+关注
爱吃朵朵的兮兮
暂无个人介绍
IP属地:0
23
关注
0
粉丝
0
主题
0
勋章
主贴
热门
爱吃朵朵的兮兮
00:04
这篇文章不错,转发给大家看看
@不爱吃水果:
$哔哩哔哩(BILI)$
高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果
爱吃朵朵的兮兮
00:04
这篇文章不错,转发给大家看看
@小飞侠来喽:
$纳指100ETF(QQQ)$
卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧
爱吃朵朵的兮兮
00:04
这篇文章不错,转发给大家看看
@小飞侠来喽:
$百度(BIDU)$
百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了
爱吃朵朵的兮兮
00:04
这篇文章不错,转发给大家看看
@不爱吃水果:
$标普500ETF(SPY)$
定投买入,三大指数etf都是无脑定投,下跌就买一点。不爱吃水果
爱吃朵朵的兮兮
00:04
这篇文章不错,转发给大家看看
@小飞侠来喽:
$百度(BIDU)$
百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了
爱吃朵朵的兮兮
00:04
这篇文章不错,转发给大家看看
@漫游鹰:
$CoreWeave, Inc.(CRWV)$
爱吃朵朵的兮兮
00:03
这篇文章不错,转发给大家看看
@虎爷8:《极视角(06636):AI算法长尾市场的守望者》 《06636上市解析:重构AI投资的估值坐标》
爱吃朵朵的兮兮
00:03
这篇文章不错,转发给大家看看
@京城Z先生:A股实盘-20260321:全村的希望支棱起来了
爱吃朵朵的兮兮
00:03
这篇文章不错,转发给大家看看
@卫斯李的投研笔记:一些关于当前市场的有趣图表(53图)-20260321
爱吃朵朵的兮兮
00:03
这篇文章不错,转发给大家看看
@读财报话新股:【港股打新】德适-B:五只新股中成长能力最强劲!
爱吃朵朵的兮兮
00:03
这篇文章不错,转发给大家看看
@小虎活动:【有奖活动】来说一个你的交易弱点,想改吗?
爱吃朵朵的兮兮
03-21 06:29
这篇文章不错,转发给大家看看
@宁空不可套:
$纳指三倍做多ETF(TQQQ)$
爱吃朵朵的兮兮
03-21 06:29
这篇文章不错,转发给大家看看
@在在在:
$美光科技(MU)$
爱吃朵朵的兮兮
03-21 06:29
这篇文章不错,转发给大家看看
@Andyy:
$闪迪(SNDK)$
爱吃朵朵的兮兮
03-21 06:28
这篇文章不错,转发给大家看看
@Andyy:
$闪迪(SNDK)$
爱吃朵朵的兮兮
03-21 06:28
这篇文章不错,转发给大家看看
@狩猎投机:
$2倍做多SMCI ETF-Defiance(SMCX)$
爱吃朵朵的兮兮
03-21 06:28
这篇文章不错,转发给大家看看
@小虎周报:【一周科技动态】伊朗局势未歇,高油价会改写大科技定价逻辑吗
爱吃朵朵的兮兮
03-21 06:27
这篇文章不错,转发给大家看看
小摩:料美高梅中国(02282)今年每股盈利及派息率将下跌 评级降至“中性”
爱吃朵朵的兮兮
03-19 22:53
这篇文章不错,转发给大家看看
@泡泡希:
$甲骨文(ORCL)$
爱吃朵朵的兮兮
03-19 22:52
这篇文章不错,转发给大家看看
@十点1倍之路:
$Apple(AAPL)$
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4189305717568752","uuid":"4189305717568752","gmtCreate":1727229711257,"gmtModify":1745646319815,"name":"爱吃朵朵的兮兮","pinyin":"acdddxxaichiduoduodexixi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":23,"tweetSize":42,"questionSize":0,"limitLevel":999,"accountStatus":1,"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":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.21","exceedPercentage":"60.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.08","exceedPercentage":"60.20%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":19,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":545176594632712,"gmtCreate":1774109086949,"gmtModify":1774109089329,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176594632712","repostId":"545065910335520","repostType":1,"repost":{"id":545065910335520,"gmtCreate":1774082163480,"gmtModify":1774083555306,"author":{"id":"3576545652300556","authorId":"3576545652300556","name":"不爱吃水果","avatar":"https://static.tigerbbs.com/80b2a0dbeb41d6d5e8ba8c8d477b89f0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576545652300556","idStr":"3576545652300556"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a>高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a>高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果","text":"$哔哩哔哩(BILI)$ 高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545065910335520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176418849824,"gmtCreate":1774109075161,"gmtModify":1774109077517,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176418849824","repostId":"545151665668664","repostType":1,"repost":{"id":545151665668664,"gmtCreate":1774103025069,"gmtModify":1774103028281,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧","text":"$纳指100ETF(QQQ)$ 卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545151665668664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545175953867472,"gmtCreate":1774109069324,"gmtModify":1774109071290,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545175953867472","repostId":"545151414761504","repostType":1,"repost":{"id":545151414761504,"gmtCreate":1774103038584,"gmtModify":1774103041688,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","text":"$百度(BIDU)$ 百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545151414761504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176446005328,"gmtCreate":1774109063545,"gmtModify":1774109065813,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176446005328","repostId":"545063571575168","repostType":1,"repost":{"id":545063571575168,"gmtCreate":1774082234196,"gmtModify":1774083555502,"author":{"id":"3576545652300556","authorId":"3576545652300556","name":"不爱吃水果","avatar":"https://static.tigerbbs.com/80b2a0dbeb41d6d5e8ba8c8d477b89f0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576545652300556","idStr":"3576545652300556"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>定投买入,三大指数etf都是无脑定投,下跌就买一点。不爱吃水果","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>定投买入,三大指数etf都是无脑定投,下跌就买一点。不爱吃水果","text":"$标普500ETF(SPY)$ 定投买入,三大指数etf都是无脑定投,下跌就买一点。不爱吃水果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545063571575168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176063804072,"gmtCreate":1774109056944,"gmtModify":1774109059233,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176063804072","repostId":"545151414761504","repostType":1,"repost":{"id":545151414761504,"gmtCreate":1774103038584,"gmtModify":1774103041688,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","text":"$百度(BIDU)$ 百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545151414761504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176339092232,"gmtCreate":1774109050259,"gmtModify":1774109052309,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176339092232","repostId":"545161530847792","repostType":1,"repost":{"id":545161530847792,"gmtCreate":1774105514647,"gmtModify":1774105516448,"author":{"id":"4117955266914930","authorId":"4117955266914930","name":"漫游鹰","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117955266914930","idStr":"4117955266914930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>","text":"$CoreWeave, Inc.(CRWV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545161530847792","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545175901348304,"gmtCreate":1774109020180,"gmtModify":1774109022457,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545175901348304","repostId":"545081986103296","repostType":1,"repost":{"id":545081986103296,"gmtCreate":1774086087475,"gmtModify":1774087900559,"author":{"id":"4191821604331112","authorId":"4191821604331112","name":"虎爷8","avatar":"https://static.tigerbbs.com/490987d2c355845240a497aecbbca863","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191821604331112","idStr":"4191821604331112"},"themes":[],"title":"《极视角(06636):AI算法长尾市场的守望者》 《06636上市解析:重构AI投资的估值坐标》","htmlText":"针对极视角(06636.HK)的IPO申购,从专业投资者视角出发,这是一家典型的**“高技术壁垒、低利润变现、强政策依赖”**的AI算法平台公司。 