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kyling
kyling
·
05-13
一个敢问,一个敢答[龇牙]
三花智控:目前上市公司暂无收购特斯拉、英伟达的想法
5月6日消息,有投资者向三花智控提问,请问贵公司有没有收购特斯拉的想法?在人工智能时代有没有跟上浪潮收购英伟达这种高新技术公司的想法?对于这些国际先进科技公司有没有没披露的持股? 公司回答表示,1)目前上市公司暂无收购特斯拉、英伟达的想法。2)据了解,上市公司没有相关公司的未披露持股。感谢您的关注! 海量资讯、精准解读,尽在新浪财经APP 责任编辑:郭栩彤
三花智控:目前上市公司暂无收购特斯拉、英伟达的想法
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kyling
kyling
·
02-06
这篇文章不错,转发给大家看看
A股马斯克概念链投资全景:太空光伏、星舰回收与机器人长线的机遇与逻辑
A股企业凭借技术积淀与国产替代能力,深度绑定其供应链,催生出多维度投资机遇。
A股马斯克概念链投资全景:太空光伏、星舰回收与机器人长线的机遇与逻辑
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kyling
kyling
·
01-23
$小米集团-W(01810)$
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kyling
kyling
·
2025-11-12
这篇文章不错,转发给大家看看
【小虎访谈】@hsing:上班族的长期投资法——少盯盘、不追涨,靠耐心拿下英伟达浮盈50%+阿里回本
@小虎访谈:
本期我们采访到虎友 @hsing,一位 90 后上班族投资者。2017 年在朋友推荐下开了老虎账户,资金不大但坚持长期投资。hsing 的策略很朴素:集中持有少数优质科技股(苹果、阿里等),把仓位控制在不影响日常生活的比例;面对市场波动,他选择“少盯盘、交给时间”。近期在相对低点买入英伟达,目前浮盈约 50%,而阿里本月的大涨也让他在持有八年后终于成功回本。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]🐯 一、从上班族到长期投资者Q:能否简单介绍一下您的背景和投资经历?A(hsing): 我是 90 后,上班族。2017 年在朋友推荐下开了老虎账户,本金不多,港美股只是投资组合的一小部分。入市以来主要做长期投资,苹果和阿里从开户时就持有到现在。💡 二、策略:长期为主,少动为先Q:您是如何制定投资策略的?偏向长线还是短线?A: 我属于长期投资者。美股交易时间和我工作时间不同,精力有限,因此很少交易,基本都是长线持有。遇到大趋势会跟随,但平时尽量少动。🧠 三、挑战与心态——“不去看,交给时间”Q:投资中遇到的最大挑战是什么?您是如何克服这些困难的?A: 最大困难是周期波动带来的心态起伏。美股涨跌剧烈,周内常有大跌,容易影响情绪。我的办法就是:不去看,当作忘掉这件事,把一切交给时间。📊 四、选股逻辑与风险控制Q:在选股或交易决策时,您最看重哪些因素?A: 普通人选股确实难,所以我只买少数几家头部公司长期持有。以前看过 P/E、P/S 倍数,但后来发现并不一定奏效,长期拿龙头反而更稳。Q:您如何平衡风险与收益?A: 我会把股票投资控制在不会影响正常生活的比例内。仓位管理是我最重视的部分,不频繁操作、少盯盘,能减少情绪化交易的风
【小虎访谈】@hsing:上班族的长期投资法——少盯盘、不追涨,靠耐心拿下英伟达浮盈50%+阿里回本
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kyling
kyling
·
2025-09-26
价格优势,但苹果的竞争力也很足今年
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>这种高新技术公司的想法?对于这些国际先进科技公司有没有没披露的持股?</p>\n<p> 公司回答表示,1)目前上市公司暂无收购特斯拉、英伟达的想法。2)据了解,上市公司没有相关公司的未披露持股。感谢您的关注!</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:郭栩彤 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三花智控:目前上市公司暂无收购特斯拉、英伟达的想法</title>\n<style 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href=\"https://finance.sina.com.cn/stock/2026-05-08/doc-inhxerwc7562116.