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商海观察员

01-23

$赛力斯(09927)$ 2025《财富》中国500强车企排名

商海观察员

01-04

$中际旭创(300308)$ $新易盛(300502)$ $MINIMAX-WP(00100)$ 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利

商海观察员

01-02

$极智嘉-W(02590)$ 按照海通国际给出 403 亿合理市值，锚定极智嘉 2026年10 倍PS 估值，现在还有很大的距离,期待修复

商海观察员

2025-12-23

$脑动极光-B(06681)$ 有自己的大模型BrainAuGPT，评估更准，训练更高效。

商海观察员

2025-12-01

$山高控股(00412)$ 净利润翻了快三倍，最近股价居然没咋动。大盘这几天震荡，它倒是稳在1块7附近横盘很久了，看看后面能不能放量突破一下。产业控股模式看来真做出成绩了，新能源指标拿到手软，绿电加算力这布局挺有眼光。

商海观察员

2025-11-25

$蔚来(NIO)$ $蔚来-SW(09866)$ 财报超预期，现金流转正，这种基本面改善最容易吸引机构资金回补了

@美港探案:量价齐飞、经营健康度显著提升，蔚来Q3财报解读

商海观察员

2025-11-21

$金嗓子(06896)$ 看到新闻说金嗓子给3000多运动员送喉片和益生菌，这波操作接地气啊！产品场景契合度满分，感觉公司营销越来越会玩了~

商海观察员

2025-11-11

$禾赛-W(02525)$ $禾赛(HSAI)$ 禾赛回调就可以蹲！三季报盈利已提前达标，机器人又抱上广和通大腿，等L3政策一落地，多激光雷达标配，冲！

商海观察员

2025-11-03

$广和通(00638)$ $广和通(300638)$ 割草机器人都赚钱了，还有啥担心？机器人解决方案已经批量交付，割草机器人、多足机器人都在用它的模组，这赛道刚起步，未来3年都是增长期，现在的股价就是送钱

商海观察员

2025-10-03

$极智嘉-W(02590)$小级别背离可忽略，大级别趋势完好，不动。

商海观察员

2025-09-29

$极智嘉-W(02590)$中国银行北京分行重磅加持极智嘉，全球扩张按下加速键，看走势应该要加速估值修复了。

商海观察员

2025-09-22

征程6P已拿下近10家主机厂，L2+标配潮刚起步，芯片累计出货1000万+，数据飞轮早转起来，后入场者追数据就输一半。 $地平线机器人-W(09660)$

商海观察员

2025-09-08

$金嗓子(06896)$只要咽喉需求端稳得住，金嗓子完全可以跟着趋势继续拿着。

商海观察员

2025-09-08

$奥克斯电气(02580)$ 耐心等南向资金把流通盘扫完，后面就是缩量加速。

商海观察员

2025-08-05

武汉百域跟投量化：资深股民亲证合规可靠

"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。"陈先生评价道，"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。"最让我欣赏的是平台的透明度，"陈先生强调，"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。"这个机制帮我保住了大部分本金，"陈先生回忆道，"如果靠我自己盯盘，很可能会因为情

武汉百域跟投量化：资深股民亲证合规可靠

商海观察员

2025-07-22

$维立志博-B(09887)$ 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。

商海观察员

2025-06-30

$地平线机器人-W(09660)$ 5家券商推6月金股！长城光大集体站台，目标价看到10块，机构成本线都名牌了，还有啥好怕的？

商海观察员

2025-06-17

$地平线机器人-W(09660)$还是先以关注为主，每天尾盘都会甩上来一点

商海观察员

2025-05-28

除了EP-NEC，维立志博的LBL-024 在小细胞肺癌、胆道癌等癌种也有初步疗效信号，这意味着适应症扩展空间挺大的，要是后续能在这些大癌种里进一步验证，市场前景可能会更广阔

