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IP属地：福建

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2主题

0勋章

10-16 21:24

$英特尔(INTC)$ 买入，Claude要上市啦

10-16 21:23

$Strategy(MSTR)$ 无理由

10-15

$Applied Optoelectronics Inc.(AAOI)$ 买入废物

10-15

$Applied Optoelectronics Inc.(AAOI)$ 继续新低

10-11

450亿美元

阳光电源（300274）：中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元

10-09

400万...还以为4个亿，现在沦落到这个也需要公告宣传了啊

阳光电源（300274）：中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元

10-09

$Strategy(MSTR)$ 无脑入多，目前没有比这个更好的资产了

10-06

$Applied Optoelectronics Inc.(AAOI)$ 加大力度空

10-02

$Applied Optoelectronics Inc.(AAOI)$ 有机会就跑换lite，这货是管理团队在做空...散户无能为力不要当案板上的鱼肉啊！

10-01

$陶氏化学(DOW)$ 又可以抄底了，8个点起...这票真好做波段....还有股息

09-30

$Applied Optoelectronics Inc.(AAOI)$ 阴跌3个月示威

09-30

$Lumentum Holdings Inc.(LITE)$ 高管减持，速度跑吧！得跌个把月了吧

09-29

aidc龙头才是这家公司的使命吧

公司问答丨阳光电源：公司在AIDC与可再生能源、配储、独立储能等方面布局和积累很多预计相关业务将快速增长

09-22

$Applied Optoelectronics Inc.(AAOI)$

09-13

$剑桥科技(603083)$ 做空比做多来钱快

09-09

$Applied Optoelectronics Inc.(AAOI)$ 阴跌3个月示威给CEO看看

08-27

老美产能怎么离得开阳光啊...哈哈哈帮他干掉了其他对手啊……

阳光电源(300274.SZ)：产品支持灵活组合，适配AIDC多元建设场景

08-27

才31...还以为310...

数据：贝莱德连续 8 个交易日买入 BTC 与 ETH，合计金额逾 31 亿美元

08-27

$Applied Optoelectronics Inc.(AAOI)$ 持续影响3个月； Raymond James 和 Needham 都是美国合法合规的中型投行，并无重大违规记录。但它们在 AAOI 案例中的角色值得审视——作为 ATM 销售代理，它们从增发中赚取佣金（通常为募集金额的 1%-3%），与 AAOI 管理层利益高度一致，而非与现有股东利益一致。

08-20

$Applied Optoelectronics Inc.(AAOI)$ ai医疗攻克癌症，这还用担心aaoi未来的发展吗？私有化部署，研究所级别几乎是注定的提升空间，各行各业都要

