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横叔聊新股

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横叔聊新股

02-27 23:34

$迅策(03317)$ $MINIMAX-WP(00100)$ AI时代前半场是大模型时代，后半场必然是数据时代，好比买车是一次性投入，加油可是每天都要加的

@港股解码:迅策狂飙逾11%，AI时代“数据淘金客”站上风口

横叔聊新股

2025-04-01

$佑驾创新(02431)$ 佑驾创新发布的2024年财报表现亮眼，全年营收6.54亿元，同比增长37.4%，智能驾驶解决方案业务稳定增长，智能座舱业务更是同比激增467.8%，成为新增长极。同时，毛利率同比增长54%至1.05亿元，公司已为35家整车厂实现量产，全球化布局成效初显。技术上，L4级自动驾驶小巴交付，机器人子公司成立，高阶域控产品iPilot 4即将量产，这些使得公司的技术护城河得以强化。反映在市场上，上市四个月股价翻倍，纳入沪港通后资金持续流入，财报发布当日股价创历史新高，成交额突破5.2亿港元。整体而言，佑驾创新业绩增长强劲，发展前景良好，具有较高的投资价值。

横叔聊新股

2025-03-25

$小米集团-W(01810)$ 怎么开始活跃了

横叔聊新股

2025-03-25

$知行集团控股(01539)$ 知行在马来西亚、中东、垂直农业和可再生能源领域的业务拓展，预计将为未来增长提供新的动力。尽管市场波动对其股价产生了一定影响，但公司凭借稳健的财务表现和创新的科技应用，依然展现出良好的发展前景。

