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准备起飞啊卡卡卡
2025-10-09
$阿里巴巴(BABA)$
涨涨落落,正常波动吧,慢慢来了
准备起飞啊卡卡卡
05-14 10:12
$小马智行(PONY)$
小马现在已经是国内唯一一个在北上广深四个一线城市,都实现全无人收费运营的公司。能同时覆盖CBD、机场、高铁站、大学城这些复杂场景,才说明系统成熟度开始上来了
准备起飞啊卡卡卡
2025-10-10
$英特尔(INTC)$
今天晚上不能冲高回落了吧
准备起飞啊卡卡卡
2025-11-04
$亚马逊(AMZN)$
亚马逊不会还要继续冲吧
准备起飞啊卡卡卡
2025-10-07
$小马智行(PONY)$
最近机构对小马行情很了乐观啊,6号高盛集团分析师Allen Chang将目标价从27.7美元上调至31.3美元。上涨空间可以自己看看了
准备起飞啊卡卡卡
02-07
$小马智行(PONY)$
小马这次和摩尔合作,直接把世界模型、虚拟司机这种核心训练环节,放到国产GPU上跑,本身就说明两点:一是模型体系已经比较成熟了,敢换底座;二是算力成本这块,确实要为后面规模化做准备。Robotaxi要跑到几千辆,不把训练和仿真成本压下来,账根本算不过来。这次合作,更像是为后面放量提前铺路
准备起飞啊卡卡卡
2025-11-25
$礼来(LLY)$
ALLURION科技公司发布初步结果,展示其项目与低剂量Tirzepatide联合应用以优化肌肉量和GLP-1依从性
准备起飞啊卡卡卡
2025-10-10
$小马智行(PONY)$
机构对小马的态度挺不错,不是散户在玩情绪。跌的时候敢守,涨回来才更快
准备起飞啊卡卡卡
2025-10-09
$特斯拉(TSLA)$
马上要上平价版的modle Y了,会不会来一波行情,先调整再来波拉升
准备起飞啊卡卡卡
2025-09-22
$小马智行(PONY)$
Robotaxi 的商业化窗口明显在打开,小马在多地拿到资质并扩容车队,这说明商业化路径在持续加速中,今天这个走势是怎么回事?砸了5个点
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昨晚看到消息,复宏汉霖和跨国巨头Organon联合宣布:其帕妥珠单抗生物类似药POHERDY®正式获欧盟批准。作为欧洲“首个且唯一”的同类产品,这个消息还是有点分量的。 做了下功课,在国内的齐鲁制药(安赛珠®)和贝达药业(贝泽汀®)也获批了同类产品。表面看大家都在做一样的药,但如果从商业逻辑和变现天花板往下拆解,复宏汉霖和国内玩家已经不在一个维度。接下来我们从三个层次来聊聊这层预期差: 一、降维赚取全球外汇 VS 国内存量红海死磕 齐鲁和贝达的战略是“国产替代”,主战场在中国。但在国内做类似药,一旦竞品扎堆,立刻就会陷入价格战和医保砍价的存量红海,利润空间一眼看到头。 反观复宏汉霖,POHERDY®抢占的是全球定价最高、利润最丰厚的欧美市场。作为欧洲“首发且唯一”,再加上此前已经拿下了美国FDA批准,它在近30亿美元的海外原研药市场里,正处于没有竞品的“独享红利期”。 二、“欧美双批”的国际标准 VS 本土合规壁垒 国内玩家目前的护城河主要停留在NMPA层面。而复宏汉霖对标的是全球最高工业标准,能够以“零缺陷”连续扛过美国FDA和欧盟EMA最严苛的实地核查,拿下高难度的“欧美双批”。这种底层制造品质的国际化高度,是国内大部分药企短期内无法跨越的鸿沟。 三、借力MNC全球造血 VS 院线地推内卷 贝达和齐鲁需要一家一家医院去“磕”准入,疯狂内卷。复宏汉霖则聪明地借力了MNCOrganon成熟的销售网络铺满全球。自己负责国际标准的规模化制造,巨头负责海外渠道卖药。通过这种模式稳稳赚取高毛利的欧元和美元,彻底摆脱了国内集采的焦虑。 四、一条体系化的出海阳谋 当前国内很多药企的所谓出海,其实是在“卖青苗”,把研发早期的管线低价卖给外企","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a> 转 昨晚看到消息,复宏汉霖和跨国巨头Organon联合宣布:其帕妥珠单抗生物类似药POHERDY®正式获欧盟批准。作为欧洲“首个且唯一”的同类产品,这个消息还是有点分量的。 