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极道行者
极道行者
·
05-14 15:37
有人不知道IBD是啥，简单说就是溃疡性结肠炎和克罗恩病，患者基数不小，全球每年新发大几百万呢。这赛道竞争不算特别激烈，如果能做出来，市场空间还是有想象的
$迈威生物-B(02493)$
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极道行者
极道行者
·
05-14 15:36
$山高控股(00412)$
等吧，现在的位置买了也不用怕，左侧慢慢捞，1.2附近的成本，配合这个消息，风险和收益还算是能接受的。不出意外的话，这次停牌一旦复牌，市场需要重新定价，希望别打脸。
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极道行者
极道行者
·
04-28
$思格新能(06656)$
我看了一下，公司现有逆变器产能约55万台，储能电池7GWh。关键是订单基本都在海外，高溢价市场，利润空间比国内大得多
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极道行者
极道行者
·
04-21
$迈威生物-B(02493)$
18A票里能同时有上市产品和大三期管线的没几家，迈威算一个，心里踏实点
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461
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极道行者
极道行者
·
03-11
$明略科技-W(02718)$
以前觉得“可信、中立”是口号，现在看是先见之明。以后国企、央企、金融机构采购AI，估计“可追溯、不黑盒”就是硬性门槛了。这就相当于明略提前拿到了特种行业的准入证
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极道行者
极道行者
·
02-06
充换并举是国家定调的补能路线，蔚来1亿次换电达成，相当于给这条路线打了个样。政策红利+规模效应，2026年能源服务板块估计要发力。
$蔚来(NIO)$
$蔚来-SW(09866)$
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极道行者
极道行者
·
01-29
$金嗓子(06896)$
金嗓子搞的牛津音乐会、赞助马拉松，看着挺热闹，最近股价连续小涨，有希望了[龇牙]
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极道行者
极道行者
·
01-29
中国汽车产能过剩，出口是必然出路，二手车是重要一环。汽车街卡住了这个生态位，短期股价受市场情绪影响，但长期趋势是确定的，跌多了反而敢慢慢买了。[得意]
$汽车街(02443)$
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极道行者
极道行者
·
01-07
$赛力斯(09927)$
市场意识是有滞后性的，赛力斯的价值还在后面，看销量验证吧
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极道行者
极道行者
·
2025-12-15
L3从测试转商用，第一步只放了两款车，极狐和长安，长安的激光雷达用的禾赛，这下好了，禾赛先占了一半，赛道刚开闸，筹码先锁，剩下的就看订单什么时候落地了
$禾赛(HSAI)$
$禾赛-W(02525)$
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18A票里能同时有上市产品和大三期管线的没几家，迈威算一个，心里踏实点","text":"$迈威生物-B(02493)$ 18A票里能同时有上市产品和大三期管线的没几家，迈威算一个，心里踏实点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555840416462944","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541568582504960,"gmtCreate":1773209654578,"gmtModify":1773209656849,"author":{"id":"4130588667550150","authorId":"4130588667550150","name":"极道行者","avatar":"https://static.tigerbbs.com/a7bb374df1e27a59f2e8b26dc3e13afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588667550150","idStr":"4130588667550150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 以前觉得“可信、中立”是口号，现在看是先见之明。以后国企、央企、金融机构采购AI，估计“可追溯、不黑盒”就是硬性门槛了。这就相当于明略提前拿到了特种行业的准入证","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 以前觉得“可信、中立”是口号，现在看是先见之明。以后国企、央企、金融机构采购AI，估计“可追溯、不黑盒”就是硬性门槛了。这就相当于明略提前拿到了特种行业的准入证","text":"$明略科技-W(02718)$ 以前觉得“可信、中立”是口号，现在看是先见之明。以后国企、央企、金融机构采购AI，估计“可追溯、不黑盒”就是硬性门槛了。这就相当于明略提前拿到了特种行业的准入证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541568582504960","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529870022824208,"gmtCreate":1770383769753,"gmtModify":1770383771907,"author":{"id":"4130588667550150","authorId":"4130588667550150","name":"极道行者","avatar":"https://static.tigerbbs.com/a7bb374df1e27a59f2e8b26dc3e13afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588667550150","idStr":"4130588667550150"},"themes":[],"title":"","htmlText":"充换并举是国家定调的补能路线，蔚来1亿次换电达成，相当于给这条路线打了个样。