以下是深度拆解分析: --- ### 一、 估值与定价:18C机制下的“特殊待遇” * **发行定价:** 招股价固定为 **40.00港元**,不设价格区间。这种定价方式在港股IPO中相对少见,通常反映了公司与保荐人对估值的强硬态度,但也压缩了二级市场的溢价空间。 * **18C特指:** 极视角是按照港交所《第18C章》(特专科技公司)上市的。这意味着公司尚未达到常规上市的盈利门槛。 * **估值逻辑:** 40港元的股价对应的是其**“平台化算法”**的愿景。相较于商汤(SenseTime)等依赖自研大模型的巨头,极视角的逻辑是做“算法商城”,逻辑更轻,但在当前AI二级市场估值回归理性的背景下,该定价显得并不“便宜”。 ### 二、 公司营收基本面与行业壁垒 * **基本面:** 极视角的收入结构呈现显著的**波动性**。其核心收入曾从华东迅速切换至华南,这表明业务极度依赖**少数大型政企项目**(Project-based),而非稳定的订阅制(SaaS)收入。 * **行业壁垒:** * **广度优势:** 拥有超过1000种算法,覆盖场景极广(从城管到矿山)。 * **开发者生态:** 它的壁垒不在于某个单一算法的最优,而在于连接了大量开发者。 * **痛点:** 这种“长尾市场”虽然壁垒高,但**定制化程度高、毛利薄**。一旦行业竞争加剧,算法平台容易沦为大厂(如**、海康)生态链的补充。 ### 三、 风险点(Professional Alert) 1. **现金流压力:** 典型的“收不抵支”。虽然营收在涨,但经营性现金流长期为负,这在港股高利率环境下是估值的杀手锏。 2. **应收账款:** 对G端(政府)和大","listText":"针对极视角(06636.HK)的IPO申购,从专业投资者视角出发,这是一家典型的**“高技术壁垒、低利润变现、强政策依赖”**的AI算法平台公司。 以下是深度拆解分析: --- ### 一、 估值与定价:18C机制下的“特殊待遇” * **发行定价:** 招股价固定为 **40.00港元**,不设价格区间。这种定价方式在港股IPO中相对少见,通常反映了公司与保荐人对估值的强硬态度,但也压缩了二级市场的溢价空间。 * **18C特指:** 极视角是按照港交所《第18C章》(特专科技公司)上市的。这意味着公司尚未达到常规上市的盈利门槛。 * **估值逻辑:** 40港元的股价对应的是其**“平台化算法”**的愿景。相较于商汤(SenseTime)等依赖自研大模型的巨头,极视角的逻辑是做“算法商城”,逻辑更轻,但在当前AI二级市场估值回归理性的背景下,该定价显得并不“便宜”。 ### 二、 公司营收基本面与行业壁垒 * **基本面:** 极视角的收入结构呈现显著的**波动性**。其核心收入曾从华东迅速切换至华南,这表明业务极度依赖**少数大型政企项目**(Project-based),而非稳定的订阅制(SaaS)收入。 * **行业壁垒:** * **广度优势:** 拥有超过1000种算法,覆盖场景极广(从城管到矿山)。 * **开发者生态:** 它的壁垒不在于某个单一算法的最优,而在于连接了大量开发者。 * **痛点:** 这种“长尾市场”虽然壁垒高,但**定制化程度高、毛利薄**。一旦行业竞争加剧,算法平台容易沦为大厂(如**、海康)生态链的补充。 ### 三、 风险点(Professional Alert) 1. **现金流压力:** 典型的“收不抵支”。虽然营收在涨,但经营性现金流长期为负,这在港股高利率环境下是估值的杀手锏。 2. **应收账款:** 对G端(政府)和大","text":"针对极视角(06636.HK)的IPO申购,从专业投资者视角出发,这是一家典型的**“高技术壁垒、低利润变现、强政策依赖”**的AI算法平台公司。 以下是深度拆解分析: --- ### 一、 估值与定价:18C机制下的“特殊待遇” * **发行定价:** 招股价固定为 **40.00港元**,不设价格区间。这种定价方式在港股IPO中相对少见,通常反映了公司与保荐人对估值的强硬态度,但也压缩了二级市场的溢价空间。 * **18C特指:** 极视角是按照港交所《第18C章》(特专科技公司)上市的。这意味着公司尚未达到常规上市的盈利门槛。 * **估值逻辑:** 40港元的股价对应的是其**“平台化算法”**的愿景。相较于商汤(SenseTime)等依赖自研大模型的巨头,极视角的逻辑是做“算法商城”,逻辑更轻,但在当前AI二级市场估值回归理性的背景下,该定价显得并不“便宜”。 ### 二、 公司营收基本面与行业壁垒 * **基本面:** 极视角的收入结构呈现显著的**波动性**。其核心收入曾从华东迅速切换至华南,这表明业务极度依赖**少数大型政企项目**(Project-based),而非稳定的订阅制(SaaS)收入。 * **行业壁垒:** * **广度优势:** 拥有超过1000种算法,覆盖场景极广(从城管到矿山)。 * **开发者生态:** 它的壁垒不在于某个单一算法的最优,而在于连接了大量开发者。 * **痛点:** 这种“长尾市场”虽然壁垒高,但**定制化程度高、毛利薄**。一旦行业竞争加剧,算法平台容易沦为大厂(如**、海康)生态链的补充。 ### 三、 风险点(Professional Alert) 1. **现金流压力:** 典型的“收不抵支”。虽然营收在涨,但经营性现金流长期为负,这在港股高利率环境下是估值的杀手锏。 2. **应收账款:** 对G端(政府)和大","images":[{"img":"https://static.tigerbbs.com/eb992e7e5abfc571d57f9e08c834a536","width":"2294","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545081986103296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545175889965264,"gmtCreate":1774109014271,"gmtModify":1774109016099,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545175889965264","repostId":"545093547864856","repostType":1,"repost":{"id":545093547864856,"gmtCreate":1774088838173,"gmtModify":1774094449077,"author":{"id":"3556065915296727","authorId":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556065915296727","idStr":"3556065915296727"},"themes":[],"title":"A股实盘-20260321:全村的希望支棱起来了","htmlText":"综述: 本周沪深 300 下跌 2.19%,我的 AH(即 A 股和港股)上涨 0.99%。 2026 年内沪深 300 指数 下跌 1.36%,2026 年内我的实盘 下跌 1.43%,本年初始净值2.06,本周净值2.03。 图片 交易: 无 持仓: 紫金矿业 20.3%,洛阳钼业 8.1%,中国铝业 11.7%,兆易创新 12.1%,新易盛 15.8%,中际旭创 22.5%,其他/现金 9.5%。 有四舍五入,且一般不记录低于1%的迷你仓和短线投机操作。 复盘: 上周A股周报标题叫《科技是仅剩的希望》,本周应验,它真的支棱起来了。 中际旭创、新易盛和兆易创新,全部又粗又硬,然而有色那边坠机了,最终本周只录得1%的涨幅。 今年我A股这边做的非常尴尬,跑输美股账户得有30个点了,有色涨的时候科技跌,现在科技涨起来,有色又跌回来,动态归零中... 本周大盘整体走得都非常糟糕,已经破了4000点的信仰支撑位,这时候显然不是你的某个股票基本面出了什么问题,而且资金流动性和未来预期出问题了。 一切的起因都是中东冲突,之前小看它的影响了,毕竟熟悉历史的都知道,郎子以往都是一怒之下怒了一下,然后就没有然后了。 随着事态的发展,这次很不一样,不只可能要赢得最终胜利,还可能把海峡变成私家收费站,本周以日本为首的多个国家已经开始往加息的预期走了,美国虽然没有明确说要加息,但周四鲍师傅发言也是偏鹰的,和冲突发生前的股市预期完全相反,很多板块的估值模型可能都要大幅下修。 当然,暂时还只是预期管理,是否真的执行需要继续观望,各位谨慎做多,留好子弹谨慎交易。 --- 个股方面, 1、元素周期表:紫金矿业/江西铜业/中国铝业/洛阳钼业 玩大宗商品就是这样,受到国际局势影响很大,郎子的事是黑天鹅,此前没有在预期内,再加上昨天才算真正出正月,我之前也不是特别上心,等意识到风","listText":"综述: 本周沪深 300 下跌 2.19%,我的 AH(即 A 股和港股)上涨 0.99%。 2026 年内沪深 300 指数 下跌 1.36%,2026 年内我的实盘 下跌 1.43%,本年初始净值2.06,本周净值2.03。 图片 交易: 无 持仓: 紫金矿业 20.3%,洛阳钼业 8.1%,中国铝业 11.7%,兆易创新 12.1%,新易盛 15.8%,中际旭创 22.5%,其他/现金 9.5%。 有四舍五入,且一般不记录低于1%的迷你仓和短线投机操作。 复盘: 上周A股周报标题叫《科技是仅剩的希望》,本周应验,它真的支棱起来了。 中际旭创、新易盛和兆易创新,全部又粗又硬,然而有色那边坠机了,最终本周只录得1%的涨幅。 今年我A股这边做的非常尴尬,跑输美股账户得有30个点了,有色涨的时候科技跌,现在科技涨起来,有色又跌回来,动态归零中... 本周大盘整体走得都非常糟糕,已经破了4000点的信仰支撑位,这时候显然不是你的某个股票基本面出了什么问题,而且资金流动性和未来预期出问题了。 一切的起因都是中东冲突,之前小看它的影响了,毕竟熟悉历史的都知道,郎子以往都是一怒之下怒了一下,然后就没有然后了。 随着事态的发展,这次很不一样,不只可能要赢得最终胜利,还可能把海峡变成私家收费站,本周以日本为首的多个国家已经开始往加息的预期走了,美国虽然没有明确说要加息,但周四鲍师傅发言也是偏鹰的,和冲突发生前的股市预期完全相反,很多板块的估值模型可能都要大幅下修。 当然,暂时还只是预期管理,是否真的执行需要继续观望,各位谨慎做多,留好子弹谨慎交易。 --- 个股方面, 1、元素周期表:紫金矿业/江西铜业/中国铝业/洛阳钼业 玩大宗商品就是这样,受到国际局势影响很大,郎子的事是黑天鹅,此前没有在预期内,再加上昨天才算真正出正月,我之前也不是特别上心,等意识到风","text":"综述: 本周沪深 300 下跌 2.19%,我的 AH(即 A 股和港股)上涨 0.99%。 2026 年内沪深 300 指数 下跌 1.36%,2026 年内我的实盘 下跌 1.43%,本年初始净值2.06,本周净值2.03。 图片 交易: 无 持仓: 紫金矿业 20.3%,洛阳钼业 8.1%,中国铝业 11.7%,兆易创新 12.1%,新易盛 15.8%,中际旭创 22.5%,其他/现金 9.5%。 有四舍五入,且一般不记录低于1%的迷你仓和短线投机操作。 复盘: 上周A股周报标题叫《科技是仅剩的希望》,本周应验,它真的支棱起来了。 中际旭创、新易盛和兆易创新,全部又粗又硬,然而有色那边坠机了,最终本周只录得1%的涨幅。 今年我A股这边做的非常尴尬,跑输美股账户得有30个点了,有色涨的时候科技跌,现在科技涨起来,有色又跌回来,动态归零中... 本周大盘整体走得都非常糟糕,已经破了4000点的信仰支撑位,这时候显然不是你的某个股票基本面出了什么问题,而且资金流动性和未来预期出问题了。 一切的起因都是中东冲突,之前小看它的影响了,毕竟熟悉历史的都知道,郎子以往都是一怒之下怒了一下,然后就没有然后了。 随着事态的发展,这次很不一样,不只可能要赢得最终胜利,还可能把海峡变成私家收费站,本周以日本为首的多个国家已经开始往加息的预期走了,美国虽然没有明确说要加息,但周四鲍师傅发言也是偏鹰的,和冲突发生前的股市预期完全相反,很多板块的估值模型可能都要大幅下修。 当然,暂时还只是预期管理,是否真的执行需要继续观望,各位谨慎做多,留好子弹谨慎交易。 --- 个股方面, 1、元素周期表:紫金矿业/江西铜业/中国铝业/洛阳钼业 玩大宗商品就是这样,受到国际局势影响很大,郎子的事是黑天鹅,此前没有在预期内,再加上昨天才算真正出正月,我之前也不是特别上心,等意识到风","images":[{"img":"https://static.tigerbbs.com/4bc5a449fee0c9edef915588c582bc95","width":"1080","height":"1131"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545093547864856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176143930368,"gmtCreate":1774109007871,"gmtModify":1774109009872,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176143930368","repostId":"545092195881000","repostType":1,"repost":{"id":545092195881000,"gmtCreate":1774094700000,"gmtModify":1774104472361,"author":{"id":"3559171935424764","authorId":"3559171935424764","name":"卫斯李的投研笔记","avatar":"https://static.tigerbbs.com/8593d8b9be3dbe6904d762d446ffbdf7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559171935424764","idStr":"3559171935424764"},"themes":[],"title":"一些关于当前市场的有趣图表(53图)-20260321","htmlText":"分享每周看到的研究资料和简单思考;本文累计逾万字,信息量较大,预计阅读时间半小时,建议先收藏再阅读;更多/更及时的每日数据图表分享见文末知识星球。