+关注
野蔡
暂无个人介绍
IP属地:江西
0
关注
2
粉丝
0
主题
0
勋章
主贴
热门
野蔡
01-29
$文远知行-W(00800)$
刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?
野蔡
01-28
$文远知行-W(00800)$
26年自动驾驶估计要开始爆发了,先埋伏一波
野蔡
01-27
$文远知行-W(00800)$
比利时Robobus通车只是第一步,后续还会有大动作
野蔡
01-23
$文远知行-W(00800)$
文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了
野蔡
01-21
$文远知行-W(00800)$
技术上没啥问题,只要政策落地,业务拓展马上就能跟上
野蔡
01-19
$文远知行(WRD)$
1000辆Robotaxi只是一个开始,后面铺设速度会越来越快
野蔡
01-15
$文远知行-W(00800)$
新用户还挺多优惠,下次去北京旅游一定要去试一下
野蔡
01-12
$文远知行-W(00800)$
其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。
野蔡
01-09
$文远知行(WRD)$
1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。
野蔡
01-08
$文远知行(WRD)$
最近利好消息不少,又是英伟达,又是BCG希望今晚能涨多点
野蔡
01-07
$文远知行(WRD)$
之前还有人说中东没看到文远的车,现在被BCG的报告打脸了吧
野蔡
01-05
$文远知行-W(00800)$
文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4206704047980640","uuid":"4206704047980640","gmtCreate":1743600911059,"gmtModify":1769605663023,"name":"野蔡","pinyin":"ycyecai","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":0,"tweetSize":12,"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":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":527050589606744,"gmtCreate":1769652301929,"gmtModify":1769652304356,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?","text":"$文远知行-W(00800)$ 刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527050589606744","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526693375222688,"gmtCreate":1769565685743,"gmtModify":1769565688010,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a>26年自动驾驶估计要开始爆发了,先埋伏一波","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a>26年自动驾驶估计要开始爆发了,先埋伏一波","text":"$文远知行-W(00800)$ 26年自动驾驶估计要开始爆发了,先埋伏一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/526693375222688","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436392217273757","authorId":"3436392217273757","name":"股市大冒险","avatar":"https://static.tigerbbs.com/119066ef913ed9bb35740a557aa65667","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3436392217273757","idStr":"3436392217273757"},"content":"过来人告诉你,自动驾驶最近的一波投资热已经过去了,就在3年前。近十年不会再有这么多热线进这个赛道。","text":"过来人告诉你,自动驾驶最近的一波投资热已经过去了,就在3年前。近十年不会再有这么多热线进这个赛道。","html":"过来人告诉你,自动驾驶最近的一波投资热已经过去了,就在3年前。近十年不会再有这么多热线进这个赛道。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526159013676184,"gmtCreate":1769481675704,"gmtModify":1769481677518,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 比利时Robobus通车只是第一步,后续还会有大动作","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 比利时Robobus通车只是第一步,后续还会有大动作","text":"$文远知行-W(00800)$ 比利时Robobus通车只是第一步,后续还会有大动作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526159013676184","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524727834903576,"gmtCreate":1769134055611,"gmtModify":1769134057657,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了","text":"$文远知行-W(00800)$ 文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524727834903576","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524378757541960,"gmtCreate":1768991436480,"gmtModify":1768991438487,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 技术上没啥问题,只要政策落地,业务拓展马上就能跟上","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 技术上没啥问题,只要政策落地,业务拓展马上就能跟上","text":"$文远知行-W(00800)$ 技术上没啥问题,只要政策落地,业务拓展马上就能跟上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524378757541960","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523419841331400,"gmtCreate":1768829091938,"gmtModify":1768829097168,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1000辆Robotaxi只是一个开始,后面铺设速度会越来越快","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1000辆Robotaxi只是一个开始,后面铺设速度会越来越快","text":"$文远知行(WRD)$ 1000辆Robotaxi只是一个开始,后面铺设速度会越来越快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523419841331400","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521858066658072,"gmtCreate":1768442718195,"gmtModify":1768442852912,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 新用户还挺多优惠,下次去北京旅游一定要去试一下","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 新用户还挺多优惠,下次去北京旅游一定要去试一下","text":"$文远知行-W(00800)$ 新用户还挺多优惠,下次去北京旅游一定要去试一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521858066658072","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520918066368904,"gmtCreate":1768198590034,"gmtModify":1768198593063,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。","text":"$文远知行-W(00800)$ 其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520918066368904","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519982558569176,"gmtCreate":1767970122020,"gmtModify":1767972046270,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。","text":"$文远知行(WRD)$ 1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519982558569176","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519610390278160,"gmtCreate":1767879335919,"gmtModify":1767879338079,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 最近利好消息不少,又是英伟达,又是BCG希望今晚能涨多点","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 最近利好消息不少,又是英伟达,又是BCG希望今晚能涨多点","text":"$文远知行(WRD)$ 最近利好消息不少,又是英伟达,又是BCG希望今晚能涨多点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519610390278160","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519243501641936,"gmtCreate":1767797724918,"gmtModify":1767797726988,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 之前还有人说中东没看到文远的车,现在被BCG的报告打脸了吧","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 