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定格一瞬间g9
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定格一瞬间g9
定格一瞬间g9
·
10-02 11:52
$奕斯伟计算(01256)$
王东升二次创业，这票有点东西啊
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定格一瞬间g9
定格一瞬间g9
·
09-16
$吉利汽车(00175)$
价格战没完没了滴，吉利守住毛利的逻辑可以看得很清楚。内部整合砍掉重复研发营销，减少无效开销；外部不搞自杀式降价，多推高溢价车型，靠海外更高的单车收益，对冲国内的压力。[看涨][看涨]
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定格一瞬间g9
定格一瞬间g9
·
08-24
新芯航途+QNX+Momenta三方合作打造全球安全标准的自动驾驶平台。出海战略越来越清晰了，德国L4许可已经拿到。海外市场这块蛋糕很大，目前还远没到定价的时候，耐心点
$MOMENTA-W(06880)$
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定格一瞬间g9
定格一瞬间g9
·
07-22
$明略科技-W(02718)$
圆桌上说Agent赛道从沸点走到回调，现在确实在挤泡沫，明略现在的位置是个机会，就是不知道啥时候能轮到咱回本
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定格一瞬间g9
定格一瞬间g9
·
06-15
南向资金天天净流入，内资机构悄悄布局，这波目标远不止这点涨幅。
$迈威生物-B(02493)$
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定格一瞬间g9
定格一瞬间g9
·
05-28
$山高控股(00412)$
蹲基本面的可以重点看两点：山高控股电算一体化战略始终坚守，绿电项目持续落地，再加本次交易大幅改善现金流，盈利修复逻辑很顺
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定格一瞬间g9
定格一瞬间g9
·
04-16
$思格新能(06656)$
全球碳中和、能源自主、电价波动、电网升级，户储和分布式储能是刚需中的刚需。思格新能源踩在最确定的长期赛道上，成长逻辑至少看 3–5 年
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定格一瞬间g9
定格一瞬间g9
·
04-16
昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强
$山高控股(00412)$
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定格一瞬间g9
定格一瞬间g9
·
03-24
$山高控股(00412)$
山高控股核心业务的抗风险能力经住了考验，即便遭遇金融投资端的波动，绿电与算力的双主业仍能实现盈利托底，营收、毛利等核心经营数据保持稳定。作为国资控股企业，山东高速集团的战略布局为其锚定绿电、算力黄金赛道，政策 + 资源双重加持，长期盈利趋势明确。
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定格一瞬间g9
定格一瞬间g9
·
03-03
$HASHKEY HLDGS(03887)$
今天又吃面，但HashKey跟Mox Bank这个合作我仔细看了下，是真金白银的落地业务。银行级合规+散户入口，等市场情绪转暖，这票应该能跑出来
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<a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","listText":"新芯航途+QNX+Momenta三方合作打造全球安全标准的自动驾驶平台。出海战略越来越清晰了，德国L4许可已经拿到。海外市场这块蛋糕很大，目前还远没到定价的时候，耐心点 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"新芯航途+QNX+Momenta三方合作打造全球安全标准的自动驾驶平台。出海战略越来越清晰了，德国L4许可已经拿到。海外市场这块蛋糕很大，目前还远没到定价的时候，耐心点 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圆桌上说Agent赛道从沸点走到回调，现在确实在挤泡沫，明略现在的位置是个机会，就是不知道啥时候能轮到咱回本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588499806258608","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575401292790264,"gmtCreate":1781492785604,"gmtModify":1781492989654,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"南向资金天天净流入，内资机构悄悄布局，这波目标远不止这点涨幅。 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","listText":"南向资金天天净流入，内资机构悄悄布局，这波目标远不止这点涨幅。 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","text":"南向资金天天净流入，内资机构悄悄布局，这波目标远不止这点涨幅。 $迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575401292790264","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569143174598984,"gmtCreate":1779955262565,"gmtModify":1779956518800,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 蹲基本面的可以重点看两点：山高控股电算一体化战略始终坚守，绿电项目持续落地，再加本次交易大幅改善现金流，盈利修复逻辑很顺","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 蹲基本面的可以重点看两点：山高控股电算一体化战略始终坚守，绿电项目持续落地，再加本次交易大幅改善现金流，盈利修复逻辑很顺","text":"$山高控股(00412)$ 蹲基本面的可以重点看两点：山高控股电算一体化战略始终坚守，绿电项目持续落地，再加本次交易大幅改善现金流，盈利修复逻辑很顺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569143174598984","isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554086800819896,"gmtCreate":1776309696267,"gmtModify":1776309698356,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>全球碳中和、能源自主、电价波动、电网升级，户储和分布式储能是刚需中的刚需。思格新能源踩在最确定的长期赛道上，成长逻辑至少看 3–5 年","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>全球碳中和、能源自主、电价波动、电网升级，户储和分布式储能是刚需中的刚需。思格新能源踩在最确定的长期赛道上，成长逻辑至少看 3–5 年","text":"$思格新能(06656)$全球碳中和、能源自主、电价波动、电网升级，户储和分布式储能是刚需中的刚需。思格新能源踩在最确定的长期赛道上，成长逻辑至少看 3–5 年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554086800819896","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554086154805304,"gmtCreate":1776309602722,"gmtModify":1776309606451,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强$山高控股(00412)$","images":[{"img":"https://static.tigerbbs.com/cf4dc09f457c922b218bd6f39014070e","width":"620","height":"561"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554086154805304","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":546031180744736,"gmtCreate":1774317825201,"gmtModify":1774317827650,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 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