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虎哥财记

虎哥财记

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10-22 15:37

$希音-W(00625)$ 港股这环境，慢慢看

@王五仕:$希音-W(00625)$海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒

10-20

大盘一波动，这票跟着来回震荡，等这波恐慌盘杀完再说$云迹(新)(02670)$

10-22 16:01

$明略科技-W(02718)$港股通里翻了一圈，AI相关的就这几家，明略算便宜的，便宜不是买的理由，干实事才是，两样都占

10-22 15:27

$禾赛-W(02525)$这几天大盘本来就弱，成长股集体挨打，禾赛跟着很正常，别自己吓自己，把逻辑捋一遍该吃吃该睡睡

10-22 09:58

找钢网-W(06676.HK)获嘉立信信托(香港)有限公司增持17万股

根据联交所最新权益披露资料显示，2026年10月16日，找钢网-W(06676.HK)获JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司在场内以每股均价0.6435港元增持17万股，涉资约10.94万港元。增持后，JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司最新持股数目为7936.04万股，持股比例由8.99%上升至9.01%。 $找钢网-W(06676)$

找钢网-W(06676.HK)获嘉立信信托(香港)有限公司增持17万股

10-21

$希音-W(00625)$商城业务服务收入涨44%，虽然占比还不大，但这是轻资产模式，利润率结构比自营好。市场现在主要看自营利润，商城这块的估值还没充分体现，算不算预期差？

10-21

RISC-V开源架构是国策支持方向，打破Arm和x86垄断只能靠它。奕斯伟作为国内全定制方案头部玩家，政策红利加市场红利双吃 $奕斯伟计算(01256)$

10-20

$山高控股(00412)$从政策面看，双碳目标没变，绿电消纳和算力绿色化还在加码，持仓跟着产业趋势走

10-20

$微亿智造(03275)$2026年前五个月收入4.24亿元，同比增长22.6%；净利润2250万元，去年同期只有710万元。收入还在跑，利润弹性已经出来了[真香]

10-20

$奕斯伟计算(01256)$RISC-V在具身智能芯片市场渗透率预测到2030年能干到28.2%，现在是10.7%。将近三倍空间，赛道选对了，剩下的就是等时间证明了

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$找钢网-W(06676)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620982598464584","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620695396950664,"gmtCreate":1792564014520,"gmtModify":1792564017102,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a>商城业务服务收入涨44%，虽然占比还不大，但这是轻资产模式，利润率结构比自营好。市场现在主要看自营利润，商城这块的估值还没充分体现，算不算预期差？","listText":"<a 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href=\"https://laohu8.com/S/02670\">$云迹(新)(02670)$</a>","listText":"大盘一波动，这票跟着来回震荡，等这波恐慌盘杀完再说<a href=\"https://laohu8.com/S/02670\">$云迹(新)(02670)$</a>","text":"大盘一波动，这票跟着来回震荡，等这波恐慌盘杀完再说$云迹(新)(02670)$","images":[{"img":"https://static.tigerbbs.com/ad54222b22e9d0cd97407fda435ee2f9","width":"1088","height":"612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/620311538864984","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497659839568444","authorId":"3497659839568444","name":"xufang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3497659839568444","authorIdStr":"3497659839568444"},"content":"这真的是杀恐慌盘吗？","text":"这真的是杀恐慌盘吗？","html":"这真的是杀恐慌盘吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":620282362287504,"gmtCreate":1792467773264,"gmtModify":1792471753564,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a 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