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) 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ACC","BK0070":"员工持股","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/2026-05-08/doc-inhxerwc7562116.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633243691","content_text":"5月6日消息,有投资者向三花智控提问,请问贵公司有没有收购特斯拉的想法?在人工智能时代有没有跟上浪潮收购英伟达这种高新技术公司的想法?对于这些国际先进科技公司有没有没披露的持股?\n 公司回答表示,1)目前上市公司暂无收购特斯拉、英伟达的想法。2)据了解,上市公司没有相关公司的未披露持股。感谢您的关注!\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:郭栩彤","news_type":1,"symbols_score_info":{"CRSH":0.6,"002050":1.95,"NVII":0.6,"META":0.6,"TSLR":0.6,"NVDS":0.6,"SNVD.UK":0.6,"NVDL":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"AAPL":0.6,"MSFT":0.6,"TSLZ":0.6,"NVDW":0.6,"NVD2.UK":0.6,"NVDO":0.6,"TSLQ":0.6,"TSLI":0.6,"ANV":0.6,"TEST":0.6,"TSLG":0.6,"NVDD":0.6,"TESL":0.6,"NVDY":0.6,"TSL":0.6,"AMZN":0.6,"3NVD.UK":0.6,"TSLP":0.6,"TSII":0.6,"07766":0.6,"02050":1.95,"NVDS.UK":0.6,"TSLO":0.6,"NVDG":0.6,"TLA":0.6,"TSLT":0.6,"NVD3.UK":0.6,"GOOG":0.6,"NVDX":0.6,"TSLW":0.6,"TSYY":0.6,"NVDQ":0.6,"TSDD":0.6,"NVDU":0.6,"DIPS":0.6,"TSLS":0.6,"NVDB":0.6,"NVD":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529698290491792,"gmtCreate":1770341828602,"gmtModify":1770341916458,"author":{"id":"3583451511810495","authorId":"3583451511810495","name":"kyling","avatar":"https://static.tigerbbs.com/a822ebfb704bc52be233170051c99c01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583451511810495","authorIdStr":"3583451511810495"},"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/529698290491792","repostId":"2608369512","repostType":2,"repost":{"id":"2608369512","kind":"news","pubTimestamp":1770199143,"share":"https://www.laohu8.com/m/news/2608369512?lang=zh_CN&edition=full","pubTime":"2026-02-04 17:59","market":"hk","language":"zh","title":"A股马斯克概念链投资全景:太空光伏、星舰回收与机器人长线的机遇与逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2608369512","media":"金融小博士","summary":"A股企业凭借技术积淀与国产替代能力,深度绑定其供应链,催生出多维度投资机遇。","content":"<html><body><article><p><strong>一、马斯克生态的技术辐射:A股产业链的“星际机遇”</strong></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(新能源)、SpaceX(太空探索)、xAI(人工智能)构成的<strong>“马斯克生态”</strong>,正以<strong>太空能源革命(光伏+星舰)、星链算力升维、机器人产业化</strong>三大主线,重塑全球产业格局。