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天投财经
天投财经
·
13:32
行业红利摆在那里，“东数西算”+“双碳”目标，
$山高控股(00412)$
山高踩准了赛道。现在股价低迷，反而是布局的时候，等风来
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天投财经
天投财经
·
04-23
$华住集团-S(01179)$
下周大涨[看涨]
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409
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1
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天投财经
天投财经
·
03-31
$元保(YB)$
元保的现金流是真的健康。2025年经营性现金净流入14.95亿，年末现金储备40.4亿。这种能自己造血的公司，不需要靠资本市场输血就能活下去，就算遇到市场寒冬也不慌
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天投财经
天投财经
·
03-20
山高控股 “绿电 + 算力” 核心主业协同效应持续释放，产业布局根基深厚，核心盈利逻辑未发生变化，短期业绩扰动不改长期发展向好趋势
$山高控股(00412)$
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2
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天投财经
天投财经
·
03-02
$牧原股份(002714)$
越南招聘还在继续，50万年薪挖项目经理，100万招越南籍管培生。这出海力度，不是去旅游，是去干活的。西宁省6.4万头能繁，平福省2万头，加起来210万头出栏能力
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1
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天投财经
天投财经
·
02-05
我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。
$蔚来(NIO)$
$蔚来-SW(09866)$
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天投财经
天投财经
·
01-23
$脑动极光-B(06681)$
融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。
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天投财经
天投财经
·
01-13
$明略科技-W(02718)$
新质生产力风口下，AI 企业要 “接地气”！Minimax 主攻消费端，智谱侧重技术输出，明略深耕产业端，赋能零售、餐饮、制造等实体行业，政策 + 需求双重加持，上涨逻辑更顺。
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天投财经
天投财经
·
01-05
$智汇矿业(02546)$
下游是新能源汽车、储能这些热门领域，需求肯定不愁，产品有地方卖，这就很安心
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天投财经
天投财经
·
01-05
$金嗓子(06896)$
品牌价值都 104 亿了还愁啥？连续多年蝉联咽喉类 OTC 第一，国民度摆在这，这种品牌护城河不是随便能被超越的～
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越南招聘还在继续，50万年薪挖项目经理，100万招越南籍管培生。这出海力度，不是去旅游，是去干活的。西宁省6.4万头能繁，平福省2万头，加起来210万头出栏能力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538206777615752","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529523714273432,"gmtCreate":1770299219919,"gmtModify":1770299221851,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529523714273432","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524990226657984,"gmtCreate":1769149482162,"gmtModify":1769149484637,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。","listText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。","text":"$脑动极光-B(06681)$ 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