百宋一尘的个人主页 - 老虎社区

百宋一尘

百宋一尘

暂无个人介绍

IP属地：未知

0关注

0粉丝

0主题

0勋章

04-17 12:18

$MANYCORE TECH(00068)$兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]

2025-07-14

$极智嘉-W(02590)$ 大疆（无人机）、影石（相机）、极智嘉（AMR）被称为中国硬科技出海三剑客，前两者估值千亿，极智嘉24亿营收只是起点，坚定持有极智嘉，股市里只能挣到认知之内的钱。

02-06

$蔚来(NIO)$ 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 $蔚来-SW(09866)$

2025-09-03

$地平线机器人-W(09660)$ 调整的差不多了，今天要是能过10块，下一步看13

04-01

**基因的"储能军团"，确实有实力 $思格新能(06656)$ $派能科技(688063)$

03-04

$卓正医疗(02677)$ 政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题

@冯秀财论股:投资者视角的估值思考：卓正医疗（2677.hk）

03-04

手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数$极智嘉-W(02590)$

@冯秀财论股:极智嘉Gino 1震撼发布：当“人形机器人”遇上“盈利拐点”，仓储物流迎来iPhone时刻

01-28

$赛力斯(09927)$ 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板

01-15

$金嗓子(06896)$ 123点火起飞

01-06

$找钢集团-W(06676)$以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4129795557139460","uuid":"4129795557139460","gmtCreate":1666692465709,"gmtModify":1744099372432,"name":"百宋一尘","pinyin":"bsycbaisongyichen","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":26,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":554454780113552,"gmtCreate":1776399503685,"gmtModify":1776399506027,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a>兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]","listText":"<a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a>兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]","text":"$MANYCORE TECH(00068)$兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554454780113552","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548901543404288,"gmtCreate":1775030998217,"gmtModify":1775609009524,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"**基因的\"储能军团\"，确实有实力 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a>","listText":"**基因的\"储能军团\"，确实有实力 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a>","text":"**基因的\"储能军团\"，确实有实力 $思格新能(06656)$ $派能科技(688063)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548901543404288","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538918909392464,"gmtCreate":1772592964054,"gmtModify":1772592966289,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题","text":"$卓正医疗(02677)$ 政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538918909392464","repostId":"538907081896248","repostType":1,"repost":{"id":538907081896248,"gmtCreate":1772589996337,"gmtModify":1772590028620,"author":{"id":"4214609994713980","authorId":"4214609994713980","name":"冯秀财论股","avatar":"https://static.tigerbbs.com/84e557b6560e7aad140646093d2fd75e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214609994713980","idStr":"4214609994713980"},"themes":[],"title":"投资者视角的估值思考：卓正医疗（2677.hk）","htmlText":"投资者在看待卓正医疗（2677.HK）时，本质上是在进行一场关于“品牌溢价”与“运营效率”的博弈。由于卓正正处于从“烧钱扩张”转向“利润释放”的临界点，投资者的估值逻辑高度依赖于对未来三到五年确定性的假设。 以下是投资者评估卓正医疗估值时的核心逻辑框架： 一、核心估值假设：哪些指标是“生死线”？ 投资者通常不会只看当前的静态市盈率，而是基于以下三个关键假设来构建其DCF（现金流折现）或P/S（市销率）模型： 1.营收复合增长率（RevenueCAGR） 假设内容：未来3-5年能否保持25%-30%的营收增长。 重要性：医疗服务是典型的“重资产+慢周转”。如果增长率低于20%，市场会将其视为传统的“诊所股”而非“成长股”，估值倍数会从4xP/S直接下修至1.5x-2x。 2.边际贡献率与利润杠杆（OperatingLeverage） 假设内容：随着单店患者量增加，固定成本（房租、基础行政）被稀释的速度。 重要性：卓正目前的毛利率约在24%左右。投资者假设随着品牌成熟，毛利率能向30%-35%（对标成熟期的海吉亚或和睦家）靠拢。 3.获客成本（CAC）与留存率（Retention） 假设内容：老客户贡献的收入占比是否能维持在75%以上。 重要性：这是卓正区别于“流量型医院”的核心。