比小强还强大的个人主页 - 老虎社区

比小强还强大

比小强还强大

暂无个人介绍

IP属地：未知

7关注

0粉丝

0主题

0勋章

比小强还强大

2025-11-25

$蔚来(NIO)$ $蔚来-SW(09866)$ 高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。

@格雷费舍:蔚来越过拐点：高价值产品驱动量价齐飞，盈利在望

比小强还强大

09-22

$吉利汽车(00175)$九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]

比小强还强大

09-10

看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 $吉利汽车(00175)$

比小强还强大

03-18

说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型$极智嘉-W(02590)$

@三十观市:GTC大会算力狂欢背后：谁在填补港股机器人的“认知缺口”？

比小强还强大

02-02

$极智嘉-W(02590)$ 尾盘开始V上来了，按照这样，明天会升，谁抄底了？

比小强还强大

01-09

$HASHKEY HLDGS(03887)$长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价

比小强还强大

2025-10-23

$找钢集团-W(06676)$别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会

比小强还强大

2025-10-17

$地平线机器人-W(09660)$你们啊，太浮躁。我当年拿茅台也拿了好几年。好公司，像老酒，越陈越香。地平线，我当存酒了。

比小强还强大

2025-12-08

$HashKey Holdings Limited（临时代码）(91318)$老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期

比小强还强大

2025-10-17

$蔚来(NIO)$ $蔚来-SW(09866)$ 现在GIC把两年前的冷饭端上桌，不过是为了刷存在感。诉讼走得慢很正常，媒体偏挑“蔚来被诉”发推送，流量到手，筹码吓出。拿着基本面好、现金流改善、换电站狂奔的蔚来，去换这种惊吓筹码？我不干。睡好觉，把K线拉远点，风景还是那条上升曲线

