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人好看
02-06
$赛力斯(09927)$
客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边
人好看
02-06
$HASHKEY HLDGS(03887)$
等市场情绪企稳再说吧
人好看
01-27
禾赛调整纯纯是市场误读,公司根本没计划增发,跌下来就是短期情绪影响,现在也慢慢回升了,赌一个,本周上拉15个点,冲!
$禾赛(HSAI)$
$禾赛-W(02525)$
人好看
01-15
$找钢集团-W(06676)$
一带一路布局早,卡住了位,后来者想追不容易
人好看
01-15
$金嗓子(06896)$
一步一步来,压力位先看到前高。
人好看
01-06
$智汇矿业(02546)$
年采矿能力40万吨,和现有储量匹配得很好,开采节奏合理,不会过度消耗资源,能长久发展
人好看
01-06
$金嗓子(06896)$
老百姓口碑在那里摆着呢,品牌价值没得说
人好看
2025-12-12
$明略科技-W(02718)$
听说明略最近在京港会和数码港签约了,这是要借香港跳板进军海外啊,国际故事有得讲了
人好看
2025-12-12
$金嗓子(06896)$
金嗓子的估值跟同行比算便宜的,业绩也挺稳定,没啥大风险,当个压舱石还行
人好看
2025-11-26
$极智嘉-W(02590)$
感觉这波行情的目标远不止回本,很可能是冲着新高去的。毕竟公司的成长性摆在这里,市场迟早会给一个与之匹配的估值。
人好看
2025-11-24
$明略科技-W(02718)$
中长期投资者可以慢慢观察,短线的朋友还是看量能和板块轮动更实在。
人好看
2025-11-12
$地平线机器人-W(09660)$
现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。
人好看
2025-11-12
$禾赛-W(02525)$
$禾赛(HSAI)$
激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。
人好看
2025-09-24
$金嗓子(06896)$
有诚意的话,请先站上3.5再说。
人好看
2025-09-15
$奥克斯电气(02580)$
今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。
人好看
2025-08-15
$BOSS直聘-W(02076)$
$BOSS直聘(BZ)$
BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~
人好看
2025-08-15
$找钢集团-W(06676)$
焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善
人好看
2025-08-05
$极智嘉-W(02590)$
储机器人龙头+具身智能新故事,这估值不得起飞?
@舟木研究港美股:极智嘉(02590)IPO首秀亮眼!上半年营收猛增亏损骤降90%,具身智能成新增长点
人好看
2025-07-29
$地平线机器人-W(09660)$
比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。
人好看
2025-07-29
$极智嘉-W(02590)$
外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]
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href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边","text":"$赛力斯(09927)$客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529754349282776","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169147423903962","authorId":"4169147423903962","name":"花木楠8825","avatar":"https://static.tigerbbs.com/2039a17a45dec8d1d27abec1fbd68ac5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4169147423903962","idStr":"4169147423903962"},"content":"盈利很香的公司!现金也是奶牛~","text":"盈利很香的公司!现金也是奶牛~","html":"盈利很香的公司!现金也是奶牛~"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529753899663568,"gmtCreate":1770355418578,"gmtModify":1770355420645,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 等市场情绪企稳再说吧","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 等市场情绪企稳再说吧","text":"$HASHKEY HLDGS(03887)$ 等市场情绪企稳再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529753899663568","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526241663951456,"gmtCreate":1769501104951,"gmtModify":1769501108080,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"禾赛调整纯纯是市场误读,公司根本没计划增发,跌下来就是短期情绪影响,现在也慢慢回升了,赌一个,本周上拉15个点,冲! <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","listText":"禾赛调整纯纯是市场误读,公司根本没计划增发,跌下来就是短期情绪影响,现在也慢慢回升了,赌一个,本周上拉15个点,冲! <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"禾赛调整纯纯是市场误读,公司根本没计划增发,跌下来就是短期情绪影响,现在也慢慢回升了,赌一个,本周上拉15个点,冲! $禾赛(HSAI)$ $禾赛-W(02525)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526241663951456","isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202185682082312","authorId":"4202185682082312","name":"大写的806哥哥","avatar":"https://static.tigerbbs.com/d21e27ecf793e4b333082ff131fd87e8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4202185682082312","idStr":"4202185682082312"},"content":"跌可能是 涨多了 要回调","text":"跌可能是 涨多了 要回调","html":"跌可能是 涨多了 要回调"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521869311534208,"gmtCreate":1768445466768,"gmtModify":1768445686461,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>一带一路布局早,卡住了位,后来者想追不容易","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>一带一路布局早,卡住了位,后来者想追不容易","text":"$找钢集团-W(06676)$一带一路布局早,卡住了位,后来者想追不容易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521869311534208","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521869199377016,"gmtCreate":1768445434235,"gmtModify":1768445437079,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 一步一步来,压力位先看到前高。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 一步一步来,压力位先看到前高。","text":"$金嗓子(06896)$ 一步一步来,压力位先看到前高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521869199377016","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518719835800688,"gmtCreate":1767669841204,"gmtModify":1767669843212,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>年采矿能力40万吨,和现有储量匹配得很好,开采节奏合理,不会过度消耗资源,能长久发展","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>年采矿能力40万吨,和现有储量匹配得很好,开采节奏合理,不会过度消耗资源,能长久发展","text":"$智汇矿业(02546)$年采矿能力40万吨,和现有储量匹配得很好,开采节奏合理,不会过度消耗资源,能长久发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518719835800688","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518940377436888,"gmtCreate":1767669791372,"gmtModify":1767669793317,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 