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wqmeal39
wqmeal39
·
04-01 10:55
电算融合生态布局，AI 风口也赶上了，未来想象空间不小
$山高控股(00412)$
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wqmeal39
wqmeal39
·
03-03
$MINIMAX-WP(00100)$
给大伙捋捋MiniMax现在的情况，别被情绪带偏。从年报看，它的增长不是靠概念，是真的有数据：营收、毛利、毛利率全在涨，亏损率收窄，企业服务和海外业务是核心驱动力。摩根大通的研报也验证了这点，四季度业绩超预期，今年API需求旺盛，给了营收翻番的指引，至少说明市场对它的业务落地是认可的。 再看新动作，MaxClaw把智能体做成零门槛服务，降低了使用门槛，M2.5进了Notion，技术影响力在扩大。现在它一边靠高增长扩规模，一边控本增效，还有全球化和智能体商业化打开新空间，虽然还在投入期，但没什么特别大的雷，作为成长股，这种有业绩、有技术、有方向的标的，比纯概念的靠谱多了。
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wqmeal39
wqmeal39
·
02-06
$蔚来(NIO)$
$蔚来-SW(09866)$
从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]
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870
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1
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wqmeal39
wqmeal39
·
01-27
刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心]
$山高控股(00412)$
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wqmeal39
wqmeal39
·
01-14
$天数智芯(09903)$
静候新产品发布吧
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2
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wqmeal39
wqmeal39
·
01-05
$赛力斯(09927)$
26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。
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wqmeal39
wqmeal39
·
2025-12-24
$希迪智驾(03881)$
募了13亿港币，一半多要投研发，自动驾驶这行确实烧钱，但技术跟不上很快会被淘汰，加大投入也算合理
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wqmeal39
wqmeal39
·
2025-12-11
$赛力斯(09927)$
三季报毛利率逼近30%，还创了历史新高，这盈利能力在行业里在第一梯队，明显和估值背离了
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wqmeal39
wqmeal39
·
2025-12-03
$明略科技-W(02718)$
开源和社区建设是技术公司的远见。明略计划推进AI Agent技术开源，吸引全球开发者，格局打开了。
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wqmeal39
wqmeal39
·
2025-12-03
$金嗓子(06896)$
经济不好，但该吃喉糖、吃益生菌的人还是会吃，生意韧性足。
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774
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给大伙捋捋MiniMax现在的情况，别被情绪带偏。从年报看，它的增长不是靠概念，是真的有数据：营收、毛利、毛利率全在涨，亏损率收窄，企业服务和海外业务是核心驱动力。摩根大通的研报也验证了这点，四季度业绩超预期，今年API需求旺盛，给了营收翻番的指引，至少说明市场对它的业务落地是认可的。 再看新动作，MaxClaw把智能体做成零门槛服务，降低了使用门槛，M2.5进了Notion，技术影响力在扩大。现在它一边靠高增长扩规模，一边控本增效，还有全球化和智能体商业化打开新空间，虽然还在投入期，但没什么特别大的雷，作为成长股，这种有业绩、有技术、有方向的标的，比纯概念的靠谱多了。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 给大伙捋捋MiniMax现在的情况，别被情绪带偏。从年报看，它的增长不是靠概念，是真的有数据：营收、毛利、毛利率全在涨，亏损率收窄，企业服务和海外业务是核心驱动力。摩根大通的研报也验证了这点，四季度业绩超预期，今年API需求旺盛，给了营收翻番的指引，至少说明市场对它的业务落地是认可的。 再看新动作，MaxClaw把智能体做成零门槛服务，降低了使用门槛，M2.5进了Notion，技术影响力在扩大。现在它一边靠高增长扩规模，一边控本增效，还有全球化和智能体商业化打开新空间，虽然还在投入期，但没什么特别大的雷，作为成长股，这种有业绩、有技术、有方向的标的，比纯概念的靠谱多了。","text":"$MINIMAX-WP(00100)$ 给大伙捋捋MiniMax现在的情况，别被情绪带偏。从年报看，它的增长不是靠概念，是真的有数据：营收、毛利、毛利率全在涨，亏损率收窄，企业服务和海外业务是核心驱动力。摩根大通的研报也验证了这点，四季度业绩超预期，今年API需求旺盛，给了营收翻番的指引，至少说明市场对它的业务落地是认可的。 再看新动作，MaxClaw把智能体做成零门槛服务，降低了使用门槛，M2.5进了Notion，技术影响力在扩大。现在它一边靠高增长扩规模，一边控本增效，还有全球化和智能体商业化打开新空间，虽然还在投入期，但没什么特别大的雷，作为成长股，这种有业绩、有技术、有方向的标的，比纯概念的靠谱多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538561417885280","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529881701507200,"gmtCreate":1770351053133,"gmtModify":1770351055178,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"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> 从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529881701507200","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526204212732920,"gmtCreate":1769492708632,"gmtModify":1769492710482,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"themes":[],"title":"","htmlText":"刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心] $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526204212732920","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521641542346264,"gmtCreate":1768371053203,"gmtModify":1768371055348,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 静候新产品发布吧","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 静候新产品发布吧","text":"$天数智芯(09903)$ 静候新产品发布吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521641542346264","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518479581762224,"gmtCreate":1767611136410,"gmtModify":1767611138951,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。","text":"$赛力斯(09927)$26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518479581762224","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514375186546808,"gmtCreate":1766548802510,"gmtModify":1766548804806,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 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