横叔聊新股

2025-03-11

$知行集团控股(01539)$ 节能政策全球火热，知行食正环保条水，东南亚扩张仲有大把水位！

横叔聊新股

2025-03-07

$阿里巴巴(BABA)$ 国补政策利好下，期待阿里有些不错的长势

横叔聊新股

2025-03-07

$小米集团-W(01810)$ 支持小米

横叔聊新股

2023-12-11

$慧择控股(HUIZ)$ 不活跃啊

横叔聊新股

2022-03-31

$绿科科技国际(00195)$绿科最近很稳呀，业绩增长这么快，进入上升期的节奏

横叔聊新股

2022-03-17

$慧择控股(HUIZ)$稳定大会开的真及时

横叔聊新股

2022-03-16

$众巢医学(ZCMD)$阿这…，不应该啊

横叔聊新股

2021-11-19

大宗商品价格和CPI之间的差距还是很大，但迟早会回归正规

横叔聊新股

2021-11-19

$阿里巴巴-SW(09988)$太争气了

横叔聊新股

2021-11-18

这篇文章不错，转发给大家看

@Buy_Sell:🚀【11月12日】双十一战绩出炉，中概王者归来！今天买点啥

横叔聊新股

2021-11-18

这篇文章不错，转发给大家看

@老虎专刊:【老虎周刊】老虎社区一周十大精华文章

横叔聊新股

2021-11-18

cone on

横叔聊新股

2021-11-18

这篇文章不错，转发给大家看

@华商韬略:恒大头上动土，这位神秘大佬再也藏不住了

去老虎APP查看更多动态

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target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会 发布者：@不二说价值 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的，但还能更差吗？ 发布者：@小虎消息 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作 者丨 李 君 华商韬略原创文章，转载请联系客服微信：hstlkf 华商韬略·华商名人堂 ID：hstl8888 图片：网络、图虫创意 生意场上没有永远的王者。 巨额债务下，昔日大佬许家印也开始变卖资产，“接盘侠”们伺机出动。 早前就有消息传来，某大佬欲以200亿港元收购恒大物业，虽然这笔交易因双方付款方式异议最终告吹，但也让一位“隐形富豪”浮出水面——神秘广东佬、合生创展掌门人朱孟依。 在房地产哀鸿遍野、割肉求生的当下，合生创展今年的成绩单出奇亮眼：“三道红线”全绿，现金及存款达到428.55亿港元。 手握400亿，不当大哥好多年的朱孟依，开始了一场不动声色的“围猎”。 他的猎物，还不止恒大。 如今地产大亨的名单上，已经难觅朱孟依。 但30多年前，这位诸人口中“朱老农”的故事，今日再谈起依然让人叫绝。 ▲朱孟依 1959年，朱孟依出生在广东梅州一个农户家，早早就混迹江湖，读书不成却头脑精明，摸爬滚打多年，练就一身“四两拨千斤”的本事。 上世纪80年代，改革春风吹满地，中国商品经济兴起，大街小巷流动摊贩也越来越多。彼时，朱孟依还是小镇工地包工头，看着满街乱窜的摊贩和为此头疼的城管，他琢磨出了一个“金点子”。 朱孟依找到镇政府谋求“合作”：政府出地他出钱，一起开发一条商业街，把小摊贩们安顿过来，事成后他只收取部分租金。 不用掏腰包又便于城市管理，镇政府何乐不为。靠着在这条商业街收租，朱孟依赚到人生第一桶金。 1992年，朱孟依正式转战地产。 他做的第一件事就是跑到香港创办合生创展，又以港商身份回到内地。同年，雅居乐和碧桂园先后成立，随后富力、恒大相继诞生，“华南五虎”正式登上历史舞台。 “五虎”中拔得头筹的，还是朱孟依。 1993年，广州市政府拍卖土地，地产商哄抢市中心地皮，朱孟依却在当时还是荒郊野外的天河拿下100万平方米的地块。 巧的是没过多久，天河区","listText":"大哥终究是大哥。 作 者丨 李 君 华商韬略原创文章，转载请联系客服微信：hstlkf 华商韬略·华商名人堂 ID：hstl8888 图片：网络、图虫创意 生意场上没有永远的王者。 巨额债务下，昔日大佬许家印也开始变卖资产，“接盘侠”们伺机出动。 早前就有消息传来，某大佬欲以200亿港元收购恒大物业，虽然这笔交易因双方付款方式异议最终告吹，但也让一位“隐形富豪”浮出水面——神秘广东佬、合生创展掌门人朱孟依。 在房地产哀鸿遍野、割肉求生的当下，合生创展今年的成绩单出奇亮眼：“三道红线”全绿，现金及存款达到428.55亿港元。 手握400亿，不当大哥好多年的朱孟依，开始了一场不动声色的“围猎”。 他的猎物，还不止恒大。 如今地产大亨的名单上，已经难觅朱孟依。 但30多年前，这位诸人口中“朱老农”的故事，今日再谈起依然让人叫绝。 ▲朱孟依 1959年，朱孟依出生在广东梅州一个农户家，早早就混迹江湖，读书不成却头脑精明，摸爬滚打多年，练就一身“四两拨千斤”的本事。 