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亮仔牛肉面
亮仔牛肉面
·
2025-12-31
$天际线建筑集团(SKBL)$
一些港股科技股出现减持后，部分资金可能会寻找新的配置方向。SKBL作为美股中涉及关键矿物和核燃料概念的标的，虽然市值较小，但概念相对独特，或许会成为分散投资的一个考虑选项。
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亮仔牛肉面
亮仔牛肉面
·
2025-12-30
$天际线建筑集团(SKBL)$
小米减持资金用于新基金投资，暗示科技产业链资本运作活跃，SKBK核燃料转型若需后续融资，或可借鉴分层募资策略。
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亮仔牛肉面
亮仔牛肉面
·
2025-12-30
$创辉珠宝(08537)$
汇率波动加大时，黄金的货币属性更受关注。配置人民币资产的同时，持有黄金相关股票可以对冲汇率风险。
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亮仔牛肉面
亮仔牛肉面
·
2025-12-29
$天际线建筑集团(SKBL)$
圣诞行情后往往伴随着一月效应，机构调仓可能关注低估值转型股，SKBL市净率4.85倍低于部分科技股，或存修复空间。
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亮仔牛肉面
亮仔牛肉面
·
2025-12-26
$天际线建筑集团(SKBL)$
人仔强势利好进口型企业，SKBL转型核燃料会唔会悭到成本
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280
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亮仔牛肉面
亮仔牛肉面
·
2025-12-26
$创辉珠宝(08537)$
人民币升值会提升人民币资金吸引力，港股整体流动性环境有望改善。对于创辉这类小市值股票，外部资金面的好转比公司自身努力更重要，水涨船高嘛。
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355
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亮仔牛肉面
亮仔牛肉面
·
2025-12-25
$天际线建筑集团(SKBL)$
汇丰创新高后可能回调，SKBL今年跌咗两成几，追落后可能更著数。
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亮仔牛肉面
亮仔牛肉面
·
2025-12-24
$天际线建筑集团(SKBL)$
太空数据中心要上天，地面基建也得配套啊！SKBL虽然够不着太空项目，但香港作为国际通讯枢纽，未来地面基站、数据中心建工程说不定能分一杯羹。这公司好歹是纳斯达克上市企业，接单资质比本地小厂有优势
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亮仔牛肉面
亮仔牛肉面
·
2025-12-24
$义合控股(01662)$
电讯资源加持，网络延迟问题应该能优化
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亮仔牛肉面
亮仔牛肉面
·
2025-12-24
$创辉珠宝(08537)$
近排火的L3智能驾驶拼的是未来想象空间，黄金珠宝卖的是当下情感价值。创辉的垂直整合模式从生产到零售全包，现金流更稳定，适合不爱追风口的务实派
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一些港股科技股出现减持后，部分资金可能会寻找新的配置方向。SKBL作为美股中涉及关键矿物和核燃料概念的标的，虽然市值较小，但概念相对独特，或许会成为分散投资的一个考虑选项。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516675606828248","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516340254852368,"gmtCreate":1767083238142,"gmtModify":1767083240646,"author":{"id":"4147181327870510","authorId":"4147181327870510","name":"亮仔牛肉面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4147181327870510","idStr":"4147181327870510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a>小米减持资金用于新基金投资，暗示科技产业链资本运作活跃，SKBK核燃料转型若需后续融资，或可借鉴分层募资策略。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ 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</a>人仔强势利好进口型企业，SKBL转型核燃料会唔会悭到成本","text":"$天际线建筑集团(SKBL)$ 人仔强势利好进口型企业，SKBL转型核燃料会唔会悭到成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515100994355720","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515094617636992,"gmtCreate":1766726191067,"gmtModify":1766726459663,"author":{"id":"4147181327870510","authorId":"4147181327870510","name":"亮仔牛肉面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4147181327870510","idStr":"4147181327870510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a>人民币升值会提升人民币资金吸引力，港股整体流动性环境有望改善。对于创辉这类小市值股票，外部资金面的好转比公司自身努力更重要，水涨船高嘛。","listText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a>人民币升值会提升人民币资金吸引力，港股整体流动性环境有望改善。对于创辉这类小市值股票，外部资金面的好转比公司自身努力更重要，水涨船高嘛。","text":"$创辉珠宝(08537)$ 人民币升值会提升人民币资金吸引力，港股整体流动性环境有望改善。对于创辉这类小市值股票，外部资金面的好转比公司自身努力更重要，水涨船高嘛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515094617636992","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514779066704080,"gmtCreate":1766649640831,"gmtModify":1766649642817,"author":{"id":"4147181327870510","authorId":"4147181327870510","name":"亮仔牛肉面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4147181327870510","idStr":"4147181327870510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a>汇丰创新高后可能回调，SKBL今年跌咗两成几，追落后可能更著数。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a>汇丰创新高后可能回调，SKBL今年跌咗两成几，追落后可能更著数。","text":"$天际线建筑集团(SKBL)$ 汇丰创新高后可能回调，SKBL今年跌咗两成几，追落后可能更著数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514779066704080","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514433642029392,"gmtCreate":1766563625982,"gmtModify":1766563628125,"author":{"id":"4147181327870510","authorId":"4147181327870510","name":"亮仔牛肉面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4147181327870510","idStr":"4147181327870510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a>太空数据中心要上天，地面基建也得配套啊！SKBL虽然够不着太空项目，但香港作为国际通讯枢纽，未来地面基站、数据中心建工程说不定能分一杯羹。这公司好歹是纳斯达克上市企业，接单资质比本地小厂有优势","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a>太空数据中心要上天，地面基建也得配套啊！SKBL虽然够不着太空项目，但香港作为国际通讯枢纽，未来地面基站、数据中心建工程说不定能分一杯羹。这公司好歹是纳斯达克上市企业，接单资质比本地小厂有优势","text":"$天际线建筑集团(SKBL)$ 太空数据中心要上天，地面基建也得配套啊！SKBL虽然够不着太空项目，但香港作为国际通讯枢纽，未来地面基站、数据中心建工程说不定能分一杯羹。这公司好歹是纳斯达克上市企业，接单资质比本地小厂有优势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514433642029392","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514324360179920,"gmtCreate":1766544067701,"gmtModify":1766544069648,"author":{"id":"4147181327870510","authorId":"4147181327870510","name":"亮仔牛肉面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4147181327870510","idStr":"4147181327870510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01662\">$义合控股(01662)$ </a>电讯资源加持，网络延迟问题应该能优化","listText":"<a 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