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小打小闹心平气和
04-30
$迈威生物-B(02493)$
医药股蹲的就是管线的兑现。2821任何一个适应症报产,都是股价双击。我选择提前蹲,不等跑起来再追
小打小闹心平气和
01-09
$极智嘉-W(02590)$
基石长期持有+入港股通 ,近期订单也是不断,入通前能上30
小打小闹心平气和
09-22
我思路跟大伙不太一样,发布会、技术参数我都懒得细扒。我就看价格。早先800V高压,基本二十万起步。现在银河十几万就能拿下。这就好比以前高档餐厅的招牌菜,如今放到家常菜馆卖
$吉利汽车(00175)$
小打小闹心平气和
2025-11-17
$赛力斯(601127)$
销量增长、新车型落地、技术合作落地三利好叠加,赛力斯的新车型周期和具身智能业务布局形成了良性呼应
小打小闹心平气和
06-09
多款产品都在开拓海外市场,业务路子越走越宽,对长期发展是好事。
$迈威生物-B(02493)$
@财小灶:迈威生物全球首个清除型抗体获批临床,用于治疗炎症性肠病(IBD)
小打小闹心平气和
04-30
$思格新能(06656)$
思格新能源上市才半个月,机构锁仓多,现在回调是洗盘,坚定看多,看到 750
小打小闹心平气和
04-22
$思格新能(06656)$
分布式储能全球第一,市占率28.6%,思格新能源这是把细分赛道做到极致了,龙头溢价必须给
小打小闹心平气和
03-18
$山高控股(00412)$
不懂为什么那么多人去追那些几百倍市盈率的氢能概念股。山高实打实投了好几个大的光伏电站和储能项目,现金流都是看得见的。按照机构给的可比公司估值,比如长江电力或者龙源电力那种逻辑,山高目前的市值远远没反映它手里的绿电资产。把它拆开卖都不止这个价。
小打小闹心平气和
02-24
$MINIMAX-WP(00100)$
中国AI行业从200多家卷到不到10家,MiniMax能活下来还被小摩增持,肯定有自己的硬实力。小摩说“MiniMax这么便宜,必须买进”,外界再怎么说,它在模型性能和商业化上的进展,都是实打实的
小打小闹心平气和
02-03
$明略科技-W(02718)$
明略股价走势一路向上,看来资金都看好GEO这个AI营销新赛道的潜力
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赛力斯管理层近期有个表态值得琢磨:重点提升各车型的稳定销量贡献和经营效率。从“爆款驱动”转向“永续经营”,这话听起来平淡,但放在汽车行业里,是一道分水岭。爆款靠产品力爆发,永续经营靠体系化能力。赛力斯想走的,显然是后者。 70亿研发投入,安全数据是个观察窗口 底气从哪来?2026年上半年,赛力斯研发投入达70.07亿元,同比增长34.8%。这个数字放在车企财报里不算小。高强度研发投入,依托统一的平台化技术底座,在底层架构、核心系统、智能化体验上持续突破,最终会落到问界M6、M9这些主力车型的放量上。 说到技术,安全是个绕不开的观察窗口。赛力斯集团董事长张兴海说过:“没有安全,就没有其他;没有安全,努力都会清零。”问界暑期出行报告里有一组数据:辅助驾驶状态下,车辆平均在一次严重碰撞前已安全行驶1534万公里,是中国平均值的8.52倍;人驾状态下是625万公里,是中国平均值的3.47倍。 8.52倍是什么概念?是33.8亿公里真实行驶里程里跑出来的。以问界M9为例,720°安全保护架构、十三横十一纵车身结构、91%的铝合金及高强度钢占比,再加上全向防碰撞CAS5.0与40个传感器,从感知、决策到执行的主动安全链路被逐步打通。安全这件事,正在被销量数据反复验证。 从","images":[{"img":"https://static.tigerbbs.com/e784e3703ab8a6eb831bfb435170dd7a","width":"618","height":"729"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606092755162496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586304642367752,"gmtCreate":1784172208354,"gmtModify":1784172210550,"author":{"id":"4215313328797350","authorId":"4215313328797350","name":"小打小闹心平气和","avatar":"https://static.tigerbbs.com/dbbc042a81c93b6ac25fa8c1622b7972","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313328797350","idStr":"4215313328797350"},"themes":[],"title":"","htmlText":"今天怎么也该给一个小小的安慰奖吧 <a 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