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吃螃蟹钳子的人
吃螃蟹钳子的人
·
09-15 11:16
$吉利汽车(00175)$
刚入坑汽车股，选了吉利。最近银河TT上市挺火的，15分钟大定就破万了，这车真有这么香吗？我看配置800V+智驾，定价12.99万起，感觉性价比很高。有没有持仓的老哥说说，这台车对吉利下半年业绩拉动大不大？想学习下。
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
08-21
$吉利汽车(00175)$
吉利下半年计划把旗下燃油车型整体切换为HEV版本，希望把混动燃油这块阵地做扎实。[爱你][爱你]这并不是继续做老旧的传统燃油车，更多是对现有存量产品做技术升级。依托混动改造去留住原有燃油用户群体。
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
07-20
量产车越多，数据越多，算法越好，客户越多。这个逻辑听起来简单，但能跑通的没几家
$MOMENTA-W(06880)$
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
05-27
$山高控股(00412)$
现在是情绪底，等公告和资金回流，会有修复
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907
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
04-30
作为一直持有元保的散户，真心觉得这家公司不算那种浮躁炒作的类型，管理层更偏向务实做事，AI模型持续迭代，搭建健康险与健康管理服务，都一步步落地，虽然短期股价起伏难免让人心态波动，但放在整个保险科技发展的大周期里看，当前的位置其实性价比很高，赛道需求稳定、公司业务扎实，只要长期逻辑不变，坚定持有下去，大概率能享受到行业成长带来的价值提升。[财迷][财迷]
$元保(YB)$
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
04-23
$华住集团-S(01179)$
希望你明天可以硬气一回
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
04-15
$地平线机器人-W(09660)$
4月14日回购332万股，坚定看好长期发展。[爱你]连续回购就是最直接的底部确认，机会留给行动的人
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
03-31
$元保(YB)$
有人说元保营销费用高、靠烧钱买量，但你看它的净利润率从26.4%提升到29.9%，这说明什么？AI带来的效率提升已经超过了营销投入的增长，规模效应正在兑现
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1,636
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
03-20
$山高控股(00412)$
别忘了山高背后是山东高速集团，省属骨干国企。这种股东背景意味着资源整合能力强，真要有好项目，资金、牌照、政策支持都不缺。短期投资收益波动不影响长期战略价值，集团背书就是底线保障
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
03-20
$地平线机器人-W(09660)$
地平线智驾打底，地瓜机器人开拓新战场，两条腿走路稳得很。短期财报看淡，看长线逻辑。
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现在是情绪底，等公告和资金回流，会有修复","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 现在是情绪底，等公告和资金回流，会有修复","text":"$山高控股(00412)$ 现在是情绪底，等公告和资金回流，会有修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568752528188144","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559137177977824,"gmtCreate":1777539800441,"gmtModify":1777539803204,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735895032540","authorIdStr":"4090735895032540"},"themes":[],"title":"","htmlText":"作为一直持有元保的散户，真心觉得这家公司不算那种浮躁炒作的类型，管理层更偏向务实做事，AI模型持续迭代，搭建健康险与健康管理服务，都一步步落地，虽然短期股价起伏难免让人心态波动，但放在整个保险科技发展的大周期里看，当前的位置其实性价比很高，赛道需求稳定、公司业务扎实，只要长期逻辑不变，坚定持有下去，大概率能享受到行业成长带来的价值提升。[财迷][财迷]<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a>","listText":"作为一直持有元保的散户，真心觉得这家公司不算那种浮躁炒作的类型，管理层更偏向务实做事，AI模型持续迭代，搭建健康险与健康管理服务，都一步步落地，虽然短期股价起伏难免让人心态波动，但放在整个保险科技发展的大周期里看，当前的位置其实性价比很高，赛道需求稳定、公司业务扎实，只要长期逻辑不变，坚定持有下去，大概率能享受到行业成长带来的价值提升。[财迷][财迷]<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a>","text":"作为一直持有元保的散户，真心觉得这家公司不算那种浮躁炒作的类型，管理层更偏向务实做事，AI模型持续迭代，搭建健康险与健康管理服务，都一步步落地，虽然短期股价起伏难免让人心态波动，但放在整个保险科技发展的大周期里看，当前的位置其实性价比很高，赛道需求稳定、公司业务扎实，只要长期逻辑不变，坚定持有下去，大概率能享受到行业成长带来的价值提升。[财迷][财迷]$元保(YB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559137177977824","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556646610892784,"gmtCreate":1776928629255,"gmtModify":1776928631358,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735895032540","authorIdStr":"4090735895032540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01179\">$华住集团-S(01179)$</a> 希望你明天可以硬气一回","listText":"<a href=\"https://laohu8.com/S/01179\">$华住集团-S(01179)$</a> 希望你明天可以硬气一回","text":"$华住集团-S(01179)$ 希望你明天可以硬气一回","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556646610892784","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553718454284560,"gmtCreate":1776219734037,"gmtModify":1776219736451,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735895032540","authorIdStr":"4090735895032540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 4月14日回购332万股，坚定看好长期发展。[爱你]连续回购就是最直接的底部确认，机会留给行动的人","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 4月14日回购332万股，坚定看好长期发展。[爱你]连续回购就是最直接的底部确认，机会留给行动的人","text":"$地平线机器人-W(09660)$ 4月14日回购332万股，坚定看好长期发展。[爱你]连续回购就是最直接的底部确认，机会留给行动的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553718454284560","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548570474247880,"gmtCreate":1774951847919,"gmtModify":1774951850119,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735895032540","authorIdStr":"4090735895032540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 有人说元保营销费用高、靠烧钱买量，但你看它的净利润率从26.4%提升到29.9%，这说明什么？AI带来的效率提升已经超过了营销投入的增长，规模效应正在兑现","listText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 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