之前还有人说中东没看到文远的车,现在被BCG的报告打脸了吧","text":"$文远知行(WRD)$ 之前还有人说中东没看到文远的车,现在被BCG的报告打脸了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519243501641936","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518598585024912,"gmtCreate":1767585315255,"gmtModify":1767585318232,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206704047980640","idStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的","text":"$文远知行-W(00800)$ 文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518598585024912","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":526693375222688,"gmtCreate":1769565685743,"gmtModify":1769565688010,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a>26年自动驾驶估计要开始爆发了,先埋伏一波","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a>26年自动驾驶估计要开始爆发了,先埋伏一波","text":"$文远知行-W(00800)$ 26年自动驾驶估计要开始爆发了,先埋伏一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/526693375222688","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436392217273757","authorId":"3436392217273757","name":"股市大冒险","avatar":"https://static.tigerbbs.com/119066ef913ed9bb35740a557aa65667","crmLevel":2,"crmLevelSwitch":0,"idStr":"3436392217273757","authorIdStr":"3436392217273757"},"content":"过来人告诉你,自动驾驶最近的一波投资热已经过去了,就在3年前。近十年不会再有这么多热线进这个赛道。","text":"过来人告诉你,自动驾驶最近的一波投资热已经过去了,就在3年前。近十年不会再有这么多热线进这个赛道。","html":"过来人告诉你,自动驾驶最近的一波投资热已经过去了,就在3年前。近十年不会再有这么多热线进这个赛道。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518598585024912,"gmtCreate":1767585315255,"gmtModify":1767585318232,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的","text":"$文远知行-W(00800)$ 文远知行的核心潜力集中在全球化、商业化与基本面三大维度。全球化上,它率先进军8国市场,中东先发优势显著,2021年起在阿布扎比逐步推进Robotaxi运营,2024年底联合Uber启动中东首个L4纯无人运营并快速落地迪拜,且当地订单价高、少拥堵,200台车规模即可盈利,车队即将实现单车盈亏平衡;商业化布局多元,依托通用技术平台实现核心复用,覆盖Robotaxi、Robobus、无人物流车等多场景,广州Robobus已服务超百万乘客;资本层面更实现美股+港股双重上市,港股招股超50倍超额认购,2025年三季度营收同比增144%,基本面持续改善。值得关注的是,文远知行的核心优势正持续转化为发展动能,未来增长逻辑清晰且扎实。技术层面,2025年全年斩获62项行业权威大奖,其中21项为技术创新类核心奖项,联合联想推出的HPC 3.0高性能计算平台实现2000TOPS AI算力,更将自动驾驶套件成本降低50%,与博世联合研发的辅助驾驶解决方案顺利量产并在智驾大赛中实现“零接管”夺冠,技术硬实力获行业高度认可。可以看得出文远知行未来的潜力还是非常值得期待的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518598585024912","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527050589606744,"gmtCreate":1769652301929,"gmtModify":1769652304356,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?","text":"$文远知行-W(00800)$ 刷到了这个…所以这个GENESIS是给AI司机造了个虚拟驾校?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527050589606744","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526159013676184,"gmtCreate":1769481675704,"gmtModify":1769481677518,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 比利时Robobus通车只是第一步,后续还会有大动作","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 比利时Robobus通车只是第一步,后续还会有大动作","text":"$文远知行-W(00800)$ 比利时Robobus通车只是第一步,后续还会有大动作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526159013676184","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524727834903576,"gmtCreate":1769134055611,"gmtModify":1769134057657,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了","text":"$文远知行-W(00800)$ 文远知行产品布局和企业规划挺好,感觉今年要迎来大爆发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524727834903576","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524378757541960,"gmtCreate":1768991436480,"gmtModify":1768991438487,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 技术上没啥问题,只要政策落地,业务拓展马上就能跟上","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 技术上没啥问题,只要政策落地,业务拓展马上就能跟上","text":"$文远知行-W(00800)$ 技术上没啥问题,只要政策落地,业务拓展马上就能跟上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524378757541960","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523419841331400,"gmtCreate":1768829091938,"gmtModify":1768829097168,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1000辆Robotaxi只是一个开始,后面铺设速度会越来越快","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1000辆Robotaxi只是一个开始,后面铺设速度会越来越快","text":"$文远知行(WRD)$ 1000辆Robotaxi只是一个开始,后面铺设速度会越来越快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523419841331400","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521858066658072,"gmtCreate":1768442718195,"gmtModify":1768442852912,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 新用户还挺多优惠,下次去北京旅游一定要去试一下","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 新用户还挺多优惠,下次去北京旅游一定要去试一下","text":"$文远知行-W(00800)$ 新用户还挺多优惠,下次去北京旅游一定要去试一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521858066658072","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520918066368904,"gmtCreate":1768198590034,"gmtModify":1768198593063,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$ </a> 其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。","text":"$文远知行-W(00800)$ 其实自动驾驶公司并非只有 Robotaxi 一条路,技术沉淀最终会以系统、平台、服务等形式外溢。文远知行已经完成了多元产品的布局,接下来各赛道的营收进展都值得跟踪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520918066368904","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519982558569176,"gmtCreate":1767970122020,"gmtModify":1767972046270,"author":{"id":"4206704047980640","authorId":"4206704047980640","name":"野蔡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206704047980640","authorIdStr":"4206704047980640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。","text":"$文远知行(WRD)$ 1月8日,华泰证券发布文远知行(WRD.US, 0800.HK)研究报告,首次覆盖文远知行并给予买入评级,目标价分别为港股52港元、美股20美元,预期涨幅超100%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519982558569176","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}