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4215313346797420","uuid":"4215313346797420","gmtCreate":1752210158371,"gmtModify":1752210878285,"name":"比小强还强大","pinyin":"bxqhqdbixiaoqianghaiqiangda","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":7,"tweetSize":27,"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":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":610430426133320,"gmtCreate":1790057562121,"gmtModify":1790057564456,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]","text":"$吉利汽车(00175)$九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/610430426133320","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606157732737368,"gmtCreate":1789017371642,"gmtModify":1789018355749,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","listText":"看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","text":"看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 $吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/606157732737368","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586316114272288,"gmtCreate":1784175095902,"gmtModify":1784175098099,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>这股上市基石投资者有戴姆勒和比亚迪，这配置挺罕见。感觉产业资本比金融资本更懂行，既然真金白银投了，应该是看好长期技术价值吧","listText":"<a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>这股上市基石投资者有戴姆勒和比亚迪，这配置挺罕见。感觉产业资本比金融资本更懂行，既然真金白银投了，应该是看好长期技术价值吧","text":"$MOMENTA-W(06880)$这股上市基石投资者有戴姆勒和比亚迪，这配置挺罕见。感觉产业资本比金融资本更懂行，既然真金白银投了，应该是看好长期技术价值吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586316114272288","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573541079310952,"gmtCreate":1781056860992,"gmtModify":1781057886067,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 看这盘面又是吃面的一天，消费数据不给力把整车都带沟里了","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 看这盘面又是吃面的一天，消费数据不给力把整车都带沟里了","text":"$赛力斯(09927)$ 看这盘面又是吃面的一天，消费数据不给力把整车都带沟里了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573541079310952","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559090248656600,"gmtCreate":1777528406327,"gmtModify":1777528408237,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 股价在560-600这个区间震荡一周了，感觉在蓄势。如果突破600并站稳，下一个目标就是前高669。量能也在温和放大，有资金在悄悄吸筹[贱笑]","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 股价在560-600这个区间震荡一周了，感觉在蓄势。如果突破600并站稳，下一个目标就是前高669。量能也在温和放大，有资金在悄悄吸筹[贱笑]","text":"$思格新能(06656)$ 股价在560-600这个区间震荡一周了，感觉在蓄势。如果突破600并站稳，下一个目标就是前高669。量能也在温和放大，有资金在悄悄吸筹[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559090248656600","isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543911633272896,"gmtCreate":1773816416789,"gmtModify":1773816419406,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","listText":"说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","text":"说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型$极智嘉-W(02590)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/543911633272896","repostId":"544051005625136","repostType":1,"repost":{"id":544051005625136,"gmtCreate":1773799351150,"gmtModify":1773799904891,"author":{"id":"4142984412645600","authorId":"4142984412645600","name":"三十观市","avatar":"https://static.tigerbbs.com/bcf9daf130625a08e521ed83c608168d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4142984412645600","authorIdStr":"4142984412645600"},"themes":[],"title":"GTC大会算力狂欢背后：谁在填补港股机器人的“认知缺口”？","htmlText":"每年的GTC大会，都是黄仁勋刷新算力天花板的“个人秀”。就在刚刚，黄仁勋再次站上圣何塞的舞台，Rubin架构的算力数字又一次让市场沸腾。 回望去年GTC，英伟达甩出JetsonThor、ProjectGR00T等王炸组合，把机器人算力推向新高度。短短一年时间，人形机器人算力天花板被不断捅破。 但算力攀比的狂欢之后，我们终将会回归最直接的问题：盈利。 算力冗余的争议愈发激烈，我想说的是算力终究是手段，落地才是王道。 回到市场，机器人港股首盈也悄然落幕。极智嘉以预计经调整净利润转正，2500万至4500万元出线，这也是整个港股市场中新一代智能机器人企业中非常罕见的捷报：盈利。 盈利，才是最深的技术壁垒 在很长一段时间里，机器人行业的资本故事都带着某种“想象税”。投资者为SLAM算法的精度买单，为双足行走的稳定性买单，却唯独很难在利润表上看到真金白银。 亏损被视为高研发的\"必要代价\"，PS估值成了唯一的定价语言。 但极智嘉的这份预告，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是\"谁的技术更炫\"，而是\"谁的商业更稳\"。 根据披露，2025年极智嘉营收突破30亿元，同比增长超30%；经调整净利润正式转正，预计达2500万至4500万元。 在港股机器人“三巨头”中，极智嘉成了唯一一个率先撞线、跑通商业闭环的标的。当收入规模突破临界点，固定成本被摊薄，经营杠杆开始发力。每新增一块钱收入的边际成本在下降，利润弹性就出来了。 但其股价却不尽人意，优必选、越疆的PS都在35倍左右，而极智嘉却只有9倍。 