A股企业凭借技术积淀与国产替代能力,深度绑定其供应链,催生出多维度投资机遇。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260204201157948v152nw7mrevic4w\"/><p><strong>二、太空光伏:HJT与钙钛矿,中国技术的“<a href=\"https://laohu8.com/S/000901\">航天</a>突围”</strong></p><p>马斯克对“火星能源自主”的布局(如Starlink基站供电、星舰能源系统),推动光伏技术向<strong>高效化(HJT)、轻量化(钙钛矿)</strong>迭代。中国企业在产能、成本与<a href=\"https://laohu8.com/S/00031\">航天</a>级适配性上优势显著,成为产业链核心。</p><p><strong>核心标的与逻辑:</strong></p><p><strong><a href=\"https://laohu8.com/S/600481\">双良节能</a>(600481)</strong>:设备+材料双核心</p><p>太空热管理+硅片双轮驱动:空冷/换热系统为航天发射塔提供“温控保障”;作为HJT硅片龙头,量产能力支撑太空高效率光伏需求。</p><p><strong><a href=\"https://laohu8.com/S/603778\">国晟科技</a>(603778)</strong>:HJT组件龙头</p><p>聚焦HJT电池及组件,技术参数契合太空极端环境,组件已接受航天级可靠性测试,卡位“太空能源”刚需场景。</p><p><strong><a href=\"https://laohu8.com/S/301636\">泽润新能</a>(301192)</strong>:关键辅材隐形冠军</p><p>主营光伏接线盒,创新研发“智能航天级接线盒”,突破极端温差限制,成为光伏组件“出海+特殊场景”(如太空)的核心耗材。</p><p><strong>京山轻机(000821)</strong>:钙钛矿设备王者</p><p>在钙钛矿叠层电池设备领域“垄断性”布局,技术路径直接对标SpaceX星舰能源系统,是钙钛矿量产“绕不开”的核心装备商。</p><p><strong><a href=\"https://laohu8.com/S/002623\">亚玛顿</a>(002623)</strong>:特斯拉光伏老牌伙伴</p><p>超薄光伏玻璃(厚度≤1.6mm)供货特斯拉Solar Roof,轻量化特性完美匹配“航天载荷减重”需求,技术壁垒深厚。</p><p><strong>三、星舰回收与太空算力:从“钢铁侠机械臂”到“星链大脑”</strong></p><p>SpaceX星舰“快速回收”技术加速迭代,催生<strong>特种装备、高温材料</strong>需求;xAI“算力上天”则推动卫星互联网向“太空数据中心”进化,卫星载荷、通信技术成为新战场。</p><p><strong>核心标的与逻辑:</strong></p><p><strong><a href=\"https://laohu8.com/S/002342\">巨力索具</a>(002342)</strong>:“筷子机械臂”预期差</p><p>凭借全球领先的索具技术,深度绑定“星舰回收系统”预期——其索具或应用于发射塔“机械臂吊装”、海上回收平台“锚固”,是星舰产业链“独苗”级标的。</p><p><strong><a href=\"https://laohu8.com/S/688102\">斯瑞新材</a>(688102)</strong>:火箭心脏材料</p><p>研发高强高导铜合金,供货蓝箭航天等企业,产品用于“火箭推力室内壁”,直接对标SpaceX猛禽发动机核心材料,技术壁垒极高。</p><p><strong><a href=\"https://laohu8.com/S/002297\">博云新材</a>(002297)</strong>:耐高温“护盾”</p><p>碳/碳复合材料应用于火箭喷管、航空刹车,耐受3000℃高温,是航天器“重返大气层”防热系统的关键材料,稀缺性凸显。</p><p><strong><a href=\"https://laohu8.com/S/002651\">利君股份</a>(002651)</strong>:精密制造尖兵</p><p>子公司德坤航空掌握航空航天零部件加工核心技术,可为商业火箭提供“精密结构件”,受益于星舰量产带来的订单放量。