以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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INTR

56 atoms · 跨 8 天 · 首见 2026-05-05 · 最近 2026-06-23

三色: 🟦 fact 43 · 🟥 take 13 · stance ▲16/▼3/◆3

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 56

时态: fresh:48 · aging:7 · stale:1

标签: 好数字:46 · 好观点:9 · 好思考:4

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

INTR当前远期市盈率仅6.7x，对应股价$5.2 ¹ ¹，多头认为这在两年视角下属于市场上最便宜的股票 ¹，且基于Q1年化净利润暗示FY2026同比+34-39% ¹。但空头指出巴西选举政治不确定性是估值受压的主因 ¹，Earnings后信用风险上升也引发抛售 ¹。分歧核心在于8x远期PE究竟是低估机会 ¹ 还是政治风险的合理折价 ¹。年报显示贷款拨备额外增加R$150-300M ¹，CoR指引已上调至~6.0% ¹。

💢 核心分歧 (1 轴)

1. 8x远期PE低估 vs 政治风险折价

*topic: 估值/仓位情绪 · 8 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-4019ece3b01ae2c1"></a>2026-05-07 X·@MoodyWriter13 [老化中] · 合理市盈率评估 · 估值 +同日1条
A P/E of 12–14 would be justified.
tags: 好思考 · → daily
value: qty=12-14x · date=当前
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-cd9a4556386a45f1"></a>2026-05-08 X·@MoodyWriter13 [老化中] · 相对折价 · 估值 +同日1条
The discount of INTR relative to NU is huge right now
tags: 好观点 · → daily
<a id="atom-1b92265b744a85a0"></a>2026-05-11 X·@MoodyWriter13 [老旧] · forward PE ratio · 估值
opportunity to buy a fast-growing digital bank at ~8x 2026 forward earnings
tags: 好观点 · → daily
value: qty=~8x · date=2026
<a id="atom-d83b13cfa4d435df"></a>2026-05-12 X·@ga58760 [老化中] · 市场反应过度 · 仓位情绪
the market is overreacting if you quit stationality and private payroll the cost of risk was flat
tags: 好观点 · → daily
<a id="atom-0616131200aa09f7"></a>2026-05-12 X·@MoodyWriter13 [老化中] · 估值当前最便宜 · 估值/仓位情绪
Probably the cheapest stock at the moment on a two-year view
tags: 好观点·好思考 · → daily
value: date=two-year view

🔴 bearish 侧:

<a id="atom-5ac6598edab07179"></a>2026-05-12 X·@MoodyWriter13 [老化中] · earnings后因信用风险上升被卖 · 仓位情绪
If $MELI and $INTR were sold off after their earnings because of seemingly rising credit risks
tags: 好观点 · → daily

📊 程序化变化 (近 7 天)

已过期 forecast: 3 条

展开过期列表

[已过期] FY2026 · EPS forecast FY2026 at least +30% net income growth
For FY2026, I expect at least +30% net income growth, which translates to an EPS of ~$0.78 (Street estimate: $0.81).
[已过期] FY2026 · bull case EPS forecast FY2026 based on CFO statement
Taking the CFO’s statement from the Q4 2025 call literally, “2026 will grow at least as strongly as 2025”, an EPS of $0.
[已过期] FY2026 · 年化净利润预测基于Q1
NI annualized based on Q1 implies R$1,755-1,830M for FY2026 (+34-39% YoY).

🟦 客观事实 (facts) (30)

