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莫华杰
莫华杰
·
07-09
$MOMENTA-W(06880)$
长线资金愿意在上市前就锁定半年筹码，足以说明在绝对的长期价值面前，短期波动根本不值一提。公司基本面持续向好，陪着优质公司一起兑现成长，收益远高于追涨杀跌。
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莫华杰
莫华杰
·
06-17
$山高控股(00412)$
即使面对市场的剧烈震荡，核心资产的价值也不会凭空消失。风电场依然在转，服务器依然在跑，每天的现金流都是实打实的
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莫华杰
莫华杰
·
05-12
$迈威生物-B(02493)$
不求迈威成为下一个百济，但求成为下一个康方。康方当年港股什么价？现在什么价？创新药的估值重塑往往就在一夜之间，一个临床数据、一个BD公告。26.36的代价我付得起，翻倍的空间谁不想要
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莫华杰
莫华杰
·
04-27
最近整个港股新能源产业链氛围都在转好，上下游企业景气度同步上行，板块共振效应明显。思格新能源作为细分龙头，弹性和潜力兼备，适合分批长期跟踪
$思格新能(06656)$
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莫华杰
莫华杰
·
04-20
$HASHKEY HLDGS(03887)$
我一直觉得跨境汇款又贵又慢，6.5%的手续费，等几天才到账。肖风说稳定币几分钟完成、成本几乎为零，这不是改进，这是降维打击。HashKey在做的，就是把这种降维打击变成人人能用的日常服务
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莫华杰
莫华杰
·
04-02
$思格新能(06656)$
$艾罗能源(688717)$
海外户用储能补贴退坡，但思格新能源靠创新性和易用性，反而能抢占更多市场，毕竟用户要的是实实在在的省钱和方便，这波行业洗牌思格新能源绝对是赢家！
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莫华杰
莫华杰
·
03-05
$山高控股(00412)$
有人说港股流动性差，但真正有硬逻辑的票不缺流动性。山高每天几百万成交，够了。又不是做短线，要的是空间。
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莫华杰
莫华杰
·
02-06
$极智嘉-W(02590)$
外资压盘，没得办法，希望节后能起来[开心]
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莫华杰
莫华杰
·
01-28
$山高控股(00412)$
短期利空出尽就是利好
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莫华杰
莫华杰
·
01-06
多模态大模型是未来，它家文本、语音、视频都做。虽然现在应用还没完全爆发，但押赛道就是押未来，赌的就是一个可能性。
$中际旭创(300308)$
$新易盛(300502)$
$蓝色光标(300058)$
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href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a> 长线资金愿意在上市前就锁定半年筹码，足以说明在绝对的长期价值面前，短期波动根本不值一提。公司基本面持续向好，陪着优质公司一起兑现成长，收益远高于追涨杀跌。","listText":"<a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a> 长线资金愿意在上市前就锁定半年筹码，足以说明在绝对的长期价值面前，短期波动根本不值一提。公司基本面持续向好，陪着优质公司一起兑现成长，收益远高于追涨杀跌。","text":"$MOMENTA-W(06880)$ 长线资金愿意在上市前就锁定半年筹码，足以说明在绝对的长期价值面前，短期波动根本不值一提。公司基本面持续向好，陪着优质公司一起兑现成长，收益远高于追涨杀跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583828005244960","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576175998486120,"gmtCreate":1781681852093,"gmtModify":1781683020967,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 即使面对市场的剧烈震荡，核心资产的价值也不会凭空消失。风电场依然在转，服务器依然在跑，每天的现金流都是实打实的","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 即使面对市场的剧烈震荡，核心资产的价值也不会凭空消失。风电场依然在转，服务器依然在跑，每天的现金流都是实打实的","text":"$山高控股(00412)$ 即使面对市场的剧烈震荡，核心资产的价值也不会凭空消失。风电场依然在转，服务器依然在跑，每天的现金流都是实打实的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576175998486120","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563418740703896,"gmtCreate":1778572976822,"gmtModify":1778572979103,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 不求迈威成为下一个百济，但求成为下一个康方。康方当年港股什么价？现在什么价？创新药的估值重塑往往就在一夜之间，一个临床数据、一个BD公告。26.36的代价我付得起，翻倍的空间谁不想要","listText":"<a 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href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"最近整个港股新能源产业链氛围都在转好，上下游企业景气度同步上行，板块共振效应明显。思格新能源作为细分龙头，弹性和潜力兼备，适合分批长期跟踪$思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558066343831168","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555492305036648,"gmtCreate":1776652809793,"gmtModify":1776652812132,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 我一直觉得跨境汇款又贵又慢，6.5%的手续费，等几天才到账。肖风说稳定币几分钟完成、成本几乎为零，这不是改进，这是降维打击。HashKey在做的，就是把这种降维打击变成人人能用的日常服务","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 我一直觉得跨境汇款又贵又慢，6.5%的手续费，等几天才到账。肖风说稳定币几分钟完成、成本几乎为零，这不是改进，这是降维打击。HashKey在做的，就是把这种降维打击变成人人能用的日常服务","text":"$HASHKEY HLDGS(03887)$ 我一直觉得跨境汇款又贵又慢，6.5%的手续费，等几天才到账。肖风说稳定币几分钟完成、成本几乎为零，这不是改进，这是降维打击。HashKey在做的，就是把这种降维打击变成人人能用的日常服务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555492305036648","isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549165338444656,"gmtCreate":1775095403770,"gmtModify":1775609010141,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688717\">$艾罗能源(688717)$</a> 海外户用储能补贴退坡，但思格新能源靠创新性和易用性，反而能抢占更多市场，毕竟用户要的是实实在在的省钱和方便，这波行业洗牌思格新能源绝对是赢家！","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688717\">$艾罗能源(688717)$</a> 海外户用储能补贴退坡，但思格新能源靠创新性和易用性，反而能抢占更多市场，毕竟用户要的是实实在在的省钱和方便，这波行业洗牌思格新能源绝对是赢家！","text":"$思格新能(06656)$ $艾罗能源(688717)$ 海外户用储能补贴退坡，但思格新能源靠创新性和易用性，反而能抢占更多市场，毕竟用户要的是实实在在的省钱和方便，这波行业洗牌思格新能源绝对是赢家！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549165338444656","isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539310204964888,"gmtCreate":1772688398984,"gmtModify":1772688400829,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 有人说港股流动性差，但真正有硬逻辑的票不缺流动性。山高每天几百万成交，够了。又不是做短线，要的是空间。","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 有人说港股流动性差，但真正有硬逻辑的票不缺流动性。山高每天几百万成交，够了。又不是做短线，要的是空间。","text":"$山高控股(00412)$ 有人说港股流动性差，但真正有硬逻辑的票不缺流动性。山高每天几百万成交，够了。又不是做短线，要的是空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539310204964888","isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529793874817904,"gmtCreate":1770365093192,"gmtModify":1770365095397,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>外资压盘，没得办法，希望节后能起来[开心]","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>外资压盘，没得办法，希望节后能起来[开心]","text":"$极智嘉-W(02590)$外资压盘，没得办法，希望节后能起来[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529793874817904","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526611293663360,"gmtCreate":1769581314231,"gmtModify":1769581316542,"author":{"id":"4130490900500940","authorId":"4130490900500940","name":"莫华杰","avatar":"https://static.tigerbbs.com/347abbcd3f86255762cafbcdaec929e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490900500940","idStr":"4130490900500940"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 短期利空出尽就是利好","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 短期利空出尽就是利好","text":"$山高控股(00412)$ 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