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01-27

$联合健康(UNH)$ 韭菜还没长全

01-27

$GCL GLOBAL HOLDINGS LTD(GCL)$ 不同于重金押注研发的开发商，GCL通过绑定潜力团队，用相对轻资产的模式，卡位上游优质内容。它的利润来自高毛利的发行服务，现金流更稳定，风险更分散

01-19

$美光科技(MU)$ 还会继续攀升的

01-19

$特斯拉(TSLA)$ 可以出新车了吧

01-19

$GCL GLOBAL HOLDINGS LTD(GCL)$ GCL的故事可以简单理解为：用“投资+发行”的模式，手里攒了一副好牌（游戏储备），并且明牌告诉大家明年收入要大涨。但眼下市场的市值却并不高，这种差距就构成了潜在的修复空间

01-14

$携程网(TCOM)$ 早该这样了，大快人心吧

01-14

$特斯拉(TSLA)$ 要到400吧

01-14

$GCL GLOBAL HOLDINGS LTD(GCL)$ 比起自己砸钱研发游戏，GCL这种“投资+发行”的模式更聪明。它投资潜力工作室锁定IP，再利用自己的全球渠道发行，风险低，现金流也更稳

01-06

$美光科技(MU)$ 太顶了

01-06

最近$Unity Software Inc.(U)$ 这类游戏开发工具商的财报和展望都不错，说明整个游戏开发端的活力在恢复。这对下游的发行商是好事，比如$GCL GLOBAL HOLDINGS LTD(GCL)$ ，有盈喜预计新财年营收能冲到2.4亿美元，利润也会大幅提升

01-02

$GCL GLOBAL HOLDINGS LTD(GCL)$ 作为玩家，会关心明年能带来什么新大作；作为投资者，会留意谁在帮这些大作高效地卖到全世界。GCL正在做这件事，而且利润转正了，值得琢磨

