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蒾茴r7
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蒾茴r7
蒾茴r7
·
01-27
$MINIMAX-WP(00100)$
把 MiniMax 归到我的长线科技股持仓里了，AI 大模型现在还在早期，后续的应用落地空间很大。这家公司的 C 端产品已经验证了变现能力，B 端也在拓展，慢慢等业绩释放就好，不用盯着短期的股价涨跌
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蒾茴r7
蒾茴r7
·
01-14
$赛力斯(09927)$
赛力斯已经构建技术壁垒，研发投入不断加大，高端用户粘性越来越高，业绩增长有保障，市场担心竞争纯属多余
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蒾茴r7
蒾茴r7
·
01-05
$MINIMAX-WP(00100)$
国产大模型核弹级认购数据出炉！截至目前，MiniMax公开发售超额认购超1000倍，融资申购资约2138亿港元，大幅刷新了大模型认购纪录，AI大模型的资本盛宴，现在才真正开始。
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蒾茴r7
蒾茴r7
·
2025-12-24
天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。
$摩尔线程(688795)$
$沐曦股份(688802)$
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蒾茴r7
蒾茴r7
·
2025-12-12
$希迪智驾(03881)$
新股整体氛围不错，对希迪的认购情况会有正面带动
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674
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蒾茴r7
蒾茴r7
·
2025-12-03
$微创医疗(00853)$
心通上半年已经快盈亏平衡了，基础在变好。整合之后，只要把海外渠道的优势发挥出来，带动营收增长，我觉得20没问题
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783
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蒾茴r7
蒾茴r7
·
2025-12-03
$极智嘉-W(02590)$
没办法，SYM也挺难受的，看看下一波行情，等解禁入一波
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1,155
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蒾茴r7
蒾茴r7
·
2025-11-26
购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌
$蔚来(NIO)$
$蔚来-SW(09866)$
@原伟光：
$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要
$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要
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蒾茴r7
蒾茴r7
·
2025-10-14
$极智嘉-W(02590)$
参考越疆、Symbotic、文远知行等可比公司，采用14倍PS估值，对应2025年目标市值约448亿元，现在才不到400，还有空间。
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蒾茴r7
蒾茴r7
·
2025-09-24
$地平线机器人-W(09660)$
今天还是先关注，应该是跌不下去的
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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 把 MiniMax 归到我的长线科技股持仓里了，AI 大模型现在还在早期，后续的应用落地空间很大。这家公司的 C 端产品已经验证了变现能力，B 端也在拓展，慢慢等业绩释放就好，不用盯着短期的股价涨跌","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 把 MiniMax 归到我的长线科技股持仓里了，AI 大模型现在还在早期，后续的应用落地空间很大。这家公司的 C 端产品已经验证了变现能力，B 端也在拓展，慢慢等业绩释放就好，不用盯着短期的股价涨跌","text":"$MINIMAX-WP(00100)$ 把 MiniMax 归到我的长线科技股持仓里了，AI 大模型现在还在早期，后续的应用落地空间很大。这家公司的 C 端产品已经验证了变现能力，B 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赛力斯已经构建技术壁垒，研发投入不断加大，高端用户粘性越来越高，业绩增长有保障，市场担心竞争纯属多余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521663218983480","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518521467253560,"gmtCreate":1767621365108,"gmtModify":1767621367206,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 国产大模型核弹级认购数据出炉！截至目前，MiniMax公开发售超额认购超1000倍，融资申购资约2138亿港元，大幅刷新了大模型认购纪录，AI大模型的资本盛宴，现在才真正开始。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 国产大模型核弹级认购数据出炉！截至目前，MiniMax公开发售超额认购超1000倍，融资申购资约2138亿港元，大幅刷新了大模型认购纪录，AI大模型的资本盛宴，现在才真正开始。","text":"$MINIMAX-WP(00100)$ 国产大模型核弹级认购数据出炉！截至目前，MiniMax公开发售超额认购超1000倍，融资申购资约2138亿港元，大幅刷新了大模型认购纪录，AI大模型的资本盛宴，现在才真正开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518521467253560","isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514180448126144,"gmtCreate":1766558496757,"gmtModify":1767059590141,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。 <a href=\"https://laohu8.com/S/688795\">$摩尔线程(688795)$</a> <a href=\"https://laohu8.com/S/688802\">$沐曦股份(688802)$</a>","listText":"天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。 <a href=\"https://laohu8.com/S/688795\">$摩尔线程(688795)$</a> <a href=\"https://laohu8.com/S/688802\">$沐曦股份(688802)$</a>","text":"天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。 $摩尔线程(688795)$ $沐曦股份(688802)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514180448126144","isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510025974780240,"gmtCreate":1765503486431,"gmtModify":1765503488628,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 新股整体氛围不错，对希迪的认购情况会有正面带动","listText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 新股整体氛围不错，对希迪的认购情况会有正面带动","text":"$希迪智驾(03881)$ 新股整体氛围不错，对希迪的认购情况会有正面带动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510025974780240","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506674968945616,"gmtCreate":1764730619797,"gmtModify":1764730621678,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>心通上半年已经快盈亏平衡了，基础在变好。整合之后，只要把海外渠道的优势发挥出来，带动营收增长，我觉得20没问题","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>心通上半年已经快盈亏平衡了，基础在变好。整合之后，只要把海外渠道的优势发挥出来，带动营收增长，我觉得20没问题","text":"$微创医疗(00853)$心通上半年已经快盈亏平衡了，基础在变好。整合之后，只要把海外渠道的优势发挥出来，带动营收增长，我觉得20没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506674968945616","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506866798375328,"gmtCreate":1764730594670,"gmtModify":1764730596927,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 没办法，SYM也挺难受的，看看下一波行情，等解禁入一波","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 没办法，SYM也挺难受的，看看下一波行情，等解禁入一波","text":"$极智嘉-W(02590)$ 没办法，SYM也挺难受的，看看下一波行情，等解禁入一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506866798375328","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504229171425608,"gmtCreate":1764137390835,"gmtModify":1764137393738,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"htmlText":"购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>","listText":"购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>","text":"购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌$蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504229171425608","repostId":"504227049927120","repostType":1,"repost":{"id":504227049927120,"gmtCreate":1764136226690,"gmtModify":1764136228683,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504227049927120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489057742172520,"gmtCreate":1760426379231,"gmtModify":1760426380864,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>参考越疆、Symbotic、文远知行等可比公司，采用14倍PS估值，对应2025年目标市值约448亿元，现在才不到400，还有空间。","listText":"<a 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