市场习惯了用PS（市销率）给“亏损的想象力”定价时，往往会忽视一个事实：能够盈利的规模化，才是最难逾越的技术护城河。 这种估值的“剪刀差”，到底是价值洼地，还是认知的盲区？答案已经呼之欲出。 行业风向标与政策层面导向：从“出海”到“基础设施” 如果说盈利是内功，","listText":"每年的GTC大会，都是黄仁勋刷新算力天花板的“个人秀”。就在刚刚，黄仁勋再次站上圣何塞的舞台，Rubin架构的算力数字又一次让市场沸腾。 回望去年GTC，英伟达甩出JetsonThor、ProjectGR00T等王炸组合，把机器人算力推向新高度。短短一年时间，人形机器人算力天花板被不断捅破。 但算力攀比的狂欢之后，我们终将会回归最直接的问题：盈利。 算力冗余的争议愈发激烈，我想说的是算力终究是手段，落地才是王道。 回到市场，机器人港股首盈也悄然落幕。极智嘉以预计经调整净利润转正，2500万至4500万元出线，这也是整个港股市场中新一代智能机器人企业中非常罕见的捷报：盈利。 盈利，才是最深的技术壁垒 在很长一段时间里，机器人行业的资本故事都带着某种“想象税”。投资者为SLAM算法的精度买单，为双足行走的稳定性买单，却唯独很难在利润表上看到真金白银。 亏损被视为高研发的\"必要代价\"，PS估值成了唯一的定价语言。 但极智嘉的这份预告，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是\"谁的技术更炫\"，而是\"谁的商业更稳\"。 根据披露，2025年极智嘉营收突破30亿元，同比增长超30%；经调整净利润正式转正，预计达2500万至4500万元。 在港股机器人“三巨头”中，极智嘉成了唯一一个率先撞线、跑通商业闭环的标的。当收入规模突破临界点，固定成本被摊薄，经营杠杆开始发力。每新增一块钱收入的边际成本在下降，利润弹性就出来了。 但其股价却不尽人意，优必选、越疆的PS都在35倍左右，而极智嘉却只有9倍。 市场习惯了用PS（市销率）给“亏损的想象力”定价时，往往会忽视一个事实：能够盈利的规模化，才是最难逾越的技术护城河。 这种估值的“剪刀差”，到底是价值洼地，还是认知的盲区？答案已经呼之欲出。 行业风向标与政策层面导向：从“出海”到“基础设施” 如果说盈利是内功，","text":"每年的GTC大会，都是黄仁勋刷新算力天花板的“个人秀”。就在刚刚，黄仁勋再次站上圣何塞的舞台，Rubin架构的算力数字又一次让市场沸腾。 回望去年GTC，英伟达甩出JetsonThor、ProjectGR00T等王炸组合，把机器人算力推向新高度。短短一年时间，人形机器人算力天花板被不断捅破。 但算力攀比的狂欢之后，我们终将会回归最直接的问题：盈利。 算力冗余的争议愈发激烈，我想说的是算力终究是手段，落地才是王道。 回到市场，机器人港股首盈也悄然落幕。极智嘉以预计经调整净利润转正，2500万至4500万元出线，这也是整个港股市场中新一代智能机器人企业中非常罕见的捷报：盈利。 盈利，才是最深的技术壁垒 在很长一段时间里，机器人行业的资本故事都带着某种“想象税”。投资者为SLAM算法的精度买单，为双足行走的稳定性买单，却唯独很难在利润表上看到真金白银。 亏损被视为高研发的\"必要代价\"，PS估值成了唯一的定价语言。 但极智嘉的这份预告，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是\"谁的技术更炫\"，而是\"谁的商业更稳\"。 根据披露，2025年极智嘉营收突破30亿元，同比增长超30%；经调整净利润正式转正，预计达2500万至4500万元。 在港股机器人“三巨头”中，极智嘉成了唯一一个率先撞线、跑通商业闭环的标的。当收入规模突破临界点，固定成本被摊薄，经营杠杆开始发力。每新增一块钱收入的边际成本在下降，利润弹性就出来了。 但其股价却不尽人意，优必选、越疆的PS都在35倍左右，而极智嘉却只有9倍。 市场习惯了用PS（市销率）给“亏损的想象力”定价时，往往会忽视一个事实：能够盈利的规模化，才是最难逾越的技术护城河。 这种估值的“剪刀差”，到底是价值洼地，还是认知的盲区？答案已经呼之欲出。 行业风向标与政策层面导向：从“出海”到“基础设施” 如果说盈利是内功，","images":[{"img":"https://static.tigerbbs.com/fe8c71fa5fd8cec642a7f2c02594413c","width":"1185","height":"639"},{"img":"https://static.tigerbbs.com/4a24d7e1dfd8928ed4c6a84d81830652","width":"1353","height":"983"},{"img":"https://static.tigerbbs.com/f21a84f2a50e80ad74efd47a3d1607c7","width":"1003","height":"778"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544051005625136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572569667966603","authorId":"3572569667966603","name":"BENBENBEN","avatar":"https://static.tigerbbs.com/d9310aca6850a69947792b8faef3e872","crmLevel":8,"crmLevelSwitch":0,"idStr":"3572569667966603","authorIdStr":"3572569667966603"},"content":"你脑子是不是缺点什么，都跌了40%了","text":"你脑子是不是缺点什么，都跌了40%了","html":"你脑子是不是缺点什么，都跌了40%了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536145717028536,"gmtCreate":1771914070111,"gmtModify":1771914072513,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>市场从炒算力转向看应用，MiniMax正好站在新逻辑的C位","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>市场从炒算力转向看应用，MiniMax正好站在新逻辑的C位","text":"$MINIMAX-WP(00100)$市场从炒算力转向看应用，MiniMax正好站在新逻辑的C位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536145717028536","isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528669794915480,"gmtCreate":1770100329712,"gmtModify":1770100332534,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 不管在哪个行业高端化能成逻辑总是要硬一些的，看好赛力斯后续的修复","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 不管在哪个行业高端化能成逻辑总是要硬一些的，看好赛力斯后续的修复","text":"$赛力斯(09927)$ 不管在哪个行业高端化能成逻辑总是要硬一些的，看好赛力斯后续的修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528669794915480","isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528375573635104,"gmtCreate":1770018916919,"gmtModify":1770018919082,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 尾盘开始V上来了，按照这样，明天会升，谁抄底了？","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 尾盘开始V上来了，按照这样，明天会升，谁抄底了？","text":"$极智嘉-W(02590)$ 尾盘开始V上来了，按照这样，明天会升，谁抄底了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528375573635104","isVote":1,"tweetType":1,"viewCount":3755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":1,"crmLevelSwitch":1,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"content":"这个臭虫，天天下跌一块钱","text":"这个臭虫，天天下跌一块钱","html":"这个臭虫，天天下跌一块钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520004273398280,"gmtCreate":1767937742247,"gmtModify":1767937744147,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价","text":"$HASHKEY HLDGS(03887)$长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520004273398280","isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519849496770008,"gmtCreate":1767937713700,"gmtModify":1767937715921,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价还在磨底中，适合中长期投资。