政策红利+规模效应，2026年能源服务板块估计要发力。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"充换并举是国家定调的补能路线，蔚来1亿次换电达成，相当于给这条路线打了个样。政策红利+规模效应，2026年能源服务板块估计要发力。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"充换并举是国家定调的补能路线，蔚来1亿次换电达成，相当于给这条路线打了个样。政策红利+规模效应，2026年能源服务板块估计要发力。 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529870022824208","isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527097585742064,"gmtCreate":1769657380584,"gmtModify":1769657382473,"author":{"id":"4130588667550150","authorId":"4130588667550150","name":"极道行者","avatar":"https://static.tigerbbs.com/a7bb374df1e27a59f2e8b26dc3e13afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588667550150","idStr":"4130588667550150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>金嗓子搞的牛津音乐会、赞助马拉松，看着挺热闹，最近股价连续小涨，有希望了[龇牙]","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>金嗓子搞的牛津音乐会、赞助马拉松，看着挺热闹，最近股价连续小涨，有希望了[龇牙]","text":"$金嗓子(06896)$金嗓子搞的牛津音乐会、赞助马拉松，看着挺热闹，最近股价连续小涨，有希望了[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527097585742064","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527097847701728,"gmtCreate":1769657349880,"gmtModify":1769657352153,"author":{"id":"4130588667550150","authorId":"4130588667550150","name":"极道行者","avatar":"https://static.tigerbbs.com/a7bb374df1e27a59f2e8b26dc3e13afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588667550150","idStr":"4130588667550150"},"themes":[],"title":"","htmlText":"中国汽车产能过剩，出口是必然出路，二手车是重要一环。汽车街卡住了这个生态位，短期股价受市场情绪影响，但长期趋势是确定的，跌多了反而敢慢慢买了。[得意]<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a>","listText":"中国汽车产能过剩，出口是必然出路，二手车是重要一环。汽车街卡住了这个生态位，短期股价受市场情绪影响，但长期趋势是确定的，跌多了反而敢慢慢买了。[得意]<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a>","text":"中国汽车产能过剩，出口是必然出路，二手车是重要一环。汽车街卡住了这个生态位，短期股价受市场情绪影响，但长期趋势是确定的，跌多了反而敢慢慢买了。[得意]$汽车街(02443)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527097847701728","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519126907798240,"gmtCreate":1767769176557,"gmtModify":1767769178457,"author":{"id":"4130588667550150","authorId":"4130588667550150","name":"极道行者","avatar":"https://static.tigerbbs.com/a7bb374df1e27a59f2e8b26dc3e13afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588667550150","idStr":"4130588667550150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 市场意识是有滞后性的，赛力斯的价值还在后面，看销量验证吧","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 市场意识是有滞后性的，赛力斯的价值还在后面，看销量验证吧","text":"$赛力斯(09927)$ 市场意识是有滞后性的，赛力斯的价值还在后面，看销量验证吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519126907798240","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511028077003624,"gmtCreate":1765789619773,"gmtModify":1765789632220,"author":{"id":"4130588667550150","authorId":"4130588667550150","name":"极道行者","avatar":"https://static.tigerbbs.com/a7bb374df1e27a59f2e8b26dc3e13afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588667550150","idStr":"4130588667550150"},"themes":[],"title":"","htmlText":"L3从测试转商用，第一步只放了两款车，极狐和长安，长安的激光雷达用的禾赛，这下好了，禾赛先占了一半，赛道刚开闸，筹码先锁，剩下的就看订单什么时候落地了 <a 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