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今日财经点评
今日财经点评
·
07-07 22:37
$MOMENTA-W(06880)$
全球第一的市场份额，配上全球顶级的基石阵容，再加上全球长线资金的共同押注。这组合拳太扎实了，稀缺性这个东西，市场迟早会给溢价。
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今日财经点评
今日财经点评
·
04-30
半个业内人士，跟元保接触过一些，不吹不黑，业内还是很认可元保的，很多机构一直在模仿。元保做事效率确实高，整个团队都很拼
$元保(YB)$
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今日财经点评
今日财经点评
·
04-14
$山高控股(00412)$
我是觉得，如果你真的看好AI和算力这条线，那山高现在的“绿电+算力”布局就是最稀缺的标的。短期财报扰动一下，改变不了这个长期逻辑
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今日财经点评
今日财经点评
·
04-14
$思格新能(06656)$
别人还在卖硬件，思格新能源已经 AI + 储能 + 虚拟电厂布局。mySigen App 智能管理、V2X、聚合调峰，未来从卖产品转向卖服务，想象空间完全不一样
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今日财经点评
今日财经点评
·
03-31
$元保(YB)$
有人说元保涨得慢，不够刺激。但我觉得这正是它的价值所在。那些短期暴涨的票，跌起来也一样吓人。元保的走势相对平稳，因为有业绩托底。我把它当底仓配置，不求一夜暴富，但求睡得安稳。
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今日财经点评
今日财经点评
·
02-27
中化香港在基石名单里。国家队带路，东南亚的审批、土地、政策关系，有人帮着趟
$牧原股份(02714)$
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今日财经点评
·
02-05
$牧原股份(02714)$
机构在暗中吸筹。15家基石锁了50%，外面筹码不多，越买越涨，长期更缺筹码
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今日财经点评
今日财经点评
·
01-23
$MINIMAX-WP(00100)$
最近八部门推的“人工智能+制造”行动方案看了吗？ 目标很具体。像MiniMax这样做底层大模型和开放平台的公司，理论上是最能吃到这类产业政策红利的。
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今日财经点评
今日财经点评
·
01-13
$MINIMAX-WP(00100)$
国家力推新质生产力，AI 是核心领域，Minimax 正好赶上这波红利。公司的全模态技术能赋能制造业、文旅、教育等多个行业，应用场景越扩越广。政策支持 + 行业需求爆发，双重加持下，公司发展会更顺。这种站在风口上的优质标的，值得高看一眼
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今日财经点评
今日财经点评
·
01-13
港股流动性波动大，天数智芯股价或随恒生科技指数同步震荡
$天数智芯(09903)$
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全球第一的市场份额，配上全球顶级的基石阵容，再加上全球长线资金的共同押注。这组合拳太扎实了，稀缺性这个东西，市场迟早会给溢价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583290723778784","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559130610091344,"gmtCreate":1777538274873,"gmtModify":1777538277124,"author":{"id":"4090735124032180","authorId":"4090735124032180","name":"今日财经点评","avatar":"https://static.tigerbbs.com/0d855cd32c993fb3edb823c92a0f5bec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735124032180","authorIdStr":"4090735124032180"},"themes":[],"title":"","htmlText":"半个业内人士，跟元保接触过一些，不吹不黑，业内还是很认可元保的，很多机构一直在模仿。元保做事效率确实高，整个团队都很拼 <a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a>","listText":"半个业内人士，跟元保接触过一些，不吹不黑，业内还是很认可元保的，很多机构一直在模仿。元保做事效率确实高，整个团队都很拼 <a 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href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 有人说元保涨得慢，不够刺激。但我觉得这正是它的价值所在。那些短期暴涨的票，跌起来也一样吓人。元保的走势相对平稳，因为有业绩托底。我把它当底仓配置，不求一夜暴富，但求睡得安稳。","listText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 有人说元保涨得慢，不够刺激。但我觉得这正是它的价值所在。那些短期暴涨的票，跌起来也一样吓人。元保的走势相对平稳，因为有业绩托底。我把它当底仓配置，不求一夜暴富，但求睡得安稳。","text":"$元保(YB)$ 有人说元保涨得慢，不够刺激。但我觉得这正是它的价值所在。那些短期暴涨的票，跌起来也一样吓人。元保的走势相对平稳，因为有业绩托底。我把它当底仓配置，不求一夜暴富，但求睡得安稳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548562872291688","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537160627865144,"gmtCreate":1772163695534,"gmtModify":1772163697242,"author":{"id":"4090735124032180","authorId":"4090735124032180","name":"今日财经点评","avatar":"https://static.tigerbbs.com/0d855cd32c993fb3edb823c92a0f5bec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735124032180","authorIdStr":"4090735124032180"},"themes":[],"title":"","htmlText":"中化香港在基石名单里。国家队带路，东南亚的审批、土地、政策关系，有人帮着趟 <a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a>","listText":"中化香港在基石名单里。国家队带路，东南亚的审批、土地、政策关系，有人帮着趟 <a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a>","text":"中化香港在基石名单里。国家队带路，东南亚的审批、土地、政策关系，有人帮着趟 $牧原股份(02714)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537160627865144","isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529454687007560,"gmtCreate":1770282283543,"gmtModify":1770282285398,"author":{"id":"4090735124032180","authorId":"4090735124032180","name":"今日财经点评","avatar":"https://static.tigerbbs.com/0d855cd32c993fb3edb823c92a0f5bec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735124032180","authorIdStr":"4090735124032180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 机构在暗中吸筹。15家基石锁了50%，外面筹码不多，越买越涨，长期更缺筹码","listText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 机构在暗中吸筹。15家基石锁了50%，外面筹码不多，越买越涨，长期更缺筹码","text":"$牧原股份(02714)$ 机构在暗中吸筹。15家基石锁了50%，外面筹码不多，越买越涨，长期更缺筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529454687007560","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524741939503168,"gmtCreate":1769137401221,"gmtModify":1769138410066,"author":{"id":"4090735124032180","authorId":"4090735124032180","name":"今日财经点评","avatar":"https://static.tigerbbs.com/0d855cd32c993fb3edb823c92a0f5bec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735124032180","authorIdStr":"4090735124032180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 最近八部门推的“人工智能+制造”行动方案看了吗？ 目标很具体。像MiniMax这样做底层大模型和开放平台的公司，理论上是最能吃到这类产业政策红利的。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 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行业需求爆发，双重加持下，公司发展会更顺。这种站在风口上的优质标的，值得高看一眼","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 国家力推新质生产力，AI 是核心领域，Minimax 正好赶上这波红利。公司的全模态技术能赋能制造业、文旅、教育等多个行业，应用场景越扩越广。政策支持 + 行业需求爆发，双重加持下，公司发展会更顺。这种站在风口上的优质标的，值得高看一眼","text":"$MINIMAX-WP(00100)$ 国家力推新质生产力，AI 是核心领域，Minimax 正好赶上这波红利。公司的全模态技术能赋能制造业、文旅、教育等多个行业，应用场景越扩越广。政策支持 + 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