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我是爱你不悔
我是爱你不悔
·
05-29 17:08
$赛力斯(09927)$
等大盘回暖这错杀得修复，我先装死躺平
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1
编组 21备份 2
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我是爱你不悔
我是爱你不悔
·
05-11
$迈威生物-B(02493)$
现在看空迈威的人，大概率没搞懂ADC的估值逻辑
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310
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1
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我是爱你不悔
我是爱你不悔
·
04-27
$山高控股(00412)$
菏泽牡丹风电一期93.75MW全容量并网，二期212.5MW已经动工。一个基地干到300MW规模，风电的规模效应和运维效率会明显提升，这是实打实的产能[笑哭]
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366
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1
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我是爱你不悔
我是爱你不悔
·
04-17
4月8号浙江省长刘捷专门去调研了群核科技，同一批走访的企业里，还有智谱
$MANYCORE TECH(00068)$
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695
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1
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我是爱你不悔
我是爱你不悔
·
02-06
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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1,214
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1
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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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1,068
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1
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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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1,663
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1
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1
编组 21备份 2
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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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1,396
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1
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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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1,607
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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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TECH(00068)$</a>","listText":"4月8号浙江省长刘捷专门去调研了群核科技，同一批走访的企业里，还有智谱 <a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a>","text":"4月8号浙江省长刘捷专门去调研了群核科技，同一批走访的企业里，还有智谱 $MANYCORE TECH(00068)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554476176310704","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529775663366744,"gmtCreate":1770360720174,"gmtModify":1770360722332,"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":"只要公司还在挣钱，股价迟早反应，其他的都是噪音<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"只要公司还在挣钱，股价迟早反应，其他的都是噪音<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"只要公司还在挣钱，股价迟早反应，其他的都是噪音$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529775663366744","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526741371535600,"gmtCreate":1769570414225,"gmtModify":1769570416513,"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/02590\">$极智嘉-W(02590)$</a> 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","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 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","text":"$极智嘉-W(02590)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526741371535600","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521919026204968,"gmtCreate":1768457594913,"gmtModify":1768457597343,"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/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","listText":"<a 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":1663,"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":1396,"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":1607,"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？ 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