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直到一万点

2025-08-14

$地平线机器人-W(09660)$MACD 金叉刚形成，技术派可以上车了，这种形态至少能涨一周

直到一万点

2025-06-26

$地平线机器人-W(09660)$ 6.53港元真不贵，汇丰看到10.2，里昂看到10.5，富时指数外资兜底，向下10%向上100%，赔率吊打赌场

直到一万点

2025-09-05

$量子之歌(QSG)$ 潮玩线下快闪 + 门店铺货给力，市场拓得广，量子之歌上涨我感觉还是有支撑的！

直到一万点

06-15

$赛力斯(09927)$ 大盘今天走势真稳，新能源赛道跟着回暖，这趋势看震荡向上

直到一万点

05-28

$思格新能(06656)$ 储能赛道长期看好，[龇牙][龇牙]思格新能源作为AI储能第一股，概念还是独特的

直到一万点

05-06

$迈威生物-B(02493)$有人吹，也有人踩，我觉得吧，Biotech公司本来就是这样，两极分化很正常

直到一万点

04-16

AI公司都在喊缺数据，群核手里攥着5亿个物理正确的3D场景，全球最大的室内场景数据集。这玩意儿不是网上爬来的垃圾视频，是"墙有厚度、光会反射"的精准参数，物理AI的石油。更变态的是数据飞轮——酷家乐每设计一个家，就自动生产新训练数据。别人越用越亏，群核越用越富$MANYCORE TECH(00068)$

@舟木研究港美股:1071倍认购！千亿资金疯抢“杭州六小龙”第一股，这不仅仅是炒新，是在抢夺AI时代的“空间门票”！

直到一万点

03-23

$瑞声科技(02018)$ 净利增近4成，看好[强]

直到一万点

03-02

$MINIMAX-WP(00100)$MiniMax这份年报整体看还是挺稳的，收入同比大幅增长，毛利和毛利率也都在往上走，经营层面在持续优化，亏损率也有所收窄，整体商业化效率比之前好不少，长期看还是有看点的。

直到一万点

02-06

$金嗓子(06896)$ 半天不动弹，主打一个陪伴

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$ </a>","listText":"AI公司都在喊缺数据，群核手里攥着5亿个物理正确的3D场景，全球最大的室内场景数据集。这玩意儿不是网上爬来的垃圾视频，是\"墙有厚度、光会反射\"的精准参数，物理AI的石油。更变态的是数据飞轮——酷家乐每设计一个家，就自动生产新训练数据。别人越用越亏，群核越用越富<a target=\"_blank\" href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$ </a>","text":"AI公司都在喊缺数据，群核手里攥着5亿个物理正确的3D场景，全球最大的室内场景数据集。这玩意儿不是网上爬来的垃圾视频，是\"墙有厚度、光会反射\"的精准参数，物理AI的石油。更变态的是数据飞轮——酷家乐每设计一个家，就自动生产新训练数据。别人越用越亏，群核越用越富$MANYCORE TECH(00068)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554080920618408","repostId":"554071275693800","repostType":1,"repost":{"id":554071275693800,"gmtCreate":1776305944521,"gmtModify":1776312102339,"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":"1071倍认购！千亿资金疯抢“杭州六小龙”第一股，这不仅仅是炒新，是在抢夺AI时代的“空间门票”！","htmlText":"摘要：市场还在纠结震荡，聪明钱早就动手了。 港股这只新股被直接抢爆了，1071倍超额认购，冻结资金1312亿港元。 很多人只看到了“杭州六小龙”的光环，却没看懂它真正的杀手锏——它不是让你画图的，它是给机器人造“训练场”的。 兄弟们，港股这边的打新热度，直接被这波“杭州六小龙”给点爆了。 就在4月14日，群核科技IPO申购收官，数据一出来，吓人一跳。 公开发售获超1071倍认购，冻结资金1312亿港元。 这哪是打新啊，简直是抢钱。 4月17日就要正式挂牌，代码00068.HK，号称“全球空间智能第一股”。 发行价定在最高7.62港元，募资额大概12.27亿港元。 保荐人是摩根大通和建银国际，这阵容也是顶配。 很多人一听“酷家乐”，哦，那个做装修设计的，觉得是个传统SaaS。 大错特错。 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如果只把它看作画图软件，那你注定看不懂这1000倍的疯抢。 这波资金抢的，是AI时代最稀缺的资产——空间数据。 咱们拆解一下它的底牌。 财务上，2025年营收8.2亿，毛利干到了82.2%，这赚钱能力，SaaS里的茅台啊。 更关键的是，2025年它实现了从亏损到盈利的跨越，经调整净利润5710万。 这证明商业模式跑通了，不是光烧钱讲故事。 再看技术护城河。 它早就不是那个只给设计师用的工具了。 推出了SpatialVerse、SpatialLM，这是干嘛的？ 这是给具身智能（机器人）提供训练环境的。 现在的AI大模型（比如DeepSeek）缺什么？ 缺身体，缺在三维空间里的认知。 群核科技手里有海量的三维空间数据，这就是给AI造“元宇宙健身房”的。 看看它的朋友圈，智元机器人、禾赛科技、PICO，全是搞硬科技的。 这就是“杭州六小龙”的生态位。 DeepSeek管脑子，群核管空间，宇树管身体。 所以，这不仅仅是IPO，这是杭州AI军团的一次集体亮剑。 听着，别被“装修软件”这几个字给骗了。","listText":"摘要：市场还在纠结震荡，聪明钱早就动手了。 港股这只新股被直接抢爆了，1071倍超额认购，冻结资金1312亿港元。 很多人只看到了“杭州六小龙”的光环，却没看懂它真正的杀手锏——它不是让你画图的，它是给机器人造“训练场”的。 兄弟们，港股这边的打新热度，直接被这波“杭州六小龙”给点爆了。 就在4月14日，群核科技IPO申购收官，数据一出来，吓人一跳。 公开发售获超1071倍认购，冻结资金1312亿港元。 这哪是打新啊，简直是抢钱。 4月17日就要正式挂牌，代码00068.HK，号称“全球空间智能第一股”。 发行价定在最高7.62港元，募资额大概12.27亿港元。 保荐人是摩根大通和建银国际，这阵容也是顶配。 很多人一听“酷家乐”，哦，那个做装修设计的，觉得是个传统SaaS。 大错特错。 如果只把它看作画图软件，那你注定看不懂这1000倍的疯抢。 这波资金抢的，是AI时代最稀缺的资产——空间数据。 咱们拆解一下它的底牌。 财务上，2025年营收8.2亿，毛利干到了82.2%，这赚钱能力，SaaS里的茅台啊。 更关键的是，2025年它实现了从亏损到盈利的跨越，经调整净利润5710万。 这证明商业模式跑通了，不是光烧钱讲故事。 再看技术护城河。 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这就是“杭州六小龙”的生态位。 DeepSeek管脑子，群核管空间，宇树管身体。 所以，这不仅仅是IPO，这是杭州AI军团的一次集体亮剑。 听着，别被“装修软件”这几个字给骗了。","images":[{"img":"https://static.tigerbbs.com/2ee549bfebf5c513d39f21e3979d260a","width":"1289","height":"851"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554071275693800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545780986998864,"gmtCreate":1774256656561,"gmtModify":1774256658678,"author":{"id":"4090740743034830","authorId":"4090740743034830","name":"直到一万点","avatar":"https://static.tigerbbs.com/259c8222232d6c94040e0b42a79fe754","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740743034830","idStr":"4090740743034830"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 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