商海观察员

2025-04-30

时间可以淡忘一切，也可以让某些记忆加深，有些人，说好忘记，却做不到；有些感情，走了一圈，还是会回到原点。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>财报超预期，现金流转正，这种基本面改善最容易吸引机构资金回补了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>财报超预期，现金流转正，这种基本面改善最容易吸引机构资金回补了","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 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href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>只要咽喉需求端稳得住，金嗓子完全可以跟着趋势继续拿着。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>只要咽喉需求端稳得住，金嗓子完全可以跟着趋势继续拿着。","text":"$金嗓子(06896)$只要咽喉需求端稳得住，金嗓子完全可以跟着趋势继续拿着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476364978217424","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476363509928144,"gmtCreate":1757303631913,"gmtModify":1757303633031,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 耐心等南向资金把流通盘扫完，后面就是缩量加速。","listText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 耐心等南向资金把流通盘扫完，后面就是缩量加速。","text":"$奥克斯电气(02580)$ 耐心等南向资金把流通盘扫完，后面就是缩量加速。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476363509928144","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464338127290440,"gmtCreate":1754389071005,"gmtModify":1754389882233,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"title":"武汉百域跟投量化：资深股民亲证合规可靠","htmlText":"\"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。\"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。 真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。\"陈先生评价道，\"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。\" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。\"最让我欣赏的是平台的透明度，\"陈先生强调，\"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。\" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。\"这个机制帮我保住了大部分本金，\"陈先生回忆道，\"如果靠我自己盯盘，很可能会因为情","listText":"\"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。\"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。 真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。\"陈先生评价道，\"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。\" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。\"最让我欣赏的是平台的透明度，\"陈先生强调，\"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。\" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。\"这个机制帮我保住了大部分本金，\"陈先生回忆道，\"如果靠我自己盯盘，很可能会因为情","text":"\"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。\"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。 真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。\"陈先生评价道，\"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。\" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。\"最让我欣赏的是平台的透明度，\"陈先生强调，\"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。\" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。\"这个机制帮我保住了大部分本金，\"陈先生回忆道，\"如果靠我自己盯盘，很可能会因为情","images":[{"img":"https://static.tigerbbs.com/37c99c317914e1fa9875ab8c734167ed","width":"650","height":"487"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464338127290440","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":459232074641624,"gmtCreate":1753154262443,"gmtModify":1753154263716,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。","text":"$维立志博-B(09887)$ 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459232074641624","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451524217729320,"gmtCreate":1751261327960,"gmtModify":1751261329308,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 5家券商推6月金股！ 