如果留存率下降，意味着公司必须支付更高昂的营销费用（Baidu/小红书投放），这会直接击穿估值底线。 二、什么情况会证明“更高估值”是合理的？（看多逻辑） 如果卓正能够向市场证明以下三点，其股价将获得重新定价（Re-rating）的机会： 数字化与AI提效的成功验证： 如果卓正能证明其自研的数字化系统能显著减少医生处理非诊疗事务的时间（例如，让每位医生每天多接诊3-5位患者），这意味着人力成本占比（目前约48%）将下降。在投资者眼中，这将其从“服务业”推向了“轻资产平台”，估值倍数会大幅跳升。 商保直","listText":"投资者在看待卓正医疗（2677.HK）时，本质上是在进行一场关于“品牌溢价”与“运营效率”的博弈。由于卓正正处于从“烧钱扩张”转向“利润释放”的临界点，投资者的估值逻辑高度依赖于对未来三到五年确定性的假设。 以下是投资者评估卓正医疗估值时的核心逻辑框架： 一、核心估值假设：哪些指标是“生死线”？ 投资者通常不会只看当前的静态市盈率，而是基于以下三个关键假设来构建其DCF（现金流折现）或P/S（市销率）模型： 1.营收复合增长率（RevenueCAGR） 假设内容：未来3-5年能否保持25%-30%的营收增长。 重要性：医疗服务是典型的“重资产+慢周转”。如果增长率低于20%，市场会将其视为传统的“诊所股”而非“成长股”，估值倍数会从4xP/S直接下修至1.5x-2x。 2.边际贡献率与利润杠杆（OperatingLeverage） 假设内容：随着单店患者量增加，固定成本（房租、基础行政）被稀释的速度。 重要性：卓正目前的毛利率约在24%左右。投资者假设随着品牌成熟，毛利率能向30%-35%（对标成熟期的海吉亚或和睦家）靠拢。 3.获客成本（CAC）与留存率（Retention） 假设内容：老客户贡献的收入占比是否能维持在75%以上。 重要性：这是卓正区别于“流量型医院”的核心。如果留存率下降，意味着公司必须支付更高昂的营销费用（Baidu/小红书投放），这会直接击穿估值底线。 二、什么情况会证明“更高估值”是合理的？（看多逻辑） 如果卓正能够向市场证明以下三点，其股价将获得重新定价（Re-rating）的机会： 数字化与AI提效的成功验证： 如果卓正能证明其自研的数字化系统能显著减少医生处理非诊疗事务的时间（例如，让每位医生每天多接诊3-5位患者），这意味着人力成本占比（目前约48%）将下降。在投资者眼中，这将其从“服务业”推向了“轻资产平台”，估值倍数会大幅跳升。 商保直","text":"投资者在看待卓正医疗（2677.HK）时，本质上是在进行一场关于“品牌溢价”与“运营效率”的博弈。由于卓正正处于从“烧钱扩张”转向“利润释放”的临界点，投资者的估值逻辑高度依赖于对未来三到五年确定性的假设。 以下是投资者评估卓正医疗估值时的核心逻辑框架： 一、核心估值假设：哪些指标是“生死线”？ 投资者通常不会只看当前的静态市盈率，而是基于以下三个关键假设来构建其DCF（现金流折现）或P/S（市销率）模型： 1.营收复合增长率（RevenueCAGR） 假设内容：未来3-5年能否保持25%-30%的营收增长。 重要性：医疗服务是典型的“重资产+慢周转”。如果增长率低于20%，市场会将其视为传统的“诊所股”而非“成长股”，估值倍数会从4xP/S直接下修至1.5x-2x。 2.边际贡献率与利润杠杆（OperatingLeverage） 假设内容：随着单店患者量增加，固定成本（房租、基础行政）被稀释的速度。 重要性：卓正目前的毛利率约在24%左右。投资者假设随着品牌成熟，毛利率能向30%-35%（对标成熟期的海吉亚或和睦家）靠拢。 3.获客成本（CAC）与留存率（Retention） 假设内容：老客户贡献的收入占比是否能维持在75%以上。 重要性：这是卓正区别于“流量型医院”的核心。如果留存率下降，意味着公司必须支付更高昂的营销费用（Baidu/小红书投放），这会直接击穿估值底线。 二、什么情况会证明“更高估值”是合理的？（看多逻辑） 如果卓正能够向市场证明以下三点，其股价将获得重新定价（Re-rating）的机会： 数字化与AI提效的成功验证： 如果卓正能证明其自研的数字化系统能显著减少医生处理非诊疗事务的时间（例如，让每位医生每天多接诊3-5位患者），这意味着人力成本占比（目前约48%）将下降。在投资者眼中，这将其从“服务业”推向了“轻资产平台”，估值倍数会大幅跳升。 商保直","images":[{"img":"https://static.tigerbbs.com/df5ee45d584056863cbd948238436c52","width":"1029","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538907081896248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538918784426032,"gmtCreate":1772592937845,"gmtModify":1772592940210,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","listText":"手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","text":"手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数$极智嘉-W(02590)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538918784426032","repostId":"538905379246488","repostType":1,"repost":{"id":538905379246488,"gmtCreate":1772589668282,"gmtModify":1772592436085,"author":{"id":"4214609994713980","authorId":"4214609994713980","name":"冯秀财论股","avatar":"https://static.tigerbbs.com/84e557b6560e7aad140646093d2fd75e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214609994713980","idStr":"4214609994713980"},"themes":[],"title":"极智嘉Gino 1震撼发布：当“人形机器人”遇上“盈利拐点”，仓储物流迎来iPhone时刻","htmlText":"凌晨三点，某电商巨头的智能仓依然灯火通明。 没有人类员工的哈欠声，唯有机器人集群精准运转。一个身高1.7米的人形机器人正灵活地穿梭在货架之间，双手稳稳抱起20公斤的货箱，转身、行走、放下——整套动作行云流水，仿佛一位经验丰富的老仓管员。 这不是科幻电影，这是极智嘉Gino 1想要打造的日常。 近日，这家在港交所创造机器人IPO募资纪录的\"仓储机器人之王\"极智嘉（Geek+，2590.HK）在技术突破与商业经营两大维度实现重磅突破：一方面，公司发布全球首款面向仓储场景的通用人形机器人Gino 1，具备发布即量产的能力；另一方面，根据2025年度盈利预告，公司预计营收突破31亿元、经调整净利润成功扭亏为盈，一举成为港股ToB机器人领域首家实现盈利拐点的企业。 