先更新下:目前市场对美伊月内停战的预期只剩6%。月内美军地面部队入侵伊朗的预测上升至1/4。一、中国市场1、瑞联银行(UBP)已将其对人民币的投资评级提升至与黄金同等的最高看涨水平,预测在基本面改善和政策改革的推动下,人民币将开启长达十年的升值周期,预计2026年底在岸汇率将触及6.70。该行基于购买力平价、实际有效汇率及利差等指标分析,认为人民币当前存在10%至50%的低估空间。2、根据格里菲斯亚洲研究所及复旦大学绿色金融与发展中心的数据,2025年中国“一带一路”倡议投资总额创下2135亿美元的历史新高,其中能源相关项目占比超过40%,达939亿美元。在能源投资中,石油与天然气领域投资额为715亿美元,是2024年历史记录的三倍以上。从区域分布看,非洲获得投资最多,占总额的37%,包括中国化工工程集团在尼日利亚签订的约200亿美元天然气设施合同。其次是中东地区,约占20%。3、高盛的模型测算显示,在由供给驱动导致布伦特原油长期价格从每桶70美元升至85美元的冲击中,中国实际GDP增速将仅因此放缓约0.1个百分点,而通胀仅被推升约0.2个百分点,其经济敏感度远低于亚洲邻国。基于当前油价高于90美元、全球库存偏低及霍尔木兹海峡的潜在中断风险,高盛已将2026年中国全年CPI通胀预测由0.6%上调至0.8%,PPI预测则从-0.5%大幅上调至0.3%,并预计后者最早将于2026年第二季度转为正增长。4、德意志银行表示,中国正进入一个由国内需求复苏与外部成本输入共同驱动的再通胀阶段。历史数据显示,中国的PPI同比增速与国际原油价格波动高度相关,当前全球能源价格的上涨正构成显著的输入性压力。同时,2月通胀数据显示基础广泛,超越了春节等季","listText":"分享每周看到的研究资料和简单思考;本文累计逾万字,信息量较大,预计阅读时间半小时,建议先收藏再阅读;更多/更及时的每日数据图表分享见文末知识星球。先更新下:目前市场对美伊月内停战的预期只剩6%。月内美军地面部队入侵伊朗的预测上升至1/4。一、中国市场1、瑞联银行(UBP)已将其对人民币的投资评级提升至与黄金同等的最高看涨水平,预测在基本面改善和政策改革的推动下,人民币将开启长达十年的升值周期,预计2026年底在岸汇率将触及6.70。该行基于购买力平价、实际有效汇率及利差等指标分析,认为人民币当前存在10%至50%的低估空间。2、根据格里菲斯亚洲研究所及复旦大学绿色金融与发展中心的数据,2025年中国“一带一路”倡议投资总额创下2135亿美元的历史新高,其中能源相关项目占比超过40%,达939亿美元。在能源投资中,石油与天然气领域投资额为715亿美元,是2024年历史记录的三倍以上。从区域分布看,非洲获得投资最多,占总额的37%,包括中国化工工程集团在尼日利亚签订的约200亿美元天然气设施合同。其次是中东地区,约占20%。3、高盛的模型测算显示,在由供给驱动导致布伦特原油长期价格从每桶70美元升至85美元的冲击中,中国实际GDP增速将仅因此放缓约0.1个百分点,而通胀仅被推升约0.2个百分点,其经济敏感度远低于亚洲邻国。基于当前油价高于90美元、全球库存偏低及霍尔木兹海峡的潜在中断风险,高盛已将2026年中国全年CPI通胀预测由0.6%上调至0.8%,PPI预测则从-0.5%大幅上调至0.3%,并预计后者最早将于2026年第二季度转为正增长。4、德意志银行表示,中国正进入一个由国内需求复苏与外部成本输入共同驱动的再通胀阶段。历史数据显示,中国的PPI同比增速与国际原油价格波动高度相关,当前全球能源价格的上涨正构成显著的输入性压力。同时,2月通胀数据显示基础广泛,超越了春节等季","text":"分享每周看到的研究资料和简单思考;本文累计逾万字,信息量较大,预计阅读时间半小时,建议先收藏再阅读;更多/更及时的每日数据图表分享见文末知识星球。先更新下:目前市场对美伊月内停战的预期只剩6%。月内美军地面部队入侵伊朗的预测上升至1/4。一、中国市场1、瑞联银行(UBP)已将其对人民币的投资评级提升至与黄金同等的最高看涨水平,预测在基本面改善和政策改革的推动下,人民币将开启长达十年的升值周期,预计2026年底在岸汇率将触及6.70。该行基于购买力平价、实际有效汇率及利差等指标分析,认为人民币当前存在10%至50%的低估空间。2、根据格里菲斯亚洲研究所及复旦大学绿色金融与发展中心的数据,2025年中国“一带一路”倡议投资总额创下2135亿美元的历史新高,其中能源相关项目占比超过40%,达939亿美元。在能源投资中,石油与天然气领域投资额为715亿美元,是2024年历史记录的三倍以上。从区域分布看,非洲获得投资最多,占总额的37%,包括中国化工工程集团在尼日利亚签订的约200亿美元天然气设施合同。其次是中东地区,约占20%。3、高盛的模型测算显示,在由供给驱动导致布伦特原油长期价格从每桶70美元升至85美元的冲击中,中国实际GDP增速将仅因此放缓约0.1个百分点,而通胀仅被推升约0.2个百分点,其经济敏感度远低于亚洲邻国。基于当前油价高于90美元、全球库存偏低及霍尔木兹海峡的潜在中断风险,高盛已将2026年中国全年CPI通胀预测由0.6%上调至0.8%,PPI预测则从-0.5%大幅上调至0.3%,并预计后者最早将于2026年第二季度转为正增长。4、德意志银行表示,中国正进入一个由国内需求复苏与外部成本输入共同驱动的再通胀阶段。历史数据显示,中国的PPI同比增速与国际原油价格波动高度相关,当前全球能源价格的上涨正构成显著的输入性压力。同时,2月通胀数据显示基础广泛,超越了春节等季","images":[{"img":"https://static.tigerbbs.com/cdc00fa05e5b490b864bb4edafdb0c88"},{"img":"https://static.tigerbbs.com/8cb0f9c7bc034280aaa08b98e363212c"},{"img":"https://static.tigerbbs.com/df96235847b047f39564d22762e1980e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545092195881000","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":60,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176141939376,"gmtCreate":1774109001358,"gmtModify":1774109003519,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176141939376","repostId":"545125933826320","repostType":1,"repost":{"id":545125933826320,"gmtCreate":1774096739534,"gmtModify":1774104476493,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105541084439510","idStr":"4105541084439510"},"themes":[],"title":"【港股打新】德适-B:五只新股中成长能力最强劲!","htmlText":"在大盘持续下跌的情况下,港股打新市场行情却热闹非凡 刚过去的三只新股中,全部实现了上涨 广合科技今天首日上涨33.56%,飞速创新两大暗盘上涨44.47%-46.4%、国民技术两大暗盘上涨8.33%-9.17% 现在终于可以揭晓财哥当时建议的最终申购方案了:财哥认为三只都有肉吃! 对于不差钱超土豪伙伴来讲,财哥建议资金配比:广合4成、飞速4成、国民技术2成来打 对于资金量较大的级别伙伴,为了保中签率优先,只能重点打两只,广合和飞速半半平分,剩下的去打国民 对于资金量小的伙伴,只能梭哈一只,财哥建议是梭哈广合科技(因为资金回来可以继续打凯乐士),其他两只现金打打 最终不负众望,恭喜大伙吃肉! 今天又一下子扎堆上来了五只新股,还是那句话:这波中也有吃肉的! 本轮五只新股,财哥按照成长能力从高到低来分析,因此,今天先来分析超高速增长的:德适-B <a href=\"https://laohu8.com/S/02526\">$德适-B(02526)$</a> 一、公司是做什么的? 德适生物科技股份有限公司成立于2016年,是一家专注于开发医学影像产品及服务的医疗器械公司。 公司作为国家专精特新“小巨人”企业,核心业务聚焦于智能医学影像产品及服务的研发、生产与商业化,构建了“医学影像软件及医疗设备-试剂及耗材-技术许可”三位一体的全流程解决方案体系。 公司自主研发的iMedImage是世界上参数规模最大的通用型医学影像基座模型,也是唯一与预训练显微成像技术深度集成的通用模型,已成功实现商业化。德适生物已开发出多元化的产品组合,包括六款医学影像软件产品、三款商业化医疗设备、四款主要试剂及耗材,并提供技术许可业务。按2024年销售收入计,公司在中国染色体核型分析领域市场份额达30.6%,位居全国第一 废话不多说,正式开展,直接进入犀利的一针见血环节 财哥一针见血环节: 一、身处超级增长的黄金","listText":"在大盘持续下跌的情况下,港股打新市场行情却热闹非凡 刚过去的三只新股中,全部实现了上涨 广合科技今天首日上涨33.56%,飞速创新两大暗盘上涨44.47%-46.4%、国民技术两大暗盘上涨8.33%-9.17% 现在终于可以揭晓财哥当时建议的最终申购方案了:财哥认为三只都有肉吃! 对于不差钱超土豪伙伴来讲,财哥建议资金配比:广合4成、飞速4成、国民技术2成来打 对于资金量较大的级别伙伴,为了保中签率优先,只能重点打两只,广合和飞速半半平分,剩下的去打国民 对于资金量小的伙伴,只能梭哈一只,财哥建议是梭哈广合科技(因为资金回来可以继续打凯乐士),其他两只现金打打 最终不负众望,恭喜大伙吃肉! 今天又一下子扎堆上来了五只新股,还是那句话:这波中也有吃肉的! 本轮五只新股,财哥按照成长能力从高到低来分析,因此,今天先来分析超高速增长的:德适-B <a href=\"https://laohu8.com/S/02526\">$德适-B(02526)$</a> 一、公司是做什么的? 德适生物科技股份有限公司成立于2016年,是一家专注于开发医学影像产品及服务的医疗器械公司。 公司作为国家专精特新“小巨人”企业,核心业务聚焦于智能医学影像产品及服务的研发、生产与商业化,构建了“医学影像软件及医疗设备-试剂及耗材-技术许可”三位一体的全流程解决方案体系。 公司自主研发的iMedImage是世界上参数规模最大的通用型医学影像基座模型,也是唯一与预训练显微成像技术深度集成的通用模型,已成功实现商业化。德适生物已开发出多元化的产品组合,包括六款医学影像软件产品、三款商业化医疗设备、四款主要试剂及耗材,并提供技术许可业务。按2024年销售收入计,公司在中国染色体核型分析领域市场份额达30.6%,位居全国第一 废话不多说,正式开展,直接进入犀利的一针见血环节 财哥一针见血环节: 一、身处超级增长的黄金","text":"在大盘持续下跌的情况下,港股打新市场行情却热闹非凡 刚过去的三只新股中,全部实现了上涨 广合科技今天首日上涨33.56%,飞速创新两大暗盘上涨44.47%-46.4%、国民技术两大暗盘上涨8.33%-9.17% 现在终于可以揭晓财哥当时建议的最终申购方案了:财哥认为三只都有肉吃! 对于不差钱超土豪伙伴来讲,财哥建议资金配比:广合4成、飞速4成、国民技术2成来打 对于资金量较大的级别伙伴,为了保中签率优先,只能重点打两只,广合和飞速半半平分,剩下的去打国民 对于资金量小的伙伴,只能梭哈一只,财哥建议是梭哈广合科技(因为资金回来可以继续打凯乐士),其他两只现金打打 最终不负众望,恭喜大伙吃肉! 今天又一下子扎堆上来了五只新股,还是那句话:这波中也有吃肉的! 本轮五只新股,财哥按照成长能力从高到低来分析,因此,今天先来分析超高速增长的:德适-B $德适-B(02526)$ 一、公司是做什么的? 德适生物科技股份有限公司成立于2016年,是一家专注于开发医学影像产品及服务的医疗器械公司。 公司作为国家专精特新“小巨人”企业,核心业务聚焦于智能医学影像产品及服务的研发、生产与商业化,构建了“医学影像软件及医疗设备-试剂及耗材-技术许可”三位一体的全流程解决方案体系。 公司自主研发的iMedImage是世界上参数规模最大的通用型医学影像基座模型,也是唯一与预训练显微成像技术深度集成的通用模型,已成功实现商业化。德适生物已开发出多元化的产品组合,包括六款医学影像软件产品、三款商业化医疗设备、四款主要试剂及耗材,并提供技术许可业务。按2024年销售收入计,公司在中国染色体核型分析领域市场份额达30.6%,位居全国第一 废话不多说,正式开展,直接进入犀利的一针见血环节 财哥一针见血环节: 一、身处超级增长的黄金","images":[{"img":"https://static.tigerbbs.com/073e25839eb91368eb7173f0873b23c7","width":"1080","height":"450"},{"img":"https://static.tigerbbs.com/89a5cbf31272e1c26cb51db4edb30f27","width":"885","height":"429"},{"img":"https://static.tigerbbs.com/fc888cd302dd277d31e3a1b3007b1eec","width":"771","height":"355"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545125933826320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176121074104,"gmtCreate":1774108995152,"gmtModify":1774108997397,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176121074104","repostId":"544732827980032","repostType":1,"repost":{"id":544732827980032,"gmtCreate":1774014286593,"gmtModify":1774107377944,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【有奖活动】来说一个你的交易弱点,想改吗?","htmlText":"做交易久了,大家多少都会发现,自己总有一个特别容易反复踩坑的地方。 