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楚轻兰

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2025-05-30

$地平线机器人-W(09660)$ 政策红利砸向智驾赛道，地平线吃透红利，主力洗盘结束必拉主升浪！

2025-12-09

$赛力斯(09927)$指数不给力，没有办法，情绪不好，不破位就好了

2025-07-02

$极智嘉-W(02590)$ 三个核心看点，营收增长+毛利率优化+亏损收窄，可以说商业化相当牛了，随着后续规模效应的释放，极智嘉离盈利不远了

2025-12-31

$中际旭创(300308)$ $新易盛(300502)$ $MINIMAX-WP(00100)$ 港股 AGI 第一股，赛道稀缺性摆在这，AI 板块炒了这么久，终于等来个真落地的招股标的

2025-08-27

$地平线机器人-W(09660)$周线的形态已经出来了，看淡短期涨跌

2025-07-21

$地平线机器人-W(09660)$ 希望股价可以搞上去点，至少让我也感受一下挣钱的快乐

2025-04-02

对比美股同行估值，地平线至少被低估了30%，时间会证明一切 $地平线机器人-W(09660)$

2025-03-26

$地平线机器人-W(09660)$ 2024 年装车量 290 万，2025 年直奔千万！地平线这增速太吓人了！全球智驾市场 2030 年要破万亿，国产车厂智能化转型，地平线就是最大受益者。现在估值才百亿，妥妥的‘黄金坑’！

04-23

$迈威生物-B(02493)$ 威生物-B，4月20-23日招股，4月28日挂牌，有全球领先的ADC核心产品+4款已上市药+53亿市值的A股背书+顶级产业方基石+政策东风+出海预期。我打，你们随意

