苏幕遮重的个人主页 - 老虎社区

苏幕遮重

苏幕遮重

暂无个人介绍

IP属地：未知

1关注

0粉丝

0主题

0勋章

07-03 16:04

$洪恩(IH)$ 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。

2025-10-30

$赛力斯(09927)$ $赛力斯(601127)$ 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。

03-19

格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 $山高控股(00412)$

2025-08-11

$地平线机器人-W(09660)$ MSCI 资金下周进场，肯定会有一波拉升

06-11

港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]$山高控股(00412)$

06-11

光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 $思格新能(06656)$

05-27

$思格新能(06656)$ 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]

03-31

$地平线机器人-W(09660)$ 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键

02-26

之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好$卓正医疗(02677)$

@华尔街财圈:卓正医疗×明略科技：数智协同，共筑医疗服务高质量发展新路径

02-05

$禾赛(HSAI)$ $禾赛-W(02525)$ 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4131099813786120","uuid":"4131099813786120","gmtCreate":1667996722194,"gmtModify":1742890094189,"name":"苏幕遮重","pinyin":"smzzsumuzhezhong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":32,"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":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"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":581772764493040,"gmtCreate":1783065866275,"gmtModify":1783065868353,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IH\">$洪恩(IH)$</a> 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。","listText":"<a href=\"https://laohu8.com/S/IH\">$洪恩(IH)$</a> 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。","text":"$洪恩(IH)$ 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581772764493040","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573916002412400,"gmtCreate":1781145870540,"gmtModify":1781146292632,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573916002412400","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573915588360608,"gmtCreate":1781145827326,"gmtModify":1781146292840,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 $思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573915588360608","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568711723999992,"gmtCreate":1779849929558,"gmtModify":1779850225474,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]","text":"$思格新能(06656)$ 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568711723999992","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548532885988776,"gmtCreate":1774942649904,"gmtModify":1774942652077,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键","text":"$地平线机器人-W(09660)$ 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548532885988776","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544441518318080,"gmtCreate":1773911054923,"gmtModify":1773911057135,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544441518318080","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536791179518656,"gmtCreate":1772073419212,"gmtModify":1772073421534,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>","listText":"之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>","text":"之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好$卓正医疗(02