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魚于郁
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魚于郁
魚于郁
·
05-18 22:38
$小米集团-W(01810)$
《21汽车·一见Auto》从多位信源处获悉，小米汽车在昆仑车型上引入新电池供应商——中创新航。小米第三款车型的电池定点，在2024年年初敲定，当时首选的电池供应商是欣旺达，之后才敲定中创新航作为二供。目前，从小米给供应商的供应配额上来看，欣旺达的电池供应比例占60%，中创新航占40%。
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魚于郁
魚于郁
·
05-15
$叮咚买菜(DDL)$
近日，叮咚买菜正式升级自有品牌战略，将重点投入资源发力叮咚V5等自有品牌，未来将集中商品开发、供应链、品控、数字化及运营等资源，打造高品质自有品牌。
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魚于郁
魚于郁
·
05-15
$腾讯控股(00700)$
AI的账，腾讯还没算出来。 5月13日，腾讯控股公布的2026年一季度财报显示，今年一季度，腾讯收入1964.58亿元，同比增长9%。期内盈利593.92亿元，同比增长19%；公司权益持有人应占盈利580.93亿元，同比增长21%。非国际财务报告准则期内盈利756.27亿元，同比增长9%；
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魚于郁
魚于郁
·
05-12
$智谱(02513)$
摩根士丹利发布研报称，中国人工智能(AI)正进入新阶段，从追赶技术能力转向捕捉价值，重点由训练转向推理，从技术转向应用，由潜力转向实际盈利。该行认为，在现阶段，赋能者(enablers)和基础模型仍是关键投资主题，但广泛的AI应用也为受益者带来投资机会。
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魚于郁
魚于郁
·
05-12
$七牛智能(02567)$
主力已经流入布局完成，今天是散户筹码抛出
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魚于郁
魚于郁
·
05-12
$叮咚买菜(DDL)$
日前，泰森食品与叮咚买菜联合发布“上海新卤味”系列，首推“甜辣”风味五大单品。此次发布是泰森入华以来首个定制开发的中式卤味产品，也是泰森将首条中式卤味智能化产线的服务市场、首个地方风味系列、首场新品发布会全部落地上海的战略举措，这也成为“首发经济”吸引国际品牌深耕上海的又一案例。
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魚于郁
魚于郁
·
05-12
$特斯拉(TSLA)$
新浪科技讯 5月12日上午消息，据乘联会最新统计数据，特斯拉上海超级工厂4月出口超5.3万辆，同比增长80%，创近三年单月出口新高。 上海超级工厂是特斯拉全球最大出口中心，年产能达95万台，交付量占全球特斯拉总交付量的一半以上。4月交付超7.9万辆，同比增长36%。
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魚于郁
魚于郁
·
05-05
$叮咚买菜(DDL)$
叮咚买菜将持续规划应用新技术新工艺推出多款新商品，让高品质、健康化的好商品走进更多消费者的生活。
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魚于郁
魚于郁
·
05-05
$特斯拉(TSLA)$
比利时佛兰德斯大区交通部长已正式要求特斯拉提交相关技术文件，旨在推动其自动驾驶技术在该地区的合法化进程。这一举措标志着欧洲地区对自动驾驶汽车监管审批的重要进展。
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魚于郁
魚于郁
·
04-28
$叮咚买菜(DDL)$
资金开始流入，这个星期开始叮咚的股价表现不会差
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近日，叮咚买菜正式升级自有品牌战略，将重点投入资源发力叮咚V5等自有品牌，未来将集中商品开发、供应链、品控、数字化及运营等资源，打造高品质自有品牌。","text":"$叮咚买菜(DDL)$ 近日，叮咚买菜正式升级自有品牌战略，将重点投入资源发力叮咚V5等自有品牌，未来将集中商品开发、供应链、品控、数字化及运营等资源，打造高品质自有品牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564511047132048","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564510903591864,"gmtCreate":1778854361130,"gmtModify":1778854363890,"author":{"id":"4109581758420530","authorId":"4109581758420530","name":"魚于郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109581758420530","idStr":"4109581758420530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> AI的账，腾讯还没算出来。 5月13日，腾讯控股公布的2026年一季度财报显示，今年一季度，腾讯收入1964.58亿元，同比增长9%。期内盈利593.92亿元，同比增长19%；公司权益持有人应占盈利580.93亿元，同比增长21%。非国际财务报告准则期内盈利756.27亿元，同比增长9%；","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> AI的账，腾讯还没算出来。 5月13日，腾讯控股公布的2026年一季度财报显示，今年一季度，腾讯收入1964.58亿元，同比增长9%。期内盈利593.92亿元，同比增长19%；公司权益持有人应占盈利580.93亿元，同比增长21%。非国际财务报告准则期内盈利756.27亿元，同比增长9%；","text":"$腾讯控股(00700)$ AI的账，腾讯还没算出来。 5月13日，腾讯控股公布的2026年一季度财报显示，今年一季度，腾讯收入1964.58亿元，同比增长9%。期内盈利593.92亿元，同比增长19%；公司权益持有人应占盈利580.93亿元，同比增长21%。非国际财务报告准则期内盈利756.27亿元，同比增长9%；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564510903591864","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563314195888232,"gmtCreate":1778556510969,"gmtModify":1778556513430,"author":{"id":"4109581758420530","authorId":"4109581758420530","name":"魚于郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109581758420530","idStr":"4109581758420530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 摩根士丹利发布研报称，中国人工智能(AI)正进入新阶段，从追赶技术能力转向捕捉价值，重点由训练转向推理，从技术转向应用，由潜力转向实际盈利。该行认为，在现阶段，赋能者(enablers)和基础模型仍是关键投资主题，但广泛的AI应用也为受益者带来投资机会。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 摩根士丹利发布研报称，中国人工智能(AI)正进入新阶段，从追赶技术能力转向捕捉价值，重点由训练转向推理，从技术转向应用，由潜力转向实际盈利。该行认为，在现阶段，赋能者(enablers)和基础模型仍是关键投资主题，但广泛的AI应用也为受益者带来投资机会。","text":"$智谱(02513)$ 摩根士丹利发布研报称，中国人工智能(AI)正进入新阶段，从追赶技术能力转向捕捉价值，重点由训练转向推理，从技术转向应用，由潜力转向实际盈利。该行认为，在现阶段，赋能者(enablers)和基础模型仍是关键投资主题，但广泛的AI应用也为受益者带来投资机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563314195888232","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563313657267848,"gmtCreate":1778556322639,"gmtModify":1778556324645,"author":{"id":"4109581758420530","authorId":"4109581758420530","name":"魚于郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109581758420530","idStr":"4109581758420530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02567\">$七牛智能(02567)$ </a> 主力已经流入布局完成，今天是散户筹码抛出","listText":"<a href=\"https://laohu8.com/S/02567\">$七牛智能(02567)$ </a> 主力已经流入布局完成，今天是散户筹码抛出","text":"$七牛智能(02567)$ 主力已经流入布局完成，今天是散户筹码抛出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563313657267848","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563312402106312,"gmtCreate":1778556071966,"gmtModify":1778556074201,"author":{"id":"4109581758420530","authorId":"4109581758420530","name":"魚于郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109581758420530","idStr":"4109581758420530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 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