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甜甜小

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02-06

$蔚来(NIO)$ $蔚来-SW(09866)$ 乐道品牌真的给蔚来长脸了，Q4 交付 38290 台，同比涨 92.1%，成交均价 25 万 +，干过凯迪拉克，接近奥迪，这品牌力直接拉满[龇牙]

2025-10-21

$蔚来(NIO)$ $蔚来-SW(09866)$ 感觉蔚来正在从野蛮生长转向精细运营，“不乱花钱”、“要提高回报率”，这种经营思路的转变挺重要的。今天港股新能源板块整体回暖，蔚来这个涨幅还算稳健。

2025-09-16

$找钢集团-W(06676)$今天终于有个像样点的反抽，最起码不是单边下跌了

04-20

智谱和MiniMax已经画出了港股AI资产的定价曲线，群核作为物理AI赛道的第一股，会不会和MINIMAX一样翻7倍？$MANYCORE TECH(00068)$

@徐君论财:群核科技登陆港股，对话创始人黄晓煌：我们正在为AI建造一座通往物理世界的桥

2025-11-26

$蔚来(NIO)$ 纯电大三排SUV销量连续两月登顶，行业拐点已经出现了

2025-09-01

$奥克斯电气(02580)$ 暗盘小幅波动正常，但公司长期逻辑挺顺的，研发、品牌、渠道都在持续投入。

06-01

$思格新能(06656)$说实话，在储能行业里，思格新能源这种不卷价格战、专攻高端市场的打法才是真聪明。毛利率能冲到50%以上，这才是硬实力啊！

06-01

和世纪互联签了战略合作框架协议，聚焦源网荷储一体化，绑定算力和绿色能源赛道，长期逻辑慢慢落地了，耐心拿着就行[开心][开心] $山高控股(00412)$

03-09

$HASHKEY HLDGS(03887)$技术面看还在磨底阶段，但这个RWA赛道要是跑通了，很可能就是下一个万亿市场

01-16

行业洗牌期，合规头部最吃香，MiniMax稳稳站C位，后续估值还得往上提～$MINIMAX-WP(00100)$

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</a>","text":"智谱和MiniMax已经画出了港股AI资产的定价曲线，群核作为物理AI赛道的第一股，会不会和MINIMAX一样翻7倍？$MANYCORE TECH(00068)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555532972695984","repostId":"555506939934928","repostType":1,"repost":{"id":555506939934928,"gmtCreate":1776656451880,"gmtModify":1776659714333,"author":{"id":"4187155108895600","authorId":"4187155108895600","name":"徐君论财","avatar":"https://static.tigerbbs.com/35164f7402825e8ea0e34ee9f6b5ae24","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187155108895600","authorIdStr":"4187155108895600"},"themes":[],"title":"群核科技登陆港股，对话创始人黄晓煌：我们正在为AI建造一座通往物理世界的桥","htmlText":"一张装修效果图背后的“空间智能”野心 4月17日，群核科技正式在港交所敲钟上市，成为“杭州六小龙”中首家完成IPO的企业。上市首日，股价开盘大涨超170%，市值一度突破350亿港元。此前，公司公开发售阶段获得1591倍超额认购，市场的热情远超预期。 对多数人而言，群核科技这个名字或许不算熟悉，但它的核心产品“酷家乐”在家装设计行业几乎无人不知。这款云原生软件让设计师在浏览器里拖拽3D模型、十分钟生成渲染效果图，抓住了过去十年中国房地产和家装行业数字化的窗口期。 但资本市场真正感兴趣的，不是酷家乐本身，而是群核科技正在讲述的“空间智能”新故事。 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创业初期，他们试图将GPU高性能计算能力转化为面向真实场景的应用产品，尝试过电影特效、展厅设计等多个方向，均因商业化路径模糊而失败。直到2013年酷家乐上线，用“10秒生成效果图”的速度优势打开了家装市场，群核科技才算真正找到了“第一颗钉子”。 但黄晓煌的野心从未停留在“做一款好用的设计软件”上。2025年，群核科技开始系统性地发力空间智能——推出SpatialVerse空间智能平台、开源SpatialLM空间理解模型，与智元机器人、银河通用、PICO、禾赛科技等行业龙头建立战略合作。从“拿着锤子找钉子”，到为整个AI行业铺路，这条转型路径走了整整14年。 世界模型、空间智能","images":[{"img":"https://static.tigerbbs.com/62e0de05cd90ac2173686e8c3d4bd3a6","width":"1761","height":"839"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555506939934928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540771428577992,"gmtCreate":1773042335500,"gmtModify":1773042337357,"author":{"id":"4130491029501360","authorId":"4130491029501360","name":"甜甜小","avatar":"https://static.tigerbbs.com/25fc231df4362a5cdc318177a8de3233","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491029501360","authorIdStr":"4130491029501360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY 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