具身智能打开第二增长曲线，叠加营收规模与利润的双提升，标志着极智嘉成功打破机器人与AI行业普遍深陷“增收不增利”魔咒，走出一条高增长、真盈利的成熟商业路径，成为港股机器人板块中极具价值的稀缺标的。 Gino 1 “一出生就会干活”，全流程无人仓照进现实 在具身智能成为全球科技竞争核心赛道的当下，极智嘉实现了从技术布局到产品落地的跨越式突破，其推出全球首款面向仓储场景的通用人形机器人Gino 1，发布即具备量产能力，成为仓储自动化赛道迈向 “全流程无人仓” 范式的关键一环。 不同于行业内多数仍停留在实验室阶段、“能看不能用” 的人形机器人，Gino 1 真正做到 “一出生就会干活”。这款深度适配仓储实际作业场景的实用型产品，可完成拣货、搬箱、打包、巡检等仓管员核心作业，实现人类仓储基础工作的有效替代。与之配套的无人拣选工作站，发布仅 3 个月便通过世界 500 强企业 POC 验收，展现出极强的商业落地能力。 Gino 1的发布，意味着极智嘉完成了从移动机器人、专用机械臂到人形机器人的全品类布局。根据Interact Ana","listText":"凌晨三点，某电商巨头的智能仓依然灯火通明。 没有人类员工的哈欠声，唯有机器人集群精准运转。一个身高1.7米的人形机器人正灵活地穿梭在货架之间，双手稳稳抱起20公斤的货箱，转身、行走、放下——整套动作行云流水，仿佛一位经验丰富的老仓管员。 这不是科幻电影，这是极智嘉Gino 1想要打造的日常。 近日，这家在港交所创造机器人IPO募资纪录的\"仓储机器人之王\"极智嘉（Geek+，2590.HK）在技术突破与商业经营两大维度实现重磅突破：一方面，公司发布全球首款面向仓储场景的通用人形机器人Gino 1，具备发布即量产的能力；另一方面，根据2025年度盈利预告，公司预计营收突破31亿元、经调整净利润成功扭亏为盈，一举成为港股ToB机器人领域首家实现盈利拐点的企业。 具身智能打开第二增长曲线，叠加营收规模与利润的双提升，标志着极智嘉成功打破机器人与AI行业普遍深陷“增收不增利”魔咒，走出一条高增长、真盈利的成熟商业路径，成为港股机器人板块中极具价值的稀缺标的。 Gino 1 “一出生就会干活”，全流程无人仓照进现实 在具身智能成为全球科技竞争核心赛道的当下，极智嘉实现了从技术布局到产品落地的跨越式突破，其推出全球首款面向仓储场景的通用人形机器人Gino 1，发布即具备量产能力，成为仓储自动化赛道迈向 “全流程无人仓” 范式的关键一环。 不同于行业内多数仍停留在实验室阶段、“能看不能用” 的人形机器人，Gino 1 真正做到 “一出生就会干活”。这款深度适配仓储实际作业场景的实用型产品，可完成拣货、搬箱、打包、巡检等仓管员核心作业，实现人类仓储基础工作的有效替代。与之配套的无人拣选工作站，发布仅 3 个月便通过世界 500 强企业 POC 验收，展现出极强的商业落地能力。 Gino 1的发布，意味着极智嘉完成了从移动机器人、专用机械臂到人形机器人的全品类布局。根据Interact Ana","text":"凌晨三点，某电商巨头的智能仓依然灯火通明。 没有人类员工的哈欠声，唯有机器人集群精准运转。一个身高1.7米的人形机器人正灵活地穿梭在货架之间，双手稳稳抱起20公斤的货箱，转身、行走、放下——整套动作行云流水，仿佛一位经验丰富的老仓管员。 这不是科幻电影，这是极智嘉Gino 1想要打造的日常。 近日，这家在港交所创造机器人IPO募资纪录的\"仓储机器人之王\"极智嘉（Geek+，2590.HK）在技术突破与商业经营两大维度实现重磅突破：一方面，公司发布全球首款面向仓储场景的通用人形机器人Gino 1，具备发布即量产的能力；另一方面，根据2025年度盈利预告，公司预计营收突破31亿元、经调整净利润成功扭亏为盈，一举成为港股ToB机器人领域首家实现盈利拐点的企业。 具身智能打开第二增长曲线，叠加营收规模与利润的双提升，标志着极智嘉成功打破机器人与AI行业普遍深陷“增收不增利”魔咒，走出一条高增长、真盈利的成熟商业路径，成为港股机器人板块中极具价值的稀缺标的。 Gino 1 “一出生就会干活”，全流程无人仓照进现实 在具身智能成为全球科技竞争核心赛道的当下，极智嘉实现了从技术布局到产品落地的跨越式突破，其推出全球首款面向仓储场景的通用人形机器人Gino 1，发布即具备量产能力，成为仓储自动化赛道迈向 “全流程无人仓” 范式的关键一环。 不同于行业内多数仍停留在实验室阶段、“能看不能用” 的人形机器人，Gino 1 真正做到 “一出生就会干活”。这款深度适配仓储实际作业场景的实用型产品，可完成拣货、搬箱、打包、巡检等仓管员核心作业，实现人类仓储基础工作的有效替代。与之配套的无人拣选工作站，发布仅 3 个月便通过世界 500 强企业 POC 验收，展现出极强的商业落地能力。 Gino 1的发布，意味着极智嘉完成了从移动机器人、专用机械臂到人形机器人的全品类布局。根据Interact Ana","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538905379246488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529756512572976,"gmtCreate":1770356041309,"gmtModify":1770360634999,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$蔚来(NIO)$ 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529756512572976","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526491283174152,"gmtCreate":1769565621083,"gmtModify":1769565623025,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板","text":"$赛力斯(09927)$ 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526491283174152","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522072577327304,"gmtCreate":1768447527464,"gmtModify":1768447529689,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 123点火起飞","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 123点火起飞","text":"$金嗓子(06896)$ 123点火起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522072577327304","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518968810426552,"gmtCreate":1767671945064,"gmtModify":1767671946931,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？","text":"$找钢集团-W(06676)$以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518968810426552","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518728207082704,"gmtCreate":1767671915248,"gmtModify":1767671917474,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/002229\">$鸿博股份(002229)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 看了财务，现金还有11亿美金。