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继续新低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618308362036056","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617150277984552,"gmtCreate":1791690619512,"gmtModify":1791690621609,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"450亿美元","listText":"450亿美元","text":"450亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617150277984552","repostId":"2673600814","repostType":2,"repost":{"id":"2673600814","kind":"news","pubTimestamp":1791463860,"share":"https://www.laohunote.com/m/news/2673600814?lang=zh_CN&edition=full","pubTime":"2026-10-08 20:51","market":"fut","language":"zh","title":"阳光电源（300274）：中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673600814","media":"同壁财经","summary":"同壁财经讯，企查查数据显示，根据《国家石油天然气管网集团有限公司湖北分公司储能系统集中采购中标结果公告》，阳光电源股份有限公司于2026年10月8日公告中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元。2025年公司营业收入为889.14亿元，营业收入增长率为14.80%，归属母公司净利润为134.61亿元，归属母公司净利润增长率为21.97%。","content":"<html><body><div>\n<p cms-style=\"font-L\">同壁财经讯，企查查数据显示，根据《国家石油天然气管网集团有限公司湖北分公司储能系统集中采购中标结果公告》，<span><a href=\"https://laohu8.com/S/300274\">阳光电源</a></span><span></span>股份有限公司于2026年10月8日公告中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元。</p><p cms-style=\"font-L\">相关上市公司：阳光电源(300274.SZ)</p><p cms-style=\"font-L\">同壁财经小贴士：</p><p cms-style=\"font-L\">阳光电源（300274.SZ）2026年上半年营业收入为309.12亿元，营业收入增长率为-28.99%，归属母公司净利润为52.59亿元，归属母公司净利润增长率为-32.01%，净资产收益率为10.73%。</p><p cms-style=\"font-L\">目前公司属于工业行业，主要产品类型为变电设备、专用设备与零部件，2026年上半年主营构成为储能系统:50%;光伏逆变器等电力转换设备:40.08%;其他:4.9%;新能源建设开发:4.07%;光伏电站发电收入:0.96%。</p><p 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阳光电源（300274）：中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-08 20:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/cn/2026-10-08/doc-iniupnux4346965.shtml><strong>同壁财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>同壁财经讯，企查查数据显示，根据《国家石油天然气管网集团有限公司湖北分公司储能系统集中采购中标结果公告》，阳光电源股份有限公司于2026年10月8日公告中标国家石油天然气管网集团有限公司湖北分公司采购项目，中标金额为455.04万元。相关上市公司：阳光电源(300274.SZ)同壁财经小贴士：阳光电源（300274.SZ）2026年上半年营业收入为309.12亿元，营业收入增长率为-28.99%，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2026-10-08/doc-iniupnux4346965.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159019":"石油","300274":"阳光电源","PXE":"Invesco Energy Exploration & Production ETF","DBC":"商品指数ETF-PowerShares DB","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有投资者在互动平台向阳光电源提问，北美ai相关公司是否有sst的订单试样？阳光电源回复称，公司与海外AI头部企业保持着密切沟通，有独立合作时间表，在取得里程碑成果后会公布。公司对AIDC业务寄予厚望，全球数据中心系统电源市场规模快速增长且向高压直流化发展，SST增长确定性强，AIDC配储目前也处于爆发前夜，现在是满足AIDC并网排队需要，后续逐步会有平滑负荷、套利、优化接入容量等需求，公司在...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300274":"阳光电源","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","LU2238339852.HKD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (HKD) ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU1939255532.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) 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href=\"https://laohu8.com/S/603083\">$剑桥科技(603083)$</a> 做空比做多来钱快","listText":"<a href=\"https://laohu8.com/S/603083\">$剑桥科技(603083)$</a> 做空比做多来钱快","text":"$剑桥科技(603083)$ 做空比做多来钱快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607346131125016","isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605921354326312,"gmtCreate":1788967074242,"gmtModify":1788967471295,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阴跌3个月示威给CEO看看","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阴跌3个月示威给CEO看看","text":"$Applied Optoelectronics Inc.(AAOI)$ 阴跌3个月示威给CEO看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605921354326312","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601329227854720,"gmtCreate":1787845879948,"gmtModify":1787845881756,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"老美产能怎么离得开阳光啊...哈哈哈帮他干掉了其他对手啊……","listText":"老美产能怎么离得开阳光啊...哈哈哈帮他干掉了其他对手啊……","text":"老美产能怎么离得开阳光啊...