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商海观察员
商海观察员
·
07-07
全球第一的装车量，全球顶级的基石名单，全球范围的长线共识，你不涨天理难容！
$MOMENTA-W(06880)$
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商海观察员
商海观察员
·
04-30
$元保(YB)$
元保这个价位，AI+保险赛道渗透率才刚起步，市场明显还没把长期空间算进去。不算安全边际有多厚，但至少不算贵。
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商海观察员
商海观察员
·
04-23
$山高控股(00412)$
港股整体情绪在修复，这种低位、有题材有基本面的票，很容易被资金盯上，耐心拿一拿问题不大[开心]
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765
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1
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商海观察员
商海观察员
·
04-23
$思格新能(06656)$
上市后股价从高点回调了一些，但基本面没有变坏。3月工厂满产，4月海外订单继续增加，这种短期回调可能是市场情绪过度反应，反而提供了上车机会。
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商海观察员
商海观察员
·
02-05
仔细读这份预告，有几个细节特别打动我。一个是non-GAAP和GAAP的差额——大概在5个亿左右，这主要就是股权激励费用。说明什么？说明公司没有为了短期盈利而压缩研发投入或者员工激励，发展的后劲还在。另一个是在车市整体收缩的背景下实现盈利，这验证了蔚来的抗周期能力。我们不妨对比一下，去年Q4很多车企都在为完成年度目标而挥泪大甩卖，蔚来的量价齐升显得格外珍贵。7到12亿的盈利区间，取个中位数也有近10亿，按这个势头，2026年的盈利弹性值得期待。
$蔚来(NIO)$
$蔚来-SW(09866)$
$蔚来(NIO.SI)$
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商海观察员
商海观察员
·
01-23
$赛力斯(09927)$
2025《财富》中国500强车企排名
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商海观察员
商海观察员
·
01-04
$中际旭创(300308)$
$新易盛(300502)$
$MINIMAX-WP(00100)$
等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利
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商海观察员
商海观察员
·
01-02
$极智嘉-W(02590)$
按照海通国际给出 403 亿合理市值，锚定极智嘉 2026年10 倍PS 估值，现在还有很大的距离,期待修复
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商海观察员
商海观察员
·
2025-12-23
$脑动极光-B(06681)$
有自己的大模型BrainAuGPT，评估更准，训练更高效。
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商海观察员
商海观察员
·
2025-12-01
$山高控股(00412)$
净利润翻了快三倍，最近股价居然没咋动。大盘这几天震荡，它倒是稳在1块7附近横盘很久了，看看后面能不能放量突破一下。产业控股模式看来真做出成绩了，新能源指标拿到手软，绿电加算力这布局挺有眼光。
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href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"全球第一的装车量，全球顶级的基石名单，全球范围的长线共识，你不涨天理难容！$MOMENTA-W(06880)$","images":[{"img":"https://static.tigerbbs.com/9ae22fde9bbe981667b2487985888b95","width":"163","height":"92"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583289325642592","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559134908405432,"gmtCreate":1777539307688,"gmtModify":1777539320004,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 元保这个价位，AI+保险赛道渗透率才刚起步，市场明显还没把长期空间算进去。不算安全边际有多厚，但至少不算贵。","listText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 元保这个价位，AI+保险赛道渗透率才刚起步，市场明显还没把长期空间算进去。不算安全边际有多厚，但至少不算贵。","text":"$元保(YB)$ 元保这个价位，AI+保险赛道渗透率才刚起步，市场明显还没把长期空间算进去。不算安全边际有多厚，但至少不算贵。","images":[{"img":"https://static.tigerbbs.com/699a84664d75aba5c8f7485478bee843","width":"206","height":"183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559134908405432","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":556596031236144,"gmtCreate":1776916281022,"gmtModify":1776916283052,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股整体情绪在修复，这种低位、有题材有基本面的票，很容易被资金盯上，耐心拿一拿问题不大[开心]","listText":"<a 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href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 上市后股价从高点回调了一些，但基本面没有变坏。