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我是爱你不悔
我是爱你不悔
·
11-26
股价跌了,但公司的基本面在Q3发生了质变:交付、营收、毛利率、现金流四大核心指标全部创历史新高。市场先生短期是投票器,长期是称重机,现在的价格,正在为看懂财报的人创造机会
$蔚来(NIO)$
$蔚来-SW(09866)$
@woadzc62:
$蔚来-SW(09866)$蔚来北方创新中心都正式投运了,单日能交172辆车。北方市场这下要彻底打开了,销量能不蹭蹭涨吗? $蔚来(NIO)$
$蔚来-SW(09866)$蔚来北方创新中心都正式投运了,单日能交172辆车。北方市场这下要彻底打开了,销量能不蹭蹭涨吗? $蔚来(NIO)$
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我是爱你不悔
我是爱你不悔
·
11-05
$地平线机器人-W(09660)$
别看现在人人嫌弃,等HSD量产消息一出来,今天割肉的怕是要拍断大腿
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595
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我是爱你不悔
我是爱你不悔
·
11-05
$赛力斯(09927)$
$赛力斯(601127)$
新股上市本就容易受短期资金影响,这几天市场大环境摆在这,长期的话,不怕赛力斯没有机会
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我是爱你不悔
我是爱你不悔
·
10-21
$金嗓子(06896)$
别光看营收下滑,人家毛利率干到77%新高,成本控制真有一套,这才是真本事。
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381
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我是爱你不悔
我是爱你不悔
·
10-14
$协鑫科技(03800)$
近期配股引入长期战略资本,虽有短期稀释,但资金将用于建立资本储备和未来发展。这好比为即将到来的行业复苏备足“弹药”,稳健的财务是抓住机遇的前提。
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683
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我是爱你不悔
我是爱你不悔
·
09-25
$极智嘉-W(02590)$
今天大量吸筹,大摩这个位置拿货,不可能亏,股价只有更高。
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721
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我是爱你不悔
我是爱你不悔
·
09-15
啥时候落地
“人工智能 + 制造” 迎政策红利,极智嘉凭多场景落地及具身智能布局抢占先机
@舟木研究港美股:
政策东风频吹,“人工智能+制造”正迎来重大发展机遇。近日国新办新闻发布会上,工信部明确表示正在研究出台“人工智能+制造”专项行动实施方案,以推动人工智能产业高质量发展,加快高水平赋能新型工业化。在这一战略方向指引下,以极智嘉(02590.HK)为代表的AI+机器人企业正凭借领先的技术落地能力和丰富的场景实践,正成为政策红利与行业变革中的受益者。 作为全球自主移动机器人(AMR)市场份额连续六年第一的行业龙头,极智嘉已构建“人工智能+”的深度产业智能化壁垒,其AI算法平台与机器人矩阵已广泛应用于制造、电商、零售等多个领域,业务遍及全球40多个国家和地区,服务全球超850家客户,在推进智能制造与高质量升级中展现出标杆价值。 携手上海西门子开关打造全球离散制造标杆 在制造业仓储自动化的核心赛道上,近期再添标杆案例 —— 极智嘉与上海西门子开关有限公司联合打造的全球首个离散制造全流程机器人智能仓,覆盖收货、上架、仓储、拣选、配送全链路,实现存储能力提升 300%、拣选效率跃升 350%、准确率达 99.99% 的突破。 值得注意的是,上海西门子作为西门子全球供应链关键节点,承担中压开关设备核心生产任务,物料体系复杂度极高,SKU 规模超数十万级。自 2019 年双方启动合作以来,极智嘉在 “无现成方案参考”、“不中断生产” 的双重约束下,成功研发出适配离散型制造的 “仓库 - 产线” 全流程物料自动搬运方案,背后依托的正是其可支持超百台、6 款不同类型机器人协同作业的 AI 智能调度能力。 该项目的关键支撑,是极智嘉自研的大规模多机混合调度系统。该系统可支持单仓超5000台设备协同作业,目前已在全球完成多个“千台级”机器人部署项目,其技术稳定性和系统容量远超行业平均水平。 跨行业复制成功经验,汽车、离散制造多案例树立行业范式 除了制造业领域,从汽车工业到离散
“人工智能 + 制造” 迎政策红利,极智嘉凭多场景落地及具身智能布局抢占先机
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我是爱你不悔
我是爱你不悔
·
09-15
$车车科技(CCG)$
A股港股都找不到的稀缺标的!唯一纯正的新能源车险出海平台,稀缺性将带来巨大溢价。当初看好药明康德出海的人赚了多少,这次历史会重演!
