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01-09

$智汇矿业(02546)$别只盯着金属价格波动。公司自身正处于“量变”阶段（地下矿产能爬坡），量的增长足以抵消部分价格波动影响

2025-12-19

$赛力斯(09927)$赛力斯的基本面没坏，只是市场情绪的宣泄，过段时间可能就回暖了

2025-11-17

$极智嘉-W(02590)$ 在没有外力刺激下，这种缩量横盘可能还会持续几天。等一个标志性的信号，比如一根放量中阳线来确认方向。

05-25

$思格新能(06656)$这次发布会的规格大概率比上次更高，[开心]就看许映童团队怎么把“AI贯穿全链条”讲透。作为一个从创业第一天就绑定了AI基因的标的，估值逻辑跟传统储能企业应该有明显的结构性溢价。

05-25

$迈威生物-B(02493)$创新药本来就是慢生意，急不来[笑哭][笑哭]

04-30

上面打得越凶，底下收过路费的越稳。3887，我的压舱石$HASHKEY HLDGS(03887)$

@摩尔視野:从 RWA 到 AI Agent：HashKey Chain 如何构建下一代链上金融基础设施？

04-30

有机构预测2028年盈利，就算晚一年到2029年，现在这个价格也是蹲着等开花$迈威生物-B(02493)$

@港股研究社:迈威生物-B（02493.HK）盘中涨超18%：看这四重共振就明白了

04-22

$迈威生物-B(02493)$宫颈癌适应症全球首个进III期！FDA给了三项快速通道，这种国际认证的票，首日机构肯定会抢货[DOGE][DOGE]

04-22

发行价324.2，现在500多，我觉得还是便宜了！按这个增速，年底看到800-1000不是梦！[开心][开心]$思格新能(06656)$

03-31

$最近港股震荡，但HashKey基本面挺稳。年报显示香港市场逆势增长，大盘跌它抗跌，大盘涨它有业绩支撑，这种票适合防守 $HASHKEY HLDGS(03887)$

