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遗落c4
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遗落c4
遗落c4
·
01-22
$MINIMAX-WP(00100)$
对比了下同行业的商汤和旷视，MINIMAX-WP的营收增速最快，但亏损幅度也最大。不过商汤和旷视的市值都超过千亿了，MINIMAX-WP现在才1200多亿，还有成长空间。关键是看公司能不能把技术优势转化成盈利，要是明年能扭亏为盈，股价肯定还能再上一个台阶。
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遗落c4
遗落c4
·
01-12
$极智嘉-W(02590)$
全球高景气赛道+绝对龙头地位+清晰盈利拐点+确定性增长订单。四要素齐全，剩下的就是耐心持有
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620
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遗落c4
遗落c4
·
01-03
$天数智芯(09903)$
最近我一直用DeepSeek分析打新风险比，特意留意了一下，天数智芯与 Gitee AI 仅用时一天，便成功完成了与 DeepSeek R1 的适配工作，并且已正式上线多款大模型服务，而且我注意到天数智芯将携手 DeepSeek 、Gitee AI、并行科技、算力互联等，共同加快中国 AI 和 GPU 领域的自主化进程
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编组 21备份 2
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遗落c4
遗落c4
·
01-02
$极智嘉-W(02590)$
最大基石不减持，2月将入港股通，极智嘉抛压无忧，资金关注度提升将推升股价
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554
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遗落c4
遗落c4
·
2025-12-22
$智汇矿业(02546)$
别急，好公司的价值总会回归
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486
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1
编组 21备份 2
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遗落c4
遗落c4
·
2025-12-22
$赛力斯(09927)$
股价涨跌很正常，关键看企业有没有在做事。赛力斯产品矩阵一直在迭代，技术也在升级，这就够了
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遗落c4
遗落c4
·
2025-12-10
$微创医疗(00853)$
明年扭亏可期；心通/CRM双核造血，心衰管线注入高价值；出海业务加速，国资背景压阵。逻辑链条闭环，我坚定看好微创股价重回高位！继续拿着！
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552
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1
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遗落c4
遗落c4
·
2025-12-10
$极智嘉-W(02590)$
技术上看，股价在寻底吧？各种均线都压着。不过我不太懂技术，但是看最近消息，它没理由一直差下去
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734
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遗落c4
遗落c4
·
2025-11-19
$金嗓子(06896)$
我就问一句：现在这个价，能买吗？
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278
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遗落c4
遗落c4
·
2025-11-11
$广和通(00638)$
三季度单季经营性净现金流3.16亿元，同比大幅转正。公司手里现金多了，应对市场变化和投入研发的底气就更足了。
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761
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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>对比了下同行业的商汤和旷视，MINIMAX-WP的营收增速最快，但亏损幅度也最大。不过商汤和旷视的市值都超过千亿了，MINIMAX-WP现在才1200多亿，还有成长空间。关键是看公司能不能把技术优势转化成盈利，要是明年能扭亏为盈，股价肯定还能再上一个台阶。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>对比了下同行业的商汤和旷视，MINIMAX-WP的营收增速最快，但亏损幅度也最大。不过商汤和旷视的市值都超过千亿了，MINIMAX-WP现在才1200多亿，还有成长空间。关键是看公司能不能把技术优势转化成盈利，要是明年能扭亏为盈，股价肯定还能再上一个台阶。","text":"$MINIMAX-WP(00100)$对比了下同行业的商汤和旷视，MINIMAX-WP的营收增速最快，但亏损幅度也最大。不过商汤和旷视的市值都超过千亿了，MINIMAX-WP现在才1200多亿，还有成长空间。关键是看公司能不能把技术优势转化成盈利，要是明年能扭亏为盈，股价肯定还能再上一个台阶。","images":[{"img":"https://static.tigerbbs.com/bd01730ac8909b2e43804bf12eed76be","width":"649","height":"445"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524447542039040","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":521103760167496,"gmtCreate":1768206704952,"gmtModify":1768206707091,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 全球高景气赛道+绝对龙头地位+清晰盈利拐点+确定性增长订单。四要素齐全，剩下的就是耐心持有","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 全球高景气赛道+绝对龙头地位+清晰盈利拐点+确定性增长订单。四要素齐全，剩下的就是耐心持有","text":"$极智嘉-W(02590)$ 全球高景气赛道+绝对龙头地位+清晰盈利拐点+确定性增长订单。