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2025-10-16

$蔚来(NIO)$ $蔚来-SW(09866)$ 话不多讲：银行敢放10亿贷款，宁德时代敢跟投，它们尽调的深度比你我翻年报厚十倍！GIC自己踩雷FTX急着找人背锅，挑了最硬核的蔚来

04-09

$瑞声科技(02018)$ 瑞声的多元化布局降低了单一业务风险，特别是在消费电子复苏和AI硬件爆发的双重利好下，各板块协同效应明显。

2025-12-31

$地平线机器人-W(09660)$智能驾驶普及是条陡峭的S型曲线。我们现在可能在曲线最平缓、最磨人的那段。耐不住寂寞，就守不住繁华。

03-31

一次性亏损落地，经营正常，利空出尽是利好[真香]$山高控股(00412)$

03-31

同样基本面放美股值500亿，放A股值400亿，放港股只值220亿，低估太多了$极智嘉-W(02590)$

@港美银杏君:极智嘉2025年营收利润全面突破，具身智能故事能否带动价值重估

03-19

刚看了研报说明年Agent要在B端爆发，明略在这方面布局挺早的。虽然现在股价疲软，但技术储备是在的$明略科技-W(02718)$

03-19

$山高控股(00412)$ 有人担心港股的算电协同标的不够纯粹，或者缺乏核心竞争力，但山高控股不一样，它的定位是“算电协同系统定义者”，不是简单的参与者。它不只是做绿电供应，也不只是做数据中心运营，而是把两者深度融合，构建了“绿电-储能-算力”的完整生态。比如在乌兰察布的项目中，既实现了绿电直供，又配套了储能系统，解决了风光电波动性的问题，保障算力中心稳定供电，这种全链条的布局，壁垒很高，同行很难复制。