</p><p><strong><a href=\"https://laohu8.com/S/605123\">派克新材</a>(605123)</strong>:基础锻件基石</p><p>特种合金锻件供货火箭、航空发动机,是航天工业“基础结构材料”供应商,星舰发射频率提升直接拉动需求。</p><p><strong><a href=\"https://laohu8.com/S/600330\">天通股份</a>(600330)</strong>:太空算力“卖铲人”</p><p>布局低轨算力卫星,参股公司探索“太空数据处理”,卡位xAI“算力上天”的基础设施赛道,概念纯度高。</p><p><strong>创意信息(300366)</strong>:卫星通信“神经中枢”</p><p>提供低轨卫星通信核心载荷,支持5G卫星通信处理,适配“手机直连卫星”“星链”等未来通信场景,技术前瞻性强。</p><p><strong><a href=\"https://laohu8.com/S/002544\">普天科技</a>(002544)</strong>:地面基建主力军</p><p>央企背景加持,主导卫星通信网络设计与地面站建设,是国内“GW<a href=\"https://laohu8.com/S/STZ\">星座</a>”(对标星链)的核心建设者,确定性极强。</p><p><strong><a href=\"https://laohu8.com/S/300045\">华力创通</a>(300045)</strong>:终端芯片“破冰者”</p><p>卫星移动通信终端芯片领军企业,若特斯拉“Model π”手机接入卫星网络,其技术可直接复用,想象空间巨大。</p><p><strong>四、人形机器人:Optimus供应链的“长线叙事”</strong></p><p>特斯拉Optimus(擎天柱)量产进入倒计时,<strong>精密执行器、空心杯电机、滚柱丝杠</strong>等核心部件需求爆发。中国供应链凭借“成本+技术”双优势,成为替代首选。</p><p><strong>核心标的与逻辑:</strong></p><p><strong><a href=\"https://laohu8.com/S/002050\">三花智控</a>(002050)</strong>:机器人“关节”专家</p><p>特斯拉一级供应商,从汽车热管理跨界机器人“旋转关节”,技术协同性强;同时布局太空设备温控,打开第二增长曲线。</p><p><strong><a href=\"https://laohu8.com/S/601689\">拓普集团</a>(601689)</strong>:线性执行器“Tier 0.5”</p><p>为Optimus定制“滚柱丝杠”线性执行器,兼具精密加工与成本控制优势,是特斯拉“深度合作+技术绑定”的核心伙伴。</p><p><strong><a href=\"https://laohu8.com/S/603728\">鸣志电器</a>(603728)</strong>:灵巧手“心脏”</p><p>空心杯电机技术壁垒全球领先,专攻机器人“灵巧手”(手指动作控制核心),是Optimus“精细化操作”的关键供应商。</p><p><strong><a href=\"https://laohu8.com/S/603009\">北特科技</a>(603009)</strong>:丝杠“降本先锋”</p><p>聚焦丝杠研发与量产,瞄准人形机器人执行器“降本”痛点,是产业链中“空间最大、增速最快”的环节之一,近期获机构密集调研。</p><p><strong>五、风险提示与投资建议</strong></p><p>马斯克概念链的核心逻辑是<strong>“技术绑定+国产替代+产业趋势”</strong>,但需警惕三类风险:</p><p><strong>技术迭代风险</strong>(如光伏路线切换、星舰研发延迟);</p><p><strong>订单落地不及预期</strong>(航天项目周期长、机器人量产进度慢);</p><p><strong>估值波动风险</strong>(题材炒作后或回归基本面)。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股马斯克概念链投资全景:太空光伏、星舰回收与机器人长线的机遇与逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 17:59 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204201210a6d2d15b&s=b><strong>金融小博士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一、马斯克生态的技术辐射:A股产业链的“星际机遇”特斯拉(新能源)、SpaceX(太空探索)、xAI(人工智能)构成的“马斯克生态”,正以太空能源革命(光伏+星舰)、星链算力升维、机器人产业化三大主线,重塑全球产业格局。