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href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$ </a>","listText":"有机构预测2028年盈利，就算晚一年到2029年，现在这个价格也是蹲着等开花<a target=\"_blank\" href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$ </a>","text":"有机构预测2028年盈利，就算晚一年到2029年，现在这个价格也是蹲着等开花$迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559080801665952","repostId":"559061021964064","repostType":1,"repost":{"id":559061021964064,"gmtCreate":1777521285743,"gmtModify":1777525525067,"author":{"id":"3516422794850265","authorId":"3516422794850265","name":"港股研究社","avatar":"https://static.tigerbbs.com/6f93253ece299c58b5ce6c809885d9ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516422794850265","idStr":"3516422794850265"},"themes":[],"title":"迈威生物-B（02493.HK）盘中涨超18%：看这四重共振就明白了","htmlText":"迈威生物-B（02493.HK）今天这走势，属实把港股新股市场沉寂已久的肾上腺素给打出来了。 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 早盘以25.60港元低开，不少人还以为要复制昨天那条阴跌线，结果十点过后买盘突然蜂拥而至，最高冲至31.46港元，振幅高达23%，收盘稳在29.38港元，股价涨超18%，换手率9.77%，成交额1.32亿港元。要知道，这仅仅是上市第三个交易日，一只未盈利生物科技B股能走出这种\"过山车式\"的暴力拉升，背后绝不是简单的游资博弈，而是多重硬核逻辑在极短时间内形成了共振。 第一重共振：港股通\"活水\"开闸，增量资金逻辑落地 4月28日上市首日，深交所、上交所同步公告，因迈威生物-B不适用价格稳定期机制且A股上市已满10个交易日，港股通标的证券名单自4月28日起正式调入迈威生物-B 。 这意味着内地南向资金可以无障碍配置，对于总港股股本仅4713万股、港股市值不足14亿港元的迷你盘而言，港股通带来的流动性溢价几乎是\"降维打击\"。今天这18%的涨幅，很大程度上是内地机构与散户通过港股通\"用脚投票\"的结果，港股存在明显的估值洼地效应。 第二重共振：一季报业绩\"打脸\"悲观预期 就在上市之后，公司披露了2026年第一季度报告：营收1.28亿元，同比暴增184.89%；归母净利润-2.42亿元，同比收窄17.07% 。 对于一家累计亏损、常年被质疑\"烧钱换故事\"的18A公司来说，营收接近翻两倍且亏损幅度实质性收窄，意味着商业化能力开始兑现，而非停留在管线PPT阶段。市场此前对迈威生物的担忧集中在\"光有研发没有销售\"，Q1数据直接证伪了这一悲观假设，授权许可收入与药品销售收入双轮驱动，给了短线资金一个绝佳的做多借口。 第三重共振：9MW2821的\"临床催化剂\"密集轰炸 真正让懂行的资金愿意在这","listText":"迈威生物-B（02493.HK）今天这走势，属实把港股新股市场沉寂已久的肾上腺素给打出来了。 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 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href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>创新药本来就是慢生意，急不来[笑哭][笑哭]","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>创新药本来就是慢生意，急不来[笑哭][笑哭]","text":"$迈威生物-B(02493)$创新药本来就是慢生意，急不来[笑哭][笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568002963100424","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559080648013672,"gmtCreate":1777526074537,"gmtModify":1777526076783,"author":{"id":"4215313289797280","authorId":"4215313289797280","name":"财聚我家","avatar":"https://static.tigerbbs.com/c4eca9aa5228ab0de4ce6d7188085b28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313289797280","authorIdStr":"4215313289797280"},"themes":[],"title":"","htmlText":"上面打得越凶，底下收过路费的越稳。3887，我的压舱石<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ 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因为牌桌上的玩家和筹码，都已经变了。 一边，是传统金融机构携 RWA 跨步入场，它们要的不是发币，而是合规、隐私与机构级结算的运行底座；另一边，是 AI Agent 正在从对话工具进化为掌握预算、自主交易的非人类经济主体，它们需要一套能支撑高频、微额、自动化协作的金融协议。 当资产端和参与主体端同时发生范式转移，继续重复上一轮的公链竞争逻辑已毫无意义。所以，在Web3 嘉年华期间，HashKey Chain 此时打出“下一代链上金融基础设施”的牌局，其背后的布局，或许就是一场面向 RWA 与 AI Agent 经济的提前卡位。 一、从公链到联盟链，传统机构真正需要的是什么？ 1、公链和联盟链都难以承载机构的现实需求 在构建链上金融基础设施时，行业过去大体沿着两条路径摸索：一条是极度开放的公链，另一条是极度封闭的联盟链。前者以以太坊、Solana 为代表，拥有开放接入、资产可组合、开发者生态成熟和流动性外溢能力强等优势，因此成为数字原生资产繁荣的主要土壤。如果是公链，对持牌的金融机构而言，问题也很明显，机构必须履行 KYC、AML等关键义务，无法像原生链上地址那样与任何未知对手方无差别交互。 