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楚轻兰
楚轻兰
·
02-05
从盈利能力来看，卓正医疗2022-2024年毛利率分别为9.3%、19.3%、23.6%，虽当前低于瑞慈医疗（同期36.1%、41.8%、39.9%）与固生堂（30.7%、30.1%、30.1%），但提升速度在行业中位居前列；净利率层面，卓正医疗实现从亏损到盈利的关键突破，2022-2024年分别为-46.8%、-51.2%、8.4%，2024年成功扭亏为盈，盈利修复速度与弹性远超瑞慈医疗（同期10.8%、13.4%、12.1%）与固生堂（11.3%、10.9%、10.2%），核心在于其通过会员制锁定高粘性客户，叠加轻资产模式下的成本管控能力，实现了盈利质量的跨越式提升。
$卓正医疗(02677)$
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1
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楚轻兰
楚轻兰
·
02-05
$极智嘉-W(02590)$
先等着看，等埋明天吧，就算升，可能要到 2月尾 3月财报＋正式入通
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131
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1
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楚轻兰
楚轻兰
·
01-22
$天数智芯(09903)$
天数厉害啊，这反弹能力[哇塞][财迷]
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楚轻兰
楚轻兰
·
01-12
$MINIMAX-WP(00100)$
今天盘面承接力超强，回调一点就有人接，明显有资金在护盘，后续继续看涨！@[看涨]
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764
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1
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楚轻兰
楚轻兰
·
01-12
$天数智芯(09903)$
今天整体板块行情不错，也是带起来啦！
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425
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1
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楚轻兰
楚轻兰
·
2025-12-31
$中际旭创(300308)$
$新易盛(300502)$
$MINIMAX-WP(00100)$
港股 AGI 第一股，赛道稀缺性摆在这，AI 板块炒了这么久，终于等来个真落地的招股标的
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楚轻兰
楚轻兰
·
2025-12-22
$找钢集团-W(06676)$
什么时候能起来啊
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621
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1
编组 21备份 2
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楚轻兰
楚轻兰
·
2025-12-22
$智汇矿业(02546)$
作为长期持有者，更看重核心资产 ——1200 多万吨矿石储量，这才是股价的底气
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457
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楚轻兰
楚轻兰
·
2025-12-09
$赛力斯(09927)$
指数不给力，没有办法，情绪不好，不破位就好了
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1,517
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2
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楚轻兰
楚轻兰
·
2025-11-18
$赛力斯(601127)$
赛力斯25 年 Q3 财报还可以，营收 1105 亿、净利润 53 亿，毛利率近 30% 都在涨，高速成长期根本没结束
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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>今天盘面承接力超强，回调一点就有人接，明显有资金在护盘，后续继续看涨！@[看涨]","text":"$MINIMAX-WP(00100)$今天盘面承接力超强，回调一点就有人接，明显有资金在护盘，后续继续看涨！@[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521073807126560","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521098137362472,"gmtCreate":1768195535338,"gmtModify":1768195538630,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>今天整体板块行情不错，也是带起来啦！","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>今天整体板块行情不错，也是带起来啦！","text":"$天数智芯(09903)$今天整体板块行情不错，也是带起来啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521098137362472","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516854724235800,"gmtCreate":1767160367991,"gmtModify":1767164516826,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 港股 AGI 第一股，赛道稀缺性摆在这，AI 板块炒了这么久，终于等来个真落地的招股标的","listText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 港股 AGI 第一股，赛道稀缺性摆在这，AI 板块炒了这么久，终于等来个真落地的招股标的","text":"$中际旭创(300308)$ $新易盛(300502)$ $MINIMAX-WP(00100)$ 港股 AGI 第一股，赛道稀缺性摆在这，AI 板块炒了这么久，终于等来个真落地的招股标的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516854724235800","isVote":1,"tweetType":1,"viewCount":3846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513426162672536,"gmtCreate":1766375223676,"gmtModify":1766375225814,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>什么时候能起来啊","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>什么时候能起来啊","text":"$找钢集团-W(06676)$什么时候能起来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513426162672536","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513426018554816,"gmtCreate":1766375189085,"gmtModify":1766375191398,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 作为长期持有者，更看重核心资产 ——1200 多万吨矿石储量，这才是股价的底气","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 作为长期持有者，更看重核心资产 ——1200 多万吨矿石储量，这才是股价的底气","text":"$智汇矿业(02546)$ 作为长期持有者，更看重核心资产 ——1200 多万吨矿石储量，这才是股价的底气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513426018554816","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508866403017432,"gmtCreate":1765266381277,"gmtModify":1765266383132,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>指数不给力，没有办法，情绪不好，不破位就好了","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>指数不给力，没有办法，情绪不好，不破位就好了","text":"$赛力斯(09927)$指数不给力，没有办法，情绪不好，不破位就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/508866403017432","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206595714958272","authorId":"4206595714958272","name":"Richer7","avatar":"https://static.tigerbbs.com/9f42cae61126d21be9b062a0fcb5ebe1","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4206595714958272","idStr":"4206595714958272"},"content":"指数给力的时候也没看到这货涨","text":"指数给力的时候也没看到这货涨","html":"指数给力的时候也没看到这货涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501497945440336,"gmtCreate":1763443639450,"gmtModify":1763443641702,"author":{"id":"4131099857786400","authorId":"4131099857786400","name":"楚轻兰","avatar":"https://static.tigerbbs.com/18e305d6bed03a5b6ac733e41cbe4e5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131099857786400","idStr":"4131099857786400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯25 年 Q3 财报还可以，营收 1105 亿、净利润 53 亿，毛利率近 30% 都在涨，高速成长期根本没结束","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯25 年 Q3 财报还可以，营收 1105 亿、净利润 53 亿，毛利率近 30% 都在涨，高速成长期根本没结束","text":"$赛力斯(601127)$ 赛力斯25 年 Q3 财报还可以，营收 1105 亿、净利润 53 亿，毛利率近 30% 都在涨，高速成长期根本没结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501497945440336","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}