3月工厂满产，4月海外订单继续增加，这种短期回调可能是市场情绪过度反应，反而提供了上车机会。","text":"$思格新能(06656)$ 上市后股价从高点回调了一些，但基本面没有变坏。3月工厂满产，4月海外订单继续增加，这种短期回调可能是市场情绪过度反应，反而提供了上车机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556595714148432","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529508020130632,"gmtCreate":1770295304325,"gmtModify":1770295306551,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"title":"","htmlText":"仔细读这份预告，有几个细节特别打动我。一个是non-GAAP和GAAP的差额——大概在5个亿左右，这主要就是股权激励费用。说明什么？说明公司没有为了短期盈利而压缩研发投入或者员工激励，发展的后劲还在。另一个是在车市整体收缩的背景下实现盈利，这验证了蔚来的抗周期能力。我们不妨对比一下，去年Q4很多车企都在为完成年度目标而挥泪大甩卖，蔚来的量价齐升显得格外珍贵。7到12亿的盈利区间，取个中位数也有近10亿，按这个势头，2026年的盈利弹性值得期待。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>","listText":"仔细读这份预告，有几个细节特别打动我。一个是non-GAAP和GAAP的差额——大概在5个亿左右，这主要就是股权激励费用。说明什么？说明公司没有为了短期盈利而压缩研发投入或者员工激励，发展的后劲还在。另一个是在车市整体收缩的背景下实现盈利，这验证了蔚来的抗周期能力。我们不妨对比一下，去年Q4很多车企都在为完成年度目标而挥泪大甩卖，蔚来的量价齐升显得格外珍贵。7到12亿的盈利区间，取个中位数也有近10亿，按这个势头，2026年的盈利弹性值得期待。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>","text":"仔细读这份预告，有几个细节特别打动我。一个是non-GAAP和GAAP的差额——大概在5个亿左右，这主要就是股权激励费用。说明什么？说明公司没有为了短期盈利而压缩研发投入或者员工激励，发展的后劲还在。另一个是在车市整体收缩的背景下实现盈利，这验证了蔚来的抗周期能力。我们不妨对比一下，去年Q4很多车企都在为完成年度目标而挥泪大甩卖，蔚来的量价齐升显得格外珍贵。7到12亿的盈利区间，取个中位数也有近10亿，按这个势头，2026年的盈利弹性值得期待。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529508020130632","isVote":1,"tweetType":1,"viewCount":2811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524954017550608,"gmtCreate":1769139260928,"gmtModify":1769139272818,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 2025《财富》中国500强车企排名","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 2025《财富》中国500强车企排名","text":"$赛力斯(09927)$ 2025《财富》中国500强车企排名","images":[{"img":"https://static.tigerbbs.com/d0b03bb1a4676776d4fab83698268544","width":"690","height":"799"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524954017550608","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518281899176496,"gmtCreate":1767508817694,"gmtModify":1767508820396,"author":{"id":"4090735867032510","authorId":"4090735867032510","name":"商海观察员","avatar":"https://static.tigerbbs.com/24dad84464b77acef38c400eec091e40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735867032510","authorIdStr":"4090735867032510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利","listText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 下半场的红利","text":"$中际旭创(300308)$ $新易盛(300502)$ $MINIMAX-WP(00100)$ 等了这么久的 MiniMax 终于来了！12 月 31 日启动招股，1 月 6 日截止，1 月 9 日港股挂牌，最看好的就是它不只是烧钱搞研发，而是真的跑通了商业化，前三季度营收涨 174%，C 端收入占 7 成，还有阿里腾讯这些大佬做基石，27 亿港元基石认购摆在这里，资金背书够硬，散户跟着大厂走，心里踏实，既想打新赚短期收益，更想拿点底仓赌 AI 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