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价还在磨底中，适合中长期投资。","text":"$金嗓子(06896)$ 股价还在磨底中，适合中长期投资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519849496770008","isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516339335467096,"gmtCreate":1767080143975,"gmtModify":1767082463902,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/688111\">$金山办公(688111)$</a> 根据公开信息，腾讯元宝单季度在广告投流上的金额就已超过MiniMax的累计总投入，仅6、7两个月的投放金额均超10亿元人民币。大厂的投流确实能快速拉动下载量、提升曝光度，但这种投入更多集中在市场推广层面；对比之下，MiniMax的5亿美金，却实实在在转化成了核心技术实力——其文本模型位列全球前五、开源第一，视频模型跻身全球前三，语音模型更是力压OpenAI登顶国际权威榜单，这种全模态的技术突破，是单纯投流难以实现的。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/688111\">$金山办公(688111)$</a> 根据公开信息，腾讯元宝单季度在广告投流上的金额就已超过MiniMax的累计总投入，仅6、7两个月的投放金额均超10亿元人民币。大厂的投流确实能快速拉动下载量、提升曝光度，但这种投入更多集中在市场推广层面；对比之下，MiniMax的5亿美金，却实实在在转化成了核心技术实力——其文本模型位列全球前五、开源第一，视频模型跻身全球前三，语音模型更是力压OpenAI登顶国际权威榜单，这种全模态的技术突破，是单纯投流难以实现的。","text":"$腾讯控股(00700)$ $阿里巴巴-W(09988)$ $金山办公(688111)$ 根据公开信息，腾讯元宝单季度在广告投流上的金额就已超过MiniMax的累计总投入，仅6、7两个月的投放金额均超10亿元人民币。大厂的投流确实能快速拉动下载量、提升曝光度，但这种投入更多集中在市场推广层面；对比之下，MiniMax的5亿美金，却实实在在转化成了核心技术实力——其文本模型位列全球前五、开源第一，视频模型跻身全球前三，语音模型更是力压OpenAI登顶国际权威榜单，这种全模态的技术突破，是单纯投流难以实现的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516339335467096","isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512389769167672,"gmtCreate":1766122189888,"gmtModify":1766122191651,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>没什么好着急的，现在走势很正常，才刚开始上市","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>没什么好着急的，现在走势很正常，才刚开始上市","text":"$智汇矿业(02546)$没什么好着急的，现在走势很正常，才刚开始上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512389769167672","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508496736198896,"gmtCreate":1765175307482,"gmtModify":1765248848178,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a>老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期","listText":"<a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a>老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期","text":"$HashKey Holdings Limited（临时代码）(91318)$老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508496736198896","isVote":1,"tweetType":1,"viewCount":3073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508495160332920,"gmtCreate":1765174930276,"gmtModify":1765174932390,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 别只盯着股价波动，去看看问界的订单量，有这数据财报也差不到哪里去","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 别只盯着股价波动，去看看问界的订单量，有这数据财报也差不到哪里去","text":"$赛力斯(601127)$ 别只盯着股价波动，去看看问界的订单量，有这数据财报也差不到哪里去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508495160332920","isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503995198849576,"gmtCreate":1764080150890,"gmtModify":1764080153457,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/503995198849576","repostId":"503990752805232","repostType":1,"repost":{"id":503990752805232,"gmtCreate":1764078745392,"gmtModify":1764081602766,"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"格雷费舍","avatar":"https://static.tigerbbs.com/8fc93f609b678997a7ca0e9a1dd7356d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"themes":[],"title":"蔚来越过拐点：高价值产品驱动量价齐飞，盈利在望","htmlText":"蔚来刚刚发布的2025年第三季度财报，可以说是一份相当扎实的成绩单。没有惊心动魄的剧情反转，也没有语不惊人死不休的宏大叙事，有的是一系列稳步向上、持续改善的核心经营数据。 如果你长期关注这家公司，会发现这份财报可能标志着蔚来已经悄然越过了那个纠结已久的“经营拐点”，正式迈入了依靠产品力与体系力实现内生增长的新阶段。 核心数据全线突破，经营质量显著改善 先看最硬核的几项数据。三季度，蔚来交付了87,071台车，同比增长40.8%，环比也增长了20.8%，创下了季度交付量的历史新高。伴随着销量攀升，营收也水涨船高，达到217.9亿元人民币，同样创下历史纪录。更值得玩味的是其盈利能力的改善：三季度综合毛利率回升至13.9%，整车毛利率更是达到了14.7%，两者均为近三年来的最高水平。 这意味着什么？意味着蔚来卖车不仅比以前更“多”了，也变得更“赚”了。在当下这个“降价求生”几乎成为行业常态的环境里，蔚来能够实现“量价齐飞”，显得尤为难得。 