2025-12-23

微软和索尼游戏业务发力，$GCL GLOBAL HOLDINGS LTD(GCL)$ 能否跟着上波车

2025-12-22

这篇文章不错，转发给大家看看

@Brant0402:2025年富豪榜出炉，马斯克断层第一，全球首个7000亿美元富豪诞生

2025-12-22

这篇文章不错，转发给大家看看

@格隆汇:又火出圈！马斯克赞不绝口

2025-12-22

$Circle Internet Corp.(CRCL)$ 今晚好像情况都不错

去老虎APP查看更多动态

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不同于重金押注研发的开发商，GCL通过绑定潜力团队，用相对轻资产的模式，卡位上游优质内容。它的利润来自高毛利的发行服务，现金流更稳定，风险更分散","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526335272465000","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523434875768968,"gmtCreate":1768832842445,"gmtModify":1768832845475,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 还会继续攀升的","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 还会继续攀升的","text":"$美光科技(MU)$ 还会继续攀升的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523434875768968","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523434928469200,"gmtCreate":1768832785235,"gmtModify":1768832789636,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 可以出新车了吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 可以出新车了吧","text":"$特斯拉(TSLA)$ 可以出新车了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523434928469200","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523434784895968,"gmtCreate":1768832744352,"gmtModify":1768832747375,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a> GCL的故事可以简单理解为：用“投资+发行”的模式，手里攒了一副好牌（游戏储备），并且明牌告诉大家明年收入要大涨。但眼下市场的市值却并不高，这种差距就构成了潜在的修复空间","listText":"<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a> 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要到400吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521692525224864","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521691871965264,"gmtCreate":1768402225396,"gmtModify":1768402227563,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a> 比起自己砸钱研发游戏，GCL这种“投资+发行”的模式更聪明。它投资潜力工作室锁定IP，再利用自己的全球渠道发行，风险低，现金流也更稳","listText":"<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a> 比起自己砸钱研发游戏，GCL这种“投资+发行”的模式更聪明。它投资潜力工作室锁定IP，再利用自己的全球渠道发行，风险低，现金流也更稳","text":"$GCL GLOBAL HOLDINGS LTD(GCL)$ 比起自己砸钱研发游戏，GCL这种“投资+发行”的模式更聪明。它投资潜力工作室锁定IP，再利用自己的全球渠道发行，风险低，现金流也更稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521691871965264","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519147303002112,"gmtCreate":1767714623411,"gmtModify":1767714625110,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 太顶了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 太顶了","text":"$美光科技(MU)$ 太顶了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519147303002112","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518903194411832,"gmtCreate":1767714560215,"gmtModify":1767714562447,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"最近<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp;这类游戏开发工具商的财报和展望都不错，说明整个游戏开发端的活力在恢复。