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前朝墨子
前朝墨子
·
02-06
换电这个重资产模式之前被质疑太多了，现在终于看到变现曙光，对外开放换电是对的，这套体系慢慢能自己养活自己了
$蔚来(NIO)$
$蔚来-SW(09866)$
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403
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3
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前朝墨子
前朝墨子
·
01-07
从D轮投资到现在深化合作，小米和禾赛这关系越来越紧密了，SU7全系标配对禾赛是个确定性利好。
$禾赛(HSAI)$
$禾赛-W(02525)$
看
1,622
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前朝墨子
前朝墨子
·
2025-12-25
看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题
$禾赛(HSAI)$
$禾赛-W(02525)$
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609
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1
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前朝墨子
前朝墨子
·
2025-12-15
$金嗓子(06896)$
看到金嗓子刚入选了2025年中国品牌500强，品牌价值过百亿。这种国民度的品牌本身就是护城河，现在还在搞AI和出海，思路挺活的。
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416
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1
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前朝墨子
前朝墨子
·
2025-12-04
$找钢集团-W(06676)$
只要不退出市场，就永远有翻盘的机会。留得青山在，不愁没柴烧
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739
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1
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前朝墨子
前朝墨子
·
2025-12-04
$山高控股(00412)$
说要做AI算力+数据资产，虽然现在股价没反应，但概念挺前沿的，先观察着。
看
749
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1
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前朝墨子
前朝墨子
·
2025-11-26
不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了
$蔚来(NIO)$
$蔚来-SW(09866)$
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969
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3
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前朝墨子
前朝墨子
·
2025-11-06
$金嗓子(06896)$
别嫌它波动小，这种老牌消费股就是这样，慢悠悠地往上爬，拿久了反而安心，稳稳的幸福。
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844
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1
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前朝墨子
前朝墨子
·
2025-11-06
$赛力斯(601127)$
A 股赛力斯地量之后有企稳迹象，港股刚上市没太多技术可看，但看 AH 联动性。现在大盘跌主要是外部因素，个股基本面没问题，拿着放心。
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2,595
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1
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前朝墨子
前朝墨子
·
2025-10-21
$赛力斯(601127)$
$赛力斯(09927)$
马上要开启招股了
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816
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href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"从D轮投资到现在深化合作，小米和禾赛这关系越来越紧密了，SU7全系标配对禾赛是个确定性利好。 $禾赛(HSAI)$ $禾赛-W(02525)$","images":[{"img":"https://static.tigerbbs.com/e6b4fbd8d05f2685f248fccad86ecd3c","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519308715135320","isVote":1,"tweetType":1,"viewCount":1622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514544891781264,"gmtCreate":1766651749810,"gmtModify":1766651752256,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","listText":"看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题 $禾赛(HSAI)$ $禾赛-W(02525)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514544891781264","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511034585949056,"gmtCreate":1765777238810,"gmtModify":1765777240726,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 看到金嗓子刚入选了2025年中国品牌500强，品牌价值过百亿。这种国民度的品牌本身就是护城河，现在还在搞AI和出海，思路挺活的。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 看到金嗓子刚入选了2025年中国品牌500强，品牌价值过百亿。这种国民度的品牌本身就是护城河，现在还在搞AI和出海，思路挺活的。","text":"$金嗓子(06896)$ 看到金嗓子刚入选了2025年中国品牌500强，品牌价值过百亿。这种国民度的品牌本身就是护城河，现在还在搞AI和出海，思路挺活的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511034585949056","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507021476115544,"gmtCreate":1764815225512,"gmtModify":1764815227753,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>只要不退出市场，就永远有翻盘的机会。留得青山在，不愁没柴烧","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>只要不退出市场，就永远有翻盘的机会。留得青山在，不愁没柴烧","text":"$找钢集团-W(06676)$只要不退出市场，就永远有翻盘的机会。留得青山在，不愁没柴烧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507021476115544","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507020905051136,"gmtCreate":1764815081089,"gmtModify":1764816976751,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 说要做AI算力+数据资产，虽然现在股价没反应，但概念挺前沿的，先观察着。","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 说要做AI算力+数据资产，虽然现在股价没反应，但概念挺前沿的，先观察着。","text":"$山高控股(00412)$ 说要做AI算力+数据资产，虽然现在股价没反应，但概念挺前沿的，先观察着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507020905051136","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504358925210056,"gmtCreate":1764162801753,"gmtModify":1764162804266,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/504358925210056","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497132078723400,"gmtCreate":1762393199868,"gmtModify":1762393201540,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>别嫌它波动小，这种老牌消费股就是这样，慢悠悠地往上爬，拿久了反而安心，稳稳的幸福。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>别嫌它波动小，这种老牌消费股就是这样，慢悠悠地往上爬，拿久了反而安心，稳稳的幸福。","text":"$金嗓子(06896)$别嫌它波动小，这种老牌消费股就是这样，慢悠悠地往上爬，拿久了反而安心，稳稳的幸福。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497132078723400","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497132073427056,"gmtCreate":1762393158237,"gmtModify":1762393160153,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> A 股赛力斯地量之后有企稳迹象，港股刚上市没太多技术可看，但看 AH 联动性。现在大盘跌主要是外部因素，个股基本面没问题，拿着放心。","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> A 股赛力斯地量之后有企稳迹象，港股刚上市没太多技术可看，但看 AH 联动性。现在大盘跌主要是外部因素，个股基本面没问题，拿着放心。","text":"$赛力斯(601127)$ A 股赛力斯地量之后有企稳迹象，港股刚上市没太多技术可看，但看 AH 联动性。现在大盘跌主要是外部因素，个股基本面没问题，拿着放心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497132073427056","isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491575627096424,"gmtCreate":1761034874564,"gmtModify":1761526093089,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 马上要开启招股了","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 马上要开启招股了","text":"$赛力斯(601127)$ $赛力斯(09927)$ 马上要开启招股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491575627096424","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}