现金是企业的生命线。这份财报显示，蔚来的现金储备环比大幅增长了近一百亿，达到了367亿元。更重要的是，公司实现了正向的经营性现金流和自由现金流。对于一家长期处于高投入新势力车企而言，这个转变具有里程碑式的意义。它说明蔚来的自身造血能力已经开始启动。 展望四季度，蔚来给出的指引给足了信心：交付量预计在12万到12.5万台之间，营收指引为327.6亿至340.4亿元。如果这个目标达成，其同比增长幅度将高达65%以上。这不仅显示了管理层对后续市场的强大信心，也为其能否在四季度实现单季盈利留下了巨大的想象空间。 增长引擎：高价值旗舰产品驱动“质变” 那么，一个核心问题就出现了：是什么驱动了蔚来在三季度的这场“质变”？ 答案并非行业里常见的“以价换量”。恰恰相反，推动这次增长的核心引擎，是两款高价值的旗舰产品——乐道L90和全新蔚来ES8。 乐道L90作","listText":"蔚来刚刚发布的2025年第三季度财报，可以说是一份相当扎实的成绩单。没有惊心动魄的剧情反转，也没有语不惊人死不休的宏大叙事，有的是一系列稳步向上、持续改善的核心经营数据。 如果你长期关注这家公司，会发现这份财报可能标志着蔚来已经悄然越过了那个纠结已久的“经营拐点”，正式迈入了依靠产品力与体系力实现内生增长的新阶段。 核心数据全线突破，经营质量显著改善 先看最硬核的几项数据。三季度，蔚来交付了87,071台车，同比增长40.8%，环比也增长了20.8%，创下了季度交付量的历史新高。伴随着销量攀升，营收也水涨船高，达到217.9亿元人民币，同样创下历史纪录。更值得玩味的是其盈利能力的改善：三季度综合毛利率回升至13.9%，整车毛利率更是达到了14.7%，两者均为近三年来的最高水平。 这意味着什么？意味着蔚来卖车不仅比以前更“多”了，也变得更“赚”了。在当下这个“降价求生”几乎成为行业常态的环境里，蔚来能够实现“量价齐飞”，显得尤为难得。 现金是企业的生命线。这份财报显示，蔚来的现金储备环比大幅增长了近一百亿，达到了367亿元。更重要的是，公司实现了正向的经营性现金流和自由现金流。对于一家长期处于高投入新势力车企而言，这个转变具有里程碑式的意义。它说明蔚来的自身造血能力已经开始启动。 展望四季度，蔚来给出的指引给足了信心：交付量预计在12万到12.5万台之间，营收指引为327.6亿至340.4亿元。如果这个目标达成，其同比增长幅度将高达65%以上。这不仅显示了管理层对后续市场的强大信心，也为其能否在四季度实现单季盈利留下了巨大的想象空间。 增长引擎：高价值旗舰产品驱动“质变” 那么，一个核心问题就出现了：是什么驱动了蔚来在三季度的这场“质变”？ 答案并非行业里常见的“以价换量”。恰恰相反，推动这次增长的核心引擎，是两款高价值的旗舰产品——乐道L90和全新蔚来ES8。 乐道L90作","text":"蔚来刚刚发布的2025年第三季度财报，可以说是一份相当扎实的成绩单。没有惊心动魄的剧情反转，也没有语不惊人死不休的宏大叙事，有的是一系列稳步向上、持续改善的核心经营数据。 如果你长期关注这家公司，会发现这份财报可能标志着蔚来已经悄然越过了那个纠结已久的“经营拐点”，正式迈入了依靠产品力与体系力实现内生增长的新阶段。 核心数据全线突破，经营质量显著改善 先看最硬核的几项数据。三季度，蔚来交付了87,071台车，同比增长40.8%，环比也增长了20.8%，创下了季度交付量的历史新高。伴随着销量攀升，营收也水涨船高，达到217.9亿元人民币，同样创下历史纪录。更值得玩味的是其盈利能力的改善：三季度综合毛利率回升至13.9%，整车毛利率更是达到了14.7%，两者均为近三年来的最高水平。 这意味着什么？意味着蔚来卖车不仅比以前更“多”了，也变得更“赚”了。在当下这个“降价求生”几乎成为行业常态的环境里，蔚来能够实现“量价齐飞”，显得尤为难得。 现金是企业的生命线。这份财报显示，蔚来的现金储备环比大幅增长了近一百亿，达到了367亿元。更重要的是，公司实现了正向的经营性现金流和自由现金流。对于一家长期处于高投入新势力车企而言，这个转变具有里程碑式的意义。它说明蔚来的自身造血能力已经开始启动。 展望四季度，蔚来给出的指引给足了信心：交付量预计在12万到12.5万台之间，营收指引为327.6亿至340.4亿元。如果这个目标达成，其同比增长幅度将高达65%以上。这不仅显示了管理层对后续市场的强大信心，也为其能否在四季度实现单季盈利留下了巨大的想象空间。 增长引擎：高价值旗舰产品驱动“质变” 那么，一个核心问题就出现了：是什么驱动了蔚来在三季度的这场“质变”？ 答案并非行业里常见的“以价换量”。恰恰相反，推动这次增长的核心引擎，是两款高价值的旗舰产品——乐道L90和全新蔚来ES8。 乐道L90作","images":[{"img":"https://static.tigerbbs.com/8e165151a2aee439b88f0572684d7433","width":"1854","height":"1092"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503990752805232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"idStr":"4131099835786260","authorIdStr":"4131099835786260"},"content":"原来真的不是说说啊，Q4真能盈利","text":"原来真的不是说说啊，Q4真能盈利","html":"原来真的不是说说啊，Q4真能盈利"},{"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"idStr":"4131099813786120","authorIdStr":"4131099813786120"},"content":"我觉得是超预期了，今年Q4有希望[比心]","text":"我觉得是超预期了，今年Q4有希望[比心]","html":"我觉得是超预期了，今年Q4有希望[比心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500987897324288,"gmtCreate":1763352131464,"gmtModify":1763352133375,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>这股价，割肉是不可能割的，只能当传家宝留着了","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>这股价，割肉是不可能割的，只能当传家宝留着了","text":"$找钢集团-W(06676)$这股价，割肉是不可能割的，只能当传家宝留着了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500987897324288","isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497504297497024,"gmtCreate":1762484296572,"gmtModify":1762484298465,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>股价在3.4附近反复试探，感觉向下的空间真的不大了。先挂个3.43的买单，捡点便宜货等着。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>股价在3.4附近反复试探，感觉向下的空间真的不大了。先挂个3.43的买单，捡点便宜货等着。","text":"$金嗓子(06896)$股价在3.4附近反复试探，感觉向下的空间真的不大了。先挂个3.43的买单，捡点便宜货等着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497504297497024","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492195814920496,"gmtCreate":1761185588377,"gmtModify":1761185590148,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会","text":"$找钢集团-W(06676)$别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492195814920496","isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492195452277056,"gmtCreate":1761185500092,"gmtModify":1761185502013,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 大盘这么弱，0.04%换手跌这么多，制造恐慌，在发布会前低吸？","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 大盘这么弱，0.04%换手跌这么多，制造恐慌，在发布会前低吸？","text":"$极智嘉-W(02590)$ 大盘这么弱，0.04%换手跌这么多，制造恐慌，在发布会前低吸？