长城光大集体站台，目标价看到10块，机构成本线都名牌了，还有啥好怕的？","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 5家券商推6月金股！ 长城光大集体站台，目标价看到10块，机构成本线都名牌了，还有啥好怕的？","text":"$地平线机器人-W(09660)$ 5家券商推6月金股！ 长城光大集体站台，目标价看到10块，机构成本线都名牌了，还有啥好怕的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451524217729320","isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446952545763456,"gmtCreate":1750140772048,"gmtModify":1750140773011,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>还是先以关注为主，每天尾盘都会甩上来一点","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>还是先以关注为主，每天尾盘都会甩上来一点","text":"$地平线机器人-W(09660)$还是先以关注为主，每天尾盘都会甩上来一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446952545763456","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439800924791168,"gmtCreate":1748401375316,"gmtModify":1748402657742,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"htmlText":"除了EP-NEC，维立志博的LBL-024 在小细胞肺癌、胆道癌等癌种也有初步疗效信号，这意味着适应症扩展空间挺大的，要是后续能在这些大癌种里进一步验证，市场前景可能会更广阔","listText":"除了EP-NEC，维立志博的LBL-024 在小细胞肺癌、胆道癌等癌种也有初步疗效信号，这意味着适应症扩展空间挺大的，要是后续能在这些大癌种里进一步验证，市场前景可能会更广阔","text":"除了EP-NEC，维立志博的LBL-024 在小细胞肺癌、胆道癌等癌种也有初步疗效信号，这意味着适应症扩展空间挺大的，要是后续能在这些大癌种里进一步验证，市场前景可能会更广阔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439800924791168","isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430005038174744,"gmtCreate":1746003169668,"gmtModify":1746003663091,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"htmlText":"时间可以淡忘一切，也可以让某些记忆加深，有些人，说好忘记，却做不到；有些感情，走了一圈，还是会回到原点。","listText":"时间可以淡忘一切，也可以让某些记忆加深，有些人，说好忘记，却做不到；有些感情，走了一圈，还是会回到原点。","text":"时间可以淡忘一切，也可以让某些记忆加深，有些人，说好忘记，却做不到；有些感情，走了一圈，还是会回到原点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430005038174744","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":504010045444392,"gmtCreate":1764083323325,"gmtModify":1764083325783,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>财报超预期，现金流转正，这种基本面改善最容易吸引机构资金回补了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>财报超预期，现金流转正，这种基本面改善最容易吸引机构资金回补了","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 财报超预期，现金流转正，这种基本面改善最容易吸引机构资金回补了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504010045444392","repostId":"503999484760920","repostType":1,"repost":{"id":503999484760920,"gmtCreate":1764081104872,"gmtModify":1764136201765,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3505879823026033","idStr":"3505879823026033"},"themes":[],"title":"量价齐飞、经营健康度显著提升，蔚来Q3财报解读","htmlText":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高；更关键的是——实现正向经营现金流与自由现金流，现金储备达到366.5亿元，显著提升。同时，蔚来还给出了四季度的指引，预期四季度交付新车120,000台-125,000台，营收327.58亿元人民币-340.39亿元人民币，这一指引堪称史上最强。 从财报数据来看，蔚来公司三季度各项指标明显好转，经营健康度显著提升，这也标志着蔚来已成功越过经营拐点，正式迈入内生增长新阶段，四季度盈利可期。而支撑蔚来三季度经营好转的核心动力，并非行业常见的“以价换量”式价格战，而是来自两款高价值旗舰产品的强势引领——乐道L90与全新蔚来ES8。 &nbsp; 旗舰产品驱动经营质量优化，实现“量价齐飞” 深入剖析蔚来三季度销量结构，很明显能看出，其增长并非依赖牺牲利润换取短期规模，而是由两款高价位、高毛利的纯电大三排SUV共同驱动。 作为家庭旗舰SUV，乐道L90凭借精准的产品定位与卓越的性价比，持续引爆主流市场。上市仅三个月，累计交付已达33,348台，连续三个月稳居“纯电大型SUV销量冠军”。这一成绩不仅验证了蔚来技术向下赋能的能力，更证明其在20–30万元价格带已建立起强大的产品竞争力。 与此同时，全新蔚来ES8则在高端市场再树标杆。