这对下游的发行商是好事，比如<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a>&nbsp;，有盈喜预计新财年营收能冲到2.4亿美元，利润也会大幅提升","listText":"最近<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp;这类游戏开发工具商的财报和展望都不错，说明整个游戏开发端的活力在恢复。这对下游的发行商是好事，比如<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a>&nbsp;，有盈喜预计新财年营收能冲到2.4亿美元，利润也会大幅提升","text":"最近$Unity Software Inc.(U)$ 这类游戏开发工具商的财报和展望都不错，说明整个游戏开发端的活力在恢复。这对下游的发行商是好事，比如$GCL GLOBAL HOLDINGS LTD(GCL)$ ，有盈喜预计新财年营收能冲到2.4亿美元，利润也会大幅提升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518903194411832","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517487876670672,"gmtCreate":1767369100206,"gmtModify":1767369337821,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer 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作为玩家，会关心明年能带来什么新大作；作为投资者，会留意谁在帮这些大作高效地卖到全世界。GCL正在做这件事，而且利润转正了，值得琢磨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517487876670672","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513531565466040,"gmtCreate":1766419536960,"gmtModify":1766422099347,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"微软和索尼游戏业务发力，<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a>&nbsp;能否跟着上波车","listText":"微软和索尼游戏业务发力，<a href=\"https://laohu8.com/S/GCL\">$GCL GLOBAL HOLDINGS LTD(GCL)$ </a>&nbsp;能否跟着上波车","text":"微软和索尼游戏业务发力，$GCL GLOBAL HOLDINGS LTD(GCL)$ 能否跟着上波车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513531565466040","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513510898762912,"gmtCreate":1766414486133,"gmtModify":1766415765087,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer 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一、2025财富图景：科技大佬与“长青树” &nbsp; 整张Top10榜单呈现出几个耐人寻味的特征： &nbsp; 科技的绝对统治：前10名中有8位来自科技行业。曾经辉煌的工业与消费巨头，正在被数据、算法和算力全面替代。 &nbsp; 年龄的跨度：41岁的Mark Zuckerberg代表着社交网络与元宇宙的活力；而95岁的巴菲特依然凭借其稳健的投资眼光，以1471亿美元稳居前十，向世人证明了“复利”的力量。 &nbsp; 地缘集中：除了法国奢侈品巨头Bernard Arnault家族，榜单中剩下的9个席位全部被美国富豪占据，显示出美国在这一轮科技爆发中强大的吸金能力。 &nbsp; 在这场资本盛宴中，马斯克与黄仁勋无疑是最耀眼的两位主角。 &nbsp; 二、Elon Musk：全球身家突破7000亿美元第一人 &nbsp; 就在一周前的12月15日，因SpaceX IPO的预期，马斯克创下了一项世界纪录，成为人类历史上首位身家突破6000亿美元的人。然而，这个纪录仅仅保持了不到几天，就被另一场具有历史意义的法律反转所打破。 &nbsp; 随着特拉华州最高法院于上周五做出终审裁决，马斯克此前被下级法院撤销的2018年特斯拉股票期权激励计划正式获得恢复。这一纸判决意味着马斯克重新拿回了价值约1390亿美元的资产。 &nbsp; 这一法律红利的注入，让马斯克的净资产瞬间飙升至7489亿美元。这个数字是什么概念？它意味着马斯克一人的财富几乎等同于榜单第2名到第4名（Larry Page, Larry Ellison, Jeff Bezos）的总和。 &nbsp; 三、AI浪潮的掌舵者：黄仁勋的稳步攀升 &nbsp; 如果说马斯克的财","listText":"根据福布斯截止12月21日的实时数据显示，全球前十大富豪的财富格局正经历着前所未有的剧变，几乎全部来自科技行业或依赖科技驱动的公司。 &nbsp; 一、2025财富图景：科技大佬与“长青树” &nbsp; 整张Top10榜单呈现出几个耐人寻味的特征： &nbsp; 科技的绝对统治：前10名中有8位来自科技行业。