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原伟光

原伟光

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2025-12-24

$智汇矿业(02546)$别光看股价跌，看看公司的动作，都在往好的方向走，耐心点

06-16 09:43

$赛力斯(09927)$ 现在就是比耐心的时候，只要大盘流动性恢复，回本只是时间问题，躺平装死

2025-11-26

$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要

04-16

港股那么多票，能连续回购5天的有几个？地平线算一个$地平线机器人-W(09660)$

01-27

$MINIMAX-WP(00100)$ 在几个投资社区看了看，讨论热度很高，有看好的有唱空的。这说明有分歧，有分歧才有交易机会。我综合了多方信息，还是偏向乐观这一边[贱笑]

05-29

$思格新能(06656)$ 今天这场战略发布会大概率要端出AI+储能深度融合的杀手锏。紧跟思格新能源的业务升级，一起见证公司长期价值，祝兄弟们一起发财！

04-16

$HASHKEY HLDGS(03887)$ 稳定币牌照刚落地，越南投资又跟上，HashKey的节奏明显是“持牌+出海”双轮驱动，故事线越来越清楚

03-24

$绿茶集团(06831)$估值现在才11倍PE，这么低吗

03-03

$地平线机器人-W(09660)$ 这也算是黄金坑吧

02-06

未来还能上线更多资产和衍生品，HashKey这平台潜力无限$HASHKEY HLDGS(03887)$

@独立投资者吴强:HashKey：大行喊出9港元目标价，香港稳定币发牌前夜的布局赢家？

去老虎APP查看更多动态

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今天这场战略发布会大概率要端出AI+储能深度融合的杀手锏。紧跟思格新能源的业务升级，一起见证公司长期价值，祝兄弟们一起发财！","images":[{"img":"https://static.tigerbbs.com/283ddfb54a9dbf776853574a7ed02ab5","width":"379","height":"305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569427163361464","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":554131260532416,"gmtCreate":1776320586267,"gmtModify":1776320588627,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"港股那么多票，能连续回购5天的有几个？地平线算一个<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"港股那么多票，能连续回购5天的有几个？地平线算一个<a 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href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a>估值现在才11倍PE，这么低吗","text":"$绿茶集团(06831)$估值现在才11倍PE，这么低吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546047383147432","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538573228380384,"gmtCreate":1772508563694,"gmtModify":1772508565543,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 这也算是黄金坑吧","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 这也算是黄金坑吧","text":"$地平线机器人-W(09660)$ 这也算是黄金坑吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538573228380384","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529740102599648,"gmtCreate":1770352055434,"gmtModify":1770352057940,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>","listText":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>","text":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限$HASHKEY HLDGS(03887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529740102599648","repostId":"529717361246720","repostType":1,"repost":{"id":529717361246720,"gmtCreate":1770346500698,"gmtModify":1770346796968,"author":{"id":"4132110803756740","authorId":"4132110803756740","name":"独立投资者吴强","avatar":"https://static.tigerbbs.com/11bc8fea6bad079018ffc772d0d8db48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132110803756740","idStr":"4132110803756740"},"themes":[],"title":"HashKey：大行喊出9港元目标价，香港稳定币发牌前夜的布局赢家？","htmlText":"金管局总裁余伟文在立法会明确说了，香港首批稳定币发行人牌照预计在今年3月就要落地了，而且首批发牌数量会严格控制，强调“稳妥”为先。 