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浅草江南v8
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浅草江南v8
浅草江南v8
·
01-03
天数和智谱一起上市，本身就是个大信号！一个做“大脑”（大模型），一个做“心脏”（算力芯片），这是国产AI的“天团”组合。
@財经壹些事：
$天数智芯(09903)$确实，天数今年一系列操作，明年估计订单要爆了，其实缩小来看就会发现，天数正在编织一张我们以前从未见过的、覆盖“云端训练-边缘推理-场景落地”的算力网络：与AIoT龙头特斯联的战略合作，剑指软硬一体的国产算力盒子。通过与阶跃星辰和瑞幸的合作，它悄无声息地卡位了海量的新零售智能化场景。
$天数智芯(09903)$确实，天数今年一系列操作，明年估计订单要爆了，其实缩小来看就会发现，天数正在编织一张我们以前从未见过的、覆盖“云端训练-边缘推理-场景落地”的算力网络：与AIoT龙头特斯联的战略合作，剑指软硬一体的国产算力盒子。通过与阶跃星辰和瑞幸的合作，它悄无声息地卡位了海量的新零售智能化场景。
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浅草江南v8
浅草江南v8
·
01-02
$MINIMAX-WP(00100)$
不吹不黑，MiniMax是目前最值得期待的AI上市公司。全模态技术全球领先，商业化落地成功，海外收入占比超70%，现金流健康，募资全投研发，希望能给我吃口肉
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浅草江南v8
浅草江南v8
·
2025-12-22
$阿里巴巴-W(09988)$
$工业富联(601138)$
$巨人网络(002558)$
企业的核心竞争力构建能力，远比短期烧钱规模更值得关注。当前AI赛道的竞争，本质是技术壁垒的竞争。阿里计划未来三年投入超3800亿元用于云和AI硬件基础设施，腾讯2025年第二季度仅经营性资本开支就达179亿元，主要用于GPU与服务器投入。大厂的重投入有其生态优势支撑，但也意味着更高的成本摊销压力。反观MiniMax，以相对有限的资金实现技术上的弯道超车，这种“精准投入、聚焦核心”的模式，反而降低了不必要的成本浪费。
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浅草江南v8
浅草江南v8
·
2025-11-28
$赛力斯(601127)$
赛力斯智能底盘带道路预瞄 + 双备份冗余，驾控和安全都顾到了，市场就是认可
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449
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1
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浅草江南v8
浅草江南v8
·
2025-11-19
$广和通(00638)$
之前担心它剥离车载业务影响业绩，但看下来车规级模组没停步，还推出了新一代 5G 智能座舱模组，比亚迪这些大客户也还在合作。业务调整期能稳住核心客户，挺不容易的。
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浅草江南v8
浅草江南v8
·
2025-11-11
$金嗓子(06896)$
连续8年入选中国500最具价值品牌，无形资产评估超80亿！短期业绩波动不影响百年老字号护城河，时间会证明一切！
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浅草江南v8
浅草江南v8
·
2025-11-11
$极智嘉-W(02590)$
一边是公司在行业里攻城略地，技术和订单的消息一个接一个，这是实打实的价值；另一边是K线图跟得了重病似的，一天比一天虚弱，不断挑战你的心理底线。这种基本面和股价的巨大撕裂感，是最折磨人的。
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浅草江南v8
浅草江南v8
·
2025-10-31
$金嗓子(06896)$
老牌药企的转型阵痛期，但金嗓子手握现金+品牌+产能三张牌，等风来的时候可能就起飞了。
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浅草江南v8
浅草江南v8
·
2025-10-10
$极智嘉-W(02590)$
大盘太差了，从昨天开始就一直跌，不过极智嘉涨了一国庆，现在回调更健康一点。
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浅草江南v8
浅草江南v8
·
2025-09-22
$极智嘉-W(02590)$
港股通潜在标的，一旦入通，南水进来还能再拉一波，现在估值还没完全反映成长性，我等明年入通再跑。