有人一涨就想追,生怕错过; 有人一跌就慌,拿不住; 有人很会止盈,但总舍不得止损; 还有人明明盘前想得挺清楚,一到盘中就全靠感觉。 很多时候,影响收益的,不一定是你不会看,而是你总会在同一个问题上吃亏。所以这次想和大家聊个真实一点的话题: 你觉得自己最大的交易弱点是什么?是冲动交易、频繁操作,还是总想抄底逃顶?你有想过改吗?现在改得怎么样了? 🎯 参与方式 在评论区分享: 你的交易弱点是什么? 你有没有在努力改掉它? ⏰ 活动时间 2026年3月20日 — 2026年3月26日 🎁 活动奖励 凡是参与本帖回复或者在主题里发帖的虎友均可获得5虎币, 另外,我们会精选1条最有行动力/最有共鸣的留言,额外送出小礼物或虎币 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"做交易久了,大家多少都会发现,自己总有一个特别容易反复踩坑的地方。 有人一涨就想追,生怕错过; 有人一跌就慌,拿不住; 有人很会止盈,但总舍不得止损; 还有人明明盘前想得挺清楚,一到盘中就全靠感觉。 很多时候,影响收益的,不一定是你不会看,而是你总会在同一个问题上吃亏。所以这次想和大家聊个真实一点的话题: 你觉得自己最大的交易弱点是什么?是冲动交易、频繁操作,还是总想抄底逃顶?你有想过改吗?现在改得怎么样了? 🎯 参与方式 在评论区分享: 你的交易弱点是什么? 你有没有在努力改掉它? ⏰ 活动时间 2026年3月20日 — 2026年3月26日 🎁 活动奖励 凡是参与本帖回复或者在主题里发帖的虎友均可获得5虎币, 另外,我们会精选1条最有行动力/最有共鸣的留言,额外送出小礼物或虎币 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"做交易久了,大家多少都会发现,自己总有一个特别容易反复踩坑的地方。 有人一涨就想追,生怕错过; 有人一跌就慌,拿不住; 有人很会止盈,但总舍不得止损; 还有人明明盘前想得挺清楚,一到盘中就全靠感觉。 很多时候,影响收益的,不一定是你不会看,而是你总会在同一个问题上吃亏。所以这次想和大家聊个真实一点的话题: 你觉得自己最大的交易弱点是什么?是冲动交易、频繁操作,还是总想抄底逃顶?你有想过改吗?现在改得怎么样了? 🎯 参与方式 在评论区分享: 你的交易弱点是什么? 你有没有在努力改掉它? ⏰ 活动时间 2026年3月20日 — 2026年3月26日 🎁 活动奖励 凡是参与本帖回复或者在主题里发帖的虎友均可获得5虎币, 另外,我们会精选1条最有行动力/最有共鸣的留言,额外送出小礼物或虎币 $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/d23c5f411c96856f326a5a3ecabeba42","width":"1024","height":"1536"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544732827980032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544916813856856,"gmtCreate":1774045760395,"gmtModify":1774045762568,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544916813856856","repostId":"544828382016464","repostType":1,"repost":{"id":544828382016464,"gmtCreate":1774037554827,"gmtModify":1774037556578,"author":{"id":"4195747069672402","authorId":"4195747069672402","name":"宁空不可套","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195747069672402","idStr":"4195747069672402"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a>","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a>","text":"$纳指三倍做多ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544828382016464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544915990974624,"gmtCreate":1774045752224,"gmtModify":1774045754477,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544915990974624","repostId":"544843046081488","repostType":1,"repost":{"id":544843046081488,"gmtCreate":1774041134921,"gmtModify":1774041136324,"author":{"id":"3455768986787314","authorId":"3455768986787314","name":"在在在","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455768986787314","idStr":"3455768986787314"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>","text":"$美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544843046081488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544916742739912,"gmtCreate":1774045744029,"gmtModify":1774045746402,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544916742739912","repostId":"544847509959632","repostType":1,"repost":{"id":544847509959632,"gmtCreate":1774042224735,"gmtModify":1774042226245,"author":{"id":"3562397442207941","authorId":"3562397442207941","name":"Andyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562397442207941","idStr":"3562397442207941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>","text":"$闪迪(SNDK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544847509959632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544916701206560,"gmtCreate":1774045735470,"gmtModify":1774045737498,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544916701206560","repostId":"544847511651280","repostType":1,"repost":{"id":544847511651280,"gmtCreate":1774042225148,"gmtModify":1774042226638,"author":{"id":"3562397442207941","authorId":"3562397442207941","name":"Andyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562397442207941","idStr":"3562397442207941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>","text":"$闪迪(SNDK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544847511651280","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544916981723528,"gmtCreate":1774045727917,"gmtModify":1774045730115,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544916981723528","repostId":"544850155901184","repostType":1,"repost":{"id":544850155901184,"gmtCreate":1774042931105,"gmtModify":1774051213188,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575620131083359","idStr":"3575620131083359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCX\">$2倍做多SMCI ETF-Defiance(SMCX)$ </a>","listText":"<a href=\"https://laohu8.com/S/SMCX\">$2倍做多SMCI ETF-Defiance(SMCX)$ </a>","text":"$2倍做多SMCI ETF-Defiance(SMCX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544850155901184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544916855043080,"gmtCreate":1774045705038,"gmtModify":1774045707592,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544916855043080","repostId":"544676758381624","repostType":1,"repost":{"id":544676758381624,"gmtCreate":1774000545542,"gmtModify":1774000908443,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周科技动态】伊朗局势未歇,高油价会改写大科技定价逻辑吗","htmlText":"本周宏观主线 美联储维持利率不变 PPI继续高于预期 3月18日,美联储继续将联邦基金利率目标区间维持在3.50%到3.75%不变,点阵图仍对应2026年仅一次降息。同一天公布的美国2月PPI环比上涨0.7%,同比上涨3.4%,都高于市场预期。两条信息放在一起,市场接收到的不是宽松临近,而是通胀回落仍不顺、利率中枢短期难以下来的信号。随后美股主要指数继续走弱,科技板块承受的压力尤其直接,因为高估值公司更依赖远期现金流定价,利率预期稍有抬升,软件、半导体和AI主线的估值弹性就会先被压住。接下来市场会更看重订单、盈利和现金流兑现,而不是单纯押注流动性转向。 伊朗袭击中东能源设施 油价继续冲高 本周中东局势进一步升级。以色列对伊朗南帕尔斯气田发动袭击后,伊朗又对沙特、阿联酋、卡塔尔等地能源设施展开打击,市场迅速把关注点转向能源供应风险。3月19日,布伦特原油一度升至115.10美元,创下本轮冲突以来的新高。油价上冲对科技股的影响,不只是情绪层面的避险交易,更在于它会重新抬高市场对通胀和成本的担忧。对于本就处在高投入阶段的AI链条来说,能源价格走高会让投资者对数据中心用电、服务器运营和企业资本支出更加敏感,成长板块因此更难获得高估值溢价。 英伟达把AI芯片空间上修到一万亿美元 3月16日GTC大会上,黄仁勋把英伟达AI芯片到2027年的收入机会空间上修到至少1万亿美元,较此前提出的5000亿美元明显上了一个台阶。这次更新不只是数字更大,更重要的是公司把叙事重点从训练延伸到推理,强调实时运行AI系统的需求正在快速增长,并围绕这一方向推出新CPU和新的系统方案。对美股科技板块来说,这相当于再次给AI主线提供了需求锚点,告诉市场大厂的算力投入并未松动,相关投资周期仍在延续。短期内,服务器、互连、存储和上游芯片链条的定价逻辑,也因此继续围绕AI扩容而运转。 美光业绩超预期 资本开支同步上调","listText":"本周宏观主线 美联储维持利率不变 PPI继续高于预期 3月18日,美联储继续将联邦基金利率目标区间维持在3.50%到3.75%不变,点阵图仍对应2026年仅一次降息。同一天公布的美国2月PPI环比上涨0.7%,同比上涨3.4%,都高于市场预期。两条信息放在一起,市场接收到的不是宽松临近,而是通胀回落仍不顺、利率中枢短期难以下来的信号。