老百姓口碑在那里摆着呢,品牌价值没得说","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 老百姓口碑在那里摆着呢,品牌价值没得说","text":"$金嗓子(06896)$ 老百姓口碑在那里摆着呢,品牌价值没得说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518940377436888","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510044620156928,"gmtCreate":1765507721233,"gmtModify":1765507723606,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>听说明略最近在京港会和数码港签约了,这是要借香港跳板进军海外啊,国际故事有得讲了","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>听说明略最近在京港会和数码港签约了,这是要借香港跳板进军海外啊,国际故事有得讲了","text":"$明略科技-W(02718)$听说明略最近在京港会和数码港签约了,这是要借香港跳板进军海外啊,国际故事有得讲了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510044620156928","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509827767276136,"gmtCreate":1765507691103,"gmtModify":1765507693312,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 金嗓子的估值跟同行比算便宜的,业绩也挺稳定,没啥大风险,当个压舱石还行","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 金嗓子的估值跟同行比算便宜的,业绩也挺稳定,没啥大风险,当个压舱石还行","text":"$金嗓子(06896)$ 金嗓子的估值跟同行比算便宜的,业绩也挺稳定,没啥大风险,当个压舱石还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509827767276136","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504239613088056,"gmtCreate":1764139216169,"gmtModify":1764139218489,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 感觉这波行情的目标远不止回本,很可能是冲着新高去的。毕竟公司的成长性摆在这里,市场迟早会给一个与之匹配的估值。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 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焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","text":"$找钢集团-W(06676)$ 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467844076671392","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464242532274328,"gmtCreate":1754365679713,"gmtModify":1754365681232,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>储机器人龙头+具身智能新故事,这估值不得起飞?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>储机器人龙头+具身智能新故事,这估值不得起飞?","text":"$极智嘉-W(02590)$ 储机器人龙头+具身智能新故事,这估值不得起飞?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464242532274328","repostId":"464220450078720","repostType":1,"repost":{"id":464220450078720,"gmtCreate":1754360197377,"gmtModify":1754360287792,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124841349957442","idStr":"4124841349957442"},"themes":[],"title":"极智嘉(02590)IPO首秀亮眼!上半年营收猛增亏损骤降90%,具身智能成新增长点","htmlText":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","listText":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","text":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464220450078720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461790145843336,"gmtCreate":1753760112373,"gmtModify":1753760113470,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","text":"$地平线机器人-W(09660)$比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461790145843336","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461788859535672,"gmtCreate":1753760064481,"gmtModify":1753760065963,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","text":"$极智嘉-W(02590)$ 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461788859535672","isVote":1,"tweetType":1,"viewCount":2969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4134799046836020","authorId":"4134799046836020","name":"释迦牟尼","avatar":"https://static.tigerbbs.com/0fab060700d0ee51686a89dc3cc3511c","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4134799046836020","idStr":"4134799046836020"},"content":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?","text":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?","html":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":529754349282776,"gmtCreate":1770355453932,"gmtModify":1770355456174,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边","text":"$赛力斯(09927)$客观评价,赛力斯目前处在一个高确定性和高期待并存的阶段,确定性在问界品牌在中高端市场已经站稳,百万辆下线、产品质量和用户口碑就是明证。高期待则在市场需要看到它如何将这种品牌势能转化为持续的盈利增长,以及在新车型周期和海外拓展上打开新空间,只要战略执行不出错,时间可能站在增长这一边","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529754349282776","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169147423903962","authorId":"4169147423903962","name":"花木楠8825","avatar":"https://static.tigerbbs.com/2039a17a45dec8d1d27abec1fbd68ac5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4169147423903962","idStr":"4169147423903962"},"content":"盈利很香的公司!现金也是奶牛~","text":"盈利很香的公司!现金也是奶牛~","html":"盈利很香的公司!现金也是奶牛~"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526241663951456,"gmtCreate":1769501104951,"gmtModify":1769501108080,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090476213932530","idStr":"4090476213932530"},"themes":[],"title":"","htmlText":"禾赛调整纯纯是市场误读,公司根本没计划增发,跌下来就是短期情绪影响,现在也慢慢回升了,赌一个,本周上拉15个点,冲! 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