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露丝y7
露丝y7
·
02-06
$蔚来(NIO)$
仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打
$蔚来-SW(09866)$
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1
编组 21备份 2
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露丝y7
露丝y7
·
01-27
$金嗓子(06896)$
拿着一点心理压力都没有，这么低的市值，怕啥
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123
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1
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露丝y7
露丝y7
·
01-14
MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高
$MINIMAX-WP(00100)$
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720
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1
编组 21备份 2
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露丝y7
露丝y7
·
01-05
$赛力斯(09927)$
问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。
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1
编组 21备份 2
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露丝y7
露丝y7
·
2025-12-24
$微创医疗(00853)$
近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态
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726
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1
编组 21备份 2
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露丝y7
露丝y7
·
2025-12-24
$极智嘉-W(02590)$
国内市场竞争激烈，但极智嘉的营收大头在海外。海外订单的高毛利和持续增长，是它区别于纯内销型机器人公司的关键吧
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783
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1
编组 21备份 2
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露丝y7
露丝y7
·
2025-12-11
$微创医疗(00853)$
2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。
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797
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1
编组 21备份 2
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露丝y7
露丝y7
·
2025-12-11
$极智嘉-W(02590)$
短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手
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942
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2
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露丝y7
露丝y7
·
2025-12-02
$赛力斯(601127)$
赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上
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1,557
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露丝y7
露丝y7
·
2025-11-26
$蔚来-SW(09866)$
$蔚来(NIO)$
购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨
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3,437
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$蔚来(NIO)$ 仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打 $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529735883781200","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526203074642040,"gmtCreate":1769492412262,"gmtModify":1769492414263,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 拿着一点心理压力都没有，这么低的市值，怕啥","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 拿着一点心理压力都没有，这么低的市值，怕啥","text":"$金嗓子(06896)$ 拿着一点心理压力都没有，这么低的市值，怕啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526203074642040","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521537508069416,"gmtCreate":1768368488089,"gmtModify":1768368490599,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高 $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521537508069416","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518474731078216,"gmtCreate":1767609950146,"gmtModify":1767609962596,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。","text":"$赛力斯(09927)$问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。","images":[{"img":"https://static.tigerbbs.com/69fd9a4abab96c58f667371c71c4c003","width":"574","height":"502"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518474731078216","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514331233005880,"gmtCreate":1766547438598,"gmtModify":1766547440480,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态","text":"$微创医疗(00853)$近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514331233005880","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514339778675352,"gmtCreate":1766547410796,"gmtModify":1766547412942,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 国内市场竞争激烈，但极智嘉的营收大头在海外。海外订单的高毛利和持续增长，是它区别于纯内销型机器人公司的关键吧","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 国内市场竞争激烈，但极智嘉的营收大头在海外。海外订单的高毛利和持续增长，是它区别于纯内销型机器人公司的关键吧","text":"$极智嘉-W(02590)$ 国内市场竞争激烈，但极智嘉的营收大头在海外。海外订单的高毛利和持续增长，是它区别于纯内销型机器人公司的关键吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514339778675352","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509541644878024,"gmtCreate":1765437754589,"gmtModify":1765437756780,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。","text":"$微创医疗(00853)$2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509541644878024","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509757889507536,"gmtCreate":1765437728504,"gmtModify":1765437730651,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手","text":"$极智嘉-W(02590)$ 短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509757889507536","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506615924281392,"gmtCreate":1764661084207,"gmtModify":1764661086122,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上","text":"$赛力斯(601127)$ 赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506615924281392","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504215092036488,"gmtCreate":1764133965388,"gmtModify":1764133967608,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","text":"$蔚来-SW(09866)$ $蔚来(NIO)$ 购置税兜底 + 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