随后美股主要指数继续走弱,科技板块承受的压力尤其直接,因为高估值公司更依赖远期现金流定价,利率预期稍有抬升,软件、半导体和AI主线的估值弹性就会先被压住。接下来市场会更看重订单、盈利和现金流兑现,而不是单纯押注流动性转向。 伊朗袭击中东能源设施 油价继续冲高 本周中东局势进一步升级。以色列对伊朗南帕尔斯气田发动袭击后,伊朗又对沙特、阿联酋、卡塔尔等地能源设施展开打击,市场迅速把关注点转向能源供应风险。3月19日,布伦特原油一度升至115.10美元,创下本轮冲突以来的新高。油价上冲对科技股的影响,不只是情绪层面的避险交易,更在于它会重新抬高市场对通胀和成本的担忧。对于本就处在高投入阶段的AI链条来说,能源价格走高会让投资者对数据中心用电、服务器运营和企业资本支出更加敏感,成长板块因此更难获得高估值溢价。 英伟达把AI芯片空间上修到一万亿美元 3月16日GTC大会上,黄仁勋把英伟达AI芯片到2027年的收入机会空间上修到至少1万亿美元,较此前提出的5000亿美元明显上了一个台阶。这次更新不只是数字更大,更重要的是公司把叙事重点从训练延伸到推理,强调实时运行AI系统的需求正在快速增长,并围绕这一方向推出新CPU和新的系统方案。对美股科技板块来说,这相当于再次给AI主线提供了需求锚点,告诉市场大厂的算力投入并未松动,相关投资周期仍在延续。短期内,服务器、互连、存储和上游芯片链条的定价逻辑,也因此继续围绕AI扩容而运转。 美光业绩超预期 资本开支同步上调","text":"本周宏观主线 美联储维持利率不变 PPI继续高于预期 3月18日,美联储继续将联邦基金利率目标区间维持在3.50%到3.75%不变,点阵图仍对应2026年仅一次降息。同一天公布的美国2月PPI环比上涨0.7%,同比上涨3.4%,都高于市场预期。两条信息放在一起,市场接收到的不是宽松临近,而是通胀回落仍不顺、利率中枢短期难以下来的信号。随后美股主要指数继续走弱,科技板块承受的压力尤其直接,因为高估值公司更依赖远期现金流定价,利率预期稍有抬升,软件、半导体和AI主线的估值弹性就会先被压住。接下来市场会更看重订单、盈利和现金流兑现,而不是单纯押注流动性转向。 伊朗袭击中东能源设施 油价继续冲高 本周中东局势进一步升级。以色列对伊朗南帕尔斯气田发动袭击后,伊朗又对沙特、阿联酋、卡塔尔等地能源设施展开打击,市场迅速把关注点转向能源供应风险。3月19日,布伦特原油一度升至115.10美元,创下本轮冲突以来的新高。油价上冲对科技股的影响,不只是情绪层面的避险交易,更在于它会重新抬高市场对通胀和成本的担忧。对于本就处在高投入阶段的AI链条来说,能源价格走高会让投资者对数据中心用电、服务器运营和企业资本支出更加敏感,成长板块因此更难获得高估值溢价。 英伟达把AI芯片空间上修到一万亿美元 3月16日GTC大会上,黄仁勋把英伟达AI芯片到2027年的收入机会空间上修到至少1万亿美元,较此前提出的5000亿美元明显上了一个台阶。这次更新不只是数字更大,更重要的是公司把叙事重点从训练延伸到推理,强调实时运行AI系统的需求正在快速增长,并围绕这一方向推出新CPU和新的系统方案。对美股科技板块来说,这相当于再次给AI主线提供了需求锚点,告诉市场大厂的算力投入并未松动,相关投资周期仍在延续。短期内,服务器、互连、存储和上游芯片链条的定价逻辑,也因此继续围绕AI扩容而运转。 美光业绩超预期 资本开支同步上调","images":[{"img":"https://static.tigerbbs.com/580bde9651f17dad12ead278e2f8de18"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544676758381624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544916440614936,"gmtCreate":1774045671341,"gmtModify":1774045673780,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544916440614936","repostId":"2620207027","repostType":2,"repost":{"id":"2620207027","kind":"news","pubTimestamp":1773987453,"share":"https://www.laohu8.com/m/news/2620207027?lang=zh_CN&edition=full","pubTime":"2026-03-20 14:17","market":"sh","language":"zh","title":"小摩:料美高梅中国(02282)今年每股盈利及派息率将下跌 评级降至“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2620207027","media":"智通财经","summary":"智通财经APP获悉,摩根大通发布研报称,美高梅中国(02282)宣布派发末期息每股0.35港元,全年派息比率50%,以股息率5.5%计不算差,但同业已将派息比率平均提升至约70%,令市场对美高梅的期望提高。尽管派息率符合预期,但由于每股盈利意外地疲弱,末期息较该行及市场预测低约10%。该行指出,更甚的是,由于牌照费用增加,预期美高梅中国2026财年每股盈利将下跌11%,意味派息率或进一步下跌,除非公司提升派息比率或派发特别息,但目前看来可能性不大。小摩将美高梅中国评级下调至“中性”。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布研报称,<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>(02282)宣布派发末期息每股0.35港元,全年派息比率50%,以股息率5.5%计不算差,但同业已将派息比率平均提升至约70%,令市场对<a href=\"https://laohu8.com/S/MGM\">美高梅</a>的期望提高。尽管派息率符合预期,但由于每股盈利意外地疲弱,末期息较该行及市场预测低约10%。该行指出,更甚的是,由于牌照费用增加,预期美高梅中国2026财年每股盈利将下跌11%,意味派息率或进一步下跌,除非公司提升派息比率或派发特别息,但目前看来可能性不大。小摩将美高梅中国评级下调至“中性”。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩:料美高梅中国(02282)今年每股盈利及派息率将下跌 评级降至“中性”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩:料美高梅中国(02282)今年每股盈利及派息率将下跌 评级降至“中性”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 14:17 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1416455.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根大通发布研报称,美高梅中国(02282)宣布派发末期息每股0.35港元,全年派息比率50%,以股息率5.5%计不算差,但同业已将派息比率平均提升至约70%,令市场对美高梅的期望提高。尽管派息率符合预期,但由于每股盈利意外地疲弱,末期息较该行及市场预测低约10%。该行指出,更甚的是,由于牌照费用增加,预期美高梅中国2026财年每股盈利将下跌11%,意味派息率或进一步下跌,除非...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416455.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02282":"美高梅中国"},"source_url":"http://www.zhitongcaijing.com/content/detail/1416455.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620207027","content_text":"智通财经APP获悉,摩根大通发布研报称,美高梅中国(02282)宣布派发末期息每股0.35港元,全年派息比率50%,以股息率5.5%计不算差,但同业已将派息比率平均提升至约70%,令市场对美高梅的期望提高。尽管派息率符合预期,但由于每股盈利意外地疲弱,末期息较该行及市场预测低约10%。该行指出,更甚的是,由于牌照费用增加,预期美高梅中国2026财年每股盈利将下跌11%,意味派息率或进一步下跌,除非公司提升派息比率或派发特别息,但目前看来可能性不大。小摩将美高梅中国评级下调至“中性”。","news_type":1,"symbols_score_info":{"02282":1.5}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544384948732896,"gmtCreate":1773931980292,"gmtModify":1773931982289,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544384948732896","repostId":"544394845332432","repostType":1,"repost":{"id":544394845332432,"gmtCreate":1773931710910,"gmtModify":1773931712255,"author":{"id":"3515117673538798","authorId":"3515117673538798","name":"泡泡希","avatar":"https://static.tigerbbs.com/63a33387e5e34f4eebd52d8894dfb43c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515117673538798","idStr":"3515117673538798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>","text":"$甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544394845332432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544384605410008,"gmtCreate":1773931973519,"gmtModify":1773931975446,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4189305717568752","idStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544384605410008","repostId":"544273744749336","repostType":1,"repost":{"id":544273744749336,"gmtCreate":1773931858571,"gmtModify":1773932160876,"author":{"id":"4097819820251420","authorId":"4097819820251420","name":"十点1倍之路","avatar":"https://static.tigerbbs.com/45cdc352958fb10ea95440de575989d0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097819820251420","idStr":"4097819820251420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$ </a>","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$ </a>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544273744749336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":525913539093528,"gmtCreate":1769421743440,"gmtModify":1769421745867,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"title":"","htmlText":"拉倒吧[笑哭] ","listText":"拉倒吧[笑哭] ","text":"拉倒吧[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525913539093528","repostId":"1115766651","repostType":2,"repost":{"id":"1115766651","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769416852,"share":"https://www.laohu8.com/m/news/1115766651?lang=zh_CN&edition=full","pubTime":"2026-01-26 16:40","market":"hk","language":"zh","title":"李想召开线上全员会:一定会做人形机器人,并会尽快落地亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=1115766651","media":"老虎资讯综合","summary":"最晚2028年,L4一定能落地。","content":"<html><head></head><body><p>1月26日上午10点半, <a href=\"https://laohu8.com/S/LI\">理想汽车</a> CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点:1、2026年是所有想要成为AI头部公司上车的最后一年;2、最晚2028年,L4一定能落地;3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司,最终全球不会超过3家,理想汽车会努力成为其中一家。