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市调观察社
市调观察社
·
07-07
$MOMENTA-W(06880)$
14家基石，家数多不稀奇，稀奇的是家家都是顶配。产业巨头有，主权基金有，长线资管有，全齐了，全球长线资金严选，看来还是给机会了，等暴涨
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市调观察社
市调观察社
·
06-11
$山高控股(00412)$
山高未来的故事能不能讲好，核心就看电算协同能不能从乌兰察布这一个示范标杆复制到更多地方。资本—培育—退出—反哺这条闭环模式验证跑通了
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1
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市调观察社
市调观察社
·
04-30
$元保(YB)$
中信证券给保险科技出了份专题报告，把元保列为"AI驱动的科技型互联网保险中介"标杆。中信不是随便给好评的券商
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市调观察社
市调观察社
·
04-23
$迈威生物-B(02493)$
A+H+全球化，营收高增，亏损收窄，从投入期迈向收获期。这次不一样
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610
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1
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市调观察社
市调观察社
·
04-23
能源转型是长期主线，未来几年确定性很高。山高控股跟着大方向走，业务结构也在往优质资产靠，行业红利应该能吃到一部分
$山高控股(00412)$
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1
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市调观察社
市调观察社
·
04-23
全球可堆叠分布式光储一体机2025到2030年预计年复合增长65.8%，思格新能源作为市占率第一的龙头，吃到的行业红利绝对是最大的
$思格新能(06656)$
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市调观察社
市调观察社
·
03-31
$元保(YB)$
炒股这么久，我总结了一个道理——真正的好公司不需要蹭热点。元保从来没蹭过什么ChatGPT、DeepSeek的概念，但人家实实在在把AI用在了业务流程里，利润年年涨[贱笑]
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市调观察社
市调观察社
·
02-05
$蔚来(NIO)$
$蔚来(NIO.SI)$
$蔚来-SW(09866)$
12月的交付结构特别有意思：蔚来品牌3.18万台、乐道9154台、萤火虫7084台。三个品牌全部创新高，这不是简单的数字叠加，而是多品牌战略从布局期进入收获期的关键转折。说白了，过去大家觉得萤火虫是试水，乐道是下探，现在看来，萤火虫86%的车主来自非蔚来阵营，直接破圈；乐道成交均价25万+，超越凯迪拉克逼近奥迪。我们不妨看看这个组合覆盖的价格带，从十几万到八十万全吃透，而且每个细分市场都做到了毛利最优。这种"结硬寨，打呆仗"的渗透，比盲目扩张靠谱多了。
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市调观察社
市调观察社
·
01-23
还是你猛啊 短期40 60只是时间问题
$极智嘉-W(02590)$
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市调观察社
市调观察社
·
01-08
$天数智芯(09903)$
公司将于1月26日重磅发布未来三代产品路线图，内容涵盖创新GPGPU架构设计、高质量算力基础设施建设，以及面向互联网领域的云端AI训练推理产品等核心方向。
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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>山高未来的故事能不能讲好，核心就看电算协同能不能从乌兰察布这一个示范标杆复制到更多地方。资本—培育—退出—反哺这条闭环模式验证跑通了","listText":"<a 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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"能源转型是长期主线，未来几年确定性很高。山高控股跟着大方向走，业务结构也在往优质资产靠，行业红利应该能吃到一部分<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"能源转型是长期主线，未来几年确定性很高。山高控股跟着大方向走，业务结构也在往优质资产靠，行业红利应该能吃到一部分$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556595951232968","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556595745961976,"gmtCreate":1776916211089,"gmtModify":1776916213404,"author":{"id":"4090735318032220","authorId":"4090735318032220","name":"市调观察社","avatar":"https://static.tigerbbs.com/5f025a53ef4d480a11216d152eda8b37","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735318032220","idStr":"4090735318032220"},"themes":[],"title":"","htmlText":"全球可堆叠分布式光储一体机2025到2030年预计年复合增长65.8%，思格新能源作为市占率第一的龙头，吃到的行业红利绝对是最大的 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"全球可堆叠分布式光储一体机2025到2030年预计年复合增长65.8%，思格新能源作为市占率第一的龙头，吃到的行业红利绝对是最大的 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"全球可堆叠分布式光储一体机2025到2030年预计年复合增长65.8%，思格新能源作为市占率第一的龙头，吃到的行业红利绝对是最大的 $思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556595745961976","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548562999280944,"gmtCreate":1774950073271,"gmtModify":1774950075499,"author":{"id":"4090735318032220","authorId":"4090735318032220","name":"市调观察社","avatar":"https://static.tigerbbs.com/5f025a53ef4d480a11216d152eda8b37","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735318032220","idStr":"4090735318032220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 炒股这么久，我总结了一个道理——真正的好公司不需要蹭热点。元保从来没蹭过什么ChatGPT、DeepSeek的概念，但人家实实在在把AI用在了业务流程里，利润年年涨[贱笑]","listText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 炒股这么久，我总结了一个道理——真正的好公司不需要蹭热点。元保从来没蹭过什么ChatGPT、DeepSeek的概念，但人家实实在在把AI用在了业务流程里，利润年年涨[贱笑]","text":"$元保(YB)$ 炒股这么久，我总结了一个道理——真正的好公司不需要蹭热点。元保从来没蹭过什么ChatGPT、DeepSeek的概念，但人家实实在在把AI用在了业务流程里，利润年年涨[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548562999280944","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529507532386384,"gmtCreate":1770295263784,"gmtModify":1770299120866,"author":{"id":"4090735318032220","authorId":"4090735318032220","name":"市调观察社","avatar":"https://static.tigerbbs.com/5f025a53ef4d480a11216d152eda8b37","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735318032220","idStr":"4090735318032220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 12月的交付结构特别有意思：蔚来品牌3.18万台、乐道9154台、萤火虫7084台。三个品牌全部创新高，这不是简单的数字叠加，而是多品牌战略从布局期进入收获期的关键转折。说白了，过去大家觉得萤火虫是试水，乐道是下探，现在看来，萤火虫86%的车主来自非蔚来阵营，直接破圈；乐道成交均价25万+，超越凯迪拉克逼近奥迪。我们不妨看看这个组合覆盖的价格带，从十几万到八十万全吃透，而且每个细分市场都做到了毛利最优。这种\"结硬寨，打呆仗\"的渗透，比盲目扩张靠谱多了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 12月的交付结构特别有意思：蔚来品牌3.18万台、乐道9154台、萤火虫7084台。三个品牌全部创新高，这不是简单的数字叠加，而是多品牌战略从布局期进入收获期的关键转折。说白了，过去大家觉得萤火虫是试水，乐道是下探，现在看来，萤火虫86%的车主来自非蔚来阵营，直接破圈；乐道成交均价25万+，超越凯迪拉克逼近奥迪。我们不妨看看这个组合覆盖的价格带，从十几万到八十万全吃透，而且每个细分市场都做到了毛利最优。这种\"结硬寨，打呆仗\"的渗透，比盲目扩张靠谱多了。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$ 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