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小鹿男碎片
小鹿男碎片
·
09-04
$今海医疗科技(02225)$
别盯着短期波动，看大趋势：行业向上 + 公司反转 + 指数加持，今海的中期逻辑非常顺。
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小鹿男碎片
小鹿男碎片
·
09-03
$大洋集团(01991)$
什么时候才能涨得我头晕目眩
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120
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小鹿男碎片
小鹿男碎片
·
09-01
$今海医疗科技(02225)$
医疗器械行业向智能化微创化升级，AI 赋能内窥镜是大势所趋，今海提前布局相关技术管线，中长期紧跟产业迭代大方向。
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小鹿男碎片
小鹿男碎片
·
08-25
$大洋集团(01991)$
机器人大会 + 机器人运动会双重催化，整个具身智能板块迎来事件窗口。大洋战略转向硅基仿生制造，从传统制造转型机器人核心硬件，故事有产业底座支撑。
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198
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小鹿男碎片
小鹿男碎片
·
08-20
$今海医疗科技(02225)$
很多人没注意到，脊柱内镜是微创外科的黄金细分。今海2025 年就和美敦力达成战略合作，共同推广实时导航脊柱内镜技术，绑定国际巨头加速临床落地，这步棋走得很聪明。
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473
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小鹿男碎片
小鹿男碎片
·
08-14
$大洋集团(01991)$
2026 年 7 月大洋战略升级为 “硅基制造 + 硅基仿生” 双轮驱动，将 RWA 从数字 IP 延伸至实体硬件，推出“Physical Token（物理代币）”，构建 “虚拟数字人 —AI 机器人 — 词元生态” 三位一体闭环，实现实体智造资产的代币化联动，让 RWA 绑定真实硬件产品的现金流与价值增长。
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737
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小鹿男碎片
小鹿男碎片
·
08-13
$今海医疗科技(02225)$
没有量，看来没有人愿意交出筹码
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434
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小鹿男碎片
小鹿男碎片
·
08-07
$今海医疗科技(02225)$
细分赛道卡位清晰：通用 4K 内镜 + 脊柱微创双主线，避开行业内卷红海，主打差异化稀缺高端脊柱内镜赛道。
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401
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小鹿男碎片
小鹿男碎片
·
08-05
$大洋集团(01991)$
$宇树科技(688836)$
近期好多头部人形机器人大厂陆续冲 IPO，行业融资提速，整条机器人板块都会受惠。
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806
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小鹿男碎片
小鹿男碎片
·
07-07
$大洋集团(01991)$
大洋当前处于转型投入期，财报不是重点。重点看落地进展：机器人何时出产品、RWA 合作何时有实质收入、数字人业务变现进度。每一步落地都是估值抬升的契机。
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href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a>很多人没注意到，脊柱内镜是微创外科的黄金细分。今海2025 年就和美敦力达成战略合作，共同推广实时导航脊柱内镜技术，绑定国际巨头加速临床落地，这步棋走得很聪明。","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a>很多人没注意到，脊柱内镜是微创外科的黄金细分。今海2025 年就和美敦力达成战略合作，共同推广实时导航脊柱内镜技术，绑定国际巨头加速临床落地，这步棋走得很聪明。","text":"$今海医疗科技(02225)$ 很多人没注意到，脊柱内镜是微创外科的黄金细分。今海2025 年就和美敦力达成战略合作，共同推广实时导航脊柱内镜技术，绑定国际巨头加速临床落地，这步棋走得很聪明。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598784665907224","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596680346653784,"gmtCreate":1786692096015,"gmtModify":1786692098414,"author":{"id":"4125020215218962","authorId":"4125020215218962","name":"小鹿男碎片","avatar":"https://static.tigerbbs.com/50116f24f2b4b2f9dcc108d8287a147b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125020215218962","idStr":"4125020215218962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01991\">$大洋集团(01991)$ </a>2026 年 7 月大洋战略升级为 “硅基制造 + 硅基仿生” 双轮驱动，将 RWA 从数字 IP 延伸至实体硬件，推出“Physical Token（物理代币）”，构建 “虚拟数字人 —AI 机器人 — 词元生态” 三位一体闭环，实现实体智造资产的代币化联动，让 RWA 绑定真实硬件产品的现金流与价值增长。","listText":"<a href=\"https://laohu8.com/S/01991\">$大洋集团(01991)$ </a>2026 年 7 月大洋战略升级为 “硅基制造 + 硅基仿生” 双轮驱动，将 RWA 从数字 IP 延伸至实体硬件，推出“Physical Token（物理代币）”，构建 “虚拟数字人 —AI 机器人 — 词元生态” 三位一体闭环，实现实体智造资产的代币化联动，让 RWA 绑定真实硬件产品的现金流与价值增长。","text":"$大洋集团(01991)$ 2026 年 7 月大洋战略升级为 “硅基制造 + 硅基仿生” 双轮驱动，将 RWA 从数字 IP 延伸至实体硬件，推出“Physical Token（物理代币）”，构建 “虚拟数字人 —AI 机器人 — 词元生态” 三位一体闭环，实现实体智造资产的代币化联动，让 RWA 绑定真实硬件产品的现金流与价值增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596680346653784","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596325232870416,"gmtCreate":1786605378673,"gmtModify":1786605380556,"author":{"id":"4125020215218962","authorId":"4125020215218962","name":"小鹿男碎片","avatar":"https://static.tigerbbs.com/50116f24f2b4b2f9dcc108d8287a147b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125020215218962","idStr":"4125020215218962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a>没有量，看来没有人愿意交出筹码","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a>没有量，看来没有人愿意交出筹码","text":"$今海医疗科技(02225)$ 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