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可口不乐
可口不乐
·
08-28 10:23
$商汤-W(00020)$
距离52周高点2.94腰斩还多，现在还在筑底阶段。没有业绩支撑的反弹都是耍流氓，看看后续财报能不能迎来拐点吧
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可口不乐
可口不乐
·
08-25
$美图公司(01357)$
南向资金也在高位兑现，恒生科技逼近套牢密集区抛压很重
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266
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可口不乐
可口不乐
·
08-25
$阿里巴巴-W(09988)$
听说“大空头”Burry都清仓阿里转投京东了，说股价得再跌一半才考虑买。不过阿里高管蔡崇信和CEO昨天盘后合计增持了约1.2亿港元护盘，今天算是暂时止跌了。但市盈率(TTM)还有25.86，市净率1.82，这估值重构期还得磨。
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可口不乐
可口不乐
·
08-21
$美图公司(01357)$
港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。
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512
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可口不乐
可口不乐
·
08-21
$汇量科技(01860)$
短期有南向资金护着，又有业绩会预期，但技术面太弱。普通人还是管住手，等中期业绩出来再看要不要上车吧。
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472
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可口不乐
可口不乐
·
08-11
$美图公司(01357)$
说实话，美图现在的逻辑挺简单的，就是等业绩兑现，AI生产力那块数据虽然好看，但市场就是不买单，非要看到真金白银的利润才行
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657
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可口不乐
可口不乐
·
08-11
$汇量科技(01860)$
看看这52周最高21块6，现在才11块多，妥妥的腰斩。虽然近期跌多了有反弹需求，但这个位置我觉得还是有点尴尬。往上空间看不准，往下万一破了11块钱支撑，可能还得继续探底，先观望吧。
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596
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可口不乐
可口不乐
·
08-04
$范式智能(06682)$
分时图走得跟心电图一样，忽上忽下，波动剧烈。这哪是股票，分明是“过山车”，心脏不好的真扛不住这种折腾。下午要是能稳住29块5，我就谢天谢地了，不然还得继续割肉离场。
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可口不乐
可口不乐
·
07-31
$美图公司(01357)$
只要AI业务继续增长，美图这个位置感觉还有想象空间
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可口不乐
可口不乐
·
07-28
$美图公司(01357)$
今天的走势几乎就是恒指的缩小版
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月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599146720085216","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599051099992952,"gmtCreate":1787278534683,"gmtModify":1787278536829,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>短期有南向资金护着，又有业绩会预期，但技术面太弱。普通人还是管住手，等中期业绩出来再看要不要上车吧。","listText":"<a 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href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>说实话，美图现在的逻辑挺简单的，就是等业绩兑现，AI生产力那块数据虽然好看，但市场就是不买单，非要看到真金白银的利润才行","text":"$美图公司(01357)$说实话，美图现在的逻辑挺简单的，就是等业绩兑现，AI生产力那块数据虽然好看，但市场就是不买单，非要看到真金白银的利润才行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595635215189256","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595545773745504,"gmtCreate":1786415141452,"gmtModify":1786415143735,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>看看这52周最高21块6，现在才11块多，妥妥的腰斩。虽然近期跌多了有反弹需求，但这个位置我觉得还是有点尴尬。往上空间看不准，往下万一破了11块钱支撑，可能还得继续探底，先观望吧。","listText":"<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>看看这52周最高21块6，现在才11块多，妥妥的腰斩。虽然近期跌多了有反弹需求，但这个位置我觉得还是有点尴尬。往上空间看不准，往下万一破了11块钱支撑，可能还得继续探底，先观望吧。","text":"$汇量科技(01860)$看看这52周最高21块6，现在才11块多，妥妥的腰斩。虽然近期跌多了有反弹需求，但这个位置我觉得还是有点尴尬。往上空间看不准，往下万一破了11块钱支撑，可能还得继续探底，先观望吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595545773745504","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593034551895536,"gmtCreate":1785811477637,"gmtModify":1785811479481,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06682\">$范式智能(06682)$</a>分时图走得跟心电图一样，忽上忽下，波动剧烈。这哪是股票，分明是“过山车”，心脏不好的真扛不住这种折腾。下午要是能稳住29块5，我就谢天谢地了，不然还得继续割肉离场。","listText":"<a 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