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出江湖
出江湖
·
07-03
$洪恩(IH)$
我比较关注的是AI Agent，不是简单接个大模型，而是真正做长期记忆和个性化学习，这个方向比普通AI工具更有壁垒。
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出江湖
出江湖
·
06-11
短线波动不必过分纠结，我主要看明年储能渗透率的提升空间
$思格新能(06656)$
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出江湖
出江湖
·
05-27
马上5月29号的战略发布会，估计会进一步阐述“AI in All”的落地细节和商业规划。这种持续的对外沟通能提升透明度和市场关注度，对股价流动性是好事
$思格新能(06656)$
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出江湖
出江湖
·
04-22
$思格新能(06656)$
说实话，储能这个赛道能走出来太不容易了。思格新能源2025年毛利率达到50.1%，净利率冲到32.4%，这种盈利水平在制造业里绝对是顶级的
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出江湖
出江湖
·
04-09
$瑞声科技(02018)$
瑞声已经通过并购Hebei First Light（车载PSS）、Dispelix（AR波导）以及yuandi（AI服务器液冷），加速在高增长非手机赛道的布局
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出江湖
出江湖
·
03-19
$山高控股(00412)$
刚看了一眼公告，虽然发了盈利预警，但得擦亮眼睛看本质。山高现在的核心早就不是那些旧账了，主业现在硬得很！绿电项目一个接一个落地，广西昭平的风电刚签了EPC合同。只要这电算一体化的路子走顺了，什么短期费用都是浮云，长线拿着安心。
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出江湖
出江湖
·
03-12
$一亩田(YMT)$
一亩田是要彻底转型了。最近这个老板发了个内部信。一亩田之前业务只做信息匹配，不碰货、不碰交易、不碰线下，股民肯定觉得虚，没什么实际价值。但现在变了，线下购销网点、乡村超市、农业服务站一起上，从平台，变成了有价值的实体，换句话说不再是单纯的中介，而是真正介入到交易和终端服务里，掌握了真实的交易数据和用户需求，这种转型，直接改变了公司的估值逻辑。看好。
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出江湖
出江湖
·
02-26
$牧原股份(02714)$
不光是养猪，屠宰这块也在放量。全产业链布局，以后猪肉价格波动的影响会越来越平滑，看好这个逻辑
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1,497
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1
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出江湖
出江湖
·
02-05
$HASHKEY HLDGS(03887)$
BTC这轮行情可以看出来，HashKey这类合规交易平台的业务模式，长远看可能比单纯炒币更稳定一些
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出江湖
出江湖
·
02-05
仔细看，Grab的业务覆盖配送、出行、支付，这些场景将来都可能用到搭载激光雷达的机器人或车辆，潜在需求很大
$禾赛(HSAI)$
$禾赛-W(02525)$
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href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 说实话，储能这个赛道能走出来太不容易了。思格新能源2025年毛利率达到50.1%，净利率冲到32.4%，这种盈利水平在制造业里绝对是顶级的","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 说实话，储能这个赛道能走出来太不容易了。思格新能源2025年毛利率达到50.1%，净利率冲到32.4%，这种盈利水平在制造业里绝对是顶级的","text":"$思格新能(06656)$ 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Light（车载PSS）、Dispelix（AR波导）以及yuandi（AI服务器液冷），加速在高增长非手机赛道的布局","text":"$瑞声科技(02018)$ 瑞声已经通过并购Hebei First Light（车载PSS）、Dispelix（AR波导）以及yuandi（AI服务器液冷），加速在高增长非手机赛道的布局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551753336595896","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544299207058208,"gmtCreate":1773911044986,"gmtModify":1773911047370,"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099835786260","idStr":"4131099835786260"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 刚看了一眼公告，虽然发了盈利预警，但得擦亮眼睛看本质。山高现在的核心早就不是那些旧账了，主业现在硬得很！绿电项目一个接一个落地，广西昭平的风电刚签了EPC合同。