曾经辉煌的工业与消费巨头，正在被数据、算法和算力全面替代。 &nbsp; 年龄的跨度：41岁的Mark Zuckerberg代表着社交网络与元宇宙的活力；而95岁的巴菲特依然凭借其稳健的投资眼光，以1471亿美元稳居前十，向世人证明了“复利”的力量。 &nbsp; 地缘集中：除了法国奢侈品巨头Bernard Arnault家族，榜单中剩下的9个席位全部被美国富豪占据，显示出美国在这一轮科技爆发中强大的吸金能力。 &nbsp; 在这场资本盛宴中，马斯克与黄仁勋无疑是最耀眼的两位主角。 &nbsp; 二、Elon Musk：全球身家突破7000亿美元第一人 &nbsp; 就在一周前的12月15日，因SpaceX IPO的预期，马斯克创下了一项世界纪录，成为人类历史上首位身家突破6000亿美元的人。然而，这个纪录仅仅保持了不到几天，就被另一场具有历史意义的法律反转所打破。 &nbsp; 随着特拉华州最高法院于上周五做出终审裁决，马斯克此前被下级法院撤销的2018年特斯拉股票期权激励计划正式获得恢复。这一纸判决意味着马斯克重新拿回了价值约1390亿美元的资产。 &nbsp; 这一法律红利的注入，让马斯克的净资产瞬间飙升至7489亿美元。这个数字是什么概念？它意味着马斯克一人的财富几乎等同于榜单第2名到第4名（Larry Page, Larry Ellison, Jeff Bezos）的总和。 &nbsp; 三、AI浪潮的掌舵者：黄仁勋的稳步攀升 &nbsp; 如果说马斯克的财","text":"根据福布斯截止12月21日的实时数据显示，全球前十大富豪的财富格局正经历着前所未有的剧变，几乎全部来自科技行业或依赖科技驱动的公司。 一、2025财富图景：科技大佬与“长青树” 整张Top10榜单呈现出几个耐人寻味的特征： 科技的绝对统治：前10名中有8位来自科技行业。曾经辉煌的工业与消费巨头，正在被数据、算法和算力全面替代。 年龄的跨度：41岁的Mark Zuckerberg代表着社交网络与元宇宙的活力；而95岁的巴菲特依然凭借其稳健的投资眼光，以1471亿美元稳居前十，向世人证明了“复利”的力量。 地缘集中：除了法国奢侈品巨头Bernard Arnault家族，榜单中剩下的9个席位全部被美国富豪占据，显示出美国在这一轮科技爆发中强大的吸金能力。 在这场资本盛宴中，马斯克与黄仁勋无疑是最耀眼的两位主角。 二、Elon Musk：全球身家突破7000亿美元第一人 就在一周前的12月15日，因SpaceX IPO的预期，马斯克创下了一项世界纪录，成为人类历史上首位身家突破6000亿美元的人。然而，这个纪录仅仅保持了不到几天，就被另一场具有历史意义的法律反转所打破。 随着特拉华州最高法院于上周五做出终审裁决，马斯克此前被下级法院撤销的2018年特斯拉股票期权激励计划正式获得恢复。这一纸判决意味着马斯克重新拿回了价值约1390亿美元的资产。 这一法律红利的注入，让马斯克的净资产瞬间飙升至7489亿美元。这个数字是什么概念？它意味着马斯克一人的财富几乎等同于榜单第2名到第4名（Larry Page, Larry Ellison, Jeff Bezos）的总和。 三、AI浪潮的掌舵者：黄仁勋的稳步攀升 如果说马斯克的财","images":[{"img":"https://static.tigerbbs.com/260e6b3d0c3b8e3da6bfc7ad596affc5","width":"816","height":"531"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513489969185992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513508982518144,"gmtCreate":1766413941536,"gmtModify":1766415766271,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer ga","avatar":"https://static.tigerbbs.com/9329651fe2888e8ad886709ed953ee49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218365627230090","authorIdStr":"4218365627230090"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513508982518144","repostId":"513549220659408","repostType":1,"repost":{"id":513549220659408,"gmtCreate":1766405243546,"gmtModify":1766409401308,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"又火出圈！马斯克赞不绝口","htmlText":"周末又吃到马斯克的瓜了。他在社交媒体上点赞王力宏伴舞机器人的话题冲上热搜。 12月18日，王力宏成都演唱会首次引入人形机器人伴舞，共同演绎《火力全开》，六台宇树科技人形机器人完成高难度“韦伯斯特”空翻的视频引发海内外关注，连特斯拉CEO马斯克也转发视频并评论称：“Impressive（令人印象深刻）。” 周一回来，A股人形机器人板块继续反弹，港股中资概念股也出现冲高趋势，机器人ETF(159770)跟踪的标的指数上涨1.47%。数据显示，虽然到了年底，但资金对这个赛道依然十分关注。 图片 即将迈入2026年，人形机器人的机会在哪里？ 01 资金又在抄底？ 周一，市场早盘集体走强，上证指数收涨0.69%，创业板指涨2.23%。 板块方面，贵金属、元件、通信设备、人形机器人题材活跃，医药商业、影视院线板块调整。 图片 具体来看，海南板块集体大涨，神农种业、康芝药业20CM涨停，洲际油气、海南瑞泽、海南机场等数十只个股涨停。 