这款集蔚来十年纯电技术研发成果于一身的旗舰车型，自9月20日开启交付后，仅用41天便达成10,000台交付，创下40万元以上纯电车型最快破万纪录，进一步巩固了蔚来在高端纯电市场的领导地位。 两款车型的","listText":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高；更关键的是——实现正向经营现金流与自由现金流，现金储备达到366.5亿元，显著提升。同时，蔚来还给出了四季度的指引，预期四季度交付新车120,000台-125,000台，营收327.58亿元人民币-340.39亿元人民币，这一指引堪称史上最强。 从财报数据来看，蔚来公司三季度各项指标明显好转，经营健康度显著提升，这也标志着蔚来已成功越过经营拐点，正式迈入内生增长新阶段，四季度盈利可期。而支撑蔚来三季度经营好转的核心动力，并非行业常见的“以价换量”式价格战，而是来自两款高价值旗舰产品的强势引领——乐道L90与全新蔚来ES8。 &nbsp; 旗舰产品驱动经营质量优化，实现“量价齐飞” 深入剖析蔚来三季度销量结构，很明显能看出，其增长并非依赖牺牲利润换取短期规模，而是由两款高价位、高毛利的纯电大三排SUV共同驱动。 作为家庭旗舰SUV，乐道L90凭借精准的产品定位与卓越的性价比，持续引爆主流市场。上市仅三个月，累计交付已达33,348台，连续三个月稳居“纯电大型SUV销量冠军”。这一成绩不仅验证了蔚来技术向下赋能的能力，更证明其在20–30万元价格带已建立起强大的产品竞争力。 与此同时，全新蔚来ES8则在高端市场再树标杆。这款集蔚来十年纯电技术研发成果于一身的旗舰车型，自9月20日开启交付后，仅用41天便达成10,000台交付，创下40万元以上纯电车型最快破万纪录，进一步巩固了蔚来在高端纯电市场的领导地位。 两款车型的","text":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高；更关键的是——实现正向经营现金流与自由现金流，现金储备达到366.5亿元，显著提升。同时，蔚来还给出了四季度的指引，预期四季度交付新车120,000台-125,000台，营收327.58亿元人民币-340.39亿元人民币，这一指引堪称史上最强。 从财报数据来看，蔚来公司三季度各项指标明显好转，经营健康度显著提升，这也标志着蔚来已成功越过经营拐点，正式迈入内生增长新阶段，四季度盈利可期。而支撑蔚来三季度经营好转的核心动力，并非行业常见的“以价换量”式价格战，而是来自两款高价值旗舰产品的强势引领——乐道L90与全新蔚来ES8。 旗舰产品驱动经营质量优化，实现“量价齐飞” 深入剖析蔚来三季度销量结构，很明显能看出，其增长并非依赖牺牲利润换取短期规模，而是由两款高价位、高毛利的纯电大三排SUV共同驱动。 作为家庭旗舰SUV，乐道L90凭借精准的产品定位与卓越的性价比，持续引爆主流市场。上市仅三个月，累计交付已达33,348台，连续三个月稳居“纯电大型SUV销量冠军”。这一成绩不仅验证了蔚来技术向下赋能的能力，更证明其在20–30万元价格带已建立起强大的产品竞争力。 与此同时，全新蔚来ES8则在高端市场再树标杆。这款集蔚来十年纯电技术研发成果于一身的旗舰车型，自9月20日开启交付后，仅用41天便达成10,000台交付，创下40万元以上纯电车型最快破万纪录，进一步巩固了蔚来在高端纯电市场的领导地位。 两款车型的","images":[{"img":"https://static.tigerbbs.com/7aa15368e057f5076277ca61e44947cd","width":"1080","height":"23466"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503999484760920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464338127290440,"gmtCreate":1754389071005,"gmtModify":1754389882233,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"武汉百域跟投量化：资深股民亲证合规可靠","htmlText":"\"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。\"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。 真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。\"陈先生评价道，\"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。\" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。\"最让我欣赏的是平台的透明度，\"陈先生强调，\"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。\" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。\"这个机制帮我保住了大部分本金，\"陈先生回忆道，\"如果靠我自己盯盘，很可能会因为情","listText":"\"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。\"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。 真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。\"陈先生评价道，\"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。\" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。\"最让我欣赏的是平台的透明度，\"陈先生强调，\"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。\" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。\"这个机制帮我保住了大部分本金，\"陈先生回忆道，\"如果靠我自己盯盘，很可能会因为情","text":"\"最初接触武汉百域跟投公司的量化投资产品时，我内心确实充满疑虑和担忧，毕竟在金融投资领域，选择正规可靠的平台至关重要。当时我反复思考：这家公司的量化策略真的靠谱吗?在这两年间，我不仅见证了该公司专业稳定的量化交易表现，还亲身体会到其规范透明的运营模式。现在回想起来，当初的那些担忧确实完全没有必要。\"家住武汉市武昌区的陈先生是一位有着十年丰富投资经验的资深股民，他这段发自肺腑的真实体验，或许能为那些正在犹豫是否尝试量化投资的新手投资者提供有价值的参考和借鉴。 2021年，当陈先生初次接触百域跟投这一投资平台时，出于谨慎考虑，他专程前往公司所在地进行实地考察。不仅详细介绍了公司的运营模式，还主动出示了与多家大型商业银行签署的资金托管协议原件。这种透明、规范的操作方式给陈先生留下了良好的第一印象。 真正让陈先生决定尝试的是该平台独特的账户管理体系。