只要这电算一体化的路子走顺了，什么短期费用都是浮云，长线拿着安心。","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 刚看了一眼公告，虽然发了盈利预警，但得擦亮眼睛看本质。山高现在的核心早就不是那些旧账了，主业现在硬得很！绿电项目一个接一个落地，广西昭平的风电刚签了EPC合同。只要这电算一体化的路子走顺了，什么短期费用都是浮云，长线拿着安心。","text":"$山高控股(00412)$ 刚看了一眼公告，虽然发了盈利预警，但得擦亮眼睛看本质。山高现在的核心早就不是那些旧账了，主业现在硬得很！绿电项目一个接一个落地，广西昭平的风电刚签了EPC合同。只要这电算一体化的路子走顺了，什么短期费用都是浮云，长线拿着安心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544299207058208","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541787288466336,"gmtCreate":1773297888613,"gmtModify":1773297891292,"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099835786260","idStr":"4131099835786260"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 一亩田是要彻底转型了。最近这个老板发了个内部信。一亩田之前业务只做信息匹配，不碰货、不碰交易、不碰线下，股民肯定觉得虚，没什么实际价值。但现在变了，线下购销网点、乡村超市、农业服务站一起上，从平台，变成了有价值的实体，换句话说不再是单纯的中介，而是真正介入到交易和终端服务里，掌握了真实的交易数据和用户需求，这种转型，直接改变了公司的估值逻辑。看好。","listText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 一亩田是要彻底转型了。最近这个老板发了个内部信。一亩田之前业务只做信息匹配，不碰货、不碰交易、不碰线下，股民肯定觉得虚，没什么实际价值。但现在变了，线下购销网点、乡村超市、农业服务站一起上，从平台，变成了有价值的实体，换句话说不再是单纯的中介，而是真正介入到交易和终端服务里，掌握了真实的交易数据和用户需求，这种转型，直接改变了公司的估值逻辑。看好。","text":"$一亩田(YMT)$ 一亩田是要彻底转型了。最近这个老板发了个内部信。一亩田之前业务只做信息匹配，不碰货、不碰交易、不碰线下，股民肯定觉得虚，没什么实际价值。但现在变了，线下购销网点、乡村超市、农业服务站一起上，从平台，变成了有价值的实体，换句话说不再是单纯的中介，而是真正介入到交易和终端服务里，掌握了真实的交易数据和用户需求，这种转型，直接改变了公司的估值逻辑。看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/541787288466336","isVote":1,"tweetType":1,"viewCount":3125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4227162024829310","authorId":"4227162024829310","name":"面朝黄土背朝天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4227162024829310","idStr":"4227162024829310"},"content":"就你们老板想干的事儿，有几个干成的！！！","text":"就你们老板想干的事儿，有几个干成的！！！","html":"就你们老板想干的事儿，有几个干成的！！！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536834943760048,"gmtCreate":1772082337820,"gmtModify":1772082340286,"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099835786260","idStr":"4131099835786260"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 不光是养猪，屠宰这块也在放量。全产业链布局，以后猪肉价格波动的影响会越来越平滑，看好这个逻辑","listText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 不光是养猪，屠宰这块也在放量。全产业链布局，以后猪肉价格波动的影响会越来越平滑，看好这个逻辑","text":"$牧原股份(02714)$ 不光是养猪，屠宰这块也在放量。全产业链布局，以后猪肉价格波动的影响会越来越平滑，看好这个逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536834943760048","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529315300975000,"gmtCreate":1770263411118,"gmtModify":1770263413256,"author":{"id":"4131099835786260","authorId":"4131099835786260","name":"出江湖","avatar":"https://static.tigerbbs.com/b28849dd39fec51b074bdb32c17d2067","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099835786260","idStr":"4131099835786260"},"themes":[],"title":"","htmlText":"<a 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