未来,理想会进一步强化具身智能的品牌定位,而不仅仅是创造移动的家。</p><p>在上述重要的时间节点之外,李想还明确了一点:<strong>在汽车之外,理想一定会做人形机器人,并会尽快落地亮相。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李想召开线上全员会:一定会做人形机器人,并会尽快落地亮相</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李想召开线上全员会:一定会做人形机器人,并会尽快落地亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-26 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月26日上午10点半, <a href=\"https://laohu8.com/S/LI\">理想汽车</a> CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点:1、2026年是所有想要成为AI头部公司上车的最后一年;2、最晚2028年,L4一定能落地;3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司,最终全球不会超过3家,理想汽车会努力成为其中一家。未来,理想会进一步强化具身智能的品牌定位,而不仅仅是创造移动的家。</p><p>在上述重要的时间节点之外,李想还明确了一点:<strong>在汽车之外,理想一定会做人形机器人,并会尽快落地亮相。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115766651","content_text":"1月26日上午10点半, 理想汽车 CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点:1、2026年是所有想要成为AI头部公司上车的最后一年;2、最晚2028年,L4一定能落地;3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司,最终全球不会超过3家,理想汽车会努力成为其中一家。未来,理想会进一步强化具身智能的品牌定位,而不仅仅是创造移动的家。在上述重要的时间节点之外,李想还明确了一点:在汽车之外,理想一定会做人形机器人,并会尽快落地亮相。","news_type":1,"symbols_score_info":{"LI":2,"02015":2}},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514314902659736,"gmtCreate":1766595603839,"gmtModify":1766595605785,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514314902659736","repostId":"514394161807960","repostType":1,"repost":{"id":514394161807960,"gmtCreate":1766561772415,"gmtModify":1766562503129,"author":{"id":"3574141914284382","authorId":"3574141914284382","name":"律动BlockBeats","avatar":"https://static.tigerbbs.com/1f1d7d969652d4ad0f7bf3e057f84b35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574141914284382","authorIdStr":"3574141914284382"},"themes":[],"title":"万亿稳定币之战,Binance决定再次下场","htmlText":"2024 年,稳定币的链上转账总额达到 27.6 万亿美元,首次超过 Visa 与 Mastercard 的总和。 这个数字在五年前是 3000 亿美元,在十年前接近于零。 12 月 18 日,一个名为 United Stables 的项目在迪拜发布了新型稳定币$U。它的储备金不是美元现金或国债,而是 USDC、USDT 和 USD1 三种稳定币的组合。用稳定币抵押稳定币,业内称之为「套娃」。 Binance Wallet 第一时间接入,BNB Chain 官方背书,PancakeSwap、Four.Meme 全线支持。 这套配置在加密圈的含义很清晰:Binance 在亲自下场。 $U 本身或许无足轻重。但它所代表的趋势:稳定币从野蛮生长进入诸侯割据,新战役正在打响。 稳定币 1.0 时代:先发者的垄断 稳定币的本质是「链上美元」,用户向发行商存入 1 美元,获得 1 枚代币,可在全球任意区块链上 7×24 小时流转,秒级到账,手续费几美分。 与支付宝或银行转账相比,稳定币的核心优势是无需实名、无需银行账户、无需监管许可。一个钱包地址就是全部门槛。 2014 年,Tether 发行 USDT 时,整个加密市场市值不到 50 亿美元。所以 Tether 抓住的机会窗口是:传统银行普遍拒绝为加密货币公司提供服务。炒币盈利后想要落袋为安,唯一的方式是将加密资产兑换成 USDT,锁定美元计价的收益。 USDT 的崛起不仅是因为产品优秀,更是因为用户别无选择。这种「被动垄断」一直延续至今,截至 2025 年 12 月,USDT 市值约 1990 亿美元,占据稳定币市场 60% 的份额。 2018 年,Circle 联合 Coinbase 推出 USDC,主打合规牌:每月发布储备审计报告,资金托管于受监管金融机构,拥抱美国证券监管框架。潜台词是 Tether 的黑箱模式迟早出问题。 2","listText":"2024 年,稳定币的链上转账总额达到 27.6 万亿美元,首次超过 Visa 与 Mastercard 的总和。 这个数字在五年前是 3000 亿美元,在十年前接近于零。 12 月 18 日,一个名为 United Stables 的项目在迪拜发布了新型稳定币$U。它的储备金不是美元现金或国债,而是 USDC、USDT 和 USD1 三种稳定币的组合。用稳定币抵押稳定币,业内称之为「套娃」。 Binance Wallet 第一时间接入,BNB Chain 官方背书,PancakeSwap、Four.Meme 全线支持。 这套配置在加密圈的含义很清晰:Binance 在亲自下场。 $U 本身或许无足轻重。但它所代表的趋势:稳定币从野蛮生长进入诸侯割据,新战役正在打响。 稳定币 1.0 时代:先发者的垄断 稳定币的本质是「链上美元」,用户向发行商存入 1 美元,获得 1 枚代币,可在全球任意区块链上 7×24 小时流转,秒级到账,手续费几美分。 与支付宝或银行转账相比,稳定币的核心优势是无需实名、无需银行账户、无需监管许可。一个钱包地址就是全部门槛。 2014 年,Tether 发行 USDT 时,整个加密市场市值不到 50 亿美元。所以 Tether 抓住的机会窗口是:传统银行普遍拒绝为加密货币公司提供服务。炒币盈利后想要落袋为安,唯一的方式是将加密资产兑换成 USDT,锁定美元计价的收益。 USDT 的崛起不仅是因为产品优秀,更是因为用户别无选择。这种「被动垄断」一直延续至今,截至 2025 年 12 月,USDT 市值约 1990 亿美元,占据稳定币市场 60% 的份额。 2018 年,Circle 联合 Coinbase 推出 USDC,主打合规牌:每月发布储备审计报告,资金托管于受监管金融机构,拥抱美国证券监管框架。潜台词是 Tether 的黑箱模式迟早出问题。 2","text":"2024 年,稳定币的链上转账总额达到 27.6 万亿美元,首次超过 Visa 与 Mastercard 的总和。 这个数字在五年前是 3000 亿美元,在十年前接近于零。 12 月 18 日,一个名为 United Stables 的项目在迪拜发布了新型稳定币$U。它的储备金不是美元现金或国债,而是 USDC、USDT 和 USD1 三种稳定币的组合。用稳定币抵押稳定币,业内称之为「套娃」。 Binance Wallet 第一时间接入,BNB Chain 官方背书,PancakeSwap、Four.Meme 全线支持。 这套配置在加密圈的含义很清晰:Binance 在亲自下场。 $U 本身或许无足轻重。但它所代表的趋势:稳定币从野蛮生长进入诸侯割据,新战役正在打响。 稳定币 1.0 时代:先发者的垄断 稳定币的本质是「链上美元」,用户向发行商存入 1 美元,获得 1 枚代币,可在全球任意区块链上 7×24 小时流转,秒级到账,手续费几美分。 与支付宝或银行转账相比,稳定币的核心优势是无需实名、无需银行账户、无需监管许可。一个钱包地址就是全部门槛。 2014 年,Tether 发行 USDT 时,整个加密市场市值不到 50 亿美元。所以 Tether 抓住的机会窗口是:传统银行普遍拒绝为加密货币公司提供服务。炒币盈利后想要落袋为安,唯一的方式是将加密资产兑换成 USDT,锁定美元计价的收益。 USDT 的崛起不仅是因为产品优秀,更是因为用户别无选择。这种「被动垄断」一直延续至今,截至 2025 年 12 月,USDT 市值约 1990 亿美元,占据稳定币市场 60% 的份额。 2018 年,Circle 联合 Coinbase 推出 USDC,主打合规牌:每月发布储备审计报告,资金托管于受监管金融机构,拥抱美国证券监管框架。潜台词是 Tether 的黑箱模式迟早出问题。 2","images":[{"img":"https://static.tigerbbs.com/79d5decd2c70c4205400531fd4a7672e","width":"1080","height":"822"},{"img":"https://static.tigerbbs.com/f4cb023fc6d1221e76411a8ba7cd5e04","width":"1080","height":"309"},{"img":"https://static.tigerbbs.com/8630f9daf02e7e164b1b8795913aea86","width":"1080","height":"780"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514394161807960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482671157784664,"gmtCreate":1758868099015,"gmtModify":1758868110436,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20251017 240.0 PUT\">$AAPL 20251017 240.0 PUT$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20251017 240.0 PUT\">$AAPL 20251017 240.0 PUT$ </a> ","text":"$AAPL 20251017 240.0 PUT$","images":[{"img":"https://static.tigerbbs.com/4c63250e639c5daa2036e11dddf93c4c","width":"1220","height":"2696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482671157784664","isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471780508795024,"gmtCreate":1756212648534,"gmtModify":1756213175698,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471780508795024","repostId":"471759924732104","repostType":1,"repost":{"id":471759924732104,"gmtCreate":1756198132020,"gmtModify":1756200135101,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"📈股息王雅培、标普全球、百事等公司分红数十年,股价连涨,关注了吗?","htmlText":"分红数十年,股价连涨数十年,这些股息王你会长期持有吗?“股息王”(Dividend Kings)是一种非正式分类,但在投资者和分析师中广受认可。该概念与标普500官方的“股息贵族”(Dividend Aristocrats,要求连续25年增加股息)相似,但“王”的门槛更高,为投资者提供了更严格的长期财务实力与股东承诺衡量标准。要成为股息王,公司必须满足以下三项标准:长期股息增长股息王必须至少连续50年保持股息增长或稳定,是股息贵族要求的两倍。财务实力与稳定性可持续的分红增长需要强劲的盈利能力、审慎的资本配置和健康的资产负债表。股息王通常具有低杠杆率、利息覆盖率高于2.5,以及充足的自由现金流来支持持续分红。防御型行业定位大多数股息王分布在公用事业、消费必需品和医疗保健等防御性行业。这些行业需求缺乏弹性,且受经济周期波动影响有限。例如,西北天然气公司(NWN)已连续69年派发股息,依靠受监管的定价和区域垄断支撑。20家代表性股息王I. 消费必需品 <a href=\"https://laohu8.com/S/PG\">$宝洁(PG)$</a> – 股息率:2.4%,68年。旗下汰渍、吉列等品牌支撑其卓越的财务韧性。 <a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> – 股息率:2.82%,63年。全球布局及向低糖饮料转型,保证了稳定现金流和分红可靠性。 <a href=\"https://laohu8.com/S/SWK\">$美国史丹利公司(SWK)$</a> – 股息率:4.34%,59年。