677)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536791179518656","repostId":"536786575787096","repostType":1,"repost":{"id":536786575787096,"gmtCreate":1772072298095,"gmtModify":1772072566096,"author":{"id":"4205903016862690","authorId":"4205903016862690","name":"华尔街财圈","avatar":"https://static.tigerbbs.com/42050a383a6b89bf2fa420d0bc366069","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205903016862690","idStr":"4205903016862690"},"themes":[],"title":"卓正医疗×明略科技：数智协同，共筑医疗服务高质量发展新路径","htmlText":"近日，卓正医疗 <a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 联手合作伙伴明略科技，聚焦“可信 AI”、智能数据洞察及跨系统协同展开深度探索。在保障医疗严谨性的基础上，通过数智化能力进一步沉淀医疗服务的“可信”与“确信”，助力公司长期价值稳步提升 一、构建“可信 AI”：探索医疗严谨性下的技术边界 在医疗行业，人工智能的应用前提始终是安全与合规，且必须建立在可解释、可追溯与可干预的机制之上。AI 不应是替代医疗决策的“黑盒”，而应是辅助运营管理与专业服务的“助手”。 基于此，卓正医疗将与明略科技达成深度合作，携手构建医疗行业的“可信 AI”智能体质控框架。这一框架将“可信赖”的核心体现在以下两个方面： 🔎过程可溯： 确保智能体在辅助医疗服务咨询、用户沟通时的输出过程透明、每个环节的细节均可追溯。 🔎人机协同（Human-in-the-loop）： 在所有关键业务节点保留人工干预能力，将医学的严谨性与 AI 的生产力深度结合，实现“速度”与“信度”的统一。 通过“可信 AI”的探索，我们期待在坚守医疗严谨底线的同时，提升大众获取可信医疗知识的可触及性（Accessibility），让专业的医学洞察更敏捷地转化为大众听得懂、用得上的内容，也希望为医疗垂直领域内 AI 落地积累一份可参考的实践样本。 二、从“看数据”到“懂洞察”：驱动运营决策的认知升级 在过去几年的数智化建设过程中，卓正医疗已完成数据中台与多专科核心运营看板体系的建设，实现了关键经营指标的实时透明化。 下一阶段，卓正将进一步探索数智能力在复杂数据分析与策略协同中的应用，通过引入明略科技 DeepMiner 企业级 AI 平台的多智能体架构，为经营决策提供更具确定性的依据。 该项升级意味着，内部管理模式从“人工发现问题”到“系统辅助预警”的转化。利用智","listText":"近日，卓正医疗 <a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 联手合作伙伴明略科技，聚焦“可信 AI”、智能数据洞察及跨系统协同展开深度探索。在保障医疗严谨性的基础上，通过数智化能力进一步沉淀医疗服务的“可信”与“确信”，助力公司长期价值稳步提升 一、构建“可信 AI”：探索医疗严谨性下的技术边界 在医疗行业，人工智能的应用前提始终是安全与合规，且必须建立在可解释、可追溯与可干预的机制之上。AI 不应是替代医疗决策的“黑盒”，而应是辅助运营管理与专业服务的“助手”。 基于此，卓正医疗将与明略科技达成深度合作，携手构建医疗行业的“可信 AI”智能体质控框架。这一框架将“可信赖”的核心体现在以下两个方面： 🔎过程可溯： 确保智能体在辅助医疗服务咨询、用户沟通时的输出过程透明、每个环节的细节均可追溯。 🔎人机协同（Human-in-the-loop）： 在所有关键业务节点保留人工干预能力，将医学的严谨性与 AI 的生产力深度结合，实现“速度”与“信度”的统一。 通过“可信 AI”的探索，我们期待在坚守医疗严谨底线的同时，提升大众获取可信医疗知识的可触及性（Accessibility），让专业的医学洞察更敏捷地转化为大众听得懂、用得上的内容，也希望为医疗垂直领域内 AI 落地积累一份可参考的实践样本。 二、从“看数据”到“懂洞察”：驱动运营决策的认知升级 在过去几年的数智化建设过程中，卓正医疗已完成数据中台与多专科核心运营看板体系的建设，实现了关键经营指标的实时透明化。 下一阶段，卓正将进一步探索数智能力在复杂数据分析与策略协同中的应用，通过引入明略科技 DeepMiner 企业级 AI 平台的多智能体架构，为经营决策提供更具确定性的依据。 该项升级意味着，内部管理模式从“人工发现问题”到“系统辅助预警”的转化。利用智","text":"近日，卓正医疗 $卓正医疗(02677)$ 联手合作伙伴明略科技，聚焦“可信 AI”、智能数据洞察及跨系统协同展开深度探索。在保障医疗严谨性的基础上，通过数智化能力进一步沉淀医疗服务的“可信”与“确信”，助力公司长期价值稳步提升 一、构建“可信 AI”：探索医疗严谨性下的技术边界 在医疗行业，人工智能的应用前提始终是安全与合规，且必须建立在可解释、可追溯与可干预的机制之上。AI 不应是替代医疗决策的“黑盒”，而应是辅助运营管理与专业服务的“助手”。 基于此，卓正医疗将与明略科技达成深度合作，携手构建医疗行业的“可信 AI”智能体质控框架。这一框架将“可信赖”的核心体现在以下两个方面： 🔎过程可溯： 确保智能体在辅助医疗服务咨询、用户沟通时的输出过程透明、每个环节的细节均可追溯。 🔎人机协同（Human-in-the-loop）： 在所有关键业务节点保留人工干预能力，将医学的严谨性与 AI 的生产力深度结合，实现“速度”与“信度”的统一。 通过“可信 AI”的探索，我们期待在坚守医疗严谨底线的同时，提升大众获取可信医疗知识的可触及性（Accessibility），让专业的医学洞察更敏捷地转化为大众听得懂、用得上的内容，也希望为医疗垂直领域内 AI 落地积累一份可参考的实践样本。 二、从“看数据”到“懂洞察”：驱动运营决策的认知升级 在过去几年的数智化建设过程中，卓正医疗已完成数据中台与多专科核心运营看板体系的建设，实现了关键经营指标的实时透明化。 下一阶段，卓正将进一步探索数智能力在复杂数据分析与策略协同中的应用，通过引入明略科技 DeepMiner 企业级 AI 平台的多智能体架构，为经营决策提供更具确定性的依据。 该项升级意味着，内部管理模式从“人工发现问题”到“系统辅助预警”的转化。