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挥霍的艺术

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挥霍的艺术

05-04 22:05

$Figma(FIG)$ 终于要反弹了

挥霍的艺术

04-23

$地平线机器人-W(09660)$ 看了发布会.太强了.涨慢点让我上车

挥霍的艺术

04-21

$地平线机器人-W(09660)$ 期待明天的技术新品发布会

挥霍的艺术

04-17

回购这么多看来是对接下来的技术成果很有信心

@Conan的投资笔记:连续回购，对地平线和其所在行业的一些研究

挥霍的艺术

04-02

$南方两倍做多海力士(07709)$ 可以上车了

挥霍的艺术

03-27

$南方两倍做多海力士(07709)$ 可以加仓了.快上车

挥霍的艺术

03-20

$地平线机器人-W(09660)$ 最有潜力的一只股.长期持有

挥霍的艺术

2020-08-11

$蔚来(NIO)$盘前起飞🛫️🐂

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期待明天的技术新品发布会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555835572524944","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554412886788360,"gmtCreate":1776389350804,"gmtModify":1776389353214,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"themes":[],"title":"","htmlText":"回购这么多看来是对接下来的技术成果很有信心","listText":"回购这么多看来是对接下来的技术成果很有信心","text":"回购这么多看来是对接下来的技术成果很有信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554412886788360","repostId":"554208716855360","repostType":1,"repost":{"id":554208716855360,"gmtCreate":1776339502036,"gmtModify":1776339517543,"author":{"id":"3561727223536322","authorId":"3561727223536322","name":"Conan的投资笔记","avatar":"https://static.tigerbbs.com/fd1abd569d8ddeee88645c640e1dc6af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561727223536322","authorIdStr":"3561727223536322"},"themes":[],"title":"连续回购，对地平线和其所在行业的一些研究","htmlText":"地平线最近一直回购，已经连续5个交易日回购，回购1,329万，回购金额超过9,300万港元，到目前已经累计总回购的股票占总股本0.9%，在市值千亿级别及以上的大体量港股上市公司中，这一回购力度已属较高水平。地平线比较频繁的回购，可以说是公司对自己发展前景非常好看的一种体现。而地平线和其所在行业其实很少被投资者熟知，但其实很多投资者可能在每天的日常生活中正在用这家公司产品，也就是智能驾驶芯片行业，而且未来很可能会比例和频率都越来越高。 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在基础辅助驾驶解决方案（ADAS）市场，公司以47.7%的市场份额位居自主品牌车企供应商榜首。在20万元以内主流车型中，公司中高阶智能驾驶方案市占率为44.2%，排名第一。 二、核心产品与业务 公司核心产品车载级征程系列芯片出货量较2024年增长39%，其中支持高阶智能辅助驾驶功能的处理硬件出货量占比达45%。ASP（平均售价）也有较大提升，公司预计未来收入增速将大于出货增速，因为单价在持续提升。 超过95%的出货来自量产定点车型，主要通过博世、大陆、采埃孚、电装等200余家生态合作伙伴供货给车企，形成了一定的供应链壁垒。2025年收入中35.5亿元来自汽车解决方案，汽车行业的发展对公司至关重要。中国汽车行业目前在全球处于强势发展地位，出海空间广阔，这对公司来说是重要优势，但短期内收入仍将以中国市场为主。 过去智能驾驶主要配备在高端车型上，但随着技术不断成熟，智能驾驶市场持续下沉，带来装载量的巨大提升。特别","text":"地平线最近一直回购，已经连续5个交易日回购，回购1,329万，回购金额超过9,300万港元，到目前已经累计总回购的股票占总股本0.9%，在市值千亿级别及以上的大体量港股上市公司中，这一回购力度已属较高水平。地平线比较频繁的回购，可以说是公司对自己发展前景非常好看的一种体现。而地平线和其所在行业其实很少被投资者熟知，但其实很多投资者可能在每天的日常生活中正在用这家公司产品，也就是智能驾驶芯片行业，而且未来很可能会比例和频率都越来越高。 一、市场规模和占有率是地平线发展的核心 2025年公司收入为37.6亿元，同比增长58%。经调整经营亏损为23.7亿元，去年为14.95亿元，公司仍处于投入和迅速占领市场的阶段。 对于智能驾驶芯片这个行业来说，规模是决定性因素——只有保持领先的市场规模，才能持续支撑高强度的研发投入。2025年公司研发投入为51.5亿元，同比增长63.3%。 