<a id="atom-82e3e8c8e5936de0"></a>🟦 2026-05-08 X·@MoodyWriter13 · 担保贷款占比 · 供给产能
Looking at it in a more neutral way, after Q1 it was “only” around 50%.
tags: 好数字·好思考 · → daily
value: qty=~50% · date=after Q1
<a id="atom-d8b6787caa02c459"></a>🟦 2026-05-07 X·@MoodyWriter13 · CoR指引上调 · 业绩指引
Cost of Risk (CoR) was raised from 5.5-6.0% to ~6.0%.
tags: 好数字 · → daily
value: qty=~6.0% · direction=raised from 5.5-6.0%
<a id="atom-9d4455f7cb931119"></a>🟦 2026-05-07 X·@MoodyWriter13 · 贷款拨备额外成本 · 盈利能力
25-50 bps higher provisions translate to ~R$150-300M additional burden
tags: 好数字 · → daily
value: qty=R$150-300M · direction=additional burden
<a id="atom-f20de9e345511b21"></a>🟦 2026-05-07 X·@MoodyWriter13 · 远期市盈率 · 估值
Inter trades at a forward P/E of 8.3-9.3x – below the level of traditional Brazilian banks
tags: 好数字 · → daily
value: qty=8.3-9.3x · date=forward
<a id="atom-ea75f5b6764921c0"></a>🟦 2026-06-23 X·@MoodyWriter13 · 当前股价 · 价格动态
trading at just $ 5.2 today
tags: 好数字 · → daily
value: qty=$5.2 · date=2026-06-23
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-14af655f1a8be226"></a>🟦 2026-06-23 X·@MoodyWriter13 · 2026E 预测 EPS · 盈利能力
2026E预测EPS: ~$0.78
tags: 好数字 · → daily
value: qty=$0.78 · date=2026E
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-6a41de376fc526dd"></a>🟦 2026-06-23 X·@MoodyWriter13 · 2026E 前瞻市盈率 · 估值
2026E前瞻P/E: 6.7x
tags: 好数字 · → daily
value: qty=6.7x · date=2026E
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-80452a8edca04238"></a>🟦 2026-06-23 X·@MoodyWriter13 · 2027E 预测 EPS · 盈利能力
2027E预测EPS: ~$1.10
tags: 好数字 · → daily
value: qty=$1.10 · date=2027E
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-b77d0d5f060c0909"></a>🟦 2026-06-23 X·@MoodyWriter13 · 2028E 预测 EPS · 盈利能力
2028E预测EPS: ~$1.65
tags: 好数字 · → daily
value: qty=$1.65 · date=2028E
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-ab7aa42d1580f97f"></a>🟦 2026-06-23 X·@MoodyWriter13 · 2028E 前瞻市盈率 · 估值
2028E前瞻P/E: 3.2x
tags: 好数字 · → daily
value: qty=3.2x · date=2028E
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-a12df9d2f27f2444"></a>🟦 2026-06-09 X·@MoodyWriter13 · P/E · 估值
With a P/E of just 7 for 2026
tags: 好数字 · → daily
value: qty=7 · date=2026
📷 原图
<a id="atom-8102709390ab1a7c"></a>🟦 2026-06-09 X·@MoodyWriter13 · 预期增长率 · 营收增长
at an expected growth rate of over 20%
tags: 好数字 · → daily
value: qty=over 20% · direction=annual growth
📷 原图
<a id="atom-b8e988e8a6da8a13"></a>🟦 2026-06-09 X·@MoodyWriter13 · 贷款担保比例 · 贷款质量
has over 50% secured loans
tags: 好数字 · → daily
value: qty=over 50% · direction=secured loans
📷 原图
<a id="atom-6c08d882ea2c20d9"></a>🟦 2026-06-09 X·@MoodyWriter13 · 抵押贷款增长 · 贷款增长
has recently grown most strongly in mortgages
tags: 好数字 · → daily
value: qty=strongest · direction=recent mortgages
📷 原图
<a id="atom-6ca41a9b0c6870b4"></a>🟦 2026-05-19 X·@MoodyWriter13 · 远期市盈率增长率 · 估值
$INTR is at roughly 0.22
tags: 好数字 · → daily
value: qty=0.22
<a id="atom-d214f0b2a9fdb134"></a>🟦 2026-05-11 X·@MoodyWriter13 · Q1/25 Cost-of-Risk · 信贷风险
CoR rose from 4.6% in Q1/25 to 5.6% in Q1/26, a 100bp increase
tags: 好数字 · → daily
value: qty=4.6% · date=Q1/25
<a id="atom-3dd5242aa0c64743"></a>🟦 2026-05-11 X·@MoodyWriter13 · Q1/26 Cost-of-Risk · 信贷风险
CoR rose from 4.6% in Q1/25 to 5.6% in Q1/26, a 100bp increase
tags: 好数字 · → daily
value: qty=5.6% · date=Q1/26
<a id="atom-986d3e2218d76600"></a>🟦 2026-05-11 X·@MoodyWriter13 · Private Payroll Loan portfolio size · 信贷风险
Private Payroll Loans... now stands at BRL 2.5bn
tags: 好数字 · → daily
value: qty=BRL 2.5bn · date=early 2026
<a id="atom-488c2d91af8c2887"></a>🟦 2026-05-11 X·@MoodyWriter13 · Private Payroll Loan default rate · 信贷风险
long-term default rates in the high single digits (~8–9%)
tags: 好数字 · → daily
value: qty=~8–9% · date=
<a id="atom-671b218c81cf2475"></a>🟦 2026-05-11 X·@MoodyWriter13 · secured mortgage growth rate · 营收
strong secured mortgage growth (+46% YoY)
tags: 好数字 · → daily
value: qty=+46% YoY · date=Q1/26
<a id="atom-4781d978e6be30dd"></a>🟦 2026-05-11 X·@MoodyWriter13 · Cost-of-Risk breakdown: genuine macro deterioration · 信贷风险
only 10–20bps from genuine macro deterioration in Brazil
tags: 好数字 · → daily
value: qty=10–20bps · date=Q1/26
<a id="atom-ddb7264bde372695"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 净利润 · 净利润
Net Income R$395M (+38% YoY, +5% QoQ), new record.
tags: 好数字 · → daily
value: qty=R$395M · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-bca9edd6710f89fd"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 ROE · 盈利能力
ROE 15.5% (+260 bps YoY)
tags: 好数字 · → daily
value: qty=15.5% · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-0275496d3c414e8c"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 效率比率 · 盈利能力
Efficiency ratio 43.8% (-450 bps YoY)
tags: 好数字 · → daily
value: qty=43.8% · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-7d709bebcd7ccfe5"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 贷款组合规模 · 营收
Loan portfolio R$50B (+33% YoY)
tags: 好数字 · → daily
value: qty=R$50B · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-5930f0ac4c15e22e"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 活跃客户数 · 用户增长
25.8M active clients (+20% YoY), activation rate 58.6% (record)
tags: 好数字 · → daily
value: qty=25.8M · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-9559257c949d4718"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 NPS · 客户满意度
NPS 85 – excellence zone
tags: 好数字 · → daily
value: qty=85 · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-e09c559f095d88e2"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 不良率超90天 · 资产质量
NPL >90 days rose to 5.1% (from 4.7% in Q4)
tags: 好数字 · → daily
value: qty=5.1% · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-895660d50527d731"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 风险成本率 · 风险成本
Cost of risk at 5.6% is within management’s guidance range (5.5-6.0%).
tags: 好数字 · → daily
value: qty=5.6% · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-894b3014ee109059"></a>🟦 2026-05-07 X·@MoodyWriter13 · Q1/26 不良拨备覆盖率 · 风险覆盖
Coverage ratio at 137% remains comfortable.
tags: 好数字 · → daily
value: qty=137% · date=Q1/26
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图