利用智","images":[{"img":"https://static.tigerbbs.com/5b9ee98fb488b0ca6e24ac795c460926","width":"1041","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536786575787096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529310786056600,"gmtCreate":1770262308843,"gmtModify":1770262311067,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的","text":"$禾赛(HSAI)$ $禾赛-W(02525)$ 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529310786056600","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529309468447824,"gmtCreate":1770261992121,"gmtModify":1770261994327,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 去年一月份的技术是低，但是新势力销量排行榜第一也是真的，而且赛力斯是高端车型，盈利能力是不一样的","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 去年一月份的技术是低，但是新势力销量排行榜第一也是真的，而且赛力斯是高端车型，盈利能力是不一样的","text":"$赛力斯(09927)$ 去年一月份的技术是低，但是新势力销量排行榜第一也是真的，而且赛力斯是高端车型，盈利能力是不一样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529309468447824","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521073777066032,"gmtCreate":1768190455562,"gmtModify":1768190458549,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>能拿下这么多全球大客户，团队的战略眼光和执行能力毋庸置疑。总部迁到雄安，融入国家机器人创新生态，这步棋也看得远。跟对人，做对事","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>能拿下这么多全球大客户，团队的战略眼光和执行能力毋庸置疑。总部迁到雄安，融入国家机器人创新生态，这步棋也看得远。跟对人，做对事","text":"$极智嘉-W(02590)$能拿下这么多全球大客户，团队的战略眼光和执行能力毋庸置疑。总部迁到雄安，融入国家机器人创新生态，这步棋也看得远。跟对人，做对事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521073777066032","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516616488882744,"gmtCreate":1767156276559,"gmtModify":1767156278703,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>都说它高海拔成本高是劣势，但这是静态看问题。随着地下矿规模化开采和上市资金升级设备，单位成本有下降空间，这会是未来的利润弹性所在","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>都说它高海拔成本高是劣势，但这是静态看问题。随着地下矿规模化开采和上市资金升级设备，单位成本有下降空间，这会是未来的利润弹性所在","text":"$智汇矿业(02546)$都说它高海拔成本高是劣势，但这是静态看问题。随着地下矿规模化开采和上市资金升级设备，单位成本有下降空间，这会是未来的利润弹性所在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516616488882744","isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513399715046560,"gmtCreate":1766368767766,"gmtModify":1766368769679,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 金嗓子作为老牌企业，品牌价值和市场地位都在那里摆着，短期波动很正常，关键是看长期发展","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 金嗓子作为老牌企业，品牌价值和市场地位都在那里摆着，短期波动很正常，关键是看长期发展","text":"$金嗓子(06896)$ 金嗓子作为老牌企业，品牌价值和市场地位都在那里摆着，短期波动很正常，关键是看长期发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513399715046560","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509031218266528,"gmtCreate":1765262188105,"gmtModify":1765262190175,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 从造车到造人，核心技术都是相通的，赛力斯在汽车领域积累的品控和供应链能力，移植到机器人上很顺畅，不用从零开始","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 从造车到造人，核心技术都是相通的，赛力斯在汽车领域积累的品控和供应链能力，移植到机器人上很顺畅，不用从零开始","text":"$赛力斯(09927)$ 从造车到造人，核心技术都是相通的，赛力斯在汽车领域积累的品控和供应链能力，移植到机器人上很顺畅，不用从零开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509031218266528","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502160779587832,"gmtCreate":1763616157903,"gmtModify":1763616159698,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>金嗓子这波赞助可以啊！ 又是羽毛球赛又是健康产品，品牌曝光度拉满，股价是不是该动一动了？老铁们怎么看？","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>金嗓子这波赞助可以啊！ 又是羽毛球赛又是健康产品，品牌曝光度拉满，股价是不是该动一动了？老铁们怎么看？","text":"$金嗓子(06896)$金嗓子这波赞助可以啊！ 又是羽毛球赛又是健康产品，品牌曝光度拉满，股价是不是该动一动了？