烧钱是快，但粮草充足，够支撑好几年研发了。这次上市再融40多亿港币，未来几年不用为钱发愁，能专心搞技术。","listText":"<a href=\"https://laohu8.com/S/002229\">$鸿博股份(002229)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 看了财务，现金还有11亿美金。烧钱是快，但粮草充足，够支撑好几年研发了。这次上市再融40多亿港币，未来几年不用为钱发愁，能专心搞技术。","text":"$鸿博股份(002229)$ $MINIMAX-WP(00100)$ 看了财务，现金还有11亿美金。烧钱是快，但粮草充足，够支撑好几年研发了。这次上市再融40多亿港币，未来几年不用为钱发愁，能专心搞技术。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518728207082704","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518728028312752,"gmtCreate":1767671855895,"gmtModify":1767671858050,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 真快啊，马上就入通了，现在价格不准备卖了，等翻倍吧","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 真快啊，马上就入通了，现在价格不准备卖了，等翻倍吧","text":"$极智嘉-W(02590)$ 真快啊，马上就入通了，现在价格不准备卖了，等翻倍吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518728028312752","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514457055785904,"gmtCreate":1766630235171,"gmtModify":1766630562770,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> AI 赛道拼技术更拼节奏，MiniMax 用 5 亿美金投入跑出了年年有突破的硬核节奏：2023 年语音模型登顶全球，2024 年视频模型跻身前三，2025 年文本模型开源全球第一。对比 OpenAI 数百亿美金投入的迭代周期，这支平均 29 岁的团队以 “舍命狂奔” 的执行力，实现每年一个模态的国际级突破，成为 “全球唯四全模态第一梯队” 公司。这种 “持续上台阶” 的稳定性，让 5 亿美金的投入转化为实打实的技术护城河，也印证了其 “战略定力 + 高效执行” 的核心优势。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> AI 赛道拼技术更拼节奏，MiniMax 用 5 亿美金投入跑出了年年有突破的硬核节奏：2023 年语音模型登顶全球，2024 年视频模型跻身前三，2025 年文本模型开源全球第一。对比 OpenAI 数百亿美金投入的迭代周期，这支平均 29 岁的团队以 “舍命狂奔” 的执行力，实现每年一个模态的国际级突破，成为 “全球唯四全模态第一梯队” 公司。这种 “持续上台阶” 的稳定性，让 5 亿美金的投入转化为实打实的技术护城河，也印证了其 “战略定力 + 高效执行” 的核心优势。","text":"$阿里巴巴-W(09988)$ $腾讯控股(00700)$ AI 赛道拼技术更拼节奏，MiniMax 用 5 亿美金投入跑出了年年有突破的硬核节奏：2023 年语音模型登顶全球，2024 年视频模型跻身前三，2025 年文本模型开源全球第一。对比 OpenAI 数百亿美金投入的迭代周期，这支平均 29 岁的团队以 “舍命狂奔” 的执行力，实现每年一个模态的国际级突破，成为 “全球唯四全模态第一梯队” 公司。这种 “持续上台阶” 的稳定性，让 5 亿美金的投入转化为实打实的技术护城河，也印证了其 “战略定力 + 高效执行” 的核心优势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514457055785904","isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509844557730232,"gmtCreate":1765511711338,"gmtModify":1765511713587,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>市场波动大，没放量突破前，不急着操作","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>市场波动大，没放量突破前，不急着操作","text":"$金嗓子(06896)$市场波动大，没放量突破前，不急着操作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509844557730232","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509844440654152,"gmtCreate":1765511680795,"gmtModify":1765511682845,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 看到新闻说明略的Mano模型在OSWorld比赛拿了全球第一，能做电脑操作确实实用，这技术落地性看来不错。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 看到新闻说明略的Mano模型在OSWorld比赛拿了全球第一，能做电脑操作确实实用，这技术落地性看来不错。","text":"$明略科技-W(02718)$ 看到新闻说明略的Mano模型在OSWorld比赛拿了全球第一，能做电脑操作确实实用，这技术落地性看来不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509844440654152","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506717672862048,"gmtCreate":1764740966879,"gmtModify":1764740968977,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>公司都开始玩海外社交媒体了，懂得线上线下联动，这是想直接触达老外消费者。思路是跟上了时代，效果得再观察。