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我是爱你不悔
我是爱你不悔
·
02-06 14:52
只要公司还在挣钱，股价迟早反应，其他的都是噪音
$山高控股(00412)$
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我是爱你不悔
我是爱你不悔
·
01-28
$极智嘉-W(02590)$
全球头部电商离了极智嘉，物流效率得降一大截。这种基础设施级的地位，现在价格还是不到我心里预期
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我是爱你不悔
我是爱你不悔
·
01-15
$极智嘉-W(02590)$
按这个收入增长和46%的海外毛利率，到时候给个30倍PE，想想就兴奋
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772
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我是爱你不悔
我是爱你不悔
·
01-15
$HASHKEY HLDGS(03887)$
它是亚洲加密合规的标杆，先拿着看看，不贪多
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456
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我是爱你不悔
我是爱你不悔
·
2025-12-12
$山高控股(00412)$
山高控股2025年中报显示，上半年净利润4.76亿元，同比大幅增长506%，这个增速在港股里算是很亮眼了。总资产规模也到了675亿元，新兴产业资产占比超过76%。转型效果从数字上看是初步体现出来了。
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563
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我是爱你不悔
我是爱你不悔
·
2025-11-26
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
·
2025-11-05
$地平线机器人-W(09660)$
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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793
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我是爱你不悔
我是爱你不悔
·
2025-11-05
$赛力斯(09927)$
$赛力斯(601127)$
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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3,364
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我是爱你不悔
我是爱你不悔
·
2025-10-21
$金嗓子(06896)$
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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651
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我是爱你不悔
我是爱你不悔
·
2025-10-14
$协鑫科技(03800)$
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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990
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href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>按这个收入增长和46%的海外毛利率，到时候给个30倍PE，想想就兴奋","text":"$极智嘉-W(02590)$按这个收入增长和46%的海外毛利率，到时候给个30倍PE，想想就兴奋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521919026204968","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521918635619600,"gmtCreate":1768457511188,"gmtModify":1768457512893,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129866888184470","authorIdStr":"4129866888184470"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 它是亚洲加密合规的标杆，先拿着看看，不贪多","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 它是亚洲加密合规的标杆，先拿着看看，不贪多","text":"$HASHKEY HLDGS(03887)$ 它是亚洲加密合规的标杆，先拿着看看，不贪多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521918635619600","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509994293080992,"gmtCreate":1765523262500,"gmtModify":1765523265135,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129866888184470","authorIdStr":"4129866888184470"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高控股2025年中报显示，上半年净利润4.76亿元，同比大幅增长506%，这个增速在港股里算是很亮眼了。总资产规模也到了675亿元，新兴产业资产占比超过76%。转型效果从数字上看是初步体现出来了。","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高控股2025年中报显示，上半年净利润4.76亿元，同比大幅增长506%，这个增速在港股里算是很亮眼了。总资产规模也到了675亿元，新兴产业资产占比超过76%。转型效果从数字上看是初步体现出来了。","text":"$山高控股(00412)$ 山高控股2025年中报显示，上半年净利润4.76亿元，同比大幅增长506%，这个增速在港股里算是很亮眼了。总资产规模也到了675亿元，新兴产业资产占比超过76%。转型效果从数字上看是初步体现出来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509994293080992","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504248123839288,"gmtCreate":1764141950174,"gmtModify":1764141952848,"author":{"id":"4129866888184470","authorId":"4129866888184470","name":"我是爱你不悔","avatar":"https://static.tigerbbs.com/fd4b1ae66ab0bf05a21fe42e73f021cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129866888184470","authorIdStr":"4129866888184470"},"themes":[],"title":"","htmlText":"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>","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,"idStr":"4129795543139390","authorIdStr":"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":1000,"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,"idStr":"4129866888184470","authorIdStr":"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":793,"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,"idStr":"4129866888184470","authorIdStr":"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":3364,"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,"idStr":"4129866888184470","authorIdStr":"4129866888184470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 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