老铁们怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502160779587832","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498575821234944,"gmtCreate":1762745562239,"gmtModify":1762745563959,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 北美市场 5G 模组占了一半份额，印度市场还能翻倍增长，海外扩张这么猛，港股估值却没反映这成长性，有点意外。","listText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 北美市场 5G 模组占了一半份额，印度市场还能翻倍增长，海外扩张这么猛，港股估值却没反映这成长性，有点意外。","text":"$广和通(00638)$ 北美市场 5G 模组占了一半份额，印度市场还能翻倍增长，海外扩张这么猛，港股估值却没反映这成长性，有点意外。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498575821234944","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494761104352080,"gmtCreate":1761805349621,"gmtModify":1761805351617,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a>广和通这个市值，对比它的行业地位和增长性，感觉不算太贵，安全边际有了","listText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a>广和通这个市值，对比它的行业地位和增长性，感觉不算太贵，安全边际有了","text":"$广和通(00638)$广和通这个市值，对比它的行业地位和增长性，感觉不算太贵，安全边际有了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494761104352080","isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494761566364440,"gmtCreate":1761805236567,"gmtModify":1761805238719,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。","text":"$赛力斯(09927)$ $赛力斯(601127)$ 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494761566364440","isVote":1,"tweetType":1,"viewCount":6488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491116381283080,"gmtCreate":1760928986653,"gmtModify":1760928989865,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>机器人是少数能穿越周期的硬核科技，极智嘉基本面+市场机遇共振，看好长期。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>机器人是少数能穿越周期的硬核科技，极智嘉基本面+市场机遇共振，看好长期。","text":"$极智嘉-W(02590)$机器人是少数能穿越周期的硬核科技，极智嘉基本面+市场机遇共振，看好长期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491116381283080","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491115811750048,"gmtCreate":1760928644579,"gmtModify":1760928646541,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a> 不指望它马上成妖股，但这种业绩反转，加上成本优势，应该能吸引一些长线资金关注吧。","listText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a> 不指望它马上成妖股，但这种业绩反转，加上成本优势，应该能吸引一些长线资金关注吧。","text":"$协鑫科技(03800)$ 不指望它马上成妖股，但这种业绩反转，加上成本优势，应该能吸引一些长线资金关注吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491115811750048","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487573203886432,"gmtCreate":1760065621078,"gmtModify":1760065623017,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 钢总要用的，房子总要盖的，找钢这个最大的网上钢铁超市，生意照样在做，怕啥？","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 钢总要用的，房子总要盖的，找钢这个最大的网上钢铁超市，生意照样在做，怕啥？","text":"$找钢集团-W(06676)$ 钢总要用的，房子总要盖的，找钢这个最大的网上钢铁超市，生意照样在做，怕啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487573203886432","isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":581772764493040,"gmtCreate":1783065866275,"gmtModify":1783065868353,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IH\">$洪恩(IH)$</a> 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。","listText":"<a href=\"https://laohu8.com/S/IH\">$洪恩(IH)$</a> 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。","text":"$洪恩(IH)$ 如果管理层今年什么都不干，利润可能还会更漂亮一点。但那样估值可能永远只有5、6倍PE。