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492195452277056","isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":503995198849576,"gmtCreate":1764080150890,"gmtModify":1764080153457,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 高毛利车型却集中交付——蔚来把研发周期做进了平台化，费用端不再随车型数量线性膨胀，运营杠杆开始显性化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/503995198849576","repostId":"503990752805232","repostType":1,"repost":{"id":503990752805232,"gmtCreate":1764078745392,"gmtModify":1764081602766,"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"格雷费舍","avatar":"https://static.tigerbbs.com/8fc93f609b678997a7ca0e9a1dd7356d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"themes":[],"title":"蔚来越过拐点：高价值产品驱动量价齐飞，盈利在望","htmlText":"蔚来刚刚发布的2025年第三季度财报，可以说是一份相当扎实的成绩单。没有惊心动魄的剧情反转，也没有语不惊人死不休的宏大叙事，有的是一系列稳步向上、持续改善的核心经营数据。 如果你长期关注这家公司，会发现这份财报可能标志着蔚来已经悄然越过了那个纠结已久的“经营拐点”，正式迈入了依靠产品力与体系力实现内生增长的新阶段。 核心数据全线突破，经营质量显著改善 先看最硬核的几项数据。三季度，蔚来交付了87,071台车，同比增长40.8%，环比也增长了20.8%，创下了季度交付量的历史新高。伴随着销量攀升，营收也水涨船高，达到217.9亿元人民币，同样创下历史纪录。更值得玩味的是其盈利能力的改善：三季度综合毛利率回升至13.9%，整车毛利率更是达到了14.7%，两者均为近三年来的最高水平。 这意味着什么？意味着蔚来卖车不仅比以前更“多”了，也变得更“赚”了。在当下这个“降价求生”几乎成为行业常态的环境里，蔚来能够实现“量价齐飞”，显得尤为难得。 现金是企业的生命线。这份财报显示，蔚来的现金储备环比大幅增长了近一百亿，达到了367亿元。更重要的是，公司实现了正向的经营性现金流和自由现金流。对于一家长期处于高投入新势力车企而言，这个转变具有里程碑式的意义。它说明蔚来的自身造血能力已经开始启动。 展望四季度，蔚来给出的指引给足了信心：交付量预计在12万到12.5万台之间，营收指引为327.6亿至340.4亿元。如果这个目标达成，其同比增长幅度将高达65%以上。这不仅显示了管理层对后续市场的强大信心，也为其能否在四季度实现单季盈利留下了巨大的想象空间。 增长引擎：高价值旗舰产品驱动“质变” 那么，一个核心问题就出现了：是什么驱动了蔚来在三季度的这场“质变”？ 答案并非行业里常见的“以价换量”。恰恰相反，推动这次增长的核心引擎，是两款高价值的旗舰产品——乐道L90和全新蔚来ES8。 乐道L90作","listText":"蔚来刚刚发布的2025年第三季度财报，可以说是一份相当扎实的成绩单。没有惊心动魄的剧情反转，也没有语不惊人死不休的宏大叙事，有的是一系列稳步向上、持续改善的核心经营数据。 如果你长期关注这家公司，会发现这份财报可能标志着蔚来已经悄然越过了那个纠结已久的“经营拐点”，正式迈入了依靠产品力与体系力实现内生增长的新阶段。 核心数据全线突破，经营质量显著改善 先看最硬核的几项数据。三季度，蔚来交付了87,071台车，同比增长40.8%，环比也增长了20.8%，创下了季度交付量的历史新高。伴随着销量攀升，营收也水涨船高，达到217.9亿元人民币，同样创下历史纪录。更值得玩味的是其盈利能力的改善：三季度综合毛利率回升至13.9%，整车毛利率更是达到了14.7%，两者均为近三年来的最高水平。 这意味着什么？意味着蔚来卖车不仅比以前更“多”了，也变得更“赚”了。在当下这个“降价求生”几乎成为行业常态的环境里，蔚来能够实现“量价齐飞”，显得尤为难得。 现金是企业的生命线。这份财报显示，蔚来的现金储备环比大幅增长了近一百亿，达到了367亿元。更重要的是，公司实现了正向的经营性现金流和自由现金流。对于一家长期处于高投入新势力车企而言，这个转变具有里程碑式的意义。它说明蔚来的自身造血能力已经开始启动。 展望四季度，蔚来给出的指引给足了信心：交付量预计在12万到12.5万台之间，营收指引为327.6亿至340.4亿元。如果这个目标达成，其同比增长幅度将高达65%以上。这不仅显示了管理层对后续市场的强大信心，也为其能否在四季度实现单季盈利留下了巨大的想象空间。 增长引擎：高价值旗舰产品驱动“质变” 那么，一个核心问题就出现了：是什么驱动了蔚来在三季度的这场“质变”？ 答案并非行业里常见的“以价换量”。恰恰相反，推动这次增长的核心引擎，是两款高价值的旗舰产品——乐道L90和全新蔚来ES8。 乐道L90作","text":"蔚来刚刚发布的2025年第三季度财报，可以说是一份相当扎实的成绩单。没有惊心动魄的剧情反转，也没有语不惊人死不休的宏大叙事，有的是一系列稳步向上、持续改善的核心经营数据。 如果你长期关注这家公司，会发现这份财报可能标志着蔚来已经悄然越过了那个纠结已久的“经营拐点”，正式迈入了依靠产品力与体系力实现内生增长的新阶段。 核心数据全线突破，经营质量显著改善 先看最硬核的几项数据。三季度，蔚来交付了87,071台车，同比增长40.8%，环比也增长了20.8%，创下了季度交付量的历史新高。伴随着销量攀升，营收也水涨船高，达到217.9亿元人民币，同样创下历史纪录。更值得玩味的是其盈利能力的改善：三季度综合毛利率回升至13.9%，整车毛利率更是达到了14.7%，两者均为近三年来的最高水平。 这意味着什么？意味着蔚来卖车不仅比以前更“多”了，也变得更“赚”了。在当下这个“降价求生”几乎成为行业常态的环境里，蔚来能够实现“量价齐飞”，显得尤为难得。 现金是企业的生命线。这份财报显示，蔚来的现金储备环比大幅增长了近一百亿，达到了367亿元。更重要的是，公司实现了正向的经营性现金流和自由现金流。对于一家长期处于高投入新势力车企而言，这个转变具有里程碑式的意义。它说明蔚来的自身造血能力已经开始启动。 展望四季度，蔚来给出的指引给足了信心：交付量预计在12万到12.5万台之间，营收指引为327.6亿至340.4亿元。如果这个目标达成，其同比增长幅度将高达65%以上。这不仅显示了管理层对后续市场的强大信心，也为其能否在四季度实现单季盈利留下了巨大的想象空间。 增长引擎：高价值旗舰产品驱动“质变” 那么，一个核心问题就出现了：是什么驱动了蔚来在三季度的这场“质变”？ 答案并非行业里常见的“以价换量”。恰恰相反，推动这次增长的核心引擎，是两款高价值的旗舰产品——乐道L90和全新蔚来ES8。 乐道L90作","images":[{"img":"https://static.tigerbbs.com/8e165151a2aee439b88f0572684d7433","width":"1854","height":"1092"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503990752805232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"idStr":"4131099835786260","authorIdStr":"4131099835786260"},"content":"原来真的不是说说啊，Q4真能盈利","text":"原来真的不是说说啊，Q4真能盈利","html":"原来真的不是说说啊，Q4真能盈利"},{"author":{"id":"4131099813786120","authorId":"4131099813786120","name":"苏幕遮重","avatar":"https://static.tigerbbs.com/cbc0c10adfc024daa157da2d81397053","crmLevel":1,"crmLevelSwitch":0,"idStr":"4131099813786120","authorIdStr":"4131099813786120"},"content":"我觉得是超预期了，今年Q4有希望[比心]","text":"我觉得是超预期了，今年Q4有希望[比心]","html":"我觉得是超预期了，今年Q4有希望[比心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610430426133320,"gmtCreate":1790057562121,"gmtModify":1790057564456,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]","text":"$吉利汽车(00175)$九月车市大环境偏弱，电车赛道有机会。