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840
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2
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我是爱你不悔
我是爱你不悔
·
09-03
$极智嘉-W(02590)$
中报发布后招商银行重申买入评级,并维持目标价 26.7 港元,招银国际认为具身智能新业务将是推动盈利和估值的重要驱动力,之前全部唱好我不信,现在看来这股确实潜力大。
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931
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3
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我是爱你不悔
我是爱你不悔
·
09-01
$奥克斯电气(02580)$
空调赛道卷归卷,奥克斯电气能保持增长不容易,这两年收入增速都20%以上,港交所这次又添了个硬核制造企业,中签率估计要看市场情绪。
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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":"股价跌了,但公司的基本面在Q3发生了质变:交付、营收、毛利率、现金流四大核心指标全部创历史新高。市场先生短期是投票器,长期是称重机,现在的价格,正在为看懂财报的人创造机会<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":"股价跌了,但公司的基本面在Q3发生了质变:交付、营收、毛利率、现金流四大核心指标全部创历史新高。市场先生短期是投票器,长期是称重机,现在的价格,正在为看懂财报的人创造机会$蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504248123839288","repostId":"504245552268152","repostType":1,"repost":{"id":504245552268152,"gmtCreate":1764140833239,"gmtModify":1764140835327,"author":{"id":"4129795543139390","authorId":"4129795543139390","name":"woadzc62","avatar":"https://static.tigerbbs.com/695d579d86dbfd9745b250570c213619","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129795543139390","idStr":"4129795543139390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>蔚来北方创新中心都正式投运了,单日能交172辆车。北方市场这下要彻底打开了,销量能不蹭蹭涨吗? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>蔚来北方创新中心都正式投运了,单日能交172辆车。北方市场这下要彻底打开了,销量能不蹭蹭涨吗? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$蔚来-SW(09866)$蔚来北方创新中心都正式投运了,单日能交172辆车。北方市场这下要彻底打开了,销量能不蹭蹭涨吗? $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504245552268152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496786514092584,"gmtCreate":1762308932229,"gmtModify":1762308934095,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129866888184470","idStr":"4129866888184470"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>别看现在人人嫌弃,等HSD量产消息一出来,今天割肉的怕是要拍断大腿","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>别看现在人人嫌弃,等HSD量产消息一出来,今天割肉的怕是要拍断大腿","text":"$地平线机器人-W(09660)$别看现在人人嫌弃,等HSD量产消息一出来,今天割肉的怕是要拍断大腿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496786514092584","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496788545335432,"gmtCreate":1762308891291,"gmtModify":1762308893197,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129866888184470","idStr":"4129866888184470"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 新股上市本就容易受短期资金影响,这几天市场大环境摆在这,长期的话,不怕赛力斯没有机会","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 新股上市本就容易受短期资金影响,这几天市场大环境摆在这,长期的话,不怕赛力斯没有机会","text":"$赛力斯(09927)$ $赛力斯(601127)$ 新股上市本就容易受短期资金影响,这几天市场大环境摆在这,长期的话,不怕赛力斯没有机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496788545335432","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491505202311544,"gmtCreate":1761016983161,"gmtModify":1761016985101,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129866888184470","idStr":"4129866888184470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 别光看营收下滑,人家毛利率干到77%新高,成本控制真有一套,这才是真本事。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 别光看营收下滑,人家毛利率干到77%新高,成本控制真有一套,这才是真本事。","text":"$金嗓子(06896)$ 别光看营收下滑,人家毛利率干到77%新高,成本控制真有一套,这才是真本事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491505202311544","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489072125350352,"gmtCreate":1760429748796,"gmtModify":1760429755227,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129866888184470","idStr":"4129866888184470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a> 近期配股引入长期战略资本,虽有短期稀释,但资金将用于建立资本储备和未来发展。这好比为即将到来的行业复苏备足“弹药”,稳健的财务是抓住机遇的前提。","listText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a> 近期配股引入长期战略资本,虽有短期稀释,但资金将用于建立资本储备和未来发展。这好比为即将到来的行业复苏备足“弹药”,稳健的财务是抓住机遇的前提。","text":"$协鑫科技(03800)$ 近期配股引入长期战略资本,虽有短期稀释,但资金将用于建立资本储备和未来发展。这好比为即将到来的行业复苏备足“弹药”,稳健的财务是抓住机遇的前提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489072125350352","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482262764744800,"gmtCreate":1758768560975,"gmtModify":1758768562790,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129866888184470","idStr":"4129866888184470"},"themes":[],"htmlText":"<a 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今天大量吸筹,大摩这个位置拿货,不可能亏,股价只有更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482262764744800","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478834614473152,"gmtCreate":1757921683755,"gmtModify":1757921686211,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129866888184470","idStr":"4129866888184470"},"themes":[],"htmlText":"啥时候落地","listText":"啥时候落地","text":"啥时候落地","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478834614473152","repostId":"478824314290344","repostType":1,"repost":{"id":478824314290344,"gmtCreate":1757919336042,"gmtModify":1757919961476,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124841349957442","idStr":"4124841349957442"},"themes":[],"title":"“人工智能 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