市场更喜欢有成长性的公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581772764493040","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494761566364440,"gmtCreate":1761805236567,"gmtModify":1761805238719,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。","text":"$赛力斯(09927)$ $赛力斯(601127)$ 基石投资者阵容挺强的，二十多家机构拿了近一半份额，说明专业资金还是看好它后市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494761566364440","isVote":1,"tweetType":1,"viewCount":6488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544441518318080,"gmtCreate":1773911054923,"gmtModify":1773911057135,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"格局要打开！山高控股这波转型，背后可是站着山东高速和**这样的强力伙伴。联手搞零碳园区，这资源整合能力是闹着玩的吗？股价短期被大盘带着走很正常，但想想它那个PUE能控制在1.15以内的数据中心，这技术壁垒，放眼全国也是独一份。 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544441518318080","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466385322070192,"gmtCreate":1754888503775,"gmtModify":1754888505040,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> MSCI 资金下周进场，肯定会有一波拉升","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> MSCI 资金下周进场，肯定会有一波拉升","text":"$地平线机器人-W(09660)$ MSCI 资金下周进场，肯定会有一波拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466385322070192","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573916002412400,"gmtCreate":1781145870540,"gmtModify":1781146292632,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"港股估值已经在历史底部区间了,差的只是一个催化剂[思考][思考]$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573916002412400","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573915588360608,"gmtCreate":1781145827326,"gmtModify":1781146292840,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"光伏配储能从选配变标配，行业刚需全面爆发，思格新能源卡位核心赛道，妥妥吃尽行业增长红利 $思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573915588360608","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568711723999992,"gmtCreate":1779849929558,"gmtModify":1779850225474,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]","text":"$思格新能(06656)$ 思格新能源马上要开“AI in All”全球战略发布会了，[爱心]5月29号线上见。这公司战略定力一直很强，从南通智慧能源中心落地就能看出执行力。AI+能源是明确的大趋势，提前布局核心能力的公司值得长期跟踪。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568711723999992","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548532885988776,"gmtCreate":1774942649904,"gmtModify":1774942652077,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键","text":"$地平线机器人-W(09660)$ 炒股就是炒预期。地平线现在没盈利是事实，但市占率在提升，英伟达的份额在被蚕食，这才是关键","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548532885988776","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536791179518656,"gmtCreate":1772073419212,"gmtModify":1772073421534,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>","listText":"之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好<a target=\"_blank\" href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$ </a>","text":"之前就说过，AI+医疗是将来大势所趋。这只股已经好超值并且潜力好$卓正医疗(02677)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536791179518656","repostId":"536786575787096","repostType":1,"repost":{"id":536786575787096,"gmtCreate":1772072298095,"gmtModify":1772072566096,"author":{"id":"4205903016862690","authorId":"4205903016862690","name":"华尔街财圈","avatar":"https://static.tigerbbs.com/42050a383a6b89bf2fa420d0bc366069","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205903016862690","idStr":"4205903016862690"},"themes":[],"title":"卓正医疗×明略科技：数智协同，共筑医疗服务高质量发展新路径","htmlText":"近日，卓正医疗 <a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 联手合作伙伴明略科技，聚焦“可信 AI”、智能数据洞察及跨系统协同展开深度探索。