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木火知行录

木火知行录

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木火知行录

2025-10-02

$量子之歌(QSG)$彻底转型，梭哈潮玩！老业务包袱一扔，财报立马清爽，利润表更好看。想想潮玩这个赛道有多火，盲盒、手办、潮玩IP，哪个不是年轻人的心头好？

木火知行录

01-20

$赛力斯(09927)$ 我觉得它现在不光是销量增长，更是产品结构往上走，M9、M8这些高价车占比高，很赚钱，这叫高质量增长

木火知行录

06-08

$思格新能(06656)$现在 AI + 能源是国家重点扶持方向，政策密集出台加码双向赋能，思格新能源精准踩中赛道风口，长期受益行业红利[爱你]

木火知行录

05-21

7MW4911中美国都批了，临床随时可以启动，管线储备是有底的。 $迈威生物-B(02493)$

木火知行录

04-22

位置不算高，基本面也过得去，就算调整空间也有限，继续拿着观望 $山高控股(00412)$

木火知行录

04-08

$找钢集团-W(06676)$ 手里有找钢网的朋友今天笑醒了吧？一天涨了26%还多，1.57了，这肉吃得香啊

木火知行录

03-30

$极智嘉-W(02590)$对比优必选、越疆，极智嘉作为港股ToB机器人盈利第一股，现在17港元的价位，性价比很高啊，考虑一下抄底

木火知行录

03-30

$瑞声科技(02018)$ 午后这走势挺抗跌的，情绪一点点修复

木火知行录

02-04

问界系列占比超九成，大单品模式得到市场验证$赛力斯(09927)$

@杨不留行:赛力斯披露1月产销快报问界单月交付超4万辆领跑豪华车市场

木火知行录

02-02

$山高控股(00412)$ 绿电算力闭环还在推进，回调不用过度解读

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 手里有找钢网的朋友今天笑醒了吧？一天涨了26%还多，1.57了，这肉吃得香啊","text":"$找钢集团-W(06676)$ 手里有找钢网的朋友今天笑醒了吧？一天涨了26%还多，1.57了，这肉吃得香啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551309330450128","isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548167756363024,"gmtCreate":1774853504374,"gmtModify":1774853506353,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>对比优必选、越疆，极智嘉作为港股ToB机器人盈利第一股，现在17港元的价位，性价比很高啊，考虑一下抄底","listText":"<a 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午后这走势挺抗跌的，情绪一点点修复","text":"$瑞声科技(02018)$ 午后这走势挺抗跌的，情绪一点点修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548216604070192","isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529173131109208,"gmtCreate":1770182605340,"gmtModify":1770182607347,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"问界系列占比超九成，大单品模式得到市场验证<a target=\"_blank\" href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$ </a>","listText":"问界系列占比超九成，大单品模式得到市场验证<a target=\"_blank\" href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$ </a>","text":"问界系列占比超九成，大单品模式得到市场验证$赛力斯(09927)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529173131109208","repostId":"529168531644552","repostType":1,"repost":{"id":529168531644552,"gmtCreate":1770181304464,"gmtModify":1770181960342,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087602178931600","idStr":"4087602178931600"},"themes":[],"title":"赛力斯披露1月产销快报 问界单月交付超4万辆领跑豪华车市场","htmlText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","listText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 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展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529168531644552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528347666621480,"gmtCreate":1770012127981,"gmtModify":1770012130317,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 绿电算力闭环还在推进，回调不用过度解读","listText":"<a 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而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","listText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","text":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529168531644552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528347666621480,"gmtCreate":1770012127981,"gmtModify":1770012130317,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229439786500","authorIdStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 绿电算力闭环还在推进，回调不用过度解读","listText":"<a 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