做了下功课,在国内的齐鲁制药(安赛珠®)和贝达药业(贝泽汀®)也获批了同类产品。表面看大家都在做一样的药,但如果从商业逻辑和变现天花板往下拆解,复宏汉霖和国内玩家已经不在一个维度。接下来我们从三个层次来聊聊这层预期差: 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国内玩家目前的护城河主要停留在NMPA层面。而复宏汉霖对标的是全球最高工业标准,能够以“零缺陷”连续扛过美国FDA和欧盟EMA最严苛的实地核查,拿下高难度的“欧美双批”。这种底层制造品质的国际化高度,是国内大部分药企短期内无法跨越的鸿沟。 三、借力MNC全球造血 VS 院线地推内卷 贝达和齐鲁需要一家一家医院去“磕”准入,疯狂内卷。复宏汉霖则聪明地借力了MNCOrganon成熟的销售网络铺满全球。自己负责国际标准的规模化制造,巨头负责海外渠道卖药。通过这种模式稳稳赚取高毛利的欧元和美元,彻底摆脱了国内集采的焦虑。 四、一条体系化的出海阳谋 当前国内很多药企的所谓出海,其实是在“卖青苗”,把研发早期的管线低价卖给外企","images":[{"img":"https://static.tigerbbs.com/18eb7bfbb84a900701bfe53e49d25863","width":"1191","height":"1685"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559136141050896","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":559134066369840,"gmtCreate":1777539118068,"gmtModify":1777541446491,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"透过“欧洲行”看归创通桥的出海进阶:选择一条更难,但天花板更高的路","htmlText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a> 转个内容:最近归创通桥管理层密集跑了趟欧洲(德国、英国、葡萄牙)。很多人的第一反应可能觉得,这无非就是医疗器械公司出海的常规PR宣传。仔细盘了里面的行程细节,归创展现出了一种试图跨越“单纯往外卖货”试水期的雄心和执行力。他们正在实质性地向“全球资产本地化运营”的深水区试探,这种态度的转变,值得市场重新审视其海外业务的长期演进逻辑。 医疗器械出海,其实有两条路。最简单、见效最快的路径,是找几个海外代理商去新兴市场铺点量,这也是目前国内多数创新械企在集采常态化压力下的“防御性”选择。从披露的数据看,归创2025年海外营收4865万元,同比增速虽高达115.5%,但绝对盘子尚处于起步阶段。如果只走代理模式,天花板肉眼可见。 然而,归创显然选了另一条更有挑战性、也更难的路,在海外建立直营体系与本地供应链。这其实与其核心管理层深厚的海外产业背景和国际化视野密不可分。这种去操盘跨国资产的深度整合是非常具有前瞻性的。 先是在欧洲行的第一站:德国。 完成对Optimed的交割只是财务层面的第一步,真正的看点在于双方投后的深度融合与业务协同。这次管理层的首次正式访欧,除了跨文化团队的交流,还传递出了一个明确的信号:双方不再是简单的财务并表,而是在实质性地推进全方位的深度合作与战略布局。归创并非在单向并购标的,而是依托Optimed在欧洲深耕多年的底蕴,结合自身的产品力,进行优势互补。合力将Optimed打造成欧洲本土的供应链枢纽和直营大本营,这种从中欧团队深度互锁、到共同开展本地化直营的转变,不仅能有效优化渠道结构、提升整体的盈利质量,更是公司向全球化精细运营迈出的稳健一步。 这种“啃硬骨头”的打法,在英国和葡萄牙两站也得到了定性验证。 面对欧洲这样准入门槛极高、被跨国巨头常年把持的","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a> 转个内容:最近归创通桥管理层密集跑了趟欧洲(德国、英国、葡萄牙)。很多人的第一反应可能觉得,这无非就是医疗器械公司出海的常规PR宣传。仔细盘了里面的行程细节,归创展现出了一种试图跨越“单纯往外卖货”试水期的雄心和执行力。