银河新车集体发力，看后续市场交出的成绩单[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/610430426133320","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606157732737368,"gmtCreate":1789017371642,"gmtModify":1789018355749,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","listText":"看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","text":"看乘联会数据能发现，吉利混动的海外表现很出色。纯电出海会受当地基建短板限制，而普混车型规避了这个问题，恰好补齐了出海业务的适配性问题。 $吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/606157732737368","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543911633272896,"gmtCreate":1773816416789,"gmtModify":1773816419406,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","listText":"说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","text":"说句实在话，港股这波机器人行情，极智嘉算是闷声发大财的类型$极智嘉-W(02590)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/543911633272896","repostId":"544051005625136","repostType":1,"repost":{"id":544051005625136,"gmtCreate":1773799351150,"gmtModify":1773799904891,"author":{"id":"4142984412645600","authorId":"4142984412645600","name":"三十观市","avatar":"https://static.tigerbbs.com/bcf9daf130625a08e521ed83c608168d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4142984412645600","authorIdStr":"4142984412645600"},"themes":[],"title":"GTC大会算力狂欢背后：谁在填补港股机器人的“认知缺口”？","htmlText":"每年的GTC大会，都是黄仁勋刷新算力天花板的“个人秀”。就在刚刚，黄仁勋再次站上圣何塞的舞台，Rubin架构的算力数字又一次让市场沸腾。 回望去年GTC，英伟达甩出JetsonThor、ProjectGR00T等王炸组合，把机器人算力推向新高度。短短一年时间，人形机器人算力天花板被不断捅破。 但算力攀比的狂欢之后，我们终将会回归最直接的问题：盈利。 算力冗余的争议愈发激烈，我想说的是算力终究是手段，落地才是王道。 回到市场，机器人港股首盈也悄然落幕。极智嘉以预计经调整净利润转正，2500万至4500万元出线，这也是整个港股市场中新一代智能机器人企业中非常罕见的捷报：盈利。 盈利，才是最深的技术壁垒 在很长一段时间里，机器人行业的资本故事都带着某种“想象税”。投资者为SLAM算法的精度买单，为双足行走的稳定性买单，却唯独很难在利润表上看到真金白银。 亏损被视为高研发的\"必要代价\"，PS估值成了唯一的定价语言。 但极智嘉的这份预告，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是\"谁的技术更炫\"，而是\"谁的商业更稳\"。 根据披露，2025年极智嘉营收突破30亿元，同比增长超30%；经调整净利润正式转正，预计达2500万至4500万元。 在港股机器人“三巨头”中，极智嘉成了唯一一个率先撞线、跑通商业闭环的标的。当收入规模突破临界点，固定成本被摊薄，经营杠杆开始发力。每新增一块钱收入的边际成本在下降，利润弹性就出来了。 但其股价却不尽人意，优必选、越疆的PS都在35倍左右，而极智嘉却只有9倍。 市场习惯了用PS（市销率）给“亏损的想象力”定价时，往往会忽视一个事实：能够盈利的规模化，才是最难逾越的技术护城河。 这种估值的“剪刀差”，到底是价值洼地，还是认知的盲区？答案已经呼之欲出。 行业风向标与政策层面导向：从“出海”到“基础设施” 如果说盈利是内功，","listText":"每年的GTC大会，都是黄仁勋刷新算力天花板的“个人秀”。就在刚刚，黄仁勋再次站上圣何塞的舞台，Rubin架构的算力数字又一次让市场沸腾。 回望去年GTC，英伟达甩出JetsonThor、ProjectGR00T等王炸组合，把机器人算力推向新高度。短短一年时间，人形机器人算力天花板被不断捅破。 但算力攀比的狂欢之后，我们终将会回归最直接的问题：盈利。 算力冗余的争议愈发激烈，我想说的是算力终究是手段，落地才是王道。 回到市场，机器人港股首盈也悄然落幕。极智嘉以预计经调整净利润转正，2500万至4500万元出线，这也是整个港股市场中新一代智能机器人企业中非常罕见的捷报：盈利。 盈利，才是最深的技术壁垒 在很长一段时间里，机器人行业的资本故事都带着某种“想象税”。投资者为SLAM算法的精度买单，为双足行走的稳定性买单，却唯独很难在利润表上看到真金白银。 亏损被视为高研发的\"必要代价\"，PS估值成了唯一的定价语言。 但极智嘉的这份预告，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是\"谁的技术更炫\"，而是\"谁的商业更稳\"。 根据披露，2025年极智嘉营收突破30亿元，同比增长超30%；经调整净利润正式转正，预计达2500万至4500万元。 在港股机器人“三巨头”中，极智嘉成了唯一一个率先撞线、跑通商业闭环的标的。当收入规模突破临界点，固定成本被摊薄，经营杠杆开始发力。每新增一块钱收入的边际成本在下降，利润弹性就出来了。 但其股价却不尽人意，优必选、越疆的PS都在35倍左右，而极智嘉却只有9倍。 市场习惯了用PS（市销率）给“亏损的想象力”定价时，往往会忽视一个事实：能够盈利的规模化，才是最难逾越的技术护城河。 这种估值的“剪刀差”，到底是价值洼地，还是认知的盲区？答案已经呼之欲出。 行业风向标与政策层面导向：从“出海”到“基础设施” 如果说盈利是内功，","text":"每年的GTC大会，都是黄仁勋刷新算力天花板的“个人秀”。就在刚刚，黄仁勋再次站上圣何塞的舞台，Rubin架构的算力数字又一次让市场沸腾。 回望去年GTC，英伟达甩出JetsonThor、ProjectGR00T等王炸组合，把机器人算力推向新高度。短短一年时间，人形机器人算力天花板被不断捅破。 但算力攀比的狂欢之后，我们终将会回归最直接的问题：盈利。 算力冗余的争议愈发激烈，我想说的是算力终究是手段，落地才是王道。 回到市场，机器人港股首盈也悄然落幕。极智嘉以预计经调整净利润转正，2500万至4500万元出线，这也是整个港股市场中新一代智能机器人企业中非常罕见的捷报：盈利。 盈利，才是最深的技术壁垒 在很长一段时间里，机器人行业的资本故事都带着某种“想象税”。投资者为SLAM算法的精度买单，为双足行走的稳定性买单，却唯独很难在利润表上看到真金白银。 亏损被视为高研发的\"必要代价\"，PS估值成了唯一的定价语言。 但极智嘉的这份预告，如同一颗信号弹，照亮了一个被市场严重忽视的事实：机器人行业的分水岭，已经不再是\"谁的技术更炫\"，而是\"谁的商业更稳\"。 根据披露，2025年极智嘉营收突破30亿元，同比增长超30%；经调整净利润正式转正，预计达2500万至4500万元。 在港股机器人“三巨头”中，极智嘉成了唯一一个率先撞线、跑通商业闭环的标的。当收入规模突破临界点，固定成本被摊薄，经营杠杆开始发力。每新增一块钱收入的边际成本在下降，利润弹性就出来了。 但其股价却不尽人意，优必选、越疆的PS都在35倍左右，而极智嘉却只有9倍。 市场习惯了用PS（市销率）给“亏损的想象力”定价时，往往会忽视一个事实：能够盈利的规模化，才是最难逾越的技术护城河。 这种估值的“剪刀差”，到底是价值洼地，还是认知的盲区？答案已经呼之欲出。 