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财小灶
IP属地:福建
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财小灶
财小灶
·
06-26 15:17
行业真爆发的时候它不可能不涨
$HASHKEY HLDGS(03887)$
//
@散人逍遥游
:板块没行情,个股难有独立走势
$HASHKEY HLDGS(03887)$
@散人逍遥游:
板块没行情,个股难有独立走势$HASHKEY HLDGS(03887)$
板块没行情,个股难有独立走势$HASHKEY HLDGS(03887)$
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财小灶
财小灶
·
06-26 10:30
现在这个价位,就算再跌能跌到哪去?2块?3块顶天了
$地平线机器人-W(09660)$
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财小灶
财小灶
·
06-25
$金嗓子(06896)$
股价磨叽就磨叽吧,有钱进口袋就行,要求不高
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财小灶
财小灶
·
06-24
连续14个月国内装机量第一了,这持续性说明客户粘性还是有的。我也不指望它短期翻倍,能跑赢大盘就知足了
$禾赛(HSAI)$
$禾赛-W(02525)$
@舟木研究港美股:
$禾赛-W(02525)$ $禾赛(HSAI)$ 说实话看到海清智元首日涨300%我是有点羡慕的,禾赛去年已经盈利了,产能从200万往400万爬,Kosmo平台Q3发布,泰国工厂也在推进,基本面是实打实的。 物理AI产业链上,海清做感知,禾赛做感知基础设施,都是卖铲逻辑。 但禾赛这个铲子,已经卖给全球30%+的市场了,Robotaxi市占率61%,这不是概念,是订单。 英伟达说所有工业公司都将变成机器人公司,那机器人需要什么?眼睛、大脑、手。 禾赛其实已经占有一席之地了,剩下的只能等风轮动。
$禾赛-W(02525)$ $禾赛(HSAI)$ 说实话看到海清智元首日涨300%我是有点羡慕的,禾赛去年已经盈利了,产能从200万往400万爬,Kosmo平台Q3发布,泰国工厂也在推进,基本面是实打实的。 物理AI产业链上,海清做感知,禾赛做感知基础设施,都是卖铲逻辑。 但禾赛这个铲子,已经卖给全球30%+的市场了,Robotaxi市占率61%,这不是概念,是订单。 英伟达说所有工业公司都将变成机器人公司,那机器人需要什么?眼睛、大脑、手。 禾赛其实已经占有一席之地了,剩下的只能等风轮动。
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财小灶
财小灶
·
06-24
这个新品能不能带股价?
$深演智能(02723)$
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财小灶
财小灶
·
06-18
零跑朱江明说了,车企做好自己的事,销量达到丰田水平之前,不要盲目投入智驾芯片研发。终于车企大佬指出这点了,专业的事交给地平线等第三方,车企自研既不必要也不划算。
$地平线机器人-W(09660)$
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财小灶
财小灶
·
06-18
$赛力斯(09927)$
6颗激光雷达、5颗4D毫米波雷达,硬件堆满了。但当前市场风险偏好低,这波下跌就是跟着新能源板块一起跌的
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财小灶
财小灶
·
06-17
看到新闻里提“中华老字号”焕新,金嗓子在里面排面还挺大。 这种认证可不是随便什么网红品牌能拿到的,这就是品牌的国家级背书。现在消费降级,大家反而更信任这种老牌子,刚需!
