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市值投资家
市值投资家
·
03-20
$山高控股(00412)$
昨天发了公告，今天股价回调，属于市场情绪的正常宣泄。看了一下具体内容，公司也在公告里强调了“日常生产经营一切正常”。对于国企背景的票，咱们可以多一点耐心。既然历史旧账已经翻篇了，接下来就看新业务怎么发力了。
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市值投资家
市值投资家
·
03-02
$地平线机器人-W(09660)$
黑芝麻和地平线我都研究过，单大核和多核设计的差异巨大，工具链完备度更不是一朝一夕能追的
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2,013
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1
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市值投资家
市值投资家
·
02-05
$蔚来(NIO)$
$蔚来-SW(09866)$
看到盘前涨11%，我第一反应不是卖，而是看产业链。德赛西威、中科创达这些核心供应商跟着受益，说明机构已经开始布局整个蔚来生态了。智驾大模型+算力投入，这不是一家公司在战斗，这是整条产业链在共振。
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1
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市值投资家
市值投资家
·
01-23
$脑动极光-B(06681)$
跟北京健国医疗的合作，重点是要制定认知障碍数字疗法的国家标准，这事成了就厉害了。
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市值投资家
市值投资家
·
01-13
$HASHKEY HLDGS(03887)$
HashKey在稳定币条例落地后，产业链布局更清晰了，托管、资管这些业务都能受益，看好后续
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772
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市值投资家
市值投资家
·
01-05
$找钢集团-W(06676)$
我要求不高，回个1块8就行
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832
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1
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市值投资家
市值投资家
·
01-05
$天数智芯(09903)$
这次基石阵容挺强的，十几家机构拿了15亿多港元的份额，包括一些产业资本，说明业内也认可。
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783
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市值投资家
市值投资家
·
2025-12-11
$地平线机器人-W(09660)$
第四代BPU（黎曼）和机器人开源模型，展示的是技术肌肉。股价不涨，是觉得你还不能把这些肌肉变成真金白银
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市值投资家
市值投资家
·
2025-12-11
$智汇矿业(02546)$
最近港股资源股好像有点活跃，智汇矿业这个时候上，时机抓得可以，看市场买不买单
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1,187
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市值投资家
市值投资家
·
2025-12-01
$金嗓子(06896)$
拿着安心，不折腾，长期看不会亏待你
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昨天发了公告，今天股价回调，属于市场情绪的正常宣泄。看了一下具体内容，公司也在公告里强调了“日常生产经营一切正常”。对于国企背景的票，咱们可以多一点耐心。既然历史旧账已经翻篇了，接下来就看新业务怎么发力了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544677643714936","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538228257227704,"gmtCreate":1772424269853,"gmtModify":1772424272061,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 黑芝麻和地平线我都研究过，单大核和多核设计的差异巨大，工具链完备度更不是一朝一夕能追的","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 黑芝麻和地平线我都研究过，单大核和多核设计的差异巨大，工具链完备度更不是一朝一夕能追的","text":"$地平线机器人-W(09660)$ 黑芝麻和地平线我都研究过，单大核和多核设计的差异巨大，工具链完备度更不是一朝一夕能追的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538228257227704","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529524421006824,"gmtCreate":1770299345866,"gmtModify":1770299348100,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 看到盘前涨11%，我第一反应不是卖，而是看产业链。德赛西威、中科创达这些核心供应商跟着受益，说明机构已经开始布局整个蔚来生态了。智驾大模型+算力投入，这不是一家公司在战斗，这是整条产业链在共振。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 看到盘前涨11%，我第一反应不是卖，而是看产业链。德赛西威、中科创达这些核心供应商跟着受益，说明机构已经开始布局整个蔚来生态了。智驾大模型+算力投入，这不是一家公司在战斗，这是整条产业链在共振。","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 看到盘前涨11%，我第一反应不是卖，而是看产业链。德赛西威、中科创达这些核心供应商跟着受益，说明机构已经开始布局整个蔚来生态了。智驾大模型+算力投入，这不是一家公司在战斗，这是整条产业链在共振。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/529524421006824","isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524797081780736,"gmtCreate":1769150884070,"gmtModify":1769150886168,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 跟北京健国医疗的合作，重点是要制定认知障碍数字疗法的国家标准，这事成了就厉害了。","listText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 跟北京健国医疗的合作，重点是要制定认知障碍数字疗法的国家标准，这事成了就厉害了。","text":"$脑动极光-B(06681)$ 跟北京健国医疗的合作，重点是要制定认知障碍数字疗法的国家标准，这事成了就厉害了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524797081780736","isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521451635049024,"gmtCreate":1768283033820,"gmtModify":1768283035713,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>HashKey在稳定币条例落地后，产业链布局更清晰了，托管、资管这些业务都能受益，看好后续","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>HashKey在稳定币条例落地后，产业链布局更清晰了，托管、资管这些业务都能受益，看好后续","text":"$HASHKEY HLDGS(03887)$HashKey在稳定币条例落地后，产业链布局更清晰了，托管、资管这些业务都能受益，看好后续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521451635049024","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518605524726072,"gmtCreate":1767585421833,"gmtModify":1767585423710,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>我要求不高，回个1块8就行","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>我要求不高，回个1块8就行","text":"$找钢集团-W(06676)$我要求不高，回个1块8就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518605524726072","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518373641396848,"gmtCreate":1767585341071,"gmtModify":1767585343208,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 这次基石阵容挺强的，十几家机构拿了15亿多港元的份额，包括一些产业资本，说明业内也认可。","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 这次基石阵容挺强的，十几家机构拿了15亿多港元的份额，包括一些产业资本，说明业内也认可。","text":"$天数智芯(09903)$ 这次基石阵容挺强的，十几家机构拿了15亿多港元的份额，包括一些产业资本，说明业内也认可。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518373641396848","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509465792291392,"gmtCreate":1765419308593,"gmtModify":1765419310627,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>第四代BPU（黎曼）和机器人开源模型，展示的是技术肌肉。股价不涨，是觉得你还不能把这些肌肉变成真金白银","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>第四代BPU（黎曼）和机器人开源模型，展示的是技术肌肉。股价不涨，是觉得你还不能把这些肌肉变成真金白银","text":"$地平线机器人-W(09660)$第四代BPU（黎曼）和机器人开源模型，展示的是技术肌肉。股价不涨，是觉得你还不能把这些肌肉变成真金白银","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509465792291392","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509465957118264,"gmtCreate":1765419277305,"gmtModify":1765419279450,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 最近港股资源股好像有点活跃，智汇矿业这个时候上，时机抓得可以，看市场买不买单","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 最近港股资源股好像有点活跃，智汇矿业这个时候上，时机抓得可以，看市场买不买单","text":"$智汇矿业(02546)$ 最近港股资源股好像有点活跃，智汇矿业这个时候上，时机抓得可以，看市场买不买单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509465957118264","isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506052809228968,"gmtCreate":1764572384256,"gmtModify":1764572386450,"author":{"id":"4090735944032640","authorId":"4090735944032640","name":"市值投资家","avatar":"https://static.tigerbbs.com/33a0276adf38384b561ba4b65260adf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735944032640","idStr":"4090735944032640"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 拿着安心，不折腾，长期看不会亏待你","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 拿着安心，不折腾，长期看不会亏待你","text":"$金嗓子(06896)$ 拿着安心，不折腾，长期看不会亏待你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506052809228968","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}