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href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>确实，天数今年一系列操作，明年估计订单要爆了，其实缩小来看就会发现，天数正在编织一张我们以前从未见过的、覆盖“云端训练-边缘推理-场景落地”的算力网络：与AIoT龙头特斯联的战略合作，剑指软硬一体的国产算力盒子。通过与阶跃星辰和瑞幸的合作，它悄无声息地卡位了海量的新零售智能化场景。","text":"$天数智芯(09903)$确实，天数今年一系列操作，明年估计订单要爆了，其实缩小来看就会发现，天数正在编织一张我们以前从未见过的、覆盖“云端训练-边缘推理-场景落地”的算力网络：与AIoT龙头特斯联的战略合作，剑指软硬一体的国产算力盒子。通过与阶跃星辰和瑞幸的合作，它悄无声息地卡位了海量的新零售智能化场景。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517671737160896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517539474317864,"gmtCreate":1767323557195,"gmtModify":1767323559641,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>不吹不黑，MiniMax是目前最值得期待的AI上市公司。全模态技术全球领先，商业化落地成功，海外收入占比超70%，现金流健康，募资全投研发，希望能给我吃口肉","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>不吹不黑，MiniMax是目前最值得期待的AI上市公司。全模态技术全球领先，商业化落地成功，海外收入占比超70%，现金流健康，募资全投研发，希望能给我吃口肉","text":"$MINIMAX-WP(00100)$不吹不黑，MiniMax是目前最值得期待的AI上市公司。全模态技术全球领先，商业化落地成功，海外收入占比超70%，现金流健康，募资全投研发，希望能给我吃口肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517539474317864","isVote":1,"tweetType":1,"viewCount":3494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513487064756248,"gmtCreate":1766390122753,"gmtModify":1766390125542,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/601138\">$工业富联(601138)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 企业的核心竞争力构建能力，远比短期烧钱规模更值得关注。当前AI赛道的竞争，本质是技术壁垒的竞争。阿里计划未来三年投入超3800亿元用于云和AI硬件基础设施，腾讯2025年第二季度仅经营性资本开支就达179亿元，主要用于GPU与服务器投入。大厂的重投入有其生态优势支撑，但也意味着更高的成本摊销压力。反观MiniMax，以相对有限的资金实现技术上的弯道超车，这种“精准投入、聚焦核心”的模式，反而降低了不必要的成本浪费。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/601138\">$工业富联(601138)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 企业的核心竞争力构建能力，远比短期烧钱规模更值得关注。当前AI赛道的竞争，本质是技术壁垒的竞争。阿里计划未来三年投入超3800亿元用于云和AI硬件基础设施，腾讯2025年第二季度仅经营性资本开支就达179亿元，主要用于GPU与服务器投入。大厂的重投入有其生态优势支撑，但也意味着更高的成本摊销压力。反观MiniMax，以相对有限的资金实现技术上的弯道超车，这种“精准投入、聚焦核心”的模式，反而降低了不必要的成本浪费。","text":"$阿里巴巴-W(09988)$ $工业富联(601138)$ $巨人网络(002558)$ 企业的核心竞争力构建能力，远比短期烧钱规模更值得关注。当前AI赛道的竞争，本质是技术壁垒的竞争。阿里计划未来三年投入超3800亿元用于云和AI硬件基础设施，腾讯2025年第二季度仅经营性资本开支就达179亿元，主要用于GPU与服务器投入。大厂的重投入有其生态优势支撑，但也意味着更高的成本摊销压力。反观MiniMax，以相对有限的资金实现技术上的弯道超车，这种“精准投入、聚焦核心”的模式，反而降低了不必要的成本浪费。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513487064756248","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505020334391968,"gmtCreate":1764314643530,"gmtModify":1764314645727,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>赛力斯智能底盘带道路预瞄 + 双备份冗余，驾控和安全都顾到了，市场就是认可","listText":"<a 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