🟥 多头 takes (bullish) (10)

<a id="atom-a11dd81d5910c284"></a>🟥 2026-05-07 X·@MoodyWriter13 · 年化净利润预测基于Q1 · 净利润预测
NI annualized based on Q1 implies R$1,755-1,830M for FY2026 (+34-39% YoY).
tags: 好数字·好思考 · → daily
value: qty=R$1,755-1,830M · date=FY2026
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-0616131200aa09f7"></a>🟥 2026-05-12 X·@MoodyWriter13 [老化中] · 估值当前最便宜 · 估值/仓位情绪
Probably the cheapest stock at the moment on a two-year view
tags: 好观点·好思考 · → daily
value: date=two-year view
<a id="atom-e804b2e76efeccb1"></a>🟥 2026-05-05 X·@MoodyWriter13 · EPS forecast FY2026 at least +30% net income growth · 盈利能力
For FY2026, I expect at least +30% net income growth, which translates to an EPS of ~$0.78 (Street estimate: $0.81).
tags: 好数字 · → daily
value: qty=~$0.78 · date=FY2026
<a id="atom-cd9a4556386a45f1"></a>🟥 2026-05-08 X·@MoodyWriter13 [老化中] · 相对折价 · 估值
The discount of INTR relative to NU is huge right now
tags: 好观点 · → daily
<a id="atom-daae266e5877fe08"></a>🟥 2026-05-08 X·@MoodyWriter13 [老化中] · 估值过低 · 估值
the valuation is now clearly too low
tags: 好观点 · → daily
<a id="atom-4019ece3b01ae2c1"></a>🟥 2026-05-07 X·@MoodyWriter13 [老化中] · 合理市盈率评估 · 估值
A P/E of 12–14 would be justified.
tags: 好思考 · → daily
value: qty=12-14x · date=当前
[图: Inter 1Q26季度业绩亮点图表，展示了总贷款组合、ROE以及历史季度的总客户数和净利润增长趋势。 — Gross Loan Portfolio: R$50bn; ROE: +15.5%; 1Q26 Net Income: 395M; 1Q26 Total Clients: 44.0M; Gross Loan Portfolio YoY grow
📷 原图
<a id="atom-271938ca9676b014"></a>🟥 2026-06-23 X·@MoodyWriter13 [老化中] · 当前股价被视为有吸引力的买入机会 · 仓位情绪
In hindsight, today’s price will probably be regarded as a highly attractive buying opportunity
tags: 好观点 · → daily
value: direction=bullish
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-d83b13cfa4d435df"></a>🟥 2026-05-12 X·@ga58760 [老化中] · 市场反应过度 · 仓位情绪
the market is overreacting if you quit stationality and private payroll the cost of risk was flat
tags: 好观点 · → daily
<a id="atom-1b92265b744a85a0"></a>🟥 2026-05-11 X·@MoodyWriter13 [老旧] · forward PE ratio · 估值
opportunity to buy a fast-growing digital bank at ~8x 2026 forward earnings
tags: 好观点 · → daily
value: qty=~8x · date=2026
<a id="atom-0b43c36fdb90aeac"></a>🟥 2026-05-11 X·@MoodyWriter13 · Cost-of-Risk forecast · 盈利能力
CoR should trend back toward ~5.0–5.2% as the early payroll cohorts mature
tags: 好观点 · → daily
value: qty=~5.0–5.2% · date=next 12–18 months