在基础辅助驾驶解决方案（ADAS）市场，公司以47.7%的市场份额位居自主品牌车企供应商榜首。在20万元以内主流车型中，公司中高阶智能驾驶方案市占率为44.2%，排名第一。 二、核心产品与业务 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在基础辅助驾驶解决方案（ADAS）市场，公司以47.7%的市场份额位居自主品牌车企供应商榜首。在20万元以内主流车型中，公司中高阶智能驾驶方案市占率为44.2%，排名第一。 二、核心产品与业务 公司核心产品车载级征程系列芯片出货量较2024年增长39%，其中支持高阶智能辅助驾驶功能的处理硬件出货量占比达45%。ASP（平均售价）也有较大提升，公司预计未来收入增速将大于出货增速，因为单价在持续提升。 超过95%的出货来自量产定点车型，主要通过博世、大陆、采埃孚、电装等200余家生态合作伙伴供货给车企，形成了一定的供应链壁垒。2025年收入中35.5亿元来自汽车解决方案，汽车行业的发展对公司至关重要。中国汽车行业目前在全球处于强势发展地位，出海空间广阔，这对公司来说是重要优势，但短期内收入仍将以中国市场为主。 过去智能驾驶主要配备在高端车型上，但随着技术不断成熟，智能驾驶市场持续下沉，带来装载量的巨大提升。特别","text":"地平线最近一直回购，已经连续5个交易日回购，回购1,329万，回购金额超过9,300万港元，到目前已经累计总回购的股票占总股本0.9%，在市值千亿级别及以上的大体量港股上市公司中，这一回购力度已属较高水平。地平线比较频繁的回购，可以说是公司对自己发展前景非常好看的一种体现。而地平线和其所在行业其实很少被投资者熟知，但其实很多投资者可能在每天的日常生活中正在用这家公司产品，也就是智能驾驶芯片行业，而且未来很可能会比例和频率都越来越高。 一、市场规模和占有率是地平线发展的核心 2025年公司收入为37.6亿元，同比增长58%。经调整经营亏损为23.7亿元，去年为14.95亿元，公司仍处于投入和迅速占领市场的阶段。 对于智能驾驶芯片这个行业来说，规模是决定性因素——只有保持领先的市场规模，才能持续支撑高强度的研发投入。2025年公司研发投入为51.5亿元，同比增长63.3%。 在基础辅助驾驶解决方案（ADAS）市场，公司以47.7%的市场份额位居自主品牌车企供应商榜首。在20万元以内主流车型中，公司中高阶智能驾驶方案市占率为44.2%，排名第一。 二、核心产品与业务 公司核心产品车载级征程系列芯片出货量较2024年增长39%，其中支持高阶智能辅助驾驶功能的处理硬件出货量占比达45%。ASP（平均售价）也有较大提升，公司预计未来收入增速将大于出货增速，因为单价在持续提升。 超过95%的出货来自量产定点车型，主要通过博世、大陆、采埃孚、电装等200余家生态合作伙伴供货给车企，形成了一定的供应链壁垒。2025年收入中35.5亿元来自汽车解决方案，汽车行业的发展对公司至关重要。中国汽车行业目前在全球处于强势发展地位，出海空间广阔，这对公司来说是重要优势，但短期内收入仍将以中国市场为主。 过去智能驾驶主要配备在高端车型上，但随着技术不断成熟，智能驾驶市场持续下沉，带来装载量的巨大提升。特别","images":[{"img":"https://static.tigerbbs.com/7c0287044fcb86d55d0d1c397f521220","width":"640","height":"348"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554208716855360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549158438790256,"gmtCreate":1775093721958,"gmtModify":1775094150976,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499853842843943","idStr":"3499853842843943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 可以上车了","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 可以上车了","text":"$南方两倍做多海力士(07709)$ 可以上车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549158438790256","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544541911566320,"gmtCreate":1773970369151,"gmtModify":1773970479496,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499853842843943","idStr":"3499853842843943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 最有潜力的一只股.长期持有","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 最有潜力的一只股.长期持有","text":"$地平线机器人-W(09660)$ 最有潜力的一只股.长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544541911566320","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}