哈哈哈帮他干掉了其他对手啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601329227854720","repostId":"2660740950","repostType":2,"repost":{"id":"2660740950","kind":"highlight","pubTimestamp":1787208421,"share":"https://www.laohunote.com/m/news/2660740950?lang=zh_CN&edition=full","pubTime":"2026-08-20 14:47","market":"hk","language":"zh","title":"阳光电源(300274.SZ)：产品支持灵活组合，适配AIDC多元建设场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2660740950","media":"中金财经","summary":"格隆汇8月20日丨阳光电源(300274.SZ)在互动平台表示，公司致力于为下一代AI数据中心提供高可靠、高效率、高功率密度的全栈式电源解决方案。公司7月9日发布的EnerNeo固态变压器系公司推出的新一代AIDC供电中枢产品，采用中低压分区、模块智能轮休及一体真空绝缘等创新设计，应用数字孪生技术，具备高可用性、高效率与高功率密度等优势。产品支持灵活组合，适配AIDC多元建设场景。","content":"<html><body><p>　　格隆汇8月20日丨<a href=\"https://laohu8.com/S/300274\">阳光电源</a>(300274.SZ)在互动平台表示，公司致力于为下一代AI数据中心提供高可靠、高效率、高功率密度的全栈式电源解决方案。公司7月9日发布的EnerNeo固态变压器系公司推出的新一代AIDC供电中枢产品，采用中低压分区、模块智能轮休及一体真空绝缘等创新设计，应用数字孪生技术，具备高可用性、高效率与高功率密度等优势。产品支持灵活组合，适配AIDC多元建设场景。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阳光电源(300274.SZ)：产品支持灵活组合，适配AIDC多元建设场景\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-20 14:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260820/32341031.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇8月20日丨阳光电源(300274.SZ)在互动平台表示，公司致力于为下一代AI数据中心提供高可靠、高效率、高功率密度的全栈式电源解决方案。公司7月9日发布的EnerNeo固态变压器系公司推出的新一代AIDC供电中枢产品，采用中低压分区、模块智能轮休及一体真空绝缘等创新设计，应用数字孪生技术，具备高可用性、高效率与高功率密度等优势。产品支持灵活组合，适配AIDC多元建设场景。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260820/32341031.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300274":"阳光电源","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0034":"新能源","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" 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SGD"},"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260820/32341031.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660740950","content_text":"格隆汇8月20日丨阳光电源(300274.SZ)在互动平台表示，公司致力于为下一代AI数据中心提供高可靠、高效率、高功率密度的全栈式电源解决方案。公司7月9日发布的EnerNeo固态变压器系公司推出的新一代AIDC供电中枢产品，采用中低压分区、模块智能轮休及一体真空绝缘等创新设计，应用数字孪生技术，具备高可用性、高效率与高功率密度等优势。产品支持灵活组合，适配AIDC多元建设场景。","news_type":1,"symbols_score_info":{"300274":1.5}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601327664416088,"gmtCreate":1787845566334,"gmtModify":1787845568397,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"才31...还以为310...","listText":"才31...还以为310...","text":"才31...还以为310...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601327664416088","repostId":"2662086138","repostType":2,"repost":{"id":"2662086138","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1787840685,"share":"https://www.laohunote.com/m/news/2662086138?lang=zh_CN&edition=full","pubTime":"2026-08-27 22:24","market":"fut","language":"zh","title":"数据：贝莱德连续 8 个交易日买入 BTC 与 ETH，合计金额逾 31 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086138","media":"链捕手","summary":" ChainCatcher 消息，据 Lookonchain 监测，贝莱德已连续 8 个交易日大额买入 BTC 和 ETH，累计买入 27,722 枚 BTC（约 22 亿美元）及 385,633 枚 ETH（约 9.61 亿美元），合计金额约 31.61 亿美元。 ","content":"<html><body><p>ChainCatcher 消息，<span>据 Lookonchain 监测，贝莱德已连续 8 个交易日大额买入 BTC 和 ETH，累计买入 27,722 枚 BTC（约 22 亿美元）及 385,633 枚 ETH（约 9.61 亿美元），合计金额约 31.61 亿美元。</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>数据：贝莱德连续 8 个交易日买入 BTC 与 ETH，合计金额逾 31 亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-08-27 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，<span>据 Lookonchain 监测，贝莱德已连续 8 个交易日大额买入 BTC 和 ETH，累计买入 27,722 枚 BTC（约 22 亿美元）及 385,633 枚 ETH（约 9.61 亿美元），合计金额约 31.61 亿美元。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTRN":"比特币期货ETF-Global X","EETH":"以太币期货ETF-ProShares","CRPT":"First Trust SkyBridge Crypto Industry and Digital Economy ETF","SBIT":"2倍做空比特币期货ETF-Proshares","ARKY":"ARK Active Autocallable Income ETF","MNRS":"GRAYSCALE BITCOIN MINERS ETF","BETE":"等权重比特币&以太币期货ETF-ProShares","EZET":"以太坊ETF-Franklin","BTCW":"比特币ETF-Wisdom Tree","YBTC":"比特币看涨期权ETF-Roundhill","OOQB":"One+One Bitcoin and Ether ETF","ETCO":"Grayscale Ethereum HIGH Income 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