$金嗓子(06896)$
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财小灶
财小灶
·
06-17
盘面一般,没啥交易欲望
$群核科技(00068)$
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财小灶
财小灶
·
06-17
中国汽车的AI进行时:技术渗透全链,产业格局渐变
01AI技术正重塑汽车产业底层逻辑,中国贸促会王侠指出技术变革从电动智能转向AI重塑。022026未来汽车AI技术展在重庆举行,集中呈现产业关键趋势,涵盖技术突破与产业化应用。03宁德时代利用AI拓展电池材料认知边界,实现电芯全生命周期预测,研发进入“快进模式”。04**乾昆展示高阶智驾系统与车控平台,文远知行布局Robotaxi与无人货运,推动自动驾驶落地。05地平线推出整车智能体操作系统“KaKaClaw咖咖虾”,支持自然语言跨域调度,提升智能出行体验。以上内容由传播大模型和DeepSeek生成,仅供参考 AI已然成为当下汽车产业的核心热词。在中国国际贸易促进委员会汽车行业分会会长、中国国际商会汽车行业商会会长王侠看来,中国汽车产业正经历四大拐点,其中之一便是“技术变革从电动智能转向AI重塑”。13日至16日,由中国国际贸易促进委员会汽车行业分会、重庆国际汽车展览会组委会联合主办的2026未来汽车AI技术展在重庆举行,为观察新一轮产业迭代提供了绝佳窗口。 产业链上的AI变革 从底层技术突破,到真实场景落地;从实验室创新,到产业化应用,未来汽车产业的关键趋势在2026未来汽车AI技术展上得到了集中呈现。 走进宁德时代展台,能清晰感受到AI正在改写电池的进化路径。它拓展了材料的认知边界,加速了科学计算对物理机理的深度解析,还能预测电芯的全生命周期,让电池研发看得更准、探得更深、行得更远,性能验证与迭代由此进入“快进模式”。 与此同时,**乾昆带来了乾昆ADS高阶智驾系统与乾昆车控平台,展示了从传感器到云端的全栈能力;卡尔动力则展示了L4级自动驾驶货运解决方案,让无人卡车驶入干线物流的真实场景;文远知行也展出了从Robotaxi到无人环卫、无人货运的多场景布局。 在座舱领域,AI带来了更自然的交互体验。“豆包,帮我把车停到离入口最近的车位”“豆包,我们来对唱吧”……火山引擎展
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</a>","listText":"连续14个月国内装机量第一了,这持续性说明客户粘性还是有的。我也不指望它短期翻倍,能跑赢大盘就知足了<a target=\"_blank\" href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$ </a>","text":"连续14个月国内装机量第一了,这持续性说明客户粘性还是有的。我也不指望它短期翻倍,能跑赢大盘就知足了$禾赛(HSAI)$ $禾赛-W(02525)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578678226826136","repostId":"578300519047464","repostType":1,"repost":{"id":578300519047464,"gmtCreate":1782195850461,"gmtModify":1782196260280,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124841349957442","idStr":"4124841349957442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 说实话看到海清智元首日涨300%我是有点羡慕的,禾赛去年已经盈利了,产能从200万往400万爬,Kosmo平台Q3发布,泰国工厂也在推进,基本面是实打实的。 物理AI产业链上,海清做感知,禾赛做感知基础设施,都是卖铲逻辑。 但禾赛这个铲子,已经卖给全球30%+的市场了,Robotaxi市占率61%,这不是概念,是订单。 英伟达说所有工业公司都将变成机器人公司,那机器人需要什么?眼睛、大脑、手。 禾赛其实已经占有一席之地了,剩下的只能等风轮动。","listText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 说实话看到海清智元首日涨300%我是有点羡慕的,禾赛去年已经盈利了,产能从200万往400万爬,Kosmo平台Q3发布,泰国工厂也在推进,基本面是实打实的。 物理AI产业链上,海清做感知,禾赛做感知基础设施,都是卖铲逻辑。 但禾赛这个铲子,已经卖给全球30%+的市场了,Robotaxi市占率61%,这不是概念,是订单。 英伟达说所有工业公司都将变成机器人公司,那机器人需要什么?眼睛、大脑、手。 禾赛其实已经占有一席之地了,剩下的只能等风轮动。","text":"$禾赛-W(02525)$ $禾赛(HSAI)$ 说实话看到海清智元首日涨300%我是有点羡慕的,禾赛去年已经盈利了,产能从200万往400万爬,Kosmo平台Q3发布,泰国工厂也在推进,基本面是实打实的。 物理AI产业链上,海清做感知,禾赛做感知基础设施,都是卖铲逻辑。 但禾赛这个铲子,已经卖给全球30%+的市场了,Robotaxi市占率61%,这不是概念,是订单。 英伟达说所有工业公司都将变成机器人公司,那机器人需要什么?眼睛、大脑、手。 禾赛其实已经占有一席之地了,剩下的只能等风轮动。","images":[{"img":"https://static.tigerbbs.com/8ee4556ee24b384b3ef6e6725a4b9254","width":"1025","height":"1537"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578300519047464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578667002544520,"gmtCreate":1782285327804,"gmtModify":1782285385916,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143608060897040","idStr":"4143608060897040"},"themes":[],"title":"","htmlText":"这个新品能不能带股价?