与此同时，公链的全透明虽然增强了公开信任，却也意味着资金路径、仓位变化和交易策略更容易暴露，难以满足专业机构对隐私、权限和可审计性的要求。相较之下，联盟链或单点许可链能够提供身份可控、权限清晰、数据隔离和规则定制等能力，更容易满足合规与","listText":"过去两年，整个加密市场陷入了一种微妙的“基建疲劳”。无论是公链、Layer2，还是各类模块化架构，市场几乎每天都在讨论新的基础设施，以至于“基建过剩、应用不足”成了行业最大的政治正确。 但今天，如果我们跳出数字原生资产的存量博弈，重新审视正在发生的真实变化，就会发现一个残酷的事实：不是基础设施太多了，而是面向下一代链上金融形态的基础设施，根本还没有建好。 因为牌桌上的玩家和筹码，都已经变了。 一边，是传统金融机构携 RWA 跨步入场，它们要的不是发币，而是合规、隐私与机构级结算的运行底座；另一边，是 AI Agent 正在从对话工具进化为掌握预算、自主交易的非人类经济主体，它们需要一套能支撑高频、微额、自动化协作的金融协议。 当资产端和参与主体端同时发生范式转移，继续重复上一轮的公链竞争逻辑已毫无意义。所以，在Web3 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href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$ </a>","listText":"有机构预测2028年盈利，就算晚一年到2029年，现在这个价格也是蹲着等开花<a target=\"_blank\" href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$ </a>","text":"有机构预测2028年盈利，就算晚一年到2029年，现在这个价格也是蹲着等开花$迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559080801665952","repostId":"559061021964064","repostType":1,"repost":{"id":559061021964064,"gmtCreate":1777521285743,"gmtModify":1777525525067,"author":{"id":"3516422794850265","authorId":"3516422794850265","name":"港股研究社","avatar":"https://static.tigerbbs.com/6f93253ece299c58b5ce6c809885d9ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516422794850265","authorIdStr":"3516422794850265"},"themes":[],"title":"迈威生物-B（02493.HK）盘中涨超18%：看这四重共振就明白了","htmlText":"迈威生物-B（02493.HK）今天这走势，属实把港股新股市场沉寂已久的肾上腺素给打出来了。 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 早盘以25.60港元低开，不少人还以为要复制昨天那条阴跌线，结果十点过后买盘突然蜂拥而至，最高冲至31.46港元，振幅高达23%，收盘稳在29.38港元，股价涨超18%，换手率9.77%，成交额1.32亿港元。要知道，这仅仅是上市第三个交易日，一只未盈利生物科技B股能走出这种\"过山车式\"的暴力拉升，背后绝不是简单的游资博弈，而是多重硬核逻辑在极短时间内形成了共振。 第一重共振：港股通\"活水\"开闸，增量资金逻辑落地 4月28日上市首日，深交所、上交所同步公告，因迈威生物-B不适用价格稳定期机制且A股上市已满10个交易日，港股通标的证券名单自4月28日起正式调入迈威生物-B 。 这意味着内地南向资金可以无障碍配置，对于总港股股本仅4713万股、港股市值不足14亿港元的迷你盘而言，港股通带来的流动性溢价几乎是\"降维打击\"。今天这18%的涨幅，很大程度上是内地机构与散户通过港股通\"用脚投票\"的结果，港股存在明显的估值洼地效应。 第二重共振：一季报业绩\"打脸\"悲观预期 就在上市之后，公司披露了2026年第一季度报告：营收1.28亿元，同比暴增184.89%；归母净利润-2.42亿元，同比收窄17.07% 。 对于一家累计亏损、常年被质疑\"烧钱换故事\"的18A公司来说，营收接近翻两倍且亏损幅度实质性收窄，意味着商业化能力开始兑现，而非停留在管线PPT阶段。市场此前对迈威生物的担忧集中在\"光有研发没有销售\"，Q1数据直接证伪了这一悲观假设，授权许可收入与药品销售收入双轮驱动，给了短线资金一个绝佳的做多借口。 第三重共振：9MW2821的\"临床催化剂\"密集轰炸 真正让懂行的资金愿意在这","listText":"迈威生物-B（02493.HK）今天这走势，属实把港股新股市场沉寂已久的肾上腺素给打出来了。 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 早盘以25.60港元低开，不少人还以为要复制昨天那条阴跌线，结果十点过后买盘突然蜂拥而至，最高冲至31.46港元，振幅高达23%，收盘稳在29.38港元，股价涨超18%，换手率9.77%，成交额1.32亿港元。要知道，这仅仅是上市第三个交易日，一只未盈利生物科技B股能走出这种\"过山车式\"的暴力拉升，背后绝不是简单的游资博弈，而是多重硬核逻辑在极短时间内形成了共振。 第一重共振：港股通\"活水\"开闸，增量资金逻辑落地 4月28日上市首日，深交所、上交所同步公告，因迈威生物-B不适用价格稳定期机制且A股上市已满10个交易日，港股通标的证券名单自4月28日起正式调入迈威生物-B 。 这意味着内地南向资金可以无障碍配置，对于总港股股本仅4713万股、港股市值不足14亿港元的迷你盘而言，港股通带来的流动性溢价几乎是\"降维打击\"。今天这18%的涨幅，很大程度上是内地机构与散户通过港股通\"用脚投票\"的结果，港股存在明显的估值洼地效应。 第二重共振：一季报业绩\"打脸\"悲观预期 就在上市之后，公司披露了2026年第一季度报告：营收1.28亿元，同比暴增184.89%；归母净利润-2.42亿元，同比收窄17.07% 。 对于一家累计亏损、常年被质疑\"烧钱换故事\"的18A公司来说，营收接近翻两倍且亏损幅度实质性收窄，意味着商业化能力开始兑现，而非停留在管线PPT阶段。市场此前对迈威生物的担忧集中在\"光有研发没有销售\"，Q1数据直接证伪了这一悲观假设，授权许可收入与药品销售收入双轮驱动，给了短线资金一个绝佳的做多借口。 第三重共振：9MW2821的\"临床催化剂\"密集轰炸 真正让懂行的资金愿意在这","text":"迈威生物-B（02493.HK）今天这走势，属实把港股新股市场沉寂已久的肾上腺素给打出来了。 $迈威生物-B(02493)$ 早盘以25.60港元低开，不少人还以为要复制昨天那条阴跌线，结果十点过后买盘突然蜂拥而至，最高冲至31.46港元，振幅高达23%，收盘稳在29.38港元，股价涨超18%，换手率9.77%，成交额1.32亿港元。