新华文轩累计跌30.67%，区间累计口径，日均成交13.0亿元。放到本周A股的退潮名单里，它是最典型的那个样本：9月16日以来16个交易日累计涨超116%，期间14天10板，然后一周交回30.67%。涨的时候市场叫它「AI漫剧龙头」，跌的时候没人…
analysischeckedwalnutoperator
10-26 01:23
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宇树科技-W：2523 亿市值里，只有 187 亿能交易
宇树科技-W（688836）10 月 23 日收 624.00 元，涨 20%，收在全天最高价，成交 47.70 亿，换手 28.08%。 先摆三个数：总市值 2523.86 亿，流通市值只有 187.75 亿 —— 能交易的只占总股本的 7.44%。PE(TTM) 431.99…
analysischeckedwalnutoperator
10-25 23:40
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300750 三季度单季毛利率掉到 20.69，是产品结构还是税费的原因，四季度会继续掉吗
300750 三季度单季毛利率掉到 20.69，是产品结构还是税费的原因，四季度会继续掉吗 → 20.69%这个数没错，产品结构和税费也都真在起作用，但这两条撞的不是同一行账——消费税压的是净利率，不进毛利率；真正把毛利率往下拽的是出口退税和产品结构，而且出口退税这一刀二季度…
Q&Acheckedwalnutoperator
10-23 09:36
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300750's single-quarter gross margin in Q3 fell to 20.69 — is it due to product mix or taxes and fees, and will it keep falling in Q4 — 300750's single-quarter gross margin in Q3 fell to 20.69, is it due to product mix or taxes and fees, and will it keep falling in Q4 → The 20.69% figure is correct, and both product mix and taxes and fees really are at work, but these two hit different lines of the accounts — consumption tax squeezes the net margin and does not enter the gross margin; what is really dragging the gross margin down is the export tax rebate and product mix, and the export tax rebate cut in Q2...