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智慧与勇气
智慧与勇气
·
07-09
$MOMENTA-W(06880)$
今天的Momenta就是十年前的腾讯，拿着别动就行[安慰]
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158
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智慧与勇气
智慧与勇气
·
06-02
我持仓逻辑很简单：A - 评级 + 国资背景 + 绿电算力双赛道，拿得住
$山高控股(00412)$
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470
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1
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智慧与勇气
智慧与勇气
·
06-02
$思格新能(06656)$
算力的尽头是电力，电力的尽头是什么？许映童抛了个好问题，SigenAgent算是一个方向的回答
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282
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1
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智慧与勇气
智慧与勇气
·
05-13
$驭势科技(01511)$
看到雄安国资认购2.24亿，58集团也进场了，这基石阵容有点东西啊。地方国资+互联网老炮都看好，跟着大佬走应该没错吧？
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2,134
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2
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智慧与勇气
智慧与勇气
·
04-02
短期看利润确实承压，但长期看，如果“十五五”期间能源网、算力网、交通网真能协同，现在的价格可能就是底部区域
$山高控股(00412)$
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1,021
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1
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智慧与勇气
智慧与勇气
·
03-10
$MINIMAX-WP(00100)$
3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。
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2,242
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1
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智慧与勇气
智慧与勇气
·
02-20
$找钢集团-W(06676)$
刚把找钢加自选，周线看底部在慢慢抬高，MACD也准备金叉了。技术面先于基本面见底，这个位置值得留意。
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1,048
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1
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智慧与勇气
智慧与勇气
·
02-06
$蔚来(NIO)$
$蔚来-SW(09866)$
新势力里面蔚来的服务确实没话说，以前担心烧钱太快，现在降本增效后证明高端路线也能赚钱，这块护城河还是稳的[安慰][安慰]
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1,190
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2
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智慧与勇气
智慧与勇气
·
01-16
$金嗓子(06896)$
1分钱玩1天，比小老太爬山还慢。。。
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935
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1
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智慧与勇气
智慧与勇气
·
01-16
$明略科技-W(02718)$
当下 AI 产业进入多赛道并行阶段，基础模型与应用层各有价值。基础大模型如同 “通才” 覆盖广度，而明略科技则是深耕垂直领域的 “专才”，专注于企业需求的深度挖掘与落地交付，二者协同助力 AI 产业发展。
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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"短期看利润确实承压，但长期看，如果“十五五”期间能源网、算力网、交通网真能协同，现在的价格可能就是底部区域 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"短期看利润确实承压，但长期看，如果“十五五”期间能源网、算力网、交通网真能协同，现在的价格可能就是底部区域 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549191707071152","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541021605851144,"gmtCreate":1773108988355,"gmtModify":1773110786905,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491681502130","authorIdStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。","text":"$MINIMAX-WP(00100)$ 3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。","images":[{"img":"https://static.tigerbbs.com/bcbefd37191eb766d15f0c5b4eda93fe","width":"1284","height":"2618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541021605851144","isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":534685732595336,"gmtCreate":1771557597322,"gmtModify":1771557599675,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491681502130","authorIdStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 刚把找钢加自选，周线看底部在慢慢抬高，MACD也准备金叉了。技术面先于基本面见底，这个位置值得留意。","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 刚把找钢加自选，周线看底部在慢慢抬高，MACD也准备金叉了。技术面先于基本面见底，这个位置值得留意。","text":"$找钢集团-W(06676)$ 刚把找钢加自选，周线看底部在慢慢抬高，MACD也准备金叉了。技术面先于基本面见底，这个位置值得留意。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534685732595336","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529860870673376,"gmtCreate":1770381539827,"gmtModify":1770381542149,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491681502130","authorIdStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 新势力里面蔚来的服务确实没话说，以前担心烧钱太快，现在降本增效后证明高端路线也能赚钱，这块护城河还是稳的[安慰][安慰]","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 新势力里面蔚来的服务确实没话说，以前担心烧钱太快，现在降本增效后证明高端路线也能赚钱，这块护城河还是稳的[安慰][安慰]","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 新势力里面蔚来的服务确实没话说，以前担心烧钱太快，现在降本增效后证明高端路线也能赚钱，这块护城河还是稳的[安慰][安慰]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529860870673376","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522278937047304,"gmtCreate":1768545463306,"gmtModify":1768545464950,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491681502130","authorIdStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>1分钱玩1天，比小老太爬山还慢。。。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>1分钱玩1天，比小老太爬山还慢。。。","text":"$金嗓子(06896)$1分钱玩1天，比小老太爬山还慢。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522278937047304","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522278357791064,"gmtCreate":1768545415036,"gmtModify":1768545418929,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491681502130","authorIdStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 当下 AI 产业进入多赛道并行阶段，基础模型与应用层各有价值。基础大模型如同 “通才” 覆盖广度，而明略科技则是深耕垂直领域的 “专才”，专注于企业需求的深度挖掘与落地交付，二者协同助力 AI 产业发展。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 当下 AI 产业进入多赛道并行阶段，基础模型与应用层各有价值。基础大模型如同 “通才” 覆盖广度，而明略科技则是深耕垂直领域的 “专才”，专注于企业需求的深度挖掘与落地交付，二者协同助力 AI 产业发展。","text":"$明略科技-W(02718)$ 当下 AI 产业进入多赛道并行阶段，基础模型与应用层各有价值。基础大模型如同 “通才” 覆盖广度，而明略科技则是深耕垂直领域的 “专才”，专注于企业需求的深度挖掘与落地交付，二者协同助力 AI 产业发展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522278357791064","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}