四要素齐全，剩下的就是耐心持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521103760167496","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517888852459856,"gmtCreate":1767411872707,"gmtModify":1767411875199,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>最近我一直用DeepSeek分析打新风险比，特意留意了一下，天数智芯与 Gitee AI 仅用时一天，便成功完成了与 DeepSeek R1 的适配工作，并且已正式上线多款大模型服务，而且我注意到天数智芯将携手 DeepSeek 、Gitee AI、并行科技、算力互联等，共同加快中国 AI 和 GPU 领域的自主化进程","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>最近我一直用DeepSeek分析打新风险比，特意留意了一下，天数智芯与 Gitee AI 仅用时一天，便成功完成了与 DeepSeek R1 的适配工作，并且已正式上线多款大模型服务，而且我注意到天数智芯将携手 DeepSeek 、Gitee AI、并行科技、算力互联等，共同加快中国 AI 和 GPU 领域的自主化进程","text":"$天数智芯(09903)$最近我一直用DeepSeek分析打新风险比，特意留意了一下，天数智芯与 Gitee AI 仅用时一天，便成功完成了与 DeepSeek R1 的适配工作，并且已正式上线多款大模型服务，而且我注意到天数智芯将携手 DeepSeek 、Gitee AI、并行科技、算力互联等，共同加快中国 AI 和 GPU 领域的自主化进程","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517888852459856","isVote":1,"tweetType":1,"viewCount":2922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517521082811096,"gmtCreate":1767323283895,"gmtModify":1767323286037,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 最大基石不减持，2月将入港股通，极智嘉抛压无忧，资金关注度提升将推升股价","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 最大基石不减持，2月将入港股通，极智嘉抛压无忧，资金关注度提升将推升股价","text":"$极智嘉-W(02590)$ 最大基石不减持，2月将入港股通，极智嘉抛压无忧，资金关注度提升将推升股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517521082811096","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513483638219560,"gmtCreate":1766389243304,"gmtModify":1766389245286,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>别急，好公司的价值总会回归","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>别急，好公司的价值总会回归","text":"$智汇矿业(02546)$别急，好公司的价值总会回归","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513483638219560","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513482567905480,"gmtCreate":1766388912874,"gmtModify":1766388914653,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>股价涨跌很正常，关键看企业有没有在做事。赛力斯产品矩阵一直在迭代，技术也在升级，这就够了","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>股价涨跌很正常，关键看企业有没有在做事。赛力斯产品矩阵一直在迭代，技术也在升级，这就够了","text":"$赛力斯(09927)$股价涨跌很正常，关键看企业有没有在做事。赛力斯产品矩阵一直在迭代，技术也在升级，这就够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513482567905480","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509174244246288,"gmtCreate":1765336679765,"gmtModify":1765336681877,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>明年扭亏可期；心通/CRM双核造血，心衰管线注入高价值；出海业务加速，国资背景压阵。逻辑链条闭环，我坚定看好微创股价重回高位！继续拿着！","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>明年扭亏可期；心通/CRM双核造血，心衰管线注入高价值；出海业务加速，国资背景压阵。逻辑链条闭环，我坚定看好微创股价重回高位！继续拿着！","text":"$微创医疗(00853)$明年扭亏可期；心通/CRM双核造血，心衰管线注入高价值；出海业务加速，国资背景压阵。逻辑链条闭环，我坚定看好微创股价重回高位！继续拿着！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509174244246288","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509174046811144,"gmtCreate":1765336643990,"gmtModify":1765336646092,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 技术上看，股价在寻底吧？各种均线都压着。不过我不太懂技术，但是看最近消息，它没理由一直差下去","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 技术上看，股价在寻底吧？各种均线都压着。不过我不太懂技术，但是看最近消息，它没理由一直差下去","text":"$极智嘉-W(02590)$ 技术上看，股价在寻底吧？各种均线都压着。不过我不太懂技术，但是看最近消息，它没理由一直差下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509174046811144","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501847276319560,"gmtCreate":1763529561893,"gmtModify":1763529563799,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>我就问一句：现在这个价，能买吗？","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>我就问一句：现在这个价，能买吗？","text":"$金嗓子(06896)$我就问一句：现在这个价，能买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501847276319560","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498911976255592,"gmtCreate":1762829904250,"gmtModify":1762829906090,"author":{"id":"4090734572031930","authorId":"4090734572031930","name":"遗落c4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090734572031930","idStr":"4090734572031930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 三季度单季经营性净现金流3.16亿元，同比大幅转正。公司手里现金多了，应对市场变化和投入研发的底气就更足了。","listText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 三季度单季经营性净现金流3.16亿元，同比大幅转正。公司手里现金多了，应对市场变化和投入研发的底气就更足了。","text":"$广和通(00638)$ 三季度单季经营性净现金流3.16亿元，同比大幅转正。公司手里现金多了，应对市场变化和投入研发的底气就更足了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498911976255592","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}