What is the PE for stocks?-股票的PE倍数是什么？-2022.11.20 PE ratio is a calculated number with less meaning. PE comes from Stock price and earning per share. Stock price is flucating around stock's real value. Stocks value derive from company's net income and discounted by interest rate.Earning per share derives from company's net income.So PE ratio is the pure value of company net income growth rate and interest rate. --2022.11.20

Daily commentary-每日见闻-2022.11.19 Gloabl environment:Politics:US:GOP controlled House with minor advantages which is totally out of expects. This indicated people not really trust GOP as expected or on the other hand, people didn't hate Democrats that much. What US people most care are income and happiness.China:China is on its way of lifting covid-zero ban. Nationaly activities may back to normal. China internal politics are more stable after 20st communist party congress. Political buro is focusing on building international relationships now.UK:New Prime Minister Rishi Sunak tried to change investors view on UK insolvency by increase government income and reduce expenditure. He is a veteran of investment and konw how to deal with economy. Sunak is close to US.EU:Govs are increasing spending to boost economy. But it mean high deficit.

Chiplet Industry Trend-芯粒行业方向-2022.11.17 Industry:Policy Updates: NAMarket updates:Intel, AMD, Nvidia, Apple increase R&D on chiplets;Techology updates:Intel formed UCIe association aim to control the chiplet ecosystem. CCITA is in process of setting its own Chiplet standards. PIO enjoys a great potential in communication field.Investment updates:China chip packaging firm who have the knowhow on chiplet is enjoy higher stock prices.Company updates:N/A. Intel TSMC may win big from Chiplet.2022.11.17

Daily commentary-每日见闻-2022.11.11 Big events:Covid19:Covid has caused economic losses of more than 1 trillon USD. These losses happened in medical expenses,， production reduction, spending cut, transportation reduction, travel reduction, etc. China should account for 30% of these losses. China GDP loss more than 2%, which is about 2 trillon RMB or 300 billon USD. China spends

交易项目-Trading Pipeline-2022.11.7-推想医疗老股 推想医疗科技股份有限公司：公司情况:推想医疗科技股份有限公司成立于2016年，专注于AI医疗领域，以“AI改善生命健康”为愿景，致力成为全院级AI国际领军品牌。公司采取“一横一纵”和“国际化”战略布局打造立体化产品线，全面覆盖肺部、心脑血管、乳腺、骨关节等多部位多脏器重大疾病，同时利用人工智能深度学习技术开发多个平台，为客户提供“筛、诊、治、管、研”医疗全流程智慧解决方案。作为全球为数不多的产品获得美国FDA、欧盟CE、日本PMDA及中国NMPA四大市场准入的AI医疗科技公司，产品覆盖全球近20个国家的500多家医疗机构。推想医疗为政府、医疗机构、医生、患者提供先进的智慧医疗一体化服务。（公司网址：https://www.infervision.com）{lamp/}交易结构：老股直接转让；交易规模：0.5亿美元：交易估值: 9亿美元；退出:IPO：2023年申报科创板；股权转让: 老股转让；预期收益: MOIC:2(假设2025年退出);公司情况分析：1.公司主要业务：公司的主要业务是AI医疗软件和硬件。主要是帮助医生进行筛查，诊断，治疗。所以相对来说，他是医生的工具，而非患者的工具。医生的工具的话，需要医生来买单。让医生买单，就需要跟医生建立很强的联系，并给医生一定的好处。公司现在的销售收入靠销售代表来实现，联系方式：何志强Bradley He手机: +86 13671273860微信: bradleyhe微信小程序：AA投资交易Email: zhiqiangho@hotmail.com