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2025-05-22

支持一下 $顺丰同城(09699)$

2025-09-10

$车车科技(CCG)$ 放量突破，趋势确立，继续看好

01-30

$赛力斯(09927)$ 机构预测赛力斯2025年净利约91亿，同比增53%，按这增速，现在估值贵吗？我觉得能消化估值

2025-12-05

$地平线机器人-W(09660)$当社区里所有人都开始悲观时，往往是阶段性底部；当所有人都在狂欢时，反而要警惕。现在，你觉得是哪种氛围？

2025-08-26

$车车科技(CCG)$现在买入，赌的不是财报好不好，而是赌它会好到什么程度！超预期就是连续涨停

2025-07-08

$极智嘉-W(02590)$人家七成收入在海外，欧洲日本客户一堆，沃尔玛丰田都离不开它，这类长线资金根本不在意短期波动，暗盘平走反而证明筹码锁定性强，后续爆发潜力远超炒作型新股。

02-10

该产品现已具备成熟的量产能力，可快速投入规模化部署，看来26年又要上一个台阶了$极智嘉-W(02590)$

@舟木研究港美股:极智嘉发布全球首款人形通用仓储机器人，引领无人仓新纪元！

2025-07-16

$云知声(09678)$云知声技术全球领先+润建东盟市场资源，1+1>2效应显著。量价齐升，AI二波行情龙头非他莫属。

01-30

$HASHKEY HLDGS(03887)$ 市场现在给hashkye的标签越来越清晰：“港股数字资产第一股”、“合规龙头”。在投资者心智里占住位置，这本身就很值钱