在保障医疗严谨性的基础上，通过数智化能力进一步沉淀医疗服务的“可信”与“确信”，助力公司长期价值稳步提升 一、构建“可信 AI”：探索医疗严谨性下的技术边界 在医疗行业，人工智能的应用前提始终是安全与合规，且必须建立在可解释、可追溯与可干预的机制之上。AI 不应是替代医疗决策的“黑盒”，而应是辅助运营管理与专业服务的“助手”。 基于此，卓正医疗将与明略科技达成深度合作，携手构建医疗行业的“可信 AI”智能体质控框架。这一框架将“可信赖”的核心体现在以下两个方面： 🔎过程可溯： 确保智能体在辅助医疗服务咨询、用户沟通时的输出过程透明、每个环节的细节均可追溯。 🔎人机协同（Human-in-the-loop）： 在所有关键业务节点保留人工干预能力，将医学的严谨性与 AI 的生产力深度结合，实现“速度”与“信度”的统一。 通过“可信 AI”的探索，我们期待在坚守医疗严谨底线的同时，提升大众获取可信医疗知识的可触及性（Accessibility），让专业的医学洞察更敏捷地转化为大众听得懂、用得上的内容，也希望为医疗垂直领域内 AI 落地积累一份可参考的实践样本。 二、从“看数据”到“懂洞察”：驱动运营决策的认知升级 在过去几年的数智化建设过程中，卓正医疗已完成数据中台与多专科核心运营看板体系的建设，实现了关键经营指标的实时透明化。 下一阶段，卓正将进一步探索数智能力在复杂数据分析与策略协同中的应用，通过引入明略科技 DeepMiner 企业级 AI 平台的多智能体架构，为经营决策提供更具确定性的依据。 该项升级意味着，内部管理模式从“人工发现问题”到“系统辅助预警”的转化。利用智","listText":"近日，卓正医疗 <a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 联手合作伙伴明略科技，聚焦“可信 AI”、智能数据洞察及跨系统协同展开深度探索。在保障医疗严谨性的基础上，通过数智化能力进一步沉淀医疗服务的“可信”与“确信”，助力公司长期价值稳步提升 一、构建“可信 AI”：探索医疗严谨性下的技术边界 在医疗行业，人工智能的应用前提始终是安全与合规，且必须建立在可解释、可追溯与可干预的机制之上。AI 不应是替代医疗决策的“黑盒”，而应是辅助运营管理与专业服务的“助手”。 基于此，卓正医疗将与明略科技达成深度合作，携手构建医疗行业的“可信 AI”智能体质控框架。这一框架将“可信赖”的核心体现在以下两个方面： 🔎过程可溯： 确保智能体在辅助医疗服务咨询、用户沟通时的输出过程透明、每个环节的细节均可追溯。 🔎人机协同（Human-in-the-loop）： 在所有关键业务节点保留人工干预能力，将医学的严谨性与 AI 的生产力深度结合，实现“速度”与“信度”的统一。 通过“可信 AI”的探索，我们期待在坚守医疗严谨底线的同时，提升大众获取可信医疗知识的可触及性（Accessibility），让专业的医学洞察更敏捷地转化为大众听得懂、用得上的内容，也希望为医疗垂直领域内 AI 落地积累一份可参考的实践样本。 二、从“看数据”到“懂洞察”：驱动运营决策的认知升级 在过去几年的数智化建设过程中，卓正医疗已完成数据中台与多专科核心运营看板体系的建设，实现了关键经营指标的实时透明化。 下一阶段，卓正将进一步探索数智能力在复杂数据分析与策略协同中的应用，通过引入明略科技 DeepMiner 企业级 AI 平台的多智能体架构，为经营决策提供更具确定性的依据。 该项升级意味着，内部管理模式从“人工发现问题”到“系统辅助预警”的转化。利用智","text":"近日，卓正医疗 $卓正医疗(02677)$ 联手合作伙伴明略科技，聚焦“可信 AI”、智能数据洞察及跨系统协同展开深度探索。在保障医疗严谨性的基础上，通过数智化能力进一步沉淀医疗服务的“可信”与“确信”，助力公司长期价值稳步提升 一、构建“可信 AI”：探索医疗严谨性下的技术边界 在医疗行业，人工智能的应用前提始终是安全与合规，且必须建立在可解释、可追溯与可干预的机制之上。AI 不应是替代医疗决策的“黑盒”，而应是辅助运营管理与专业服务的“助手”。 基于此，卓正医疗将与明略科技达成深度合作，携手构建医疗行业的“可信 AI”智能体质控框架。这一框架将“可信赖”的核心体现在以下两个方面： 🔎过程可溯： 确保智能体在辅助医疗服务咨询、用户沟通时的输出过程透明、每个环节的细节均可追溯。 🔎人机协同（Human-in-the-loop）： 在所有关键业务节点保留人工干预能力，将医学的严谨性与 AI 的生产力深度结合，实现“速度”与“信度”的统一。 通过“可信 AI”的探索，我们期待在坚守医疗严谨底线的同时，提升大众获取可信医疗知识的可触及性（Accessibility），让专业的医学洞察更敏捷地转化为大众听得懂、用得上的内容，也希望为医疗垂直领域内 AI 落地积累一份可参考的实践样本。 二、从“看数据”到“懂洞察”：驱动运营决策的认知升级 在过去几年的数智化建设过程中，卓正医疗已完成数据中台与多专科核心运营看板体系的建设，实现了关键经营指标的实时透明化。 下一阶段，卓正将进一步探索数智能力在复杂数据分析与策略协同中的应用，通过引入明略科技 DeepMiner 企业级 AI 平台的多智能体架构，为经营决策提供更具确定性的依据。 该项升级意味着，内部管理模式从“人工发现问题”到“系统辅助预警”的转化。利用智","images":[{"img":"https://static.tigerbbs.com/5b9ee98fb488b0ca6e24ac795c460926","width":"1041","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536786575787096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529310786056600,"gmtCreate":1770262308843,"gmtModify":1770262311067,"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099813786120","idStr":"4131099813786120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的","text":"$禾赛(HSAI)$ $禾赛-W(02525)$ 最近美股中概和科技股都有压力，禾赛能签下这种级别的战略合作，至少说明公司基本面和海外认可度还是在线的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529310786056600","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}