所有投资资金都直接存入投资者本人名下的银行托管账户，每次交易前系统都会通过短信和APP推送发送本金确认提醒种设计确保了资金始终在我的完全掌控之中，平台仅提供专业的策略建议，而无法直接操作我的资金。\"陈先生评价道，\"相比市面上那些打着'代客理财'旗号却暗箱操作的服务，百域跟投这种模式显然更加安全可靠。\" 他主要采用短线交易策略，系统推荐的标的平均持有时间仅为3.5天。在这期间，他共完成了178笔交易，最终实现了23%的年化收益率。\"最让我欣赏的是平台的透明度，\"陈先生强调，\"每天打开APP，我都能清楚地看到策略的历史回测数据、当前持仓明细以及完整的资金流水记录。这与我之前跟随所谓'炒股大神'的体验截然不同，那时候亏了钱都搞不清楚原因。\" 让陈先生最为信服的是去年4月市场剧烈波动时的经历。当系统监测到投资组合回撤达到15%的预设红线时，立即自动执行了止损操作。\"这个机制帮我保住了大部分本金，\"陈先生回忆道，\"如果靠我自己盯盘，很可能会因为情","images":[{"img":"https://static.tigerbbs.com/37c99c317914e1fa9875ab8c734167ed","width":"650","height":"487"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464338127290440","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":459232074641624,"gmtCreate":1753154262443,"gmtModify":1753154263716,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。","text":"$维立志博-B(09887)$ 维立志博募集资金一小半都在推进LBL-024研发，尽量尽快上市，公司对LBL-024很看重，信心也很足，获批上市的时候就是再次重估的时候，这个时间预期不会太远。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459232074641624","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524954017550608,"gmtCreate":1769139260928,"gmtModify":1769139272818,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 2025《财富》中国500强车企排名","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 2025《财富》中国500强车企排名","text":"$赛力斯(09927)$ 2025《财富》中国500强车企排名","images":[{"img":"https://static.tigerbbs.com/d0b03bb1a4676776d4fab83698268544","width":"690","height":"799"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524954017550608","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518281899176496,"gmtCreate":1767508817694,"gmtModify":1767508820396,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利","listText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利","text":"$中际旭创(300308)$ $新易盛(300502)$ $MINIMAX-WP(00100)$ 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518281899176496","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517577448305232,"gmtCreate":1767336875153,"gmtModify":1767336877305,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 按照海通国际给出 403 亿合理市值，锚定极智嘉 2026年10 倍PS 估值，现在还有很大的距离,期待修复","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 按照海通国际给出 403 亿合理市值，锚定极智嘉 2026年10 倍PS 估值，现在还有很大的距离,期待修复","text":"$极智嘉-W(02590)$ 按照海通国际给出 403 亿合理市值，锚定极智嘉 2026年10 倍PS 估值，现在还有很大的距离,期待修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517577448305232","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513671614075568,"gmtCreate":1766453727618,"gmtModify":1766453729785,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 有自己的大模型BrainAuGPT，评估更准，训练更高效。","listText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 有自己的大模型BrainAuGPT，评估更准，训练更高效。","text":"$脑动极光-B(06681)$ 有自己的大模型BrainAuGPT，评估更准，训练更高效。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513671614075568","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506243712688128,"gmtCreate":1764565775831,"gmtModify":1764566823185,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735867032510","idStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 净利润翻了快三倍，最近股价居然没咋动。大盘这几天震荡，它倒是稳在1块7附近横盘很久了，看看后面能不能放量突破一下。产业控股模式看来真做出成绩了，新能源指标拿到手软，绿电加算力这布局挺有眼光。","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 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