01-19

$极智嘉-W(02590)$ 今日放量突破，入通行情加速启动，明天看好30，短期32

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机构预测赛力斯2025年净利约91亿，同比增53%，按这增速，现在估值贵吗？我觉得能消化估值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/527169867923984","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087984965265220","authorId":"4087984965265220","name":"西门小呆瓜cc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087984965265220","idStr":"4087984965265220"},"content":"事实摆在眼前还能做梦真牛","text":"事实摆在眼前还能做梦真牛","html":"事实摆在眼前还能做梦真牛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523467136070208,"gmtCreate":1768809815589,"gmtModify":1768809819162,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 益生菌、肠宝这些新品要是能成，第二曲线就有了。老品牌焕新比创业成功率大。","text":"$金嗓子(06896)$ 益生菌、肠宝这些新品要是能成，第二曲线就有了。老品牌焕新比创业成功率大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503969570316352","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499694995169816,"gmtCreate":1763020896207,"gmtModify":1763020898185,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 今天广和通港股涨了 4.02%，股价冲到 20.18 港元，反观恒生科技指数才涨 0.43%，这逆势表现已经说明资金在认可它了，作为物联网模组龙头，跟着行业风口走不会错。","listText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 今天广和通港股涨了 4.02%，股价冲到 20.18 港元，反观恒生科技指数才涨 0.43%，这逆势表现已经说明资金在认可它了，作为物联网模组龙头，跟着行业风口走不会错。","text":"$广和通(00638)$ 今天广和通港股涨了 4.02%，股价冲到 20.18 港元，反观恒生科技指数才涨 0.43%，这逆势表现已经说明资金在认可它了，作为物联网模组龙头，跟着行业风口走不会错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499694995169816","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497202986832128,"gmtCreate":1762409965873,"gmtModify":1762409967820,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497202986832128","repostId":"497164319666176","repostType":1,"repost":{"id":497164319666176,"gmtCreate":1762400860883,"gmtModify":1762401860056,"author":{"id":"3538979157740005","authorId":"3538979157740005","name":"金融叁劍客","avatar":"https://static.tigerbbs.com/e3a768355efc361c844de67abc2d4a63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3538979157740005","idStr":"3538979157740005"},"themes":[],"title":"解码赛力斯：迄今规模最大的中国车企IPO","htmlText":"11月5日，赛力斯（9927.HK）正式登陆港交所主板，市值超2200亿港元，是迄今为止规模最大的中国车企IPO，也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企，凭什么获得如此惊人的估值？答案早已写在全球汽车产业的新估值逻辑里。 电动车时代，销量规模正在让位于科技潜力与成长潜力，成为新的估值锚点。最直观的例子是，特斯拉以科技股的估值体系引领全球车企，全球汽车销量冠军丰田集团，如今美股市值仅为特斯拉的17%。 而赛力斯，恰恰交出了一份符合新估值逻辑的高分答卷： 盈利能力经过验证：继特斯拉、比亚迪、理想之后，全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元，同比增长31.56%。 高端市场占据制高点：2025年三季度毛利率高达29.9%，超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元，其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入：港股上市70%募资用于研发，强化自研能力，并前瞻性布局机器人等前沿领域。 全球化战略加速落地：首家“A+H”两地上市的豪华新能源车企，对接国际资本。2025年上半年，赛力斯境外营收同比增长145%，海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓，也解释了资本市场的热烈反应。 更重要的是，问界品牌的高端化布局，正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》，问界品牌获得2025年上半年品牌发展信心指数第一名，问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑，是多重势能叠加的结果：背后有资本市场的信任加持，也有产品盈利模式的成熟验证，更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线，进一步拆解赛力斯的“估值底气”。 49","listText":"11月5日，赛力斯（9927.HK）正式登陆港交所主板，市值超2200亿港元，是迄今为止规模最大的中国车企IPO，也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企，凭什么获得如此惊人的估值？答案早已写在全球汽车产业的新估值逻辑里。 电动车时代，销量规模正在让位于科技潜力与成长潜力，成为新的估值锚点。最直观的例子是，特斯拉以科技股的估值体系引领全球车企，全球汽车销量冠军丰田集团，如今美股市值仅为特斯拉的17%。 而赛力斯，恰恰交出了一份符合新估值逻辑的高分答卷： 盈利能力经过验证：继特斯拉、比亚迪、理想之后，全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元，同比增长31.56%。 高端市场占据制高点：2025年三季度毛利率高达29.9%，超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元，其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入：港股上市70%募资用于研发，强化自研能力，并前瞻性布局机器人等前沿领域。 全球化战略加速落地：首家“A+H”两地上市的豪华新能源车企，对接国际资本。2025年上半年，赛力斯境外营收同比增长145%，海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓，也解释了资本市场的热烈反应。 更重要的是，问界品牌的高端化布局，正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》，问界品牌获得2025年上半年品牌发展信心指数第一名，问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑，是多重势能叠加的结果：背后有资本市场的信任加持，也有产品盈利模式的成熟验证，更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线，进一步拆解赛力斯的“估值底气”。 49","text":"11月5日，赛力斯（9927.HK）正式登陆港交所主板，市值超2200亿港元，是迄今为止规模最大的中国车企IPO，也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企，凭什么获得如此惊人的估值？答案早已写在全球汽车产业的新估值逻辑里。 电动车时代，销量规模正在让位于科技潜力与成长潜力，成为新的估值锚点。最直观的例子是，特斯拉以科技股的估值体系引领全球车企，全球汽车销量冠军丰田集团，如今美股市值仅为特斯拉的17%。 而赛力斯，恰恰交出了一份符合新估值逻辑的高分答卷： 盈利能力经过验证：继特斯拉、比亚迪、理想之后，全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元，同比增长31.56%。 高端市场占据制高点：2025年三季度毛利率高达29.9%，超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元，其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入：港股上市70%募资用于研发，强化自研能力，并前瞻性布局机器人等前沿领域。 全球化战略加速落地：首家“A+H”两地上市的豪华新能源车企，对接国际资本。2025年上半年，赛力斯境外营收同比增长145%，海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓，也解释了资本市场的热烈反应。 更重要的是，问界品牌的高端化布局，正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》，问界品牌获得2025年上半年品牌发展信心指数第一名，问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑，是多重势能叠加的结果：背后有资本市场的信任加持，也有产品盈利模式的成熟验证，更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线，进一步拆解赛力斯的“估值底气”。 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Geek+ Brain 深度融合了极智嘉多年积累的海量仓储数据，并结合大规模仿真强化学习，让Gino 1具备类人的通用操作能力，能够从事仓储拣货、搬箱、打包、巡检等多任务，真正实现了“一台机器人覆盖仓内主流人工操作场景”，引领仓储行业实现从移动智能化到操作智能化的关键跨越。 不止于技术突破，极智嘉亦关注通用机器人的商业本质。公司始终致力于推动通用机器人在真实场景中创造商业价值。通过面向仓储场景的设计和相关数据训练，&nbsp;Gino 1 不仅在可靠性和效率表现上能满足客户要求，更具备卓越的成本效益，让客户更愿意进行商业化部署，从而加速产品实现真正的商业化应用。目前，该产品现已具备成熟的量产能力，可快速投入规模化部署，为全流程无人仓的广泛落地奠定了基础。 Gino 1 的面世，是极智嘉创新发展版图中的关键里程碑：从“货到人”模式的专用仓储机器人(AMR)，到解决海量商品高效拣选的专用机械臂无人拣货站，再到今日发布的通用仓储机器人 Gino 1，极智嘉成功构建了多智能体全流程协同的智能仓储作业体系，全面引领无人仓新纪元。 区别于行业内“先造技术再找场景”的路径，Gino&nbsp;1&nbsp;是极智嘉背靠全球第一仓储履约市场份额、庞大客户和渠道网络所打造的“仓储原生”具身智能方案。它直接继承了极智嘉十年深耕的场景Know‑how与行业实践沉淀，构建起极智嘉特有的技术差异化优势，极大加快商业化落地的步伐。 全栈自研硬件本体 让机器人真正走得顺、拿得稳、靠得住 Gino 1 硬件体系全维度锚定仓储痛","listText":"全球智能机器人引领者极智嘉(Geek+, 2590.HK) 今日正式发布全球首款面向仓储场景的通用机器人Gino 1。 作为“通用仓储机器人”战略落地的又一生产力 AI 新作，Gino 1区别于其它人形机器人，它专为仓储而生，完全面向仓储场景的通用多任务能力而设计并训练。其具身大脑 Geek+ Brain 深度融合了极智嘉多年积累的海量仓储数据，并结合大规模仿真强化学习，让Gino 1具备类人的通用操作能力，能够从事仓储拣货、搬箱、打包、巡检等多任务，真正实现了“一台机器人覆盖仓内主流人工操作场景”，引领仓储行业实现从移动智能化到操作智能化的关键跨越。 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