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黑子兔子土
黑子兔子土
·
2025-12-31
$天际线建筑集团(SKBL)$
需要警惕短期汇率波动等因素可能带来的风险，如果美元反弹，部分美元资产可能会面临资金流动上的压力。同时，SKBL自身市值较小，历史波动也不小，投资者需要有自己的判断。
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黑子兔子土
黑子兔子土
·
2025-12-31
$创辉珠宝(08537)$
金价企稳四千三美元楼上，创辉呢类有黄金回收业务嘅公司真系受惠唔少，库存价值有保障，个底硬净好多。
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黑子兔子土
黑子兔子土
·
2025-12-30
$天际线建筑集团(SKBL)$
机构对小米增持反应分化，SKBL也需平衡短期游资炒作与长期机构调仓，避免股价大起大落。
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黑子兔子土
黑子兔子土
·
2025-12-30
$创辉珠宝(08537)$
高管减持有时为个人财务规划，产业资本增持更显信心。创辉控股股东若未来增持，将比减持信号更积极。
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黑子兔子土
黑子兔子土
·
2025-12-30
$沛然环保(08320)$
人民币升值压制出口但利好内需！沛然业务集中在港澳内地，受汇率冲击小
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黑子兔子土
黑子兔子土
·
2025-12-29
$天际线建筑集团(SKBL)$
铜价飙升暗示基建需求旺盛，SKBL传统建筑业务虽收缩，但核电站建设需配套土木工程，公司经验或可切入新能源基建链条。
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黑子兔子土
黑子兔子土
·
2025-12-29
$创辉珠宝(08537)$
金银价格高位震荡但长期牛市逻辑没变，黄金今年涨了约70%，这对创辉珠宝这种有黄金回收业务的公司其实是好事，金价稳在高位，他们库存价值有保障，回收贸易的毛利空间也撑得住
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黑子兔子土
黑子兔子土
·
2025-12-29
$沛然环保(08320)$
金银铜暴涨背后是绿色转型需求爆发！沛然这种专搞绿色建筑认证的ESG股，订单会不会被资源企业抢着签？
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黑子兔子土
黑子兔子土
·
2025-12-26
$天际线建筑集团(SKBL)$
茶饮股由盲抢舖转到睇单店赚钱能力，SKBL都要证明转型有盈利能力
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黑子兔子土
黑子兔子土
·
2025-12-25
$创辉珠宝(08537)$
解禁潮加大市场抛压，但优质小盘股反而显韧性。创辉流通盘3.6亿股，近期单日换手率仅0.05%，筹码结构稳定，抗波动能力较强。
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需要警惕短期汇率波动等因素可能带来的风险，如果美元反弹，部分美元资产可能会面临资金流动上的压力。同时，SKBL自身市值较小，历史波动也不小，投资者需要有自己的判断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516905630266072","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516856144048720,"gmtCreate":1767160775481,"gmtModify":1767160777668,"author":{"id":"4163900403843892","authorId":"4163900403843892","name":"黑子兔子土","avatar":"https://static.tigerbbs.com/83fce698481ee23fd97f950b7514ab60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163900403843892","authorIdStr":"4163900403843892"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 金价企稳四千三美元楼上，创辉呢类有黄金回收业务嘅公司真系受惠唔少，库存价值有保障，个底硬净好多。","listText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 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人民币升值压制出口但利好内需！沛然业务集中在港澳内地，受汇率冲击小","text":"$沛然环保(08320)$ 人民币升值压制出口但利好内需！沛然业务集中在港澳内地，受汇率冲击小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516308577169472","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515980265382768,"gmtCreate":1766992398504,"gmtModify":1766992400699,"author":{"id":"4163900403843892","authorId":"4163900403843892","name":"黑子兔子土","avatar":"https://static.tigerbbs.com/83fce698481ee23fd97f950b7514ab60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163900403843892","authorIdStr":"4163900403843892"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 铜价飙升暗示基建需求旺盛，SKBL传统建筑业务虽收缩，但核电站建设需配套土木工程，公司经验或可切入新能源基建链条。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 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href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 金银价格高位震荡但长期牛市逻辑没变，黄金今年涨了约70%，这对创辉珠宝这种有黄金回收业务的公司其实是好事，金价稳在高位，他们库存价值有保障，回收贸易的毛利空间也撑得住","text":"$创辉珠宝(08537)$ 金银价格高位震荡但长期牛市逻辑没变，黄金今年涨了约70%，这对创辉珠宝这种有黄金回收业务的公司其实是好事，金价稳在高位，他们库存价值有保障，回收贸易的毛利空间也撑得住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515927789510664","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516151848558608,"gmtCreate":1766989290111,"gmtModify":1766989292312,"author":{"id":"4163900403843892","authorId":"4163900403843892","name":"黑子兔子土","avatar":"https://static.tigerbbs.com/83fce698481ee23fd97f950b7514ab60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163900403843892","authorIdStr":"4163900403843892"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08320\">$沛然环保(08320)$ </a> 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