02-24

$山高控股(00412)$ 山东高速集团资产注入预期一直都在，万一哪天突然宣布了呢？博的就是这个预期

02-05

$乐欣户外(02720)$ 行业在增长，户外慢社交起来后垂钓市场空间不小。公司作为龙头应该能吃到红利，上市时机选得不错

02-03

$极智嘉-W(02590)$ 港股机器人板块营收规模最大、盈利表现最优，极智嘉凭硬核基本面斩获多项大奖，估值上升可期

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瑞声的多元化布局降低了单一业务风险，特别是在消费电子复苏和AI硬件爆发的双重利好下，各板块协同效应明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/551708816966744","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131099757785910","authorId":"4131099757785910","name":"胡狼拜月","avatar":"https://static.tigerbbs.com/c2678402891504f9a9876d46847a0bd0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4131099757785910","idStr":"4131099757785910"},"content":"瑞声科技当前最大的矛盾在于：现实是多业务放量，AI逻辑成立；但市场认知仍停留在“手机链公司，所以估值错位了","text":"瑞声科技当前最大的矛盾在于：现实是多业务放量，AI逻辑成立；但市场认知仍停留在“手机链公司，所以估值错位了","html":"瑞声科技当前最大的矛盾在于：现实是多业务放量，AI逻辑成立；但市场认知仍停留在“手机链公司，所以估值错位了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548507850372688,"gmtCreate":1774936539521,"gmtModify":1774936541524,"author":{"id":"4130999031731170","authorId":"4130999031731170","name":"剑气豪情","avatar":"https://static.tigerbbs.com/0dcbc82ee9d3bfa6a065f13357351611","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130999031731170","idStr":"4130999031731170"},"themes":[],"title":"","htmlText":"一次性亏损落地，经营正常，利空出尽是利好[真香]<a 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很多人不知道这份财报意味着什么，简单来说在仓储机器人领域，规模、利润与技术往往构成难以逾越的“不可能三角，甚至在新一代智能机器人企业中也是非常罕见的。然而，就在这种情况下，极智嘉以盈利兑现、全球扩张、技术领跑的三重突破，成功迈入高质量增长新阶段。 其意义远超我们想象。 可以说这份财报，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是“谁的技术更炫”，而是“谁的商业更稳”。 然而，市场的反应似乎还沉浸在某种惯性中，股价的波动与基本面的强劲修复形成了鲜明的背离。这种“冷热不均”的背后，究竟是市场还没反应过来，还是藏着更好的“上车”机会？ 被忽视的信号灯：盈利，才是最大的技术壁垒 横向对比或许更能说明问题。在港股机器人“三巨头”中，优必选2025年中期经调整净亏损仍达3.68亿元，越疆虽亏损收窄，但尚未越过盈亏线。 极智嘉成为三家中率先撞线、迈入盈利区间的标的，实现营收、利润、现金流三重向好，成为全球To B智能机器人行业的商业化落地标杆。 而在To B领域，净利润转正往往意味着商业模式已经跑通，规模效应开始接管战场。 2025年，极智嘉订单增长动能全面爆发，规模再创新高。报告期内，公司新签订单额41.37亿元，较上年同期增长31.7%，增长势头迅猛。来自中国大陆以外地区的收入高达23.87亿元，占总收入的75.3%，毛利率达到46.6%。 这意味着极智嘉不仅实现了全球化，更实现了高毛利全球化。 订阅式服务订单增速超90%，也说明收","listText":"2026年3月30日，全球智能机器人领军者极智嘉（2590.HK）在万众瞩目之下交出了2025年成绩单：全年营收31.71亿元，同比增长31.6%；毛利11.25亿元，同比大增34.4%；经调整净利润4382万元，经营现金流8566万元，全面转正。 终于，这家连续七年蝉联全球AMR市占率第一的龙头，正式跨过了盈亏平衡线。 很多人不知道这份财报意味着什么，简单来说在仓储机器人领域，规模、利润与技术往往构成难以逾越的“不可能三角，甚至在新一代智能机器人企业中也是非常罕见的。然而，就在这种情况下，极智嘉以盈利兑现、全球扩张、技术领跑的三重突破，成功迈入高质量增长新阶段。 其意义远超我们想象。 可以说这份财报，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是“谁的技术更炫”，而是“谁的商业更稳”。 然而，市场的反应似乎还沉浸在某种惯性中，股价的波动与基本面的强劲修复形成了鲜明的背离。这种“冷热不均”的背后，究竟是市场还没反应过来，还是藏着更好的“上车”机会？ 被忽视的信号灯：盈利，才是最大的技术壁垒 横向对比或许更能说明问题。在港股机器人“三巨头”中，优必选2025年中期经调整净亏损仍达3.68亿元，越疆虽亏损收窄，但尚未越过盈亏线。 极智嘉成为三家中率先撞线、迈入盈利区间的标的，实现营收、利润、现金流三重向好，成为全球To B智能机器人行业的商业化落地标杆。 而在To B领域，净利润转正往往意味着商业模式已经跑通，规模效应开始接管战场。 2025年，极智嘉订单增长动能全面爆发，规模再创新高。报告期内，公司新签订单额41.37亿元，较上年同期增长31.7%，增长势头迅猛。来自中国大陆以外地区的收入高达23.87亿元，占总收入的75.3%，毛利率达到46.6%。 这意味着极智嘉不仅实现了全球化，更实现了高毛利全球化。 