A股企业凭借技术积淀与国产替代能力,深度绑定其供应链,催生出多维度投资机遇。二、太空光伏:HJT与钙钛矿,中国技术的“航天突围”马斯克对“火星能源自主”的布局(如Starlink...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204201210a6d2d15b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02050":"三花智控","BK1183":"工业机械","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204201210a6d2d15b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2608369512","content_text":"一、马斯克生态的技术辐射:A股产业链的“星际机遇”特斯拉(新能源)、SpaceX(太空探索)、xAI(人工智能)构成的“马斯克生态”,正以太空能源革命(光伏+星舰)、星链算力升维、机器人产业化三大主线,重塑全球产业格局。A股企业凭借技术积淀与国产替代能力,深度绑定其供应链,催生出多维度投资机遇。二、太空光伏:HJT与钙钛矿,中国技术的“航天突围”马斯克对“火星能源自主”的布局(如Starlink基站供电、星舰能源系统),推动光伏技术向高效化(HJT)、轻量化(钙钛矿)迭代。中国企业在产能、成本与航天级适配性上优势显著,成为产业链核心。核心标的与逻辑:双良节能(600481):设备+材料双核心太空热管理+硅片双轮驱动:空冷/换热系统为航天发射塔提供“温控保障”;作为HJT硅片龙头,量产能力支撑太空高效率光伏需求。国晟科技(603778):HJT组件龙头聚焦HJT电池及组件,技术参数契合太空极端环境,组件已接受航天级可靠性测试,卡位“太空能源”刚需场景。泽润新能(301192):关键辅材隐形冠军主营光伏接线盒,创新研发“智能航天级接线盒”,突破极端温差限制,成为光伏组件“出海+特殊场景”(如太空)的核心耗材。京山轻机(000821):钙钛矿设备王者在钙钛矿叠层电池设备领域“垄断性”布局,技术路径直接对标SpaceX星舰能源系统,是钙钛矿量产“绕不开”的核心装备商。亚玛顿(002623):特斯拉光伏老牌伙伴超薄光伏玻璃(厚度≤1.6mm)供货特斯拉Solar Roof,轻量化特性完美匹配“航天载荷减重”需求,技术壁垒深厚。三、星舰回收与太空算力:从“钢铁侠机械臂”到“星链大脑”SpaceX星舰“快速回收”技术加速迭代,催生特种装备、高温材料需求;xAI“算力上天”则推动卫星互联网向“太空数据中心”进化,卫星载荷、通信技术成为新战场。核心标的与逻辑:巨力索具(002342):“筷子机械臂”预期差凭借全球领先的索具技术,深度绑定“星舰回收系统”预期——其索具或应用于发射塔“机械臂吊装”、海上回收平台“锚固”,是星舰产业链“独苗”级标的。斯瑞新材(688102):火箭心脏材料研发高强高导铜合金,供货蓝箭航天等企业,产品用于“火箭推力室内壁”,直接对标SpaceX猛禽发动机核心材料,技术壁垒极高。博云新材(002297):耐高温“护盾”碳/碳复合材料应用于火箭喷管、航空刹车,耐受3000℃高温,是航天器“重返大气层”防热系统的关键材料,稀缺性凸显。利君股份(002651):精密制造尖兵子公司德坤航空掌握航空航天零部件加工核心技术,可为商业火箭提供“精密结构件”,受益于星舰量产带来的订单放量。派克新材(605123):基础锻件基石特种合金锻件供货火箭、航空发动机,是航天工业“基础结构材料”供应商,星舰发射频率提升直接拉动需求。天通股份(600330):太空算力“卖铲人”布局低轨算力卫星,参股公司探索“太空数据处理”,卡位xAI“算力上天”的基础设施赛道,概念纯度高。创意信息(300366):卫星通信“神经中枢”提供低轨卫星通信核心载荷,支持5G卫星通信处理,适配“手机直连卫星”“星链”等未来通信场景,技术前瞻性强。普天科技(002544):地面基建主力军央企背景加持,主导卫星通信网络设计与地面站建设,是国内“GW星座”(对标星链)的核心建设者,确定性极强。华力创通(300045):终端芯片“破冰者”卫星移动通信终端芯片领军企业,若特斯拉“Model π”手机接入卫星网络,其技术可直接复用,想象空间巨大。四、人形机器人:Optimus供应链的“长线叙事”特斯拉Optimus(擎天柱)量产进入倒计时,精密执行器、空心杯电机、滚柱丝杠等核心部件需求爆发。中国供应链凭借“成本+技术”双优势,成为替代首选。核心标的与逻辑:三花智控(002050):机器人“关节”专家特斯拉一级供应商,从汽车热管理跨界机器人“旋转关节”,技术协同性强;同时布局太空设备温控,打开第二增长曲线。