这意味着什么？意味着香港在数字金融合规化的道路上又迈出了关键一步，也意味着相关合规龙头公司的价值面临重估。这就不难理解，为什么像摩根大通这样的国际大行，会在1月发布报告，首次覆盖HashKey就给予“增持”评级，目标价看到9港元。 大行看好的逻辑是什么？ 摩根大通的报告，点出了几个关键。首先是行业大趋势：他们预计2024到2027年，流入香港数字资产的机构资金年复合增长率将高达85%。在这个高速增长的赛道里，HashKey作为市占率超过75%的持牌龙头，无疑是最大、最确定的受益者。报告特别指出，机构业务将是HashKey未来增长的最关键引擎，并预测其2026年收入增速能达到约80%。 大行的认可，不仅基于行业 beta，更源于公司的 alpha。HashKey的先发优势是全方位的：它是香港首家面向零售的持牌交易平台，品牌信誉和合规能力经过了时间检验；产品覆盖广，从交易到资管再到底层技术，生态完整。随着香港未来可能上线更多加密资产、甚至推出衍生品和稳定币服务，HashKey作为一站式合规平台，被认为最有可能抓住这些新机遇，从而享受估值溢价。 自身底色：不止于交易，更是生态构建者 当然，大行的背书建立在扎实的基本面上。HashKey的龙头地位是打出来的：2024年平台交易量超6300亿港元，在香港持牌平台中一骑绝尘；营收三年增长超4.5倍，显示出惊人的成长爆发力。更重要的是，它的业务早已超越单纯的交易，形成了“交易+链上服务+资管”的纵深生态。其管理的质押资产规模稳居亚洲前列，以太坊Layer2基础设施也承载了巨额资产，成为香港RWA发展的重要技术底座。 稳定币赛道的“明牌”布局 回到即将落地的稳定币牌照，这是眼下最明确的催化剂。HashKey在这","listText":"金管局总裁余伟文在立法会明确说了，香港首批稳定币发行人牌照预计在今年3月就要落地了，而且首批发牌数量会严格控制，强调“稳妥”为先。 这意味着什么？意味着香港在数字金融合规化的道路上又迈出了关键一步，也意味着相关合规龙头公司的价值面临重估。这就不难理解，为什么像摩根大通这样的国际大行，会在1月发布报告，首次覆盖HashKey就给予“增持”评级，目标价看到9港元。 大行看好的逻辑是什么？ 摩根大通的报告，点出了几个关键。首先是行业大趋势：他们预计2024到2027年，流入香港数字资产的机构资金年复合增长率将高达85%。在这个高速增长的赛道里，HashKey作为市占率超过75%的持牌龙头，无疑是最大、最确定的受益者。报告特别指出，机构业务将是HashKey未来增长的最关键引擎，并预测其2026年收入增速能达到约80%。 大行的认可，不仅基于行业 beta，更源于公司的 alpha。HashKey的先发优势是全方位的：它是香港首家面向零售的持牌交易平台，品牌信誉和合规能力经过了时间检验；产品覆盖广，从交易到资管再到底层技术，生态完整。随着香港未来可能上线更多加密资产、甚至推出衍生品和稳定币服务，HashKey作为一站式合规平台，被认为最有可能抓住这些新机遇，从而享受估值溢价。 自身底色：不止于交易，更是生态构建者 当然，大行的背书建立在扎实的基本面上。HashKey的龙头地位是打出来的：2024年平台交易量超6300亿港元，在香港持牌平台中一骑绝尘；营收三年增长超4.5倍，显示出惊人的成长爆发力。更重要的是，它的业务早已超越单纯的交易，形成了“交易+链上服务+资管”的纵深生态。其管理的质押资产规模稳居亚洲前列，以太坊Layer2基础设施也承载了巨额资产，成为香港RWA发展的重要技术底座。 稳定币赛道的“明牌”布局 回到即将落地的稳定币牌照，这是眼下最明确的催化剂。HashKey在这","text":"金管局总裁余伟文在立法会明确说了，香港首批稳定币发行人牌照预计在今年3月就要落地了，而且首批发牌数量会严格控制，强调“稳妥”为先。 这意味着什么？意味着香港在数字金融合规化的道路上又迈出了关键一步，也意味着相关合规龙头公司的价值面临重估。这就不难理解，为什么像摩根大通这样的国际大行，会在1月发布报告，首次覆盖HashKey就给予“增持”评级，目标价看到9港元。 大行看好的逻辑是什么？ 摩根大通的报告，点出了几个关键。首先是行业大趋势：他们预计2024到2027年，流入香港数字资产的机构资金年复合增长率将高达85%。在这个高速增长的赛道里，HashKey作为市占率超过75%的持牌龙头，无疑是最大、最确定的受益者。报告特别指出，机构业务将是HashKey未来增长的最关键引擎，并预测其2026年收入增速能达到约80%。 大行的认可，不仅基于行业 beta，更源于公司的 alpha。HashKey的先发优势是全方位的：它是香港首家面向零售的持牌交易平台，品牌信誉和合规能力经过了时间检验；产品覆盖广，从交易到资管再到底层技术，生态完整。随着香港未来可能上线更多加密资产、甚至推出衍生品和稳定币服务，HashKey作为一站式合规平台，被认为最有可能抓住这些新机遇，从而享受估值溢价。 自身底色：不止于交易，更是生态构建者 当然，大行的背书建立在扎实的基本面上。HashKey的龙头地位是打出来的：2024年平台交易量超6300亿港元，在香港持牌平台中一骑绝尘；营收三年增长超4.5倍，显示出惊人的成长爆发力。更重要的是，它的业务早已超越单纯的交易，形成了“交易+链上服务+资管”的纵深生态。其管理的质押资产规模稳居亚洲前列，以太坊Layer2基础设施也承载了巨额资产，成为香港RWA发展的重要技术底座。 稳定币赛道的“明牌”布局 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