手动和电动工具制造商,其“工具与户外”部门贡献了主要收入。 <a href=\"https://laohu8.com/S/MO\">$奥驰亚(MO)$</a> – 股息率:7.12%,54年。作为全球烟草领导者,万宝路品牌与高毛利、成瘾驱动的需求保障","listText":"分红数十年,股价连涨数十年,这些股息王你会长期持有吗?“股息王”(Dividend Kings)是一种非正式分类,但在投资者和分析师中广受认可。该概念与标普500官方的“股息贵族”(Dividend Aristocrats,要求连续25年增加股息)相似,但“王”的门槛更高,为投资者提供了更严格的长期财务实力与股东承诺衡量标准。要成为股息王,公司必须满足以下三项标准:长期股息增长股息王必须至少连续50年保持股息增长或稳定,是股息贵族要求的两倍。财务实力与稳定性可持续的分红增长需要强劲的盈利能力、审慎的资本配置和健康的资产负债表。股息王通常具有低杠杆率、利息覆盖率高于2.5,以及充足的自由现金流来支持持续分红。防御型行业定位大多数股息王分布在公用事业、消费必需品和医疗保健等防御性行业。这些行业需求缺乏弹性,且受经济周期波动影响有限。例如,西北天然气公司(NWN)已连续69年派发股息,依靠受监管的定价和区域垄断支撑。20家代表性股息王I. 消费必需品 <a href=\"https://laohu8.com/S/PG\">$宝洁(PG)$</a> – 股息率:2.4%,68年。旗下汰渍、吉列等品牌支撑其卓越的财务韧性。 <a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> – 股息率:2.82%,63年。全球布局及向低糖饮料转型,保证了稳定现金流和分红可靠性。 <a href=\"https://laohu8.com/S/SWK\">$美国史丹利公司(SWK)$</a> – 股息率:4.34%,59年。手动和电动工具制造商,其“工具与户外”部门贡献了主要收入。 <a href=\"https://laohu8.com/S/MO\">$奥驰亚(MO)$</a> – 股息率:7.12%,54年。作为全球烟草领导者,万宝路品牌与高毛利、成瘾驱动的需求保障","text":"分红数十年,股价连涨数十年,这些股息王你会长期持有吗?“股息王”(Dividend Kings)是一种非正式分类,但在投资者和分析师中广受认可。该概念与标普500官方的“股息贵族”(Dividend Aristocrats,要求连续25年增加股息)相似,但“王”的门槛更高,为投资者提供了更严格的长期财务实力与股东承诺衡量标准。要成为股息王,公司必须满足以下三项标准:长期股息增长股息王必须至少连续50年保持股息增长或稳定,是股息贵族要求的两倍。财务实力与稳定性可持续的分红增长需要强劲的盈利能力、审慎的资本配置和健康的资产负债表。股息王通常具有低杠杆率、利息覆盖率高于2.5,以及充足的自由现金流来支持持续分红。防御型行业定位大多数股息王分布在公用事业、消费必需品和医疗保健等防御性行业。这些行业需求缺乏弹性,且受经济周期波动影响有限。例如,西北天然气公司(NWN)已连续69年派发股息,依靠受监管的定价和区域垄断支撑。20家代表性股息王I. 消费必需品 $宝洁(PG)$ – 股息率:2.4%,68年。旗下汰渍、吉列等品牌支撑其卓越的财务韧性。 $可口可乐(KO)$ – 股息率:2.82%,63年。全球布局及向低糖饮料转型,保证了稳定现金流和分红可靠性。 $美国史丹利公司(SWK)$ – 股息率:4.34%,59年。手动和电动工具制造商,其“工具与户外”部门贡献了主要收入。 $奥驰亚(MO)$ – 股息率:7.12%,54年。作为全球烟草领导者,万宝路品牌与高毛利、成瘾驱动的需求保障","images":[{"img":"https://static.tigerbbs.com/44c3abdc046f3e8b763eee2cf3eca579"},{"img":"https://static.tigerbbs.com/baaa80a00aa902b402a2ad32c4361577"},{"img":"https://static.tigerbbs.com/56fb7152c2171fc46e657a0abe98057c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471759924732104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469779959550024,"gmtCreate":1755692643846,"gmtModify":1755695607629,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469779959550024","repostId":"1146654870","repostType":2,"repost":{"id":"1146654870","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1755515008,"share":"https://www.laohu8.com/m/news/1146654870?lang=zh_CN&edition=full","pubTime":"2025-08-18 19:03","market":"us","language":"zh","title":"财报前瞻丨 名创优品Q2看点丰富——门店升级、IP新品不断、海外业务迎旺季","url":"https://stock-news.laohu8.com/highlight/detail?id=1146654870","media":"财报Agent","summary":"名创优品将于8月21日盘前发布二季度财报。","content":"<html><head></head><body><p><strong><em>摘要:</em></strong> <a href=\"https://laohu8.com/S/MNSO\">名创优品</a> <em>将于8月21日美股盘前发布2025年二季度财报。市场聚焦于门店、渠道升级,IP产品销量及海外业务的扩展方面。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a278b47e65fc532d0fb00a4bc5df26be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度回顾</strong></p><p>2025年一季度, <a href=\"https://laohu8.com/S/09896\">名创优品</a> 收入同比增长18.9%至人民币44.27亿元。毛利同比增长21.1%至人民币19.58亿元,毛利率为44.2%,去年同期则为43.4%。经调整净利润为人民币5.87亿元,去年同期则为人民币6.17亿元。经调整EBITDA同比增长7.5%至人民币10.37亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01a1d14718aff583837192ca3ecdd4d0\" title=\"\" tg-width=\"894\" tg-height=\"624\"/></p><p><strong>二季度预期</strong></p><p>根据彭博社的数据,分析师普遍预期名创优品二季度应收48.44亿元,调整稀释后每股收益1.75元,毛利率21.41亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/722aa3d2beaf5590e5ac608c9fea4c89\" title=\"\" tg-width=\"605\" tg-height=\"426\"/></p><p><strong>主要看点</strong></p><p>门店、渠道升级,有望驱动销售增长</p><p>门店方面,6月18日,名创优品全球首家MINISOSPACE在南京德基广场正式开业,作为德基限定首发的WAKUKU新品吸引众多年轻消费者排队抢购,火速售罄。</p><p style=\"text-align: justify;\">渠道布局上,名创优品持续深化零售版图,正式推出“超级门店矩阵2.0”,构建六级店态体系,店态持续迭代升级。截至2025年7月名创优品已在全国布局10家MINISOLAND门店覆盖上海、北京、成都等核心城市。</p><p>知名IP产品的推出吸引流量</p><p style=\"text-align: justify;\">产品策略上,公司通过独家签约右右酱等艺术家IP、联名迪士尼等外部大版权IP,持续推出新产品系列,有助于获得平台流量倾斜与补贴投入,有望获得较好的增速表现。</p><p>海外业务的推广</p><p style=\"text-align: justify;\">海外直营同店回暖,有望迎来旺季。海外市场直营驱动,新店扩张加速,美国同店有望呈现向好态势;预计随着海外旺季贡献,美国存量门店及plaza等新店态租售比优化单店跑通,OPM降幅逐步收窄,海外直营市场经营杠杆有望释放。</p><p><strong>机构观点</strong></p><p>野村证券:将名创优品美股目标价由22.5美元上调至24.2美元,维持“买入”评级。</p><p>海通证券:名创优品港股目标价45.25 港元,维持“增持”评级。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻丨 名创优品Q2看点丰富——门店升级、IP新品不断、海外业务迎旺季</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻丨 名创优品Q2看点丰富——门店升级、IP新品不断、海外业务迎旺季\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-18 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>摘要:</em></strong> <a href=\"https://laohu8.com/S/MNSO\">名创优品</a> <em>将于8月21日美股盘前发布2025年二季度财报。市场聚焦于门店、渠道升级,IP产品销量及海外业务的扩展方面。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a278b47e65fc532d0fb00a4bc5df26be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度回顾</strong></p><p>2025年一季度, <a href=\"https://laohu8.com/S/09896\">名创优品</a> 收入同比增长18.9%至人民币44.27亿元。毛利同比增长21.1%至人民币19.58亿元,毛利率为44.2%,去年同期则为43.4%。经调整净利润为人民币5.87亿元,去年同期则为人民币6.17亿元。经调整EBITDA同比增长7.5%至人民币10.37亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01a1d14718aff583837192ca3ecdd4d0\" title=\"\" tg-width=\"894\" tg-height=\"624\"/></p><p><strong>二季度预期</strong></p><p>根据彭博社的数据,分析师普遍预期名创优品二季度应收48.44亿元,调整稀释后每股收益1.75元,毛利率21.41亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/722aa3d2beaf5590e5ac608c9fea4c89\" title=\"\" tg-width=\"605\" tg-height=\"426\"/></p><p><strong>主要看点</strong></p><p>门店、渠道升级,有望驱动销售增长</p><p>门店方面,6月18日,名创优品全球首家MINISOSPACE在南京德基广场正式开业,作为德基限定首发的WAKUKU新品吸引众多年轻消费者排队抢购,火速售罄。</p><p style=\"text-align: justify;\">渠道布局上,名创优品持续深化零售版图,正式推出“超级门店矩阵2.0”,构建六级店态体系,店态持续迭代升级。截至2025年7月名创优品已在全国布局10家MINISOLAND门店覆盖上海、北京、成都等核心城市。</p><p>知名IP产品的推出吸引流量</p><p style=\"text-align: justify;\">产品策略上,公司通过独家签约右右酱等艺术家IP、联名迪士尼等外部大版权IP,持续推出新产品系列,有助于获得平台流量倾斜与补贴投入,有望获得较好的增速表现。</p><p>海外业务的推广</p><p style=\"text-align: justify;\">海外直营同店回暖,有望迎来旺季。海外市场直营驱动,新店扩张加速,美国同店有望呈现向好态势;预计随着海外旺季贡献,美国存量门店及plaza等新店态租售比优化单店跑通,OPM降幅逐步收窄,海外直营市场经营杠杆有望释放。</p><p><strong>机构观点</strong></p><p>野村证券:将名创优品美股目标价由22.5美元上调至24.2美元,维持“买入”评级。</p><p>海通证券:名创优品港股目标价45.25 港元,维持“增持”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/472dc158ff5e5c1915c489a58d8b2bb6","relate_stocks":{"09896":"名创优品","MNSO":"名创优品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146654870","content_text":"摘要: 名创优品 将于8月21日美股盘前发布2025年二季度财报。市场聚焦于门店、渠道升级,IP产品销量及海外业务的扩展方面。一季度回顾2025年一季度, 名创优品 收入同比增长18.9%至人民币44.27亿元。毛利同比增长21.1%至人民币19.58亿元,毛利率为44.2%,去年同期则为43.4%。