拓普集团(601689):线性执行器“Tier 0.5”为Optimus定制“滚柱丝杠”线性执行器,兼具精密加工与成本控制优势,是特斯拉“深度合作+技术绑定”的核心伙伴。鸣志电器(603728):灵巧手“心脏”空心杯电机技术壁垒全球领先,专攻机器人“灵巧手”(手指动作控制核心),是Optimus“精细化操作”的关键供应商。北特科技(603009):丝杠“降本先锋”聚焦丝杠研发与量产,瞄准人形机器人执行器“降本”痛点,是产业链中“空间最大、增速最快”的环节之一,近期获机构密集调研。五、风险提示与投资建议马斯克概念链的核心逻辑是“技术绑定+国产替代+产业趋势”,但需警惕三类风险:技术迭代风险(如光伏路线切换、星舰研发延迟);订单落地不及预期(航天项目周期长、机器人量产进度慢);估值波动风险(题材炒作后或回归基本面)。","news_type":1,"symbols_score_info":{"02050":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524733590599160,"gmtCreate":1769135461997,"gmtModify":1769136026291,"author":{"id":"3583451511810495","authorId":"3583451511810495","name":"kyling","avatar":"https://static.tigerbbs.com/a822ebfb704bc52be233170051c99c01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583451511810495","authorIdStr":"3583451511810495"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 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<a target=\"_blank\" href=\"https://laohu8.com/U/3462271119540342\">@hsing</a>,一位 90 后上班族投资者。2017 年在朋友推荐下开了老虎账户,资金不大但坚持长期投资。hsing 的策略很朴素:集中持有少数优质科技股(苹果、阿里等),把仓位控制在不影响日常生活的比例;面对市场波动,他选择“少盯盘、交给时间”。近期在相对低点买入英伟达,目前浮盈约 50%,而阿里本月的大涨也让他在持有八年后终于成功回本。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]🐯 一、从上班族到长期投资者Q:能否简单介绍一下您的背景和投资经历?A(hsing): 我是 90 后,上班族。2017 年在朋友推荐下开了老虎账户,本金不多,港美股只是投资组合的一小部分。入市以来主要做长期投资,苹果和阿里从开户时就持有到现在。💡 二、策略:长期为主,少动为先Q:您是如何制定投资策略的?偏向长线还是短线?A: 我属于长期投资者。美股交易时间和我工作时间不同,精力有限,因此很少交易,基本都是长线持有。遇到大趋势会跟随,但平时尽量少动。🧠 三、挑战与心态——“不去看,交给时间”Q:投资中遇到的最大挑战是什么?您是如何克服这些困难的?A: 最大困难是周期波动带来的心态起伏。美股涨跌剧烈,周内常有大跌,容易影响情绪。我的办法就是:不去看,当作忘掉这件事,把一切交给时间。📊 四、选股逻辑与风险控制Q:在选股或交易决策时,您最看重哪些因素?A: 普通人选股确实难,所以我只买少数几家头部公司长期持有。以前看过 P/E、P/S 倍数,但后来发现并不一定奏效,长期拿龙头反而更稳。Q:您如何平衡风险与收益?A: 我会把股票投资控制在不会影响正常生活的比例内。仓位管理是我最重视的部分,不频繁操作、少盯盘,能减少情绪化交易的风","listText":"本期我们采访到虎友 <a target=\"_blank\" href=\"https://laohu8.com/U/3462271119540342\">@hsing</a>,一位 90 后上班族投资者。2017 年在朋友推荐下开了老虎账户,资金不大但坚持长期投资。hsing 的策略很朴素:集中持有少数优质科技股(苹果、阿里等),把仓位控制在不影响日常生活的比例;面对市场波动,他选择“少盯盘、交给时间”。近期在相对低点买入英伟达,目前浮盈约 50%,而阿里本月的大涨也让他在持有八年后终于成功回本。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]🐯 一、从上班族到长期投资者Q:能否简单介绍一下您的背景和投资经历?A(hsing): 我是 90 后,上班族。