上世纪80年代，改革春风吹满地，中国商品经济兴起，大街小巷流动摊贩也越来越多。彼时，朱孟依还是小镇工地包工头，看着满街乱窜的摊贩和为此头疼的城管，他琢磨出了一个“金点子”。 朱孟依找到镇政府谋求“合作”：政府出地他出钱，一起开发一条商业街，把小摊贩们安顿过来，事成后他只收取部分租金。 不用掏腰包又便于城市管理，镇政府何乐不为。靠着在这条商业街收租，朱孟依赚到人生第一桶金。 1992年，朱孟依正式转战地产。 他做的第一件事就是跑到香港创办合生创展，又以港商身份回到内地。同年，雅居乐和碧桂园先后成立，随后富力、恒大相继诞生，“华南五虎”正式登上历史舞台。 “五虎”中拔得头筹的，还是朱孟依。 1993年，广州市政府拍卖土地，地产商哄抢市中心地皮，朱孟依却在当时还是荒郊野外的天河拿下100万平方米的地块。 巧的是没过多久，天河区","text":"大哥终究是大哥。 作 者丨 李 君 华商韬略原创文章，转载请联系客服微信：hstlkf 华商韬略·华商名人堂 ID：hstl8888 图片：网络、图虫创意 生意场上没有永远的王者。 巨额债务下，昔日大佬许家印也开始变卖资产，“接盘侠”们伺机出动。 早前就有消息传来，某大佬欲以200亿港元收购恒大物业，虽然这笔交易因双方付款方式异议最终告吹，但也让一位“隐形富豪”浮出水面——神秘广东佬、合生创展掌门人朱孟依。 在房地产哀鸿遍野、割肉求生的当下，合生创展今年的成绩单出奇亮眼：“三道红线”全绿，现金及存款达到428.55亿港元。 手握400亿，不当大哥好多年的朱孟依，开始了一场不动声色的“围猎”。 他的猎物，还不止恒大。 如今地产大亨的名单上，已经难觅朱孟依。 但30多年前，这位诸人口中“朱老农”的故事，今日再谈起依然让人叫绝。 ▲朱孟依 1959年，朱孟依出生在广东梅州一个农户家，早早就混迹江湖，读书不成却头脑精明，摸爬滚打多年，练就一身“四两拨千斤”的本事。 上世纪80年代，改革春风吹满地，中国商品经济兴起，大街小巷流动摊贩也越来越多。彼时，朱孟依还是小镇工地包工头，看着满街乱窜的摊贩和为此头疼的城管，他琢磨出了一个“金点子”。 朱孟依找到镇政府谋求“合作”：政府出地他出钱，一起开发一条商业街，把小摊贩们安顿过来，事成后他只收取部分租金。 不用掏腰包又便于城市管理，镇政府何乐不为。靠着在这条商业街收租，朱孟依赚到人生第一桶金。 1992年，朱孟依正式转战地产。 他做的第一件事就是跑到香港创办合生创展，又以港商身份回到内地。同年，雅居乐和碧桂园先后成立，随后富力、恒大相继诞生，“华南五虎”正式登上历史舞台。 “五虎”中拔得头筹的，还是朱孟依。 1993年，广州市政府拍卖土地，地产商哄抢市中心地皮，朱孟依却在当时还是荒郊野外的天河拿下100万平方米的地块。 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与此同时，公司正在将这一能力复制拓展至更广阔的市场，目前已成功切入金融服务（除资管外）、城市管理、生产管理及电信等多元化领域。此外，迅策还前瞻性布局了商业航天与机器人数据平台等新兴赛道。 AI产业逻辑演进，数据基建价值重估 近期，国产大模型领域迎来一轮密集上新与版本升级，从DeepSeek到MiniMax，各大厂商相继发布新一代模型产品。在“从买算力到用数据”的产业逻辑演进下，能够支撑大模型稳定运行与持续优化的数据基础设施企业，成为资本市场新的焦点。 背后的道理很简单：大模型再牛，没有高质量数据喂养也是“巧妇难为无米之炊”。在通用数据过剩的背景下，企业内非结构化、多源异构的专业数据成为真正稀缺资源。 迅策凭借百余个可组合功能模块，实现跨行业数据“乐高式”组装，从资管延伸至能源、电信、零售等领域，构建起跨场景的数据处理中台。公司将直接受益于AI的高速发展，景气度持续攀升。 作为人工智能学习、训练和验证的“燃料”基础，大规模、高质量、多模态数据集对于大模型能力提升愈加重要。而迅策的实时数据基础设施恰好成为关键底座之一。","listText":"2月27日，港股新股 <a href=\"https://laohu8.com/S/03317\">$迅策(03317)$</a> 大涨11.31%，再度逼近历史高点，目前公司报91.5港元/股，市值295.3亿港元。 这家去年末才登陆港股的公司，若按发行价48港元计算，至今累计涨幅已接近翻倍，成为AI赛道里一匹不折不扣的黑马。 资料显示，迅策深耕实时数据基础设施领域多年，已构建起统一数据平台，可在数秒内完成多来源异构数据的收集、清理、管理与分析，契合企业即时决策需求。 公司以资产管理行业为战略起点，构筑了覆盖投资组合监控、订单执行、估值核算、风险管理等全生命周期的实时数据解决方案。凭借对这一垂直领域复杂业务场景的深度理解，迅策构筑起深厚的行业壁垒，市场份额领先。 与此同时，公司正在将这一能力复制拓展至更广阔的市场，目前已成功切入金融服务（除资管外）、城市管理、生产管理及电信等多元化领域。此外，迅策还前瞻性布局了商业航天与机器人数据平台等新兴赛道。 AI产业逻辑演进，数据基建价值重估 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