消息面上，2025年12月21日，开源证券发布商贸零售行业研究报告，指出海南自贸港全岛封关运作正式启动，首日免税销售额达1.18亿元，“一线”进口“零关税”享惠货物3.6亿元，“二线”监管内销加工增值免关税货物1468.9万元。政策红利释放催生的消费活力，预计可为相关企业降低约20%的进口税负成本。 今天现货黄金突破4400美元/盎司，再创历史新高的表现提振了贵金属板块，晓程科技、湖南白银涨超7%，西部黄金涨超5%。 而周末最“吃瓜”的板块，当属马斯克点赞王力宏伴舞机器人的话题。但人形机器人产业的“暗流涌动”并非只有马斯克点赞那么简单，年末催化依旧不少，具体可以从技术突破、场景落地、订单交付三个方面解读。 图片 技术突破方面，北京人形机器人创新中心正式开源国内首个且唯一通过具身智能国标测试的具身VLA大模型&nbsp;XR-1，以及配套的数据基础RoboMI","listText":"周末又吃到马斯克的瓜了。他在社交媒体上点赞王力宏伴舞机器人的话题冲上热搜。 12月18日，王力宏成都演唱会首次引入人形机器人伴舞，共同演绎《火力全开》，六台宇树科技人形机器人完成高难度“韦伯斯特”空翻的视频引发海内外关注，连特斯拉CEO马斯克也转发视频并评论称：“Impressive（令人印象深刻）。” 周一回来，A股人形机器人板块继续反弹，港股中资概念股也出现冲高趋势，机器人ETF(159770)跟踪的标的指数上涨1.47%。数据显示，虽然到了年底，但资金对这个赛道依然十分关注。 图片 即将迈入2026年，人形机器人的机会在哪里？ 01 资金又在抄底？ 周一，市场早盘集体走强，上证指数收涨0.69%，创业板指涨2.23%。 板块方面，贵金属、元件、通信设备、人形机器人题材活跃，医药商业、影视院线板块调整。 图片 具体来看，海南板块集体大涨，神农种业、康芝药业20CM涨停，洲际油气、海南瑞泽、海南机场等数十只个股涨停。 消息面上，2025年12月21日，开源证券发布商贸零售行业研究报告，指出海南自贸港全岛封关运作正式启动，首日免税销售额达1.18亿元，“一线”进口“零关税”享惠货物3.6亿元，“二线”监管内销加工增值免关税货物1468.9万元。政策红利释放催生的消费活力，预计可为相关企业降低约20%的进口税负成本。 今天现货黄金突破4400美元/盎司，再创历史新高的表现提振了贵金属板块，晓程科技、湖南白银涨超7%，西部黄金涨超5%。 而周末最“吃瓜”的板块，当属马斯克点赞王力宏伴舞机器人的话题。但人形机器人产业的“暗流涌动”并非只有马斯克点赞那么简单，年末催化依旧不少，具体可以从技术突破、场景落地、订单交付三个方面解读。 图片 技术突破方面，北京人形机器人创新中心正式开源国内首个且唯一通过具身智能国标测试的具身VLA大模型&nbsp;XR-1，以及配套的数据基础RoboMI","text":"周末又吃到马斯克的瓜了。他在社交媒体上点赞王力宏伴舞机器人的话题冲上热搜。 12月18日，王力宏成都演唱会首次引入人形机器人伴舞，共同演绎《火力全开》，六台宇树科技人形机器人完成高难度“韦伯斯特”空翻的视频引发海内外关注，连特斯拉CEO马斯克也转发视频并评论称：“Impressive（令人印象深刻）。” 周一回来，A股人形机器人板块继续反弹，港股中资概念股也出现冲高趋势，机器人ETF(159770)跟踪的标的指数上涨1.47%。数据显示，虽然到了年底，但资金对这个赛道依然十分关注。 图片 即将迈入2026年，人形机器人的机会在哪里？ 01 资金又在抄底？ 周一，市场早盘集体走强，上证指数收涨0.69%，创业板指涨2.23%。 板块方面，贵金属、元件、通信设备、人形机器人题材活跃，医药商业、影视院线板块调整。 图片 具体来看，海南板块集体大涨，神农种业、康芝药业20CM涨停，洲际油气、海南瑞泽、海南机场等数十只个股涨停。 消息面上，2025年12月21日，开源证券发布商贸零售行业研究报告，指出海南自贸港全岛封关运作正式启动，首日免税销售额达1.18亿元，“一线”进口“零关税”享惠货物3.6亿元，“二线”监管内销加工增值免关税货物1468.9万元。政策红利释放催生的消费活力，预计可为相关企业降低约20%的进口税负成本。 今天现货黄金突破4400美元/盎司，再创历史新高的表现提振了贵金属板块，晓程科技、湖南白银涨超7%，西部黄金涨超5%。 而周末最“吃瓜”的板块，当属马斯克点赞王力宏伴舞机器人的话题。但人形机器人产业的“暗流涌动”并非只有马斯克点赞那么简单，年末催化依旧不少，具体可以从技术突破、场景落地、订单交付三个方面解读。 图片 技术突破方面，北京人形机器人创新中心正式开源国内首个且唯一通过具身智能国标测试的具身VLA大模型 XR-1，以及配套的数据基础RoboMI","images":[{"img":"https://static.tigerbbs.com/34ad99f5a399989496581bb40c8a3e84","width":"871","height":"706"},{"img":"https://static.tigerbbs.com/248769cb5f4cd0273b03a68d672e79f8","width":"544","height":"774"},{"img":"https://static.tigerbbs.com/554e9cdd18681e6b28638c047990c59f","width":"739","height":"661"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513549220659408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513508552873088,"gmtCreate":1766413908576,"gmtModify":1766415766221,"author":{"id":"4218365627230090","authorId":"4218365627230090","name":"wolfer 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