<a href=\"https://laohu8.com/S/02723\">$深演智能(02723)$</a>","listText":"这个新品能不能带股价?<a href=\"https://laohu8.com/S/02723\">$深演智能(02723)$</a>","text":"这个新品能不能带股价?$深演智能(02723)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578667002544520","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576413095896960,"gmtCreate":1781749400032,"gmtModify":1781749808781,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143608060897040","idStr":"4143608060897040"},"themes":[],"title":"","htmlText":"零跑朱江明说了,车企做好自己的事,销量达到丰田水平之前,不要盲目投入智驾芯片研发。终于车企大佬指出这点了,专业的事交给地平线等第三方,车企自研既不必要也不划算。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"零跑朱江明说了,车企做好自己的事,销量达到丰田水平之前,不要盲目投入智驾芯片研发。终于车企大佬指出这点了,专业的事交给地平线等第三方,车企自研既不必要也不划算。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","text":"零跑朱江明说了,车企做好自己的事,销量达到丰田水平之前,不要盲目投入智驾芯片研发。终于车企大佬指出这点了,专业的事交给地平线等第三方,车企自研既不必要也不划算。 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href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>6颗激光雷达、5颗4D毫米波雷达,硬件堆满了。但当前市场风险偏好低,这波下跌就是跟着新能源板块一起跌的","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>6颗激光雷达、5颗4D毫米波雷达,硬件堆满了。但当前市场风险偏好低,这波下跌就是跟着新能源板块一起跌的","text":"$赛力斯(09927)$6颗激光雷达、5颗4D毫米波雷达,硬件堆满了。但当前市场风险偏好低,这波下跌就是跟着新能源板块一起跌的","images":[{"img":"https://static.tigerbbs.com/5397355f851967df4c4d990f6f92a8f7","width":"680","height":"695"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576402332269008","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":576149513950080,"gmtCreate":1781675381241,"gmtModify":1781676128195,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143608060897040","idStr":"4143608060897040"},"themes":[],"title":"","htmlText":"看到新闻里提“中华老字号”焕新,金嗓子在里面排面还挺大。 这种认证可不是随便什么网红品牌能拿到的,这就是品牌的国家级背书。现在消费降级,大家反而更信任这种老牌子,刚需! <a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>","listText":"看到新闻里提“中华老字号”焕新,金嗓子在里面排面还挺大。 这种认证可不是随便什么网红品牌能拿到的,这就是品牌的国家级背书。现在消费降级,大家反而更信任这种老牌子,刚需! <a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>","text":"看到新闻里提“中华老字号”焕新,金嗓子在里面排面还挺大。 这种认证可不是随便什么网红品牌能拿到的,这就是品牌的国家级背书。现在消费降级,大家反而更信任这种老牌子,刚需! $金嗓子(06896)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576149513950080","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576121691378368,"gmtCreate":1781668587611,"gmtModify":1781670839105,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143608060897040","idStr":"4143608060897040"},"themes":[],"title":"","htmlText":"盘面一般,没啥交易欲望<a href=\"https://laohu8.com/S/00068\">$群核科技(00068)$</a>","listText":"盘面一般,没啥交易欲望<a href=\"https://laohu8.com/S/00068\">$群核科技(00068)$</a>","text":"盘面一般,没啥交易欲望$群核科技(00068)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576121691378368","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576104483778760,"gmtCreate":1781666908245,"gmtModify":1781667052814,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143608060897040","idStr":"4143608060897040"},"themes":[],"title":"中国汽车的AI进行时:技术渗透全链,产业格局渐变","htmlText":"01AI技术正重塑汽车产业底层逻辑,中国贸促会王侠指出技术变革从电动智能转向AI重塑。