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半仓打天下
半仓打天下
·
01-14
$找钢集团-W(06676)$
重点转做制造业用的工业材了，顺应国策，毛利率应该比建筑钢强点
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148
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1
编组 21备份 2
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半仓打天下
半仓打天下
·
01-14
$天数智芯(09903)$
按照目前的趋势应该属于低位
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121
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1
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半仓打天下
半仓打天下
·
01-05
$赛力斯(09927)$
我就感觉赛力斯被错杀了，销量、业绩都还不错，只是最近行业扰动比较多
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561
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1
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半仓打天下
半仓打天下
·
01-05
$HASHKEY HLDGS(03887)$
加密那边的行情回暖了，很多资金想进场但又担心安全问题，合规优势在这种行情里反而更有价值了
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424
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1
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半仓打天下
半仓打天下
·
2025-12-23
$蓝色光标(300058)$
$巨人网络(002558)$
当大厂为 AI 产品单季砸下数十亿投流费时，MiniMax 选择 “反其道而行之”：2025 年前三季度销售开支同比下降 26%，却靠产品力实现用户自然增长。Talkie 凭优质交互成为海外爆款，海螺 AI 靠高质量视频生成成为创作者首选，累计生成超 5.9 亿个视频。公司把省下来的资金全部投入研发，最终用 5 亿美金完成全模态技术突破，印证了 “产品力才是最好的获客渠道”，也走出了 AI 行业 “不依赖投流” 的健康增长模式。
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389
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1
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半仓打天下
半仓打天下
·
2025-12-02
$微创医疗(00853)$
高壁垒强监管，国产替代加上老龄化需求，整合后有上涨趋势，找个机会加仓
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1,317
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1
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2
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半仓打天下
半仓打天下
·
2025-11-26
$极智嘉-W(02590)$
劲啊兄弟们，下午看25，全球供应链重构，对自动化设备的需求只会越来越大
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621
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编组 21备份 2
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半仓打天下
半仓打天下
·
2025-11-24
$赛力斯(601127)$
赛力斯全系交付超 90 万，M9 单款破 26 万，这个销量数据，足以说明产品有市场认可度
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990
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1
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半仓打天下
半仓打天下
·
2025-11-04
$金嗓子(06896)$
老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。
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718
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1
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半仓打天下
半仓打天下
·
2025-10-20
$蔚来(NIO)$
蔚来能源体系（换电站）已经成规模了，现在开始反哺主业。用户体验好，品牌忠诚度高，这是其他车企短期追不上的。
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1,811
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href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 按照目前的趋势应该属于低位","text":"$天数智芯(09903)$ 按照目前的趋势应该属于低位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521501014786224","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518652078502144,"gmtCreate":1767594977213,"gmtModify":1767594979424,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>我就感觉赛力斯被错杀了，销量、业绩都还不错，只是最近行业扰动比较多","listText":"<a 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HLDGS(03887)$</a> 加密那边的行情回暖了，很多资金想进场但又担心安全问题，合规优势在这种行情里反而更有价值了","text":"$HASHKEY HLDGS(03887)$ 加密那边的行情回暖了，很多资金想进场但又担心安全问题，合规优势在这种行情里反而更有价值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518637800083792","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513769921515736,"gmtCreate":1766477727635,"gmtModify":1766477729827,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300058\">$蓝色光标(300058)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 当大厂为 AI 产品单季砸下数十亿投流费时，MiniMax 选择 “反其道而行之”：2025 年前三季度销售开支同比下降 26%，却靠产品力实现用户自然增长。Talkie 凭优质交互成为海外爆款，海螺 AI 靠高质量视频生成成为创作者首选，累计生成超 5.9 亿个视频。公司把省下来的资金全部投入研发，最终用 5 亿美金完成全模态技术突破，印证了 “产品力才是最好的获客渠道”，也走出了 AI 行业 “不依赖投流” 的健康增长模式。","listText":"<a href=\"https://laohu8.com/S/300058\">$蓝色光标(300058)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 当大厂为 AI 产品单季砸下数十亿投流费时，MiniMax 选择 “反其道而行之”：2025 年前三季度销售开支同比下降 26%，却靠产品力实现用户自然增长。Talkie 凭优质交互成为海外爆款，海螺 AI 靠高质量视频生成成为创作者首选，累计生成超 5.9 亿个视频。公司把省下来的资金全部投入研发，最终用 5 亿美金完成全模态技术突破，印证了 “产品力才是最好的获客渠道”，也走出了 AI 行业 “不依赖投流” 的健康增长模式。","text":"$蓝色光标(300058)$ $巨人网络(002558)$ 当大厂为 AI 产品单季砸下数十亿投流费时，MiniMax 选择 “反其道而行之”：2025 年前三季度销售开支同比下降 26%，却靠产品力实现用户自然增长。Talkie 凭优质交互成为海外爆款，海螺 AI 靠高质量视频生成成为创作者首选，累计生成超 5.9 亿个视频。公司把省下来的资金全部投入研发，最终用 5 亿美金完成全模态技术突破，印证了 “产品力才是最好的获客渠道”，也走出了 AI 行业 “不依赖投流” 的健康增长模式。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513769921515736","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506364760155136,"gmtCreate":1764654889464,"gmtModify":1764654891498,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>高壁垒强监管，国产替代加上老龄化需求，整合后有上涨趋势，找个机会加仓","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>高壁垒强监管，国产替代加上老龄化需求，整合后有上涨趋势，找个机会加仓","text":"$微创医疗(00853)$高壁垒强监管，国产替代加上老龄化需求，整合后有上涨趋势，找个机会加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/506364760155136","isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4216943638035420","authorId":"4216943638035420","name":"重生之我是巴菲特","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4216943638035420","idStr":"4216943638035420"},"content":"$微创医疗(00853)$ 真没想到能翻红 下午还放量了","text":"$微创医疗(00853)$ 真没想到能翻红 下午还放量了","html":"$微创医疗(00853)$ 真没想到能翻红 下午还放量了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504192163312304,"gmtCreate":1764128048247,"gmtModify":1764128050297,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>劲啊兄弟们，下午看25，全球供应链重构，对自动化设备的需求只会越来越大","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>劲啊兄弟们，下午看25，全球供应链重构，对自动化设备的需求只会越来越大","text":"$极智嘉-W(02590)$劲啊兄弟们，下午看25，全球供应链重构，对自动化设备的需求只会越来越大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504192163312304","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503506927346120,"gmtCreate":1763954826548,"gmtModify":1763958355163,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯全系交付超 90 万，M9 单款破 26 万，这个销量数据，足以说明产品有市场认可度","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯全系交付超 90 万，M9 单款破 26 万，这个销量数据，足以说明产品有市场认可度","text":"$赛力斯(601127)$ 赛力斯全系交付超 90 万，M9 单款破 26 万，这个销量数据，足以说明产品有市场认可度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503506927346120","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496482777789256,"gmtCreate":1762234971625,"gmtModify":1762234973589,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。","text":"$金嗓子(06896)$ 老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496482777789256","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491234547536208,"gmtCreate":1760951478851,"gmtModify":1760951480709,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来能源体系（换电站）已经成规模了，现在开始反哺主业。用户体验好，品牌忠诚度高，这是其他车企短期追不上的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来能源体系（换电站）已经成规模了，现在开始反哺主业。用户体验好，品牌忠诚度高，这是其他车企短期追不上的。","text":"$蔚来(NIO)$蔚来能源体系（换电站）已经成规模了，现在开始反哺主业。用户体验好，品牌忠诚度高，这是其他车企短期追不上的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491234547536208","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}