订阅式服务订单增速超90%，也说明收","text":"2026年3月30日，全球智能机器人领军者极智嘉（2590.HK）在万众瞩目之下交出了2025年成绩单：全年营收31.71亿元，同比增长31.6%；毛利11.25亿元，同比大增34.4%；经调整净利润4382万元，经营现金流8566万元，全面转正。 终于，这家连续七年蝉联全球AMR市占率第一的龙头，正式跨过了盈亏平衡线。 很多人不知道这份财报意味着什么，简单来说在仓储机器人领域，规模、利润与技术往往构成难以逾越的“不可能三角，甚至在新一代智能机器人企业中也是非常罕见的。然而，就在这种情况下，极智嘉以盈利兑现、全球扩张、技术领跑的三重突破，成功迈入高质量增长新阶段。 其意义远超我们想象。 可以说这份财报，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是“谁的技术更炫”，而是“谁的商业更稳”。 然而，市场的反应似乎还沉浸在某种惯性中，股价的波动与基本面的强劲修复形成了鲜明的背离。这种“冷热不均”的背后，究竟是市场还没反应过来，还是藏着更好的“上车”机会？ 被忽视的信号灯：盈利，才是最大的技术壁垒 横向对比或许更能说明问题。在港股机器人“三巨头”中，优必选2025年中期经调整净亏损仍达3.68亿元，越疆虽亏损收窄，但尚未越过盈亏线。 极智嘉成为三家中率先撞线、迈入盈利区间的标的，实现营收、利润、现金流三重向好，成为全球To B智能机器人行业的商业化落地标杆。 而在To B领域，净利润转正往往意味着商业模式已经跑通，规模效应开始接管战场。 2025年，极智嘉订单增长动能全面爆发，规模再创新高。报告期内，公司新签订单额41.37亿元，较上年同期增长31.7%，增长势头迅猛。来自中国大陆以外地区的收入高达23.87亿元，占总收入的75.3%，毛利率达到46.6%。 这意味着极智嘉不仅实现了全球化，更实现了高毛利全球化。 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很多人不知道这份财报意味着什么，简单来说在仓储机器人领域，规模、利润与技术往往构成难以逾越的“不可能三角，甚至在新一代智能机器人企业中也是非常罕见的。然而，就在这种情况下，极智嘉以盈利兑现、全球扩张、技术领跑的三重突破，成功迈入高质量增长新阶段。 其意义远超我们想象。 可以说这份财报，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是“谁的技术更炫”，而是“谁的商业更稳”。 然而，市场的反应似乎还沉浸在某种惯性中，股价的波动与基本面的强劲修复形成了鲜明的背离。这种“冷热不均”的背后，究竟是市场还没反应过来，还是藏着更好的“上车”机会？ 被忽视的信号灯：盈利，才是最大的技术壁垒 横向对比或许更能说明问题。在港股机器人“三巨头”中，优必选2025年中期经调整净亏损仍达3.68亿元，越疆虽亏损收窄，但尚未越过盈亏线。 极智嘉成为三家中率先撞线、迈入盈利区间的标的，实现营收、利润、现金流三重向好，成为全球To B智能机器人行业的商业化落地标杆。 而在To B领域，净利润转正往往意味着商业模式已经跑通，规模效应开始接管战场。 2025年，极智嘉订单增长动能全面爆发，规模再创新高。报告期内，公司新签订单额41.37亿元，较上年同期增长31.7%，增长势头迅猛。来自中国大陆以外地区的收入高达23.87亿元，占总收入的75.3%，毛利率达到46.6%。 这意味着极智嘉不仅实现了全球化，更实现了高毛利全球化。 订阅式服务订单增速超90%，也说明收","listText":"2026年3月30日，全球智能机器人领军者极智嘉（2590.HK）在万众瞩目之下交出了2025年成绩单：全年营收31.71亿元，同比增长31.6%；毛利11.25亿元，同比大增34.4%；经调整净利润4382万元，经营现金流8566万元，全面转正。 终于，这家连续七年蝉联全球AMR市占率第一的龙头，正式跨过了盈亏平衡线。 很多人不知道这份财报意味着什么，简单来说在仓储机器人领域，规模、利润与技术往往构成难以逾越的“不可能三角，甚至在新一代智能机器人企业中也是非常罕见的。然而，就在这种情况下，极智嘉以盈利兑现、全球扩张、技术领跑的三重突破，成功迈入高质量增长新阶段。 其意义远超我们想象。 可以说这份财报，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是“谁的技术更炫”，而是“谁的商业更稳”。 然而，市场的反应似乎还沉浸在某种惯性中，股价的波动与基本面的强劲修复形成了鲜明的背离。这种“冷热不均”的背后，究竟是市场还没反应过来，还是藏着更好的“上车”机会？ 被忽视的信号灯：盈利，才是最大的技术壁垒 横向对比或许更能说明问题。在港股机器人“三巨头”中，优必选2025年中期经调整净亏损仍达3.68亿元，越疆虽亏损收窄，但尚未越过盈亏线。 极智嘉成为三家中率先撞线、迈入盈利区间的标的，实现营收、利润、现金流三重向好，成为全球To B智能机器人行业的商业化落地标杆。 而在To B领域，净利润转正往往意味着商业模式已经跑通，规模效应开始接管战场。 2025年，极智嘉订单增长动能全面爆发，规模再创新高。报告期内，公司新签订单额41.37亿元，较上年同期增长31.7%，增长势头迅猛。来自中国大陆以外地区的收入高达23.87亿元，占总收入的75.3%，毛利率达到46.6%。 这意味着极智嘉不仅实现了全球化，更实现了高毛利全球化。 订阅式服务订单增速超90%，也说明收","text":"2026年3月30日，全球智能机器人领军者极智嘉（2590.HK）在万众瞩目之下交出了2025年成绩单：全年营收31.71亿元，同比增长31.6%；毛利11.25亿元，同比大增34.4%；经调整净利润4382万元，经营现金流8566万元，全面转正。 终于，这家连续七年蝉联全球AMR市占率第一的龙头，正式跨过了盈亏平衡线。 很多人不知道这份财报意味着什么，简单来说在仓储机器人领域，规模、利润与技术往往构成难以逾越的“不可能三角，甚至在新一代智能机器人企业中也是非常罕见的。然而，就在这种情况下，极智嘉以盈利兑现、全球扩张、技术领跑的三重突破，成功迈入高质量增长新阶段。 其意义远超我们想象。 可以说这份财报，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是“谁的技术更炫”，而是“谁的商业更稳”。 然而，市场的反应似乎还沉浸在某种惯性中，股价的波动与基本面的强劲修复形成了鲜明的背离。这种“冷热不均”的背后，究竟是市场还没反应过来，还是藏着更好的“上车”机会？ 被忽视的信号灯：盈利，才是最大的技术壁垒 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