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>公司都开始玩海外社交媒体了，懂得线上线下联动，这是想直接触达老外消费者。思路是跟上了时代，效果得再观察。","text":"$金嗓子(06896)$公司都开始玩海外社交媒体了，懂得线上线下联动，这是想直接触达老外消费者。思路是跟上了时代，效果得再观察。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506717672862048","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503560889660272,"gmtCreate":1763968169513,"gmtModify":1763968171416,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>壳王出手，无得停手","listText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>壳王出手，无得停手","text":"$德祥地产(00199)$壳王出手，无得停手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503560889660272","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499271063184072,"gmtCreate":1762917668114,"gmtModify":1762917669920,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>冬天来了，春天就不会太远。与所有坚守的股友共勉。","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>冬天来了，春天就不会太远。与所有坚守的股友共勉。","text":"$找钢集团-W(06676)$冬天来了，春天就不会太远。与所有坚守的股友共勉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499271063184072","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481973171426152,"gmtCreate":1758693425374,"gmtModify":1758693427337,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 中行60亿低息授信闷声砸向极智嘉，复制宁王路线，钱到位产能飞，股价跟着起飞，继续拉。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 中行60亿低息授信闷声砸向极智嘉，复制宁王路线，钱到位产能飞，股价跟着起飞，继续拉。","text":"$极智嘉-W(02590)$ 中行60亿低息授信闷声砸向极智嘉，复制宁王路线，钱到位产能飞，股价跟着起飞，继续拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481973171426152","isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478714137310064,"gmtCreate":1757905067783,"gmtModify":1757905069797,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>老牌主流媒体都重点报道金嗓子了，可见在当地市场的影响力与日俱增，海外业务又添新亮点。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>老牌主流媒体都重点报道金嗓子了，可见在当地市场的影响力与日俱增，海外业务又添新亮点。","text":"$金嗓子(06896)$老牌主流媒体都重点报道金嗓子了，可见在当地市场的影响力与日俱增，海外业务又添新亮点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478714137310064","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478712121270632,"gmtCreate":1757905042940,"gmtModify":1757905044769,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 从资金结构看，最近一个月资金持续净流入，虽然绝对值不高但趋势明确。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 从资金结构看，最近一个月资金持续净流入，虽然绝对值不高但趋势明确。","text":"$极智嘉-W(02590)$ 从资金结构看，最近一个月资金持续净流入，虽然绝对值不高但趋势明确。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478712121270632","isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474578447434272,"gmtCreate":1756883748683,"gmtModify":1756883752793,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795557139460","idStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>尾盘有种偷偷翻盘的意思？能收红就足够了。。。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>尾盘有种偷偷翻盘的意思？能收红就足够了。。。","text":"$金嗓子(06896)$尾盘有种偷偷翻盘的意思？能收红就足够了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474578447434272","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":554454780113552,"gmtCreate":1776399503685,"gmtModify":1776399506027,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a>兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]","listText":"<a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a>兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]","text":"$MANYCORE TECH(00068)$兼具“杭州六小龙”光环、物理AI基础设施稀缺性标的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554454780113552","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456462060581568,"gmtCreate":1752477713204,"gmtModify":1752478384550,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 大疆（无人机）、影石（相机）、极智嘉（AMR）被称为中国硬科技出海三剑客，前两者估值千亿，极智嘉24亿营收只是起点，坚定持有极智嘉，股市里只能挣到认知之内的钱。