022026未来汽车AI技术展在重庆举行,集中呈现产业关键趋势,涵盖技术突破与产业化应用。03宁德时代利用AI拓展电池材料认知边界,实现电芯全生命周期预测,研发进入“快进模式”。04**乾昆展示高阶智驾系统与车控平台,文远知行布局Robotaxi与无人货运,推动自动驾驶落地。05地平线推出整车智能体操作系统“KaKaClaw咖咖虾”,支持自然语言跨域调度,提升智能出行体验。以上内容由传播大模型和DeepSeek生成,仅供参考 AI已然成为当下汽车产业的核心热词。在中国国际贸易促进委员会汽车行业分会会长、中国国际商会汽车行业商会会长王侠看来,中国汽车产业正经历四大拐点,其中之一便是“技术变革从电动智能转向AI重塑”。13日至16日,由中国国际贸易促进委员会汽车行业分会、重庆国际汽车展览会组委会联合主办的2026未来汽车AI技术展在重庆举行,为观察新一轮产业迭代提供了绝佳窗口。 产业链上的AI变革 从底层技术突破,到真实场景落地;从实验室创新,到产业化应用,未来汽车产业的关键趋势在2026未来汽车AI技术展上得到了集中呈现。 走进宁德时代展台,能清晰感受到AI正在改写电池的进化路径。它拓展了材料的认知边界,加速了科学计算对物理机理的深度解析,还能预测电芯的全生命周期,让电池研发看得更准、探得更深、行得更远,性能验证与迭代由此进入“快进模式”。 与此同时,**乾昆带来了乾昆ADS高阶智驾系统与乾昆车控平台,展示了从传感器到云端的全栈能力;卡尔动力则展示了L4级自动驾驶货运解决方案,让无人卡车驶入干线物流的真实场景;文远知行也展出了从Robotaxi到无人环卫、无人货运的多场景布局。 在座舱领域,AI带来了更自然的交互体验。“豆包,帮我把车停到离入口最近的车位”“豆包,我们来对唱吧”……火山引擎展","listText":"01AI技术正重塑汽车产业底层逻辑,中国贸促会王侠指出技术变革从电动智能转向AI重塑。022026未来汽车AI技术展在重庆举行,集中呈现产业关键趋势,涵盖技术突破与产业化应用。03宁德时代利用AI拓展电池材料认知边界,实现电芯全生命周期预测,研发进入“快进模式”。04**乾昆展示高阶智驾系统与车控平台,文远知行布局Robotaxi与无人货运,推动自动驾驶落地。05地平线推出整车智能体操作系统“KaKaClaw咖咖虾”,支持自然语言跨域调度,提升智能出行体验。以上内容由传播大模型和DeepSeek生成,仅供参考 AI已然成为当下汽车产业的核心热词。在中国国际贸易促进委员会汽车行业分会会长、中国国际商会汽车行业商会会长王侠看来,中国汽车产业正经历四大拐点,其中之一便是“技术变革从电动智能转向AI重塑”。13日至16日,由中国国际贸易促进委员会汽车行业分会、重庆国际汽车展览会组委会联合主办的2026未来汽车AI技术展在重庆举行,为观察新一轮产业迭代提供了绝佳窗口。 产业链上的AI变革 从底层技术突破,到真实场景落地;从实验室创新,到产业化应用,未来汽车产业的关键趋势在2026未来汽车AI技术展上得到了集中呈现。 走进宁德时代展台,能清晰感受到AI正在改写电池的进化路径。它拓展了材料的认知边界,加速了科学计算对物理机理的深度解析,还能预测电芯的全生命周期,让电池研发看得更准、探得更深、行得更远,性能验证与迭代由此进入“快进模式”。 与此同时,**乾昆带来了乾昆ADS高阶智驾系统与乾昆车控平台,展示了从传感器到云端的全栈能力;卡尔动力则展示了L4级自动驾驶货运解决方案,让无人卡车驶入干线物流的真实场景;文远知行也展出了从Robotaxi到无人环卫、无人货运的多场景布局。 在座舱领域,AI带来了更自然的交互体验。“豆包,帮我把车停到离入口最近的车位”“豆包,我们来对唱吧”……火山引擎展","text":"01AI技术正重塑汽车产业底层逻辑,中国贸促会王侠指出技术变革从电动智能转向AI重塑。022026未来汽车AI技术展在重庆举行,集中呈现产业关键趋势,涵盖技术突破与产业化应用。03宁德时代利用AI拓展电池材料认知边界,实现电芯全生命周期预测,研发进入“快进模式”。04**乾昆展示高阶智驾系统与车控平台,文远知行布局Robotaxi与无人货运,推动自动驾驶落地。05地平线推出整车智能体操作系统“KaKaClaw咖咖虾”,支持自然语言跨域调度,提升智能出行体验。以上内容由传播大模型和DeepSeek生成,仅供参考 AI已然成为当下汽车产业的核心热词。在中国国际贸易促进委员会汽车行业分会会长、中国国际商会汽车行业商会会长王侠看来,中国汽车产业正经历四大拐点,其中之一便是“技术变革从电动智能转向AI重塑”。13日至16日,由中国国际贸易促进委员会汽车行业分会、重庆国际汽车展览会组委会联合主办的2026未来汽车AI技术展在重庆举行,为观察新一轮产业迭代提供了绝佳窗口。 产业链上的AI变革 从底层技术突破,到真实场景落地;从实验室创新,到产业化应用,未来汽车产业的关键趋势在2026未来汽车AI技术展上得到了集中呈现。 走进宁德时代展台,能清晰感受到AI正在改写电池的进化路径。它拓展了材料的认知边界,加速了科学计算对物理机理的深度解析,还能预测电芯的全生命周期,让电池研发看得更准、探得更深、行得更远,性能验证与迭代由此进入“快进模式”。 与此同时,**乾昆带来了乾昆ADS高阶智驾系统与乾昆车控平台,展示了从传感器到云端的全栈能力;卡尔动力则展示了L4级自动驾驶货运解决方案,让无人卡车驶入干线物流的真实场景;文远知行也展出了从Robotaxi到无人环卫、无人货运的多场景布局。 在座舱领域,AI带来了更自然的交互体验。“豆包,帮我把车停到离入口最近的车位”“豆包,我们来对唱吧”……火山引擎展","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576104483778760","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}