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痛并快乐痛
痛并快乐痛
·
09-17
$吉利汽车(00175)$
说句不好听的，很多人不是在分析，是在起哄。时代吉利收购重庆耀宁，本来就是正常的资产优化。吉利没有退出耀宁，自研主体吉曜通行也还在跑。结果某些人已经开始替吉利宣布“电池业务结束”了，照这个节奏，以后看公告只看标题就行了，后面的内容都可以不用看了
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痛并快乐痛
痛并快乐痛
·
09-02
9月催化密集！第五代补能技术发布，银河领克多款新车上市，
$吉利汽车(00175)$
前期储备集中兑现，这个时间窗口要盯紧。$
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痛并快乐痛
痛并快乐痛
·
08-14
我的思路不做短线博弈，坚守长线仓位，等待行业政策催化，预期后面会走出向上的趋势。
$MOMENTA-W(06880)$
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1
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痛并快乐痛
痛并快乐痛
·
07-09
$MOMENTA-W(06880)$
这就是中国智驾的王牌，不吹不黑，必须用真金白银支持。
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956
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1
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痛并快乐痛
痛并快乐痛
·
06-03
刚看完思格新能源的发布会，它提了个全域AI智能体的概念，不是简单加个语音助手，而是把感知、决策、执行串起来了。储能系统开始有“脑子”了，这个方向值得留意
$思格新能(06656)$
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痛并快乐痛
痛并快乐痛
·
05-14
当年的“电算协同”模型未必会因为卖掉世纪互联就终结。山高新能源依然可以提供绿电，绿电+本地数据中心+储能需求，不需要绑定世纪互联一家，改绑其他算力需求方未必不可行[思考]
$山高控股(00412)$
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痛并快乐痛
痛并快乐痛
·
04-28
$迈威生物-B(02493)$
现在医药政策环境缓和很多，创新企业日子好过不少。
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痛并快乐痛
痛并快乐痛
·
04-21
$山高控股(00412)$
净资产摆在那，现金流也在改善。这位置再往下能跌哪去？剩下的交给时间呗
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痛并快乐痛
痛并快乐痛
·
03-26
晶科电子的年报整体看下来，明显已经不是传统意义上的LED封装企业了，更像是一个智能视觉解决方案商，估值逻辑要重新审视一下
$晶科电子股份(02551)$
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痛并快乐痛
痛并快乐痛
·
02-06
$蔚来(NIO)$
$蔚来-SW(09866)$
从质疑到真香，蔚来这一路太典型了。今天持仓回血，看着Q4三品牌齐创新高，感觉新能源汽车淘汰赛蔚来已经拿到晋级卡了[DOGE]
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href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"刚看完思格新能源的发布会，它提了个全域AI智能体的概念，不是简单加个语音助手，而是把感知、决策、执行串起来了。储能系统开始有“脑子”了，这个方向值得留意<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"刚看完思格新能源的发布会，它提了个全域AI智能体的概念，不是简单加个语音助手，而是把感知、决策、执行串起来了。储能系统开始有“脑子”了，这个方向值得留意$思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571122559239056","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564059597485152,"gmtCreate":1778744186685,"gmtModify":1778744624782,"author":{"id":"4130588681550220","authorId":"4130588681550220","name":"痛并快乐痛","avatar":"https://static.tigerbbs.com/4065a3d0717d4b524d7f6c01f1b095a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130588681550220","authorIdStr":"4130588681550220"},"themes":[],"title":"","htmlText":"当年的“电算协同”模型未必会因为卖掉世纪互联就终结。山高新能源依然可以提供绿电，绿电+本地数据中心+储能需求，不需要绑定世纪互联一家，改绑其他算力需求方未必不可行[思考] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"当年的“电算协同”模型未必会因为卖掉世纪互联就终结。山高新能源依然可以提供绿电，绿电+本地数据中心+储能需求，不需要绑定世纪互联一家，改绑其他算力需求方未必不可行[思考] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"当年的“电算协同”模型未必会因为卖掉世纪互联就终结。山高新能源依然可以提供绿电，绿电+本地数据中心+储能需求，不需要绑定世纪互联一家，改绑其他算力需求方未必不可行[思考] $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564059597485152","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558331430742120,"gmtCreate":1777343164610,"gmtModify":1777343167044,"author":{"id":"4130588681550220","authorId":"4130588681550220","name":"痛并快乐痛","avatar":"https://static.tigerbbs.com/4065a3d0717d4b524d7f6c01f1b095a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130588681550220","authorIdStr":"4130588681550220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 现在医药政策环境缓和很多，创新企业日子好过不少。","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 现在医药政策环境缓和很多，创新企业日子好过不少。","text":"$迈威生物-B(02493)$ 现在医药政策环境缓和很多，创新企业日子好过不少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558331430742120","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555851132249152,"gmtCreate":1776739012251,"gmtModify":1776739014195,"author":{"id":"4130588681550220","authorId":"4130588681550220","name":"痛并快乐痛","avatar":"https://static.tigerbbs.com/4065a3d0717d4b524d7f6c01f1b095a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130588681550220","authorIdStr":"4130588681550220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>净资产摆在那，现金流也在改善。这位置再往下能跌哪去？剩下的交给时间呗","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>净资产摆在那，现金流也在改善。这位置再往下能跌哪去？剩下的交给时间呗","text":"$山高控股(00412)$净资产摆在那，现金流也在改善。这位置再往下能跌哪去？剩下的交给时间呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555851132249152","isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546683058771184,"gmtCreate":1774492202803,"gmtModify":1774492205006,"author":{"id":"4130588681550220","authorId":"4130588681550220","name":"痛并快乐痛","avatar":"https://static.tigerbbs.com/4065a3d0717d4b524d7f6c01f1b095a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130588681550220","authorIdStr":"4130588681550220"},"themes":[],"title":"","htmlText":"晶科电子的年报整体看下来，明显已经不是传统意义上的LED封装企业了，更像是一个智能视觉解决方案商，估值逻辑要重新审视一下<a href=\"https://laohu8.com/S/02551\">$晶科电子股份(02551)$</a>","listText":"晶科电子的年报整体看下来，明显已经不是传统意义上的LED封装企业了，更像是一个智能视觉解决方案商，估值逻辑要重新审视一下<a href=\"https://laohu8.com/S/02551\">$晶科电子股份(02551)$</a>","text":"晶科电子的年报整体看下来，明显已经不是传统意义上的LED封装企业了，更像是一个智能视觉解决方案商，估值逻辑要重新审视一下$晶科电子股份(02551)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546683058771184","isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529870507091280,"gmtCreate":1770383805629,"gmtModify":1770383807919,"author":{"id":"4130588681550220","authorId":"4130588681550220","name":"痛并快乐痛","avatar":"https://static.tigerbbs.com/4065a3d0717d4b524d7f6c01f1b095a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130588681550220","authorIdStr":"4130588681550220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a 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