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 大疆（无人机）、影石（相机）、极智嘉（AMR）被称为中国硬科技出海三剑客，前两者估值千亿，极智嘉24亿营收只是起点，坚定持有极智嘉，股市里只能挣到认知之内的钱。","text":"$极智嘉-W(02590)$ 大疆（无人机）、影石（相机）、极智嘉（AMR）被称为中国硬科技出海三剑客，前两者估值千亿，极智嘉24亿营收只是起点，坚定持有极智嘉，股市里只能挣到认知之内的钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/456462060581568","isVote":1,"tweetType":1,"viewCount":3293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529756512572976,"gmtCreate":1770356041309,"gmtModify":1770360634999,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$蔚来(NIO)$ 蔚来实现单季盈利，标志着从 “高投入” 转向 “自我造血”，经营阶段跨越关键节点。 $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529756512572976","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474474373812800,"gmtCreate":1756870360798,"gmtModify":1756870362110,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 调整的差不多了，今天要是能过10块，下一步看13","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 调整的差不多了，今天要是能过10块，下一步看13","text":"$地平线机器人-W(09660)$ 调整的差不多了，今天要是能过10块，下一步看13","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474474373812800","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548901543404288,"gmtCreate":1775030998217,"gmtModify":1775609009524,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"**基因的\"储能军团\"，确实有实力 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a>","listText":"**基因的\"储能军团\"，确实有实力 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a>","text":"**基因的\"储能军团\"，确实有实力 $思格新能(06656)$ $派能科技(688063)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548901543404288","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538918909392464,"gmtCreate":1772592964054,"gmtModify":1772592966289,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题","text":"$卓正医疗(02677)$ 政策有利好（人工智能+行动意见），技术有突破（DeepSeek），市场有空间（2030年353亿），公司有资金（35%募资投AI）。再加上伊以冲突带来的避险情绪，卓正医疗的股价上涨只是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538918909392464","repostId":"538907081896248","repostType":1,"repost":{"id":538907081896248,"gmtCreate":1772589996337,"gmtModify":1772590028620,"author":{"id":"4214609994713980","authorId":"4214609994713980","name":"冯秀财论股","avatar":"https://static.tigerbbs.com/84e557b6560e7aad140646093d2fd75e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214609994713980","authorIdStr":"4214609994713980"},"themes":[],"title":"投资者视角的估值思考：卓正医疗（2677.hk）","htmlText":"投资者在看待卓正医疗（2677.HK）时，本质上是在进行一场关于“品牌溢价”与“运营效率”的博弈。由于卓正正处于从“烧钱扩张”转向“利润释放”的临界点，投资者的估值逻辑高度依赖于对未来三到五年确定性的假设。 以下是投资者评估卓正医疗估值时的核心逻辑框架： 一、核心估值假设：哪些指标是“生死线”？ 投资者通常不会只看当前的静态市盈率，而是基于以下三个关键假设来构建其DCF（现金流折现）或P/S（市销率）模型： 1.营收复合增长率（RevenueCAGR） 假设内容：未来3-5年能否保持25%-30%的营收增长。 重要性：医疗服务是典型的“重资产+慢周转”。如果增长率低于20%，市场会将其视为传统的“诊所股”而非“成长股”，估值倍数会从4xP/S直接下修至1.5x-2x。 2.边际贡献率与利润杠杆（OperatingLeverage） 假设内容：随着单店患者量增加，固定成本（房租、基础行政）被稀释的速度。 重要性：卓正目前的毛利率约在24%左右。投资者假设随着品牌成熟，毛利率能向30%-35%（对标成熟期的海吉亚或和睦家）靠拢。 3.获客成本（CAC）与留存率（Retention） 假设内容：老客户贡献的收入占比是否能维持在75%以上。 重要性：这是卓正区别于“流量型医院”的核心。如果留存率下降，意味着公司必须支付更高昂的营销费用（Baidu/小红书投放），这会直接击穿估值底线。 二、什么情况会证明“更高估值”是合理的？