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嘚啵嘚啵
嘚啵嘚啵
·
06-02 12:41
$迅策(03317)$
AI计量体系逐步落地，核心是让企业AI使用成本可核算，可管控，传统包月打包模式不利于企业控制开支，按Token实际调用量计费会更贴合企业需求，商业化落地空间有望持续拓宽
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嘚啵嘚啵
嘚啵嘚啵
·
05-28
$大唐黄金(08299)$
配售完成，募资净额1.65亿港元，用于产能与项目推进。短期存在股本稀释，会摊薄每股收益；黄金板块受金价波动影响较大。后续跟踪资金落地进度与金价变化
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嘚啵嘚啵
嘚啵嘚啵
·
05-21
$迅策(03317)$
最近持续回调，短期偏弱震荡，关注下方承接，等企稳看修复
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406
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嘚啵嘚啵
嘚啵嘚啵
·
05-19
$大唐黄金(08299)$
大额配售短期带来股权稀释压力，但这笔资金若落地到矿山技改与资源整合，对公司长期发展还是具备积极意义的
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嘚啵嘚啵
嘚啵嘚啵
·
05-12
$迅策(03317)$
现在在试水Token付费模式，不走传统按字数计费那套，主打数据稀缺和实时性溢价，要是这条商业化路径能跑顺，付费占比有望摸到20%-30%，后面现金流会更稳，估值也有往SaaS逻辑靠拢的空间
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1
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嘚啵嘚啵
嘚啵嘚啵
·
05-12
$大唐黄金(08299)$
专注黄金矿山主业，资源储备扎实，整体经营基本面很稳健。股价长期处在底部区间震荡整理，后续重点留意转板方面的动态变化
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嘚啵嘚啵
·
05-07
$迅策(03317)$
聚焦AI词元方向做精细化运营，逐步搭建起Token从计量、管控到服务的完整链路，在行业里慢慢形成自己的业务布局和壁垒
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嘚啵嘚啵
·
04-14
$大唐黄金(08299)$
中期净利大增200%，斥资5.85亿港元收购陕西金矿，港股转板稳步推进，业绩与资源同步提升，长期发展具备扎实支撑
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嘚啵嘚啵
·
04-10
$大唐黄金(08299)$
今日黄金板块普遍调整，大唐表现相对抗跌，叠加金矿收购落地，后续产能释放值得期待
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嘚啵嘚啵
·
04-01
$大唐黄金(08299)$
内生外延双轮驱动，再拿下宁陕金矿，资源储备再上台阶，发展势头确实不错
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最近持续回调，短期偏弱震荡，关注下方承接，等企稳看修复","text":"$迅策(03317)$ 最近持续回调，短期偏弱震荡，关注下方承接，等企稳看修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566488900854960","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565759523628104,"gmtCreate":1779159202815,"gmtModify":1779159205118,"author":{"id":"4091255839209340","authorId":"4091255839209340","name":"嘚啵嘚啵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091255839209340","idStr":"4091255839209340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 大额配售短期带来股权稀释压力，但这笔资金若落地到矿山技改与资源整合，对公司长期发展还是具备积极意义的","listText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 大额配售短期带来股权稀释压力，但这笔资金若落地到矿山技改与资源整合，对公司长期发展还是具备积极意义的","text":"$大唐黄金(08299)$ 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现在在试水Token付费模式，不走传统按字数计费那套，主打数据稀缺和实时性溢价，要是这条商业化路径能跑顺，付费占比有望摸到20%-30%，后面现金流会更稳，估值也有往SaaS逻辑靠拢的空间","text":"$迅策(03317)$ 现在在试水Token付费模式，不走传统按字数计费那套，主打数据稀缺和实时性溢价，要是这条商业化路径能跑顺，付费占比有望摸到20%-30%，后面现金流会更稳，估值也有往SaaS逻辑靠拢的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563404883333624","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563403531080760,"gmtCreate":1778569268772,"gmtModify":1778569271251,"author":{"id":"4091255839209340","authorId":"4091255839209340","name":"嘚啵嘚啵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091255839209340","idStr":"4091255839209340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 专注黄金矿山主业，资源储备扎实，整体经营基本面很稳健。股价长期处在底部区间震荡整理，后续重点留意转板方面的动态变化","listText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 专注黄金矿山主业，资源储备扎实，整体经营基本面很稳健。股价长期处在底部区间震荡整理，后续重点留意转板方面的动态变化","text":"$大唐黄金(08299)$ 专注黄金矿山主业，资源储备扎实，整体经营基本面很稳健。股价长期处在底部区间震荡整理，后续重点留意转板方面的动态变化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563403531080760","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561537651815408,"gmtCreate":1778125853846,"gmtModify":1778125856166,"author":{"id":"4091255839209340","authorId":"4091255839209340","name":"嘚啵嘚啵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091255839209340","idStr":"4091255839209340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 聚焦AI词元方向做精细化运营，逐步搭建起Token从计量、管控到服务的完整链路，在行业里慢慢形成自己的业务布局和壁垒","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 聚焦AI词元方向做精细化运营，逐步搭建起Token从计量、管控到服务的完整链路，在行业里慢慢形成自己的业务布局和壁垒","text":"$迅策(03317)$ 聚焦AI词元方向做精细化运营，逐步搭建起Token从计量、管控到服务的完整链路，在行业里慢慢形成自己的业务布局和壁垒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561537651815408","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553418340561624,"gmtCreate":1776146467127,"gmtModify":1776146469498,"author":{"id":"4091255839209340","authorId":"4091255839209340","name":"嘚啵嘚啵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091255839209340","idStr":"4091255839209340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 中期净利大增200%，斥资5.85亿港元收购陕西金矿，港股转板稳步推进，业绩与资源同步提升，长期发展具备扎实支撑","listText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 中期净利大增200%，斥资5.85亿港元收购陕西金矿，港股转板稳步推进，业绩与资源同步提升，长期发展具备扎实支撑","text":"$大唐黄金(08299)$ 中期净利大增200%，斥资5.85亿港元收购陕西金矿，港股转板稳步推进，业绩与资源同步提升，长期发展具备扎实支撑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553418340561624","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551986200058104,"gmtCreate":1775796897300,"gmtModify":1775796899452,"author":{"id":"4091255839209340","authorId":"4091255839209340","name":"嘚啵嘚啵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091255839209340","idStr":"4091255839209340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 今日黄金板块普遍调整，大唐表现相对抗跌，叠加金矿收购落地，后续产能释放值得期待","listText":"<a 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