2017 年在朋友推荐下开了老虎账户,本金不多,港美股只是投资组合的一小部分。入市以来主要做长期投资,苹果和阿里从开户时就持有到现在。💡 二、策略:长期为主,少动为先Q:您是如何制定投资策略的?偏向长线还是短线?A: 我属于长期投资者。美股交易时间和我工作时间不同,精力有限,因此很少交易,基本都是长线持有。遇到大趋势会跟随,但平时尽量少动。🧠 三、挑战与心态——“不去看,交给时间”Q:投资中遇到的最大挑战是什么?您是如何克服这些困难的?A: 最大困难是周期波动带来的心态起伏。美股涨跌剧烈,周内常有大跌,容易影响情绪。我的办法就是:不去看,当作忘掉这件事,把一切交给时间。📊 四、选股逻辑与风险控制Q:在选股或交易决策时,您最看重哪些因素?A: 普通人选股确实难,所以我只买少数几家头部公司长期持有。以前看过 P/E、P/S 倍数,但后来发现并不一定奏效,长期拿龙头反而更稳。Q:您如何平衡风险与收益?A: 我会把股票投资控制在不会影响正常生活的比例内。仓位管理是我最重视的部分,不频繁操作、少盯盘,能减少情绪化交易的风","text":"本期我们采访到虎友 @hsing,一位 90 后上班族投资者。2017 年在朋友推荐下开了老虎账户,资金不大但坚持长期投资。hsing 的策略很朴素:集中持有少数优质科技股(苹果、阿里等),把仓位控制在不影响日常生活的比例;面对市场波动,他选择“少盯盘、交给时间”。近期在相对低点买入英伟达,目前浮盈约 50%,而阿里本月的大涨也让他在持有八年后终于成功回本。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]🐯 一、从上班族到长期投资者Q:能否简单介绍一下您的背景和投资经历?A(hsing): 我是 90 后,上班族。2017 年在朋友推荐下开了老虎账户,本金不多,港美股只是投资组合的一小部分。入市以来主要做长期投资,苹果和阿里从开户时就持有到现在。💡 二、策略:长期为主,少动为先Q:您是如何制定投资策略的?偏向长线还是短线?A: 我属于长期投资者。美股交易时间和我工作时间不同,精力有限,因此很少交易,基本都是长线持有。遇到大趋势会跟随,但平时尽量少动。🧠 三、挑战与心态——“不去看,交给时间”Q:投资中遇到的最大挑战是什么?您是如何克服这些困难的?A: 最大困难是周期波动带来的心态起伏。美股涨跌剧烈,周内常有大跌,容易影响情绪。我的办法就是:不去看,当作忘掉这件事,把一切交给时间。📊 四、选股逻辑与风险控制Q:在选股或交易决策时,您最看重哪些因素?A: 普通人选股确实难,所以我只买少数几家头部公司长期持有。以前看过 P/E、P/S 倍数,但后来发现并不一定奏效,长期拿龙头反而更稳。Q:您如何平衡风险与收益?A: 我会把股票投资控制在不会影响正常生活的比例内。仓位管理是我最重视的部分,不频繁操作、少盯盘,能减少情绪化交易的风","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/f3ee420a158abb8233b8cbe4fc46c684","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/70d72b6e08543510123c2bdde0e3df62","width":"972","height":"1631"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492776715362552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482592912716096,"gmtCreate":1758849000619,"gmtModify":1758850683940,"author":{"id":"3583451511810495","authorId":"3583451511810495","name":"kyling","avatar":"https://static.tigerbbs.com/a822ebfb704bc52be233170051c99c01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583451511810495","authorIdStr":"3583451511810495"},"themes":[],"title":"","htmlText":"价格优势,但苹果的竞争力也很足今年","listText":"价格优势,但苹果的竞争力也很足今年","text":"价格优势,但苹果的竞争力也很足今年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482592912716096","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}