（看多逻辑） 如果卓正能够向市场证明以下三点，其股价将获得重新定价（Re-rating）的机会： 数字化与AI提效的成功验证： 如果卓正能证明其自研的数字化系统能显著减少医生处理非诊疗事务的时间（例如，让每位医生每天多接诊3-5位患者），这意味着人力成本占比（目前约48%）将下降。在投资者眼中，这将其从“服务业”推向了“轻资产平台”，估值倍数会大幅跳升。 商保直","listText":"投资者在看待卓正医疗（2677.HK）时，本质上是在进行一场关于“品牌溢价”与“运营效率”的博弈。由于卓正正处于从“烧钱扩张”转向“利润释放”的临界点，投资者的估值逻辑高度依赖于对未来三到五年确定性的假设。 以下是投资者评估卓正医疗估值时的核心逻辑框架： 一、核心估值假设：哪些指标是“生死线”？ 投资者通常不会只看当前的静态市盈率，而是基于以下三个关键假设来构建其DCF（现金流折现）或P/S（市销率）模型： 1.营收复合增长率（RevenueCAGR） 假设内容：未来3-5年能否保持25%-30%的营收增长。 重要性：医疗服务是典型的“重资产+慢周转”。如果增长率低于20%，市场会将其视为传统的“诊所股”而非“成长股”，估值倍数会从4xP/S直接下修至1.5x-2x。 2.边际贡献率与利润杠杆（OperatingLeverage） 假设内容：随着单店患者量增加，固定成本（房租、基础行政）被稀释的速度。 重要性：卓正目前的毛利率约在24%左右。投资者假设随着品牌成熟，毛利率能向30%-35%（对标成熟期的海吉亚或和睦家）靠拢。 3.获客成本（CAC）与留存率（Retention） 假设内容：老客户贡献的收入占比是否能维持在75%以上。 重要性：这是卓正区别于“流量型医院”的核心。如果留存率下降，意味着公司必须支付更高昂的营销费用（Baidu/小红书投放），这会直接击穿估值底线。 二、什么情况会证明“更高估值”是合理的？（看多逻辑） 如果卓正能够向市场证明以下三点，其股价将获得重新定价（Re-rating）的机会： 数字化与AI提效的成功验证： 如果卓正能证明其自研的数字化系统能显著减少医生处理非诊疗事务的时间（例如，让每位医生每天多接诊3-5位患者），这意味着人力成本占比（目前约48%）将下降。在投资者眼中，这将其从“服务业”推向了“轻资产平台”，估值倍数会大幅跳升。 商保直","text":"投资者在看待卓正医疗（2677.HK）时，本质上是在进行一场关于“品牌溢价”与“运营效率”的博弈。由于卓正正处于从“烧钱扩张”转向“利润释放”的临界点，投资者的估值逻辑高度依赖于对未来三到五年确定性的假设。 以下是投资者评估卓正医疗估值时的核心逻辑框架： 一、核心估值假设：哪些指标是“生死线”？ 投资者通常不会只看当前的静态市盈率，而是基于以下三个关键假设来构建其DCF（现金流折现）或P/S（市销率）模型： 1.营收复合增长率（RevenueCAGR） 假设内容：未来3-5年能否保持25%-30%的营收增长。 重要性：医疗服务是典型的“重资产+慢周转”。如果增长率低于20%，市场会将其视为传统的“诊所股”而非“成长股”，估值倍数会从4xP/S直接下修至1.5x-2x。 2.边际贡献率与利润杠杆（OperatingLeverage） 假设内容：随着单店患者量增加，固定成本（房租、基础行政）被稀释的速度。 重要性：卓正目前的毛利率约在24%左右。投资者假设随着品牌成熟，毛利率能向30%-35%（对标成熟期的海吉亚或和睦家）靠拢。 3.获客成本（CAC）与留存率（Retention） 假设内容：老客户贡献的收入占比是否能维持在75%以上。 重要性：这是卓正区别于“流量型医院”的核心。如果留存率下降，意味着公司必须支付更高昂的营销费用（Baidu/小红书投放），这会直接击穿估值底线。 二、什么情况会证明“更高估值”是合理的？（看多逻辑） 如果卓正能够向市场证明以下三点，其股价将获得重新定价（Re-rating）的机会： 数字化与AI提效的成功验证： 如果卓正能证明其自研的数字化系统能显著减少医生处理非诊疗事务的时间（例如，让每位医生每天多接诊3-5位患者），这意味着人力成本占比（目前约48%）将下降。在投资者眼中，这将其从“服务业”推向了“轻资产平台”，估值倍数会大幅跳升。 商保直","images":[{"img":"https://static.tigerbbs.com/df5ee45d584056863cbd948238436c52","width":"1029","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538907081896248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538918784426032,"gmtCreate":1772592937845,"gmtModify":1772592940210,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","listText":"手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","text":"手握全球领先的算法，又是行业内率先上岸盈利的，在港股里屈指可数$极智嘉-W(02590)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538918784426032","repostId":"538905379246488","repostType":1,"repost":{"id":538905379246488,"gmtCreate":1772589668282,"gmtModify":1772592436085,"author":{"id":"4214609994713980","authorId":"4214609994713980","name":"冯秀财论股","avatar":"https://static.tigerbbs.com/84e557b6560e7aad140646093d2fd75e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214609994713980","authorIdStr":"4214609994713980"},"themes":[],"title":"极智嘉Gino 1震撼发布：当“人形机器人”遇上“盈利拐点”，仓储物流迎来iPhone时刻","htmlText":"凌晨三点，某电商巨头的智能仓依然灯火通明。 没有人类员工的哈欠声，唯有机器人集群精准运转。一个身高1.7米的人形机器人正灵活地穿梭在货架之间，双手稳稳抱起20公斤的货箱，转身、行走、放下——整套动作行云流水，仿佛一位经验丰富的老仓管员。 这不是科幻电影，这是极智嘉Gino 1想要打造的日常。 近日，这家在港交所创造机器人IPO募资纪录的\"仓储机器人之王\"极智嘉（Geek+，2590.HK）在技术突破与商业经营两大维度实现重磅突破：一方面，公司发布全球首款面向仓储场景的通用人形机器人Gino 1，具备发布即量产的能力；另一方面，根据2025年度盈利预告，公司预计营收突破31亿元、经调整净利润成功扭亏为盈，一举成为港股ToB机器人领域首家实现盈利拐点的企业。 具身智能打开第二增长曲线，叠加营收规模与利润的双提升，标志着极智嘉成功打破机器人与AI行业普遍深陷“增收不增利”魔咒，走出一条高增长、真盈利的成熟商业路径，成为港股机器人板块中极具价值的稀缺标的。 