🟥 空头 takes (bearish) (3)

<a id="atom-568efd176fccfb11"></a>🟥 2026-05-07 X·@MoodyWriter13 · 2026E EPS预测 · 盈利预测
EPS 2026E from ~$0.82 down to ~$0.73
tags: 好数字 · → daily
value: qty=~$0.73 to ~$0.82 · direction=down from ~$0.82 to ~$0.73
<a id="atom-a4aead777257b1d2"></a>🟥 2026-06-23 X·@MoodyWriter13 · 当前估值受巴西选举政治不确定性影响 · 地缘政治
The upcoming Brazilian elections and the associated political uncertainty are likely the primary reasons for this depressed valuation
tags: 好观点 · → daily
value: direction=bearish
[图: 一张展示$INTR在2026E至2028E预测每股收益(EPS)及在5.20美元股价下的前瞻市盈率(Forward P/E)的数据表格 — 2026E预测EPS: ~$0.78; 2026E前瞻P/E: 6.7x; 2027E预测EPS: ~$1.10; 2028E预测EPS: ~$1.65; 2028E前瞻P/E: 3.2x]
📷 原图
<a id="atom-5ac6598edab07179"></a>🟥 2026-05-12 X·@MoodyWriter13 [老化中] · earnings后因信用风险上升被卖 · 仓位情绪
If $MELI and $INTR were sold off after their earnings because of seemingly rising credit risks
tags: 好观点 · → daily

⏱ 时间轴 (近 20)

🟦 2026-06-23 · fact · 当前股价 · → daily
🟦 2026-06-23 · forecast · 2026E 预测 EPS · → daily
🟦 2026-06-23 · fact · 2026E 前瞻市盈率 · → daily
🟦 2026-06-23 · forecast · 2027E 预测 EPS · → daily
🟦 2026-06-23 · forecast · 2028E 预测 EPS · → daily
🟦 2026-06-23 · fact · 2028E 前瞻市盈率 · → daily
🟥 2026-06-23 · narrative · 当前估值受巴西选举政治不确定性影响 · → daily
🟥 2026-06-23 · position · 当前股价被视为有吸引力的买入机会 · → daily
🟦 2026-06-09 · narrative · P/E · → daily
🟦 2026-06-09 · narrative · 预期增长率 · → daily
🟦 2026-06-09 · narrative · 贷款担保比例 · → daily
🟦 2026-06-09 · narrative · 抵押贷款增长 · → daily
🟦 2026-05-19 · fact · 远期市盈率增长率 · → daily
🟥 2026-05-12 · narrative · earnings后因信用风险上升被卖 · → daily
🟥 2026-05-12 · narrative · 市场反应过度 · → daily
🟥 2026-05-12 · narrative · 估值当前最便宜 · → daily
🟦 2026-05-11 · fact · Q1/25 Cost-of-Risk · → daily
🟦 2026-05-11 · fact · Q1/26 Cost-of-Risk · → daily
🟥 2026-05-11 · position · forward PE ratio · → daily
🟦 2026-05-11 · fact · Private Payroll Loan portfolio size · → daily

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