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- 老男人keai老男人keai
  ·07-16 16:35
  60%继续砸向研发，真敢投啊。不过想想也是，物理AI这赛道不持续投入根本守不住壁垒，就是不知道市场给不给时间$MOMENTA-W(06880)$
  115 评论
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- 老男人keai老男人keai
  ·07-02
  $洪恩(IH)$ 经营利润转负确实不好看，但看看钱花哪儿了。AI、新产品、海外、营销基本都在投入，这种钱如果不花，公司以后拿什么增长？
  766 评论
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- 老男人keai老男人keai
  ·06-10
  $思格新能(06656)$新能源这个赛道，最怕的是技术迭代太快被替代。思格新能源做的是软硬件一体加AI，护城河能有多深？边走边看吧。
  446 评论
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- 老男人keai老男人keai
  ·05-26
  $思格新能(06656)$ 从南非到澳洲再到欧洲，多市场验证的AI调度系统已经形成规模效应。5月29号这个时间点很关键，就看他们怎么把“会思考的能源系统”具象化地展现在全球投资者面前
  648 评论
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- 老男人keai老男人keai
  ·04-09
  $瑞声科技(02018)$ 管理层对2026年很乐观：收入增速不低于2025年，毛利率继续提升[强]
  1,287 评论
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- 老男人keai老男人keai
  ·03-19
  $金嗓子(06896)$ 黑色星期四，没办法，耐心点等等
  916 评论
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- 老男人keai老男人keai
  ·02-05
  $找钢集团-W(06676)$有人说要跌到1块以下，那就跌呗。反正AI采购员已经在识别微信群图片报价了，供应商还没反应过来，平台效率已经上天。这种标的我有权当一个耐心资本，和时间做朋友。 [握手]
  2,441 1
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- 老男人keai老男人keai
  ·02-05
  $山高控股(00412)$ 总算飘红了，稳住[笑哭]
  1,294 评论
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- 老男人keai老男人keai
  ·02-03
  $极智嘉-W(02590)$ 入港股通在即，低位筹码珍惜
  2,766 1
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- 老男人keai老男人keai
  ·01-21
  还记得 DeepSeek 创始人参会后 AI 板块爆涨吗？现在轮到 MiniMax 了！[龇牙][龇牙]$MINIMAX-WP(00100)$
  1,710 评论
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管理层对2026年很乐观：收入增速不低于2025年，毛利率继续提升[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551709005652752","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544375186539064,"gmtCreate":1773892554596,"gmtModify":1773892556465,"author":{"id":"4130999120731380","authorId":"4130999120731380","name":"老男人keai","avatar":"https://static.tigerbbs.com/c46911da90e898c910fbd3ffcfca08e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130999120731380","authorIdStr":"4130999120731380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 黑色星期四，没办法，耐心点等等","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 黑色星期四，没办法，耐心点等等","text":"$金嗓子(06896)$ 黑色星期四，没办法，耐心点等等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544375186539064","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529292494221968,"gmtCreate":1770257844364,"gmtModify":1770258417005,"author":{"id":"4130999120731380","authorId":"4130999120731380","name":"老男人keai","avatar":"https://static.tigerbbs.com/c46911da90e898c910fbd3ffcfca08e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130999120731380","authorIdStr":"4130999120731380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>有人说要跌到1块以下，那就跌呗。反正AI采购员已经在识别微信群图片报价了，供应商还没反应过来，平台效率已经上天。这种标的我有权当一个耐心资本，和时间做朋友。 [握手]","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>有人说要跌到1块以下，那就跌呗。反正AI采购员已经在识别微信群图片报价了，供应商还没反应过来，平台效率已经上天。这种标的我有权当一个耐心资本，和时间做朋友。 [握手]","text":"$找钢集团-W(06676)$有人说要跌到1块以下，那就跌呗。反正AI采购员已经在识别微信群图片报价了，供应商还没反应过来，平台效率已经上天。这种标的我有权当一个耐心资本，和时间做朋友。 [握手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529292494221968","isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529292056150200,"gmtCreate":1770257810822,"gmtModify":1770257812822,"author":{"id":"4130999120731380","authorId":"4130999120731380","name":"老男人keai","avatar":"https://static.tigerbbs.com/c46911da90e898c910fbd3ffcfca08e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130999120731380","authorIdStr":"4130999120731380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 总算飘红了，稳住[笑哭]","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 总算飘红了，稳住[笑哭]","text":"$山高控股(00412)$ 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入港股通在即，低位筹码珍惜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528708376196440","isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524297481306736,"gmtCreate":1768978678846,"gmtModify":1768978680903,"author":{"id":"4130999120731380","authorId":"4130999120731380","name":"老男人keai","avatar":"https://static.tigerbbs.com/c46911da90e898c910fbd3ffcfca08e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130999120731380","authorIdStr":"4130999120731380"},"themes":[],"title":"","htmlText":"还记得 DeepSeek 创始人参会后 AI 板块爆涨吗？现在轮到 MiniMax 了！[龇牙][龇牙]<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"还记得 DeepSeek 创始人参会后 AI 板块爆涨吗？现在轮到 MiniMax 了！[龇牙][龇牙]<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"还记得 DeepSeek 创始人参会后 AI 板块爆涨吗？现在轮到 MiniMax 了！[龇牙][龇牙]$MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524297481306736","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}