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先飞11
先飞11
·
04-24
$迈威生物-B(02493)$
现在创新药赛道分化加剧，港股18A板块逐步回暖 迈威生物赴港上市恰逢其时，成为ADC高景气赛道的优质标的。 公司深耕创新药领域多年，搭建了完整的ADC管线矩阵，除核心品种9MW2821外，7MW3711（B7-H3 ADC）、7MW4911（Trop-2 ADC）等多靶点产品同步推进，覆盖尿路上皮癌、宫颈癌、实体瘤等多个未满足临床需求的领域，管线梯队完善。 财务层面，2025年公司营收6.59亿元，其中药品销售收入2.50亿元，4款上市产品（阿达木、贝伐珠、地舒单抗、迈粒生）持续贡献稳定现金流，BD合作频繁落地，与Disc、齐鲁等企业达成授权合作，通过首付款+里程碑+销售分成的模式，打开国际化变现通道。高研发投入是创新药企的必经之路，也是公司长期竞争力的核心支撑，此次A+H双平台落地，将大幅提升融资效率，缓解研发资金压力，助力核心产品加速临床兑现，在港股未盈利Biotech中具备稀缺性与估值弹性
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先飞11
先飞11
·
04-15
$思格新能(06656)$
整体势头很稳，资金承接力度不错，继续看好后市表现
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先飞11
先飞11
·
03-23
$地平线机器人-W(09660)$
电装、博世、大陆这些Tier1巨头都选地平线合作，能让竞争对手帮你卖货，这生态能力还有谁？
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先飞11
先飞11
·
03-02
大家都在骂的时候，我反而觉得机会来了
$山高控股(00412)$
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先飞11
先飞11
·
02-06
接下来赛力斯需要观察的是：1）这个销量势能能否在淡季延续，2）即将到来的新车型（如M6）订单是否超预期。如果这两点得到验证，现在的股价平台就是一个坚实的底部
$赛力斯(09927)$
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先飞11
先飞11
·
01-26
$明略科技-W(02718)$
明略的AdEff这个产品挺有意思，能预测广告效果还能给优化建议，比传统的焦点小组测试快多了，客户体验应该会好不少
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先飞11
先飞11
·
01-26
$金嗓子(06896)$
金嗓子品牌价值在那摆着，海外市场在拓展，体育营销也在做，最近股价开始回暖了，拿住！
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先飞11
先飞11
·
01-13
$天数智芯(09903)$
天数智芯 2022-2024 年营收复合增长率达 68.8%，2025 年上半年营收 3.24 亿元同比增 64.2%，高增长态势凸显行业竞争力
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先飞11
先飞11
·
01-05
$智汇矿业(02546)$
上市后资本通道打开了，后续扩产、找新矿都有钱了，发展有后劲
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先飞11
先飞11
·
01-05
$希迪智驾(03881)$
这股还挺硬，翻红了
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href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 整体势头很稳，资金承接力度不错，继续看好后市表现","text":"$思格新能(06656)$ 整体势头很稳，资金承接力度不错，继续看好后市表现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553815899322200","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545726594416880,"gmtCreate":1774243464825,"gmtModify":1774243466665,"author":{"id":"4131598735044490","authorId":"4131598735044490","name":"先飞11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131598735044490","idStr":"4131598735044490"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 电装、博世、大陆这些Tier1巨头都选地平线合作，能让竞争对手帮你卖货，这生态能力还有谁？","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 电装、博世、大陆这些Tier1巨头都选地平线合作，能让竞争对手帮你卖货，这生态能力还有谁？","text":"$地平线机器人-W(09660)$ 电装、博世、大陆这些Tier1巨头都选地平线合作，能让竞争对手帮你卖货，这生态能力还有谁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545726594416880","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538273588336152,"gmtCreate":1772433536292,"gmtModify":1772433538137,"author":{"id":"4131598735044490","authorId":"4131598735044490","name":"先飞11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131598735044490","idStr":"4131598735044490"},"themes":[],"title":"","htmlText":"大家都在骂的时候，我反而觉得机会来了 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"大家都在骂的时候，我反而觉得机会来了 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"大家都在骂的时候，我反而觉得机会来了 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538273588336152","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529702800654736,"gmtCreate":1770342929716,"gmtModify":1770342931883,"author":{"id":"4131598735044490","authorId":"4131598735044490","name":"先飞11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131598735044490","idStr":"4131598735044490"},"themes":[],"title":"","htmlText":"接下来赛力斯需要观察的是：1）这个销量势能能否在淡季延续，2）即将到来的新车型（如M6）订单是否超预期。如果这两点得到验证，现在的股价平台就是一个坚实的底部 <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>","listText":"接下来赛力斯需要观察的是：1）这个销量势能能否在淡季延续，2）即将到来的新车型（如M6）订单是否超预期。如果这两点得到验证，现在的股价平台就是一个坚实的底部 <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>","text":"接下来赛力斯需要观察的是：1）这个销量势能能否在淡季延续，2）即将到来的新车型（如M6）订单是否超预期。如果这两点得到验证，现在的股价平台就是一个坚实的底部 $赛力斯(09927)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529702800654736","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169147423903962","authorId":"4169147423903962","name":"花木楠8825","avatar":"https://static.tigerbbs.com/a1f03fa9f82edb935c93969220da2640","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4169147423903962","idStr":"4169147423903962"},"content":"目标2026年用赛力斯股票赚一辆问界M9[害羞]","text":"目标2026年用赛力斯股票赚一辆问界M9[害羞]","html":"目标2026年用赛力斯股票赚一辆问界M9[害羞]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526063648891336,"gmtCreate":1769405968608,"gmtModify":1769405971118,"author":{"id":"4131598735044490","authorId":"4131598735044490","name":"先飞11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131598735044490","idStr":"4131598735044490"},"themes":[],"title":"","htmlText":"<a 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