行业风向标与政策层面导向：从“出海”到“基础设施” 如果说盈利是内功，","images":[{"img":"https://static.tigerbbs.com/fe8c71fa5fd8cec642a7f2c02594413c","width":"1185","height":"639"},{"img":"https://static.tigerbbs.com/4a24d7e1dfd8928ed4c6a84d81830652","width":"1353","height":"983"},{"img":"https://static.tigerbbs.com/f21a84f2a50e80ad74efd47a3d1607c7","width":"1003","height":"778"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544051005625136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572569667966603","authorId":"3572569667966603","name":"BENBENBEN","avatar":"https://static.tigerbbs.com/d9310aca6850a69947792b8faef3e872","crmLevel":8,"crmLevelSwitch":0,"idStr":"3572569667966603","authorIdStr":"3572569667966603"},"content":"你脑子是不是缺点什么，都跌了40%了","text":"你脑子是不是缺点什么，都跌了40%了","html":"你脑子是不是缺点什么，都跌了40%了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528375573635104,"gmtCreate":1770018916919,"gmtModify":1770018919082,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 尾盘开始V上来了，按照这样，明天会升，谁抄底了？","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 尾盘开始V上来了，按照这样，明天会升，谁抄底了？","text":"$极智嘉-W(02590)$ 尾盘开始V上来了，按照这样，明天会升，谁抄底了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528375573635104","isVote":1,"tweetType":1,"viewCount":3755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":1,"crmLevelSwitch":1,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"content":"这个臭虫，天天下跌一块钱","text":"这个臭虫，天天下跌一块钱","html":"这个臭虫，天天下跌一块钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520004273398280,"gmtCreate":1767937742247,"gmtModify":1767937744147,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价","text":"$HASHKEY HLDGS(03887)$长期看，如果香港Web3真发展起来，HashKey作为头号合规基建，肯定不止这个价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520004273398280","isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492195814920496,"gmtCreate":1761185588377,"gmtModify":1761185590148,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会","text":"$找钢集团-W(06676)$别加杠杆，别借钱炒！活着最重要，只要本金在，总有翻盘机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492195814920496","isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490042692919440,"gmtCreate":1760666259500,"gmtModify":1760666261486,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>你们啊，太浮躁。我当年拿茅台也拿了好几年。好公司，像老酒，越陈越香。地平线，我当存酒了。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>你们啊，太浮躁。我当年拿茅台也拿了好几年。好公司，像老酒，越陈越香。地平线，我当存酒了。","text":"$地平线机器人-W(09660)$你们啊，太浮躁。我当年拿茅台也拿了好几年。好公司，像老酒，越陈越香。地平线，我当存酒了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490042692919440","isVote":1,"tweetType":1,"viewCount":3821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508496736198896,"gmtCreate":1765175307482,"gmtModify":1765248848178,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a>老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期","listText":"<a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a>老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期","text":"$HashKey Holdings Limited（临时代码）(91318)$老钱进场只认牌照，HashKey持牌又要上市，渠道优势明显，未来增量可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508496736198896","isVote":1,"tweetType":1,"viewCount":3073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490041419223880,"gmtCreate":1760666224172,"gmtModify":1760666226582,"author":{"id":"4215313346797420","authorId":"4215313346797420","name":"比小强还强大","avatar":"https://static.tigerbbs.com/51512a1203f63356dce7e27a4faa69fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215313346797420","authorIdStr":"4215313346797420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 现在GIC把两年前的冷饭端上桌，不过是为了刷存在感。诉讼走得慢很正常，媒体偏挑“蔚来被诉”发推送，流量到手，筹码吓出。拿着基本面好、现金流改善、换电站狂奔的蔚来，去换这种惊吓筹码？我不干。睡好觉，把K线拉远点，风景还是那条上升曲线","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 现在GIC把两年前的冷饭端上桌，不过是为了刷存在感。诉讼走得慢很正常，媒体偏挑“蔚来被诉”发推送，流量到手，筹码吓出。拿着基本面好、现金流改善、换电站狂奔的蔚来，去换这种惊吓筹码？我不干。睡好觉，把K线拉远点，风景还是那条上升曲线","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 现在GIC把两年前的冷饭端上桌，不过是为了刷存在感。诉讼走得慢很正常，媒体偏挑“蔚来被诉”发推送，流量到手，筹码吓出。拿着基本面好、现金流改善、换电站狂奔的蔚来，去换这种惊吓筹码？我不干。睡好觉，把K线拉远点，风景还是那条上升曲线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490041419223880","isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}