要知道，这仅仅是上市第三个交易日，一只未盈利生物科技B股能走出这种\"过山车式\"的暴力拉升，背后绝不是简单的游资博弈，而是多重硬核逻辑在极短时间内形成了共振。 第一重共振：港股通\"活水\"开闸，增量资金逻辑落地 4月28日上市首日，深交所、上交所同步公告，因迈威生物-B不适用价格稳定期机制且A股上市已满10个交易日，港股通标的证券名单自4月28日起正式调入迈威生物-B 。 这意味着内地南向资金可以无障碍配置，对于总港股股本仅4713万股、港股市值不足14亿港元的迷你盘而言，港股通带来的流动性溢价几乎是\"降维打击\"。今天这18%的涨幅，很大程度上是内地机构与散户通过港股通\"用脚投票\"的结果，港股存在明显的估值洼地效应。 第二重共振：一季报业绩\"打脸\"悲观预期 就在上市之后，公司披露了2026年第一季度报告：营收1.28亿元，同比暴增184.89%；归母净利润-2.42亿元，同比收窄17.07% 。 对于一家累计亏损、常年被质疑\"烧钱换故事\"的18A公司来说，营收接近翻两倍且亏损幅度实质性收窄，意味着商业化能力开始兑现，而非停留在管线PPT阶段。市场此前对迈威生物的担忧集中在\"光有研发没有销售\"，Q1数据直接证伪了这一悲观假设，授权许可收入与药品销售收入双轮驱动，给了短线资金一个绝佳的做多借口。 第三重共振：9MW2821的\"临床催化剂\"密集轰炸 真正让懂行的资金愿意在这","images":[{"img":"https://static.tigerbbs.com/26ee2d601457ef9ca52f4096cbfe17fb","width":"684","height":"714"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559061021964064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556264828049616,"gmtCreate":1776835423421,"gmtModify":1776835425500,"author":{"id":"4215313289797280","authorId":"4215313289797280","name":"财聚我家","avatar":"https://static.tigerbbs.com/c4eca9aa5228ab0de4ce6d7188085b28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313289797280","authorIdStr":"4215313289797280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>宫颈癌适应症全球首个进III期！FDA给了三项快速通道，这种国际认证的票，首日机构肯定会抢货[DOGE][DOGE]","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>宫颈癌适应症全球首个进III期！FDA给了三项快速通道，这种国际认证的票，首日机构肯定会抢货[DOGE][DOGE]","text":"$迈威生物-B(02493)$宫颈癌适应症全球首个进III期！FDA给了三项快速通道，这种国际认证的票，首日机构肯定会抢货[DOGE][DOGE]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556264828049616","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556264453535952,"gmtCreate":1776835331987,"gmtModify":1776835334224,"author":{"id":"4215313289797280","authorId":"4215313289797280","name":"财聚我家","avatar":"https://static.tigerbbs.com/c4eca9aa5228ab0de4ce6d7188085b28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313289797280","authorIdStr":"4215313289797280"},"themes":[],"title":"","htmlText":"发行价324.2，现在500多，我觉得还是便宜了！按这个增速，年底看到800-1000不是梦！[开心][开心]<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"发行价324.2，现在500多，我觉得还是便宜了！按这个增速，年底看到800-1000不是梦！[开心][开心]<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"发行价324.2，现在500多，我觉得还是便宜了！按这个增速，年底看到800-1000不是梦！[开心][开心]$思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556264453535952","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548476896548696,"gmtCreate":1774929046769,"gmtModify":1774929049201,"author":{"id":"4215313289797280","authorId":"4215313289797280","name":"财聚我家","avatar":"https://static.tigerbbs.com/c4eca9aa5228ab0de4ce6d7188085b28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313289797280","authorIdStr":"4215313289797280"},"themes":[],"title":"","htmlText":"$最近港股震荡，但HashKey基本面挺稳。年报显示香港市场逆势增长，大盘跌它抗跌，大盘涨它有业绩支撑，这种票适合防守 <a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>","listText":"$最近港股震荡，但HashKey基本面挺稳。年报显示香港市场逆势增长，大盘跌它抗跌，大盘涨它有业绩支撑，这种票适合防守 <a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>","text":"$最近港股震荡，但HashKey基本面挺稳。年报显示香港市场逆势增长，大盘跌它抗跌，大盘涨它有业绩支撑，这种票适合防守 $HASHKEY HLDGS(03887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548476896548696","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}