经调整净利润为人民币5.87亿元,去年同期则为人民币6.17亿元。经调整EBITDA同比增长7.5%至人民币10.37亿元。二季度预期根据彭博社的数据,分析师普遍预期名创优品二季度应收48.44亿元,调整稀释后每股收益1.75元,毛利率21.41亿元。主要看点门店、渠道升级,有望驱动销售增长门店方面,6月18日,名创优品全球首家MINISOSPACE在南京德基广场正式开业,作为德基限定首发的WAKUKU新品吸引众多年轻消费者排队抢购,火速售罄。渠道布局上,名创优品持续深化零售版图,正式推出“超级门店矩阵2.0”,构建六级店态体系,店态持续迭代升级。截至2025年7月名创优品已在全国布局10家MINISOLAND门店覆盖上海、北京、成都等核心城市。知名IP产品的推出吸引流量产品策略上,公司通过独家签约右右酱等艺术家IP、联名迪士尼等外部大版权IP,持续推出新产品系列,有助于获得平台流量倾斜与补贴投入,有望获得较好的增速表现。海外业务的推广海外直营同店回暖,有望迎来旺季。海外市场直营驱动,新店扩张加速,美国同店有望呈现向好态势;预计随着海外旺季贡献,美国存量门店及plaza等新店态租售比优化单店跑通,OPM降幅逐步收窄,海外直营市场经营杠杆有望释放。机构观点野村证券:将名创优品美股目标价由22.5美元上调至24.2美元,维持“买入”评级。海通证券:名创优品港股目标价45.25 港元,维持“增持”评级。","news_type":1,"symbols_score_info":{"MNSO":1.1,"09896":1.1}},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457613097664864,"gmtCreate":1752759080230,"gmtModify":1752759146767,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/c62af6162693ceac59d5775cd3f0ad49","width":"1220","height":"3049"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457613097664864","isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449009227559128,"gmtCreate":1750648046591,"gmtModify":1750649097849,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"htmlText":"一个安徽人都不吃的安徽菜,还能怎么被低估呢[开心] ","listText":"一个安徽人都不吃的安徽菜,还能怎么被低估呢[开心] ","text":"一个安徽人都不吃的安徽菜,还能怎么被低估呢[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449009227559128","repostId":"2545784450","repostType":2,"repost":{"id":"2545784450","kind":"news","pubTimestamp":1750645844,"share":"https://www.laohu8.com/m/news/2545784450?lang=zh_CN&edition=full","pubTime":"2025-06-23 10:30","market":"us","language":"zh","title":"港股异动 | 小菜园涨超14%,公司今日迎来解禁,机构称其被显著低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2545784450","media":"智通财经","summary":"智通财经APP获悉,小菜园早盘逆势走高,一度涨超13%,截至发稿,涨9%,报9.45港元,成交额6447.49万港元。消息面上,据小菜园此前发布的公告显示,其1名股东Harvest Delicacy Infinite Corporation发生解禁,累计解禁股数7533.8万股,禁售承诺最后日期为2025年6月20日。值得注意的是,该公司近期发生存仓异动,5月27日,小菜园股东存入华泰香港7534.04万股,存仓市值6.48亿港元,占比6.40%。基于可比公司2025-2027年平均PE为22/18/15倍,小菜园被显著低估,首次覆盖予以“买入”评级。","content":"<html><head></head><body><p>6月23日,<a href=\"https://laohu8.com/S/00999\">小菜园</a>盘中涨超14%,成交额8549.42万港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7b5bc5a91301412a1fa239cc243108\" tg-width=\"465\" tg-height=\"438\"/></p><p>消息面上,据小菜园此前发布的公告显示,其1名股东Harvest Delicacy Infinite Corporation发生解禁,累计解禁股数7533.8万股,禁售承诺最后日期为2025年6月20日。值得注意的是,该公司近期发生存仓异动,5月27日,小菜园股东存入<a href=\"https://laohu8.com/S/600308\">华泰</a>香港7534.04万股,存仓市值6.48亿港元,占比6.40%。</p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>研报指出,小菜园是大众便民中式餐饮第一品牌,致力于打造“好吃便宜”的中国百姓家庭厨房,为消费者提供“健康家常菜”。强供应链、细致标准化、核心人才高激励共同助力品牌跨区扩张加密,预计<a href=\"https://laohu8.com/S/600532\">未来</a>3年门店数以年化复合增速19%稳步扩张。基于可比公司2025-2027年平均PE为22/18/15倍,小菜园被显著低估,首次覆盖予以“买入”评级。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 小菜园涨超14%,公司今日迎来解禁,机构称其被显著低估</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 小菜园涨超14%,公司今日迎来解禁,机构称其被显著低估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-23 10:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1308241.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月23日,小菜园盘中涨超14%,成交额8549.42万港元。消息面上,据小菜园此前发布的公告显示,其1名股东Harvest Delicacy Infinite Corporation发生解禁,累计解禁股数7533.8万股,禁售承诺最后日期为2025年6月20日。值得注意的是,该公司近期发生存仓异动,5月27日,小菜园股东存入华泰香港7534.04万股,存仓市值6.48亿港元,占比6.40%。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1308241.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"00999":"小菜园","BK1233":"餐馆"},"source_url":"http://www.zhitongcaijing.com/content/detail/1308241.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545784450","content_text":"6月23日,小菜园盘中涨超14%,成交额8549.42万港元。消息面上,据小菜园此前发布的公告显示,其1名股东Harvest Delicacy Infinite Corporation发生解禁,累计解禁股数7533.8万股,禁售承诺最后日期为2025年6月20日。值得注意的是,该公司近期发生存仓异动,5月27日,小菜园股东存入华泰香港7534.04万股,存仓市值6.48亿港元,占比6.40%。东吴证券研报指出,小菜园是大众便民中式餐饮第一品牌,致力于打造“好吃便宜”的中国百姓家庭厨房,为消费者提供“健康家常菜”。强供应链、细致标准化、核心人才高激励共同助力品牌跨区扩张加密,预计未来3年门店数以年化复合增速19%稳步扩张。基于可比公司2025-2027年平均PE为22/18/15倍,小菜园被显著低估,首次覆盖予以“买入”评级。","news_type":1,"symbols_score_info":{"00999":1}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176594632712,"gmtCreate":1774109086949,"gmtModify":1774109089329,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176594632712","repostId":"545065910335520","repostType":1,"repost":{"id":545065910335520,"gmtCreate":1774082163480,"gmtModify":1774083555306,"author":{"id":"3576545652300556","authorId":"3576545652300556","name":"不爱吃水果","avatar":"https://static.tigerbbs.com/80b2a0dbeb41d6d5e8ba8c8d477b89f0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576545652300556","authorIdStr":"3576545652300556"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a>高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a>高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果","text":"$哔哩哔哩(BILI)$ 高抛之后开始慢慢把b站买回来。看视频一直看b站。不爱吃水果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545065910335520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545176418849824,"gmtCreate":1774109075161,"gmtModify":1774109077517,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545176418849824","repostId":"545151665668664","repostType":1,"repost":{"id":545151665668664,"gmtCreate":1774103025069,"gmtModify":1774103028281,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4182603153346322","authorIdStr":"4182603153346322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧","text":"$纳指100ETF(QQQ)$ 卖出纳斯达克ETF这个股票有点太糟糕了,还是要赶紧报平安吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545151665668664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545175953867472,"gmtCreate":1774109069324,"gmtModify":1774109071290,"author":{"id":"4189305717568752","authorId":"4189305717568752","name":"爱吃朵朵的兮兮","avatar":"https://static.tigerbbs.com/5000d5813746a394376d1f9eb284fa3a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4189305717568752","authorIdStr":"4189305717568752"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545175953867472","repostId":"545151414761504","repostType":1,"repost":{"id":545151414761504,"gmtCreate":1774103038584,"gmtModify":1774103041688,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4182603153346322","authorIdStr":"4182603153346322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","text":"$百度(BIDU)$ 百度的确有点太糟糕了,这个公司有点不思进取,还是赶紧品尝止损吧,太糟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545151414761504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}