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安静的闲人

2025-11-24

$阿里巴巴-W(09988)$ 电商要交税了，阿里巴巴暴跌

安静的闲人

01-22

$小米集团-W(01810)$ 太绝望了

安静的闲人

02-04

$小米集团-W(01810)$ 怎么没个底部的啊

安静的闲人

02-04

$博泰车联(02889)$ 高通8295平台最多的定点？是它。鸿蒙+麒麟双路线布局？也是它。海外从0到1突破保时捷？还是它。三个标签一贴，就知道这是稀缺标的。

安静的闲人

01-28

$鸣鸣很忙(01768)$ 太离谱了这也能上市

安静的闲人

01-28

$博泰车联(02889)$ 保时捷、现代这些国际大牌都找它合作，海外市场说不定就是下一个爆点！

安静的闲人

01-22

$博泰车联(02889)$ 智能驾驶是端侧AI最快落地的，是新型消费，就比如手机都是5G，以后都是标配。

安静的闲人

2025-12-29

$平潭发展(000592)$ 熟悉的味道又回来了，明天下沙

安静的闲人

2025-12-29

这篇文章不错，转发给大家看看

@笑沧海:昨天分歧今天立马反包，美中不足的是量能没继续增长，就看跨年红包行情有多大诚意了，海南这次的封关利好不是画饼，不管是零关税商品扩大到七成，还是企业和个人所得税都享受的优惠，都是直接降低成本，间接提升盈利预期，但不是所有的都能涨，后面要分化的，随着落地预期变现实，市场也会开始挑刺，看谁才是真正赚的企业$海南发展(002163)$ $平潭发展(000592)$ $多氟多(002407)$ $雄帝科技(300546)$ $孚日股份(002083)$

安静的闲人

2025-12-29

$博泰车联(02889)$ 博泰车联刚拿下保时捷的深度合作，2026年起给豪车装自家系统，这可是欧洲顶级品牌首次大规模用中国供应商。无人驾驶时代，智能座舱是刚需，博泰技术杠杠的！

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太绝望了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524386101589384","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524386353717616,"gmtCreate":1769050607857,"gmtModify":1769050610367,"author":{"id":"4226397393134000","authorId":"4226397393134000","name":"安静的闲人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4226397393134000","authorIdStr":"4226397393134000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ &nbsp;</a>智能驾驶是端侧AI最快落地的，是新型消费，就比如手机都是5G，以后都是标配。","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ &nbsp;</a>智能驾驶是端侧AI最快落地的，是新型消费，就比如手机都是5G，以后都是标配。","text":"$博泰车联(02889)$ 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熟悉的味道又回来了，明天下沙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515993727226864","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515993407337592,"gmtCreate":1766995610010,"gmtModify":1766995612473,"author":{"id":"4226397393134000","authorId":"4226397393134000","name":"安静的闲人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4226397393134000","authorIdStr":"4226397393134000"},"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/515993407337592","repostId":"514412028276944","repostType":1,"repost":{"id":514412028276944,"gmtCreate":1766565471045,"gmtModify":1766565782447,"author":{"id":"4181293384865822","authorId":"4181293384865822","name":"笑沧海","avatar":"https://static.tigerbbs.com/5488ab114d16edde2f014b57923c65b2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181293384865822","authorIdStr":"4181293384865822"},"themes":[],"title":"","htmlText":"昨天分歧今天立马反包，美中不足的是量能没继续增长，就看跨年红包行情有多大诚意了，海南这次的封关利好不是画饼，不管是零关税商品扩大到七成，还是企业和个人所得税都享受的优惠，都是直接降低成本，间接提升盈利预期，但不是所有的都能涨，后面要分化的，随着落地预期变现实，市场也会开始挑刺，看谁才是真正赚的企业<a href=\"https://laohu8.com/S/002163\">$海南发展(002163)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000592\">$平潭发展(000592)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002407\">$多氟多(002407)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300546\">$雄帝科技(300546)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002083\">$孚日股份(002083)$ </a>&nbsp;","listText":"昨天分歧今天立马反包，美中不足的是量能没继续增长，就看跨年红包行情有多大诚意了，海南这次的封关利好不是画饼，不管是零关税商品扩大到七成，还是企业和个人所得税都享受的优惠，都是直接降低成本，间接提升盈利预期，但不是所有的都能涨，后面要分化的，随着落地预期变现实，市场也会开始挑刺，看谁才是真正赚的企业<a href=\"https://laohu8.com/S/002163\">$海南发展(002163)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000592\">$平潭发展(000592)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002407\">$多氟多(002407)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300546\">$雄帝科技(300546)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002083\">$孚日股份(002083)$ </a>&nbsp;","text":"昨天分歧今天立马反包，美中不足的是量能没继续增长，就看跨年红包行情有多大诚意了，海南这次的封关利好不是画饼，不管是零关税商品扩大到七成，还是企业和个人所得税都享受的优惠，都是直接降低成本，间接提升盈利预期，但不是所有的都能涨，后面要分化的，随着落地预期变现实，市场也会开始挑刺，看谁才是真正赚的企业$海南发展(002163)$ $平潭发展(000592)$ $多氟多(002407)$ $雄帝科技(300546)$ $孚日股份(002083)$","images":[{"img":"https://static.tigerbbs.com/2e261b96f8ab923d5cba584542a23851","width":"1435","height":"379"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514412028276944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515993284280608,"gmtCreate":1766995571950,"gmtModify":1766995574628,"author":{"id":"4226397393134000","authorId":"4226397393134000","name":"安静的闲人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4226397393134000","authorIdStr":"4226397393134000"},"themes":[],"title":"","htmlText":"<a 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博泰车联刚拿下保时捷的深度合作，2026年起给豪车装自家系统，这可是欧洲顶级品牌首次大规模用中国供应商。无人驾驶时代，智能座舱是刚需，博泰技术杠杠的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515993284280608","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512072747267272,"gmtCreate":1766044802772,"gmtModify":1766044804933,"author":{"id":"4226397393134000","authorId":"4226397393134000","name":"安静的闲人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4226397393134000","authorIdStr":"4226397393134000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>今天尾盘拉升翻红！","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>今天尾盘拉升翻红！","text":"$腾讯控股(00700)$ 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