03-31

$HASHKEY HLDGS(03887)$ 感觉就差一个导火索，HashKey随时可能补涨，先拿着看看

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威生物-B，4月20-23日招股，4月28日挂牌，有全球领先的ADC核心产品+4款已上市药+53亿市值的A股背书+顶级产业方基石+政策东风+出海预期。我打，你们随意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556570598388288","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548537630417024,"gmtCreate":1774944956928,"gmtModify":1774944959004,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 感觉就差一个导火索，HashKey随时可能补涨，先拿着看看","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 感觉就差一个导火索，HashKey随时可能补涨，先拿着看看","text":"$HASHKEY HLDGS(03887)$ 感觉就差一个导火索，HashKey随时可能补涨，先拿着看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548537630417024","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544346856538200,"gmtCreate":1773922673585,"gmtModify":1773922675441,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 高盛最新调研指出，管理层预期2026年收入增长将继续快于出货量增长。这意味着地平线不再只是卖芯片，而是在卖更高价值的解决方案，这是盈利模型质变的关键信号[保佑]","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 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</a>","listText":"各行各业对算力芯片的需求，已经从“可选”变成了“刚需”。尤其是大模型训练和推理，简直是无底洞<a target=\"_blank\" href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$ </a>","text":"各行各业对算力芯片的需求，已经从“可选”变成了“刚需”。尤其是大模型训练和推理，简直是无底洞$天数智芯(09903)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537000044335232","repostId":"536841325208480","repostType":1,"repost":{"id":536841325208480,"gmtCreate":1772085751971,"gmtModify":1772085772601,"author":{"id":"4214615570715520","authorId":"4214615570715520","name":"量化 大師公","avatar":"https://static.tigerbbs.com/4493cc24fddb50bb49cc76f5f9da0444","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214615570715520","idStr":"4214615570715520"},"themes":[],"title":"天数智芯狂飙16%的背后：国产算力的一场颠覆性变革的序章","htmlText":"今天港股半导体板块又躁起来了。 兆易创新涨3%，澜起科技、华虹半导体跟涨，但最扎眼的还是天数智芯——盘中一度涨超16%，收盘报277.0港元，把昨天那根阴线一口吞掉还带拐弯。 很多股民觉得，这不过是又一次概念炒作？或是短线的资金追逐？那可就太肤浅了。 如果说过去几年我们还在为国产芯片的“从无到有”而欢欣鼓舞，那么现在，天数智芯的这一跳，则直接把我们带入了“从有到强，甚至向世界巅峰发起冲击”的新阶段。 在当前全球AI军备竞赛白热化、算力成为新时代“石油”的背景下，天数智芯的强势表现，恰好精准地击中了市场最渴望的那个点——那就是对中国AI算力的强烈需求与坚定信心。 今日暴涨，这背后究竟藏着怎样的秘密？ 回到正题，今日天数的暴涨并没有这么简单。 回顾近期的市场动态，华创证券的观点一语中的，指出当前AI投入产出已经实现了“闭环”，是实实在在能带来商业价值和利润增长的黄金赛道。海外大厂们正以前所未有的速度加码AI相关投资，这股浪潮正汹涌而至。 而在这波AI浪潮中，GPU，无疑是驱动所有算法、模型、应用的核心引擎，其重要性不言而喻。 但我们不得不面对一个现实：长期以来，全球高端GPU市场几乎被海外巨头垄断，尤其是在高性能AI计算领域，英伟达几乎成了代名词。这种“卡脖子”的困境，让国产算力芯片从过去的“战略需求”变成了如今的“迫在眉睫”。 这就是时代大背景，也是天数智芯此次股价暴涨的“天时”。 并且它不是孤立的事件，而是整个国家战略、产业需求、技术突破交织在一起的必然结果。 韩国央行说半导体周期比以往都强劲，SK海力士直接摊牌：所有客户需求都无法满足，涨价已成定局。存储芯片都这样了，算力芯片能逃得掉？ 国联证券有个观点我比较认同的：海内外大模型蓬勃发展，将为AI硬件层公司带来更多\"确定性溢价\"。简单说就是，大家发现做模型的不一定能赚到钱，但卖铲子的肯定赚。 天数智芯的今日涨幅，以及其此前","listText":"今天港股半导体板块又躁起来了。 兆易创新涨3%，澜起科技、华虹半导体跟涨，但最扎眼的还是天数智芯——盘中一度涨超16%，收盘报277.0港元，把昨天那根阴线一口吞掉还带拐弯。 很多股民觉得，这不过是又一次概念炒作？或是短线的资金追逐？那可就太肤浅了。 如果说过去几年我们还在为国产芯片的“从无到有”而欢欣鼓舞，那么现在，天数智芯的这一跳，则直接把我们带入了“从有到强，甚至向世界巅峰发起冲击”的新阶段。 在当前全球AI军备竞赛白热化、算力成为新时代“石油”的背景下，天数智芯的强势表现，恰好精准地击中了市场最渴望的那个点——那就是对中国AI算力的强烈需求与坚定信心。 今日暴涨，这背后究竟藏着怎样的秘密？ 回到正题，今日天数的暴涨并没有这么简单。 回顾近期的市场动态，华创证券的观点一语中的，指出当前AI投入产出已经实现了“闭环”，是实实在在能带来商业价值和利润增长的黄金赛道。海外大厂们正以前所未有的速度加码AI相关投资，这股浪潮正汹涌而至。 而在这波AI浪潮中，GPU，无疑是驱动所有算法、模型、应用的核心引擎，其重要性不言而喻。 但我们不得不面对一个现实：长期以来，全球高端GPU市场几乎被海外巨头垄断，尤其是在高性能AI计算领域，英伟达几乎成了代名词。这种“卡脖子”的困境，让国产算力芯片从过去的“战略需求”变成了如今的“迫在眉睫”。 这就是时代大背景，也是天数智芯此次股价暴涨的“天时”。 并且它不是孤立的事件，而是整个国家战略、产业需求、技术突破交织在一起的必然结果。 韩国央行说半导体周期比以往都强劲，SK海力士直接摊牌：所有客户需求都无法满足，涨价已成定局。存储芯片都这样了，算力芯片能逃得掉？ 国联证券有个观点我比较认同的：海内外大模型蓬勃发展，将为AI硬件层公司带来更多\"确定性溢价\"。简单说就是，大家发现做模型的不一定能赚到钱，但卖铲子的肯定赚。 天数智芯的今日涨幅，以及其此前","text":"今天港股半导体板块又躁起来了。 兆易创新涨3%，澜起科技、华虹半导体跟涨，但最扎眼的还是天数智芯——盘中一度涨超16%，收盘报277.0港元，把昨天那根阴线一口吞掉还带拐弯。 很多股民觉得，这不过是又一次概念炒作？或是短线的资金追逐？那可就太肤浅了。 如果说过去几年我们还在为国产芯片的“从无到有”而欢欣鼓舞，那么现在，天数智芯的这一跳，则直接把我们带入了“从有到强，甚至向世界巅峰发起冲击”的新阶段。 在当前全球AI军备竞赛白热化、算力成为新时代“石油”的背景下，天数智芯的强势表现，恰好精准地击中了市场最渴望的那个点——那就是对中国AI算力的强烈需求与坚定信心。 今日暴涨，这背后究竟藏着怎样的秘密？ 回到正题，今日天数的暴涨并没有这么简单。 回顾近期的市场动态，华创证券的观点一语中的，指出当前AI投入产出已经实现了“闭环”，是实实在在能带来商业价值和利润增长的黄金赛道。海外大厂们正以前所未有的速度加码AI相关投资，这股浪潮正汹涌而至。 而在这波AI浪潮中，GPU，无疑是驱动所有算法、模型、应用的核心引擎，其重要性不言而喻。 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