他们正在实质性地向“全球资产本地化运营”的深水区试探,这种态度的转变,值得市场重新审视其海外业务的长期演进逻辑。 医疗器械出海,其实有两条路。最简单、见效最快的路径,是找几个海外代理商去新兴市场铺点量,这也是目前国内多数创新械企在集采常态化压力下的“防御性”选择。从披露的数据看,归创2025年海外营收4865万元,同比增速虽高达115.5%,但绝对盘子尚处于起步阶段。如果只走代理模式,天花板肉眼可见。 然而,归创显然选了另一条更有挑战性、也更难的路,在海外建立直营体系与本地供应链。这其实与其核心管理层深厚的海外产业背景和国际化视野密不可分。这种去操盘跨国资产的深度整合是非常具有前瞻性的。 先是在欧洲行的第一站:德国。 完成对Optimed的交割只是财务层面的第一步,真正的看点在于双方投后的深度融合与业务协同。这次管理层的首次正式访欧,除了跨文化团队的交流,还传递出了一个明确的信号:双方不再是简单的财务并表,而是在实质性地推进全方位的深度合作与战略布局。归创并非在单向并购标的,而是依托Optimed在欧洲深耕多年的底蕴,结合自身的产品力,进行优势互补。合力将Optimed打造成欧洲本土的供应链枢纽和直营大本营,这种从中欧团队深度互锁、到共同开展本地化直营的转变,不仅能有效优化渠道结构、提升整体的盈利质量,更是公司向全球化精细运营迈出的稳健一步。 这种“啃硬骨头”的打法,在英国和葡萄牙两站也得到了定性验证。 面对欧洲这样准入门槛极高、被跨国巨头常年把持的","text":"$归创通桥(02190)$ 转个内容:最近归创通桥管理层密集跑了趟欧洲(德国、英国、葡萄牙)。很多人的第一反应可能觉得,这无非就是医疗器械公司出海的常规PR宣传。仔细盘了里面的行程细节,归创展现出了一种试图跨越“单纯往外卖货”试水期的雄心和执行力。他们正在实质性地向“全球资产本地化运营”的深水区试探,这种态度的转变,值得市场重新审视其海外业务的长期演进逻辑。 医疗器械出海,其实有两条路。最简单、见效最快的路径,是找几个海外代理商去新兴市场铺点量,这也是目前国内多数创新械企在集采常态化压力下的“防御性”选择。从披露的数据看,归创2025年海外营收4865万元,同比增速虽高达115.5%,但绝对盘子尚处于起步阶段。如果只走代理模式,天花板肉眼可见。 然而,归创显然选了另一条更有挑战性、也更难的路,在海外建立直营体系与本地供应链。这其实与其核心管理层深厚的海外产业背景和国际化视野密不可分。这种去操盘跨国资产的深度整合是非常具有前瞻性的。 先是在欧洲行的第一站:德国。 完成对Optimed的交割只是财务层面的第一步,真正的看点在于双方投后的深度融合与业务协同。这次管理层的首次正式访欧,除了跨文化团队的交流,还传递出了一个明确的信号:双方不再是简单的财务并表,而是在实质性地推进全方位的深度合作与战略布局。归创并非在单向并购标的,而是依托Optimed在欧洲深耕多年的底蕴,结合自身的产品力,进行优势互补。合力将Optimed打造成欧洲本土的供应链枢纽和直营大本营,这种从中欧团队深度互锁、到共同开展本地化直营的转变,不仅能有效优化渠道结构、提升整体的盈利质量,更是公司向全球化精细运营迈出的稳健一步。 这种“啃硬骨头”的打法,在英国和葡萄牙两站也得到了定性验证。 面对欧洲这样准入门槛极高、被跨国巨头常年把持的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559134066369840","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":487381938004432,"gmtCreate":1760018779214,"gmtModify":1760018781104,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 涨涨落落,正常波动吧,慢慢来了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 涨涨落落,正常波动吧,慢慢来了","text":"$阿里巴巴(BABA)$ 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