Gino 1 “一出生就会干活”，全流程无人仓照进现实 在具身智能成为全球科技竞争核心赛道的当下，极智嘉实现了从技术布局到产品落地的跨越式突破，其推出全球首款面向仓储场景的通用人形机器人Gino 1，发布即具备量产能力，成为仓储自动化赛道迈向 “全流程无人仓” 范式的关键一环。 不同于行业内多数仍停留在实验室阶段、“能看不能用” 的人形机器人，Gino 1 真正做到 “一出生就会干活”。这款深度适配仓储实际作业场景的实用型产品，可完成拣货、搬箱、打包、巡检等仓管员核心作业，实现人类仓储基础工作的有效替代。与之配套的无人拣选工作站，发布仅 3 个月便通过世界 500 强企业 POC 验收，展现出极强的商业落地能力。 Gino 1的发布，意味着极智嘉完成了从移动机器人、专用机械臂到人形机器人的全品类布局。根据Interact Ana","listText":"凌晨三点，某电商巨头的智能仓依然灯火通明。 没有人类员工的哈欠声，唯有机器人集群精准运转。一个身高1.7米的人形机器人正灵活地穿梭在货架之间，双手稳稳抱起20公斤的货箱，转身、行走、放下——整套动作行云流水，仿佛一位经验丰富的老仓管员。 这不是科幻电影，这是极智嘉Gino 1想要打造的日常。 近日，这家在港交所创造机器人IPO募资纪录的\"仓储机器人之王\"极智嘉（Geek+，2590.HK）在技术突破与商业经营两大维度实现重磅突破：一方面，公司发布全球首款面向仓储场景的通用人形机器人Gino 1，具备发布即量产的能力；另一方面，根据2025年度盈利预告，公司预计营收突破31亿元、经调整净利润成功扭亏为盈，一举成为港股ToB机器人领域首家实现盈利拐点的企业。 具身智能打开第二增长曲线，叠加营收规模与利润的双提升，标志着极智嘉成功打破机器人与AI行业普遍深陷“增收不增利”魔咒，走出一条高增长、真盈利的成熟商业路径，成为港股机器人板块中极具价值的稀缺标的。 Gino 1 “一出生就会干活”，全流程无人仓照进现实 在具身智能成为全球科技竞争核心赛道的当下，极智嘉实现了从技术布局到产品落地的跨越式突破，其推出全球首款面向仓储场景的通用人形机器人Gino 1，发布即具备量产能力，成为仓储自动化赛道迈向 “全流程无人仓” 范式的关键一环。 不同于行业内多数仍停留在实验室阶段、“能看不能用” 的人形机器人，Gino 1 真正做到 “一出生就会干活”。这款深度适配仓储实际作业场景的实用型产品，可完成拣货、搬箱、打包、巡检等仓管员核心作业，实现人类仓储基础工作的有效替代。与之配套的无人拣选工作站，发布仅 3 个月便通过世界 500 强企业 POC 验收，展现出极强的商业落地能力。 Gino 1的发布，意味着极智嘉完成了从移动机器人、专用机械臂到人形机器人的全品类布局。根据Interact Ana","text":"凌晨三点，某电商巨头的智能仓依然灯火通明。 没有人类员工的哈欠声，唯有机器人集群精准运转。一个身高1.7米的人形机器人正灵活地穿梭在货架之间，双手稳稳抱起20公斤的货箱，转身、行走、放下——整套动作行云流水，仿佛一位经验丰富的老仓管员。 这不是科幻电影，这是极智嘉Gino 1想要打造的日常。 近日，这家在港交所创造机器人IPO募资纪录的\"仓储机器人之王\"极智嘉（Geek+，2590.HK）在技术突破与商业经营两大维度实现重磅突破：一方面，公司发布全球首款面向仓储场景的通用人形机器人Gino 1，具备发布即量产的能力；另一方面，根据2025年度盈利预告，公司预计营收突破31亿元、经调整净利润成功扭亏为盈，一举成为港股ToB机器人领域首家实现盈利拐点的企业。 具身智能打开第二增长曲线，叠加营收规模与利润的双提升，标志着极智嘉成功打破机器人与AI行业普遍深陷“增收不增利”魔咒，走出一条高增长、真盈利的成熟商业路径，成为港股机器人板块中极具价值的稀缺标的。 Gino 1 “一出生就会干活”，全流程无人仓照进现实 在具身智能成为全球科技竞争核心赛道的当下，极智嘉实现了从技术布局到产品落地的跨越式突破，其推出全球首款面向仓储场景的通用人形机器人Gino 1，发布即具备量产能力，成为仓储自动化赛道迈向 “全流程无人仓” 范式的关键一环。 不同于行业内多数仍停留在实验室阶段、“能看不能用” 的人形机器人，Gino 1 真正做到 “一出生就会干活”。这款深度适配仓储实际作业场景的实用型产品，可完成拣货、搬箱、打包、巡检等仓管员核心作业，实现人类仓储基础工作的有效替代。与之配套的无人拣选工作站，发布仅 3 个月便通过世界 500 强企业 POC 验收，展现出极强的商业落地能力。 Gino 1的发布，意味着极智嘉完成了从移动机器人、专用机械臂到人形机器人的全品类布局。根据Interact Ana","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538905379246488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526491283174152,"gmtCreate":1769565621083,"gmtModify":1769565623025,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板","text":"$赛力斯(09927)$ 累计交付破100万辆，尤其是在高端市场，意味着有了庞大的用户基盘和口碑，后续车型也就有了跳板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526491283174152","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522072577327304,"gmtCreate":1768447527464,"gmtModify":1768447529689,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 123点火起飞","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 123点火起飞","text":"$金嗓子(06896)$ 123点火起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522072577327304","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518968810426552,"gmtCreate":1767671945064,"gmtModify":1767671946931,"author":{"id":"4129795557139460","authorId":"4129795557139460","name":"百宋一尘","avatar":"https://static.tigerbbs.com/4fc1006043524972f4dc052b8cb2ed5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129795557139460","authorIdStr":"4129795557139460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？","text":"$找钢集团-W(06676)$以前亏钱心疼，现在亏钱只觉得滑稽：我怎么还能往里面扔钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518968810426552","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}