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军信股份-301109.SZ（HUNAN JUNXIN ENVIRONMENTAL PROTECTIONCO., LTD.）：长沙固废一体化龙头，先发布局垃圾焚烧+IDC

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京北方-002987.SZ（NORTHKING INFORMATION TECHNOLOGY CO.,LTD）：金融AI新范式下的破局者

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小米集团-1810.HK（Xiaomi Corp）：AIoT电动汽车业务及中国市场强劲销售推动1Q25业绩超预期；关注未来1个月多个重要事件；上调目标价重申买入（摘要）

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扬杰科技-300373.SZ（ Yangzhou Yangjie Electronic Technology Co.,Ltd.）：内生外延丰富产品矩阵，周期复苏驱动业绩成长

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杭州银行-600926.SH（Bank Of Hangzhou Co.,Ltd.）：高成长、高ROE的稀缺性标的，转股落地增长空间进一步打开

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