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别再下雨乐
别再下雨乐
·
01-23
$脑动极光-B(06681)$
脑动极光出海路径很清晰啊，合作将首先通过莱贺思宝的线下门店及会员网络进行产品推广，并重点推动产品进入新加坡的公立及私立医院体系。
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别再下雨乐
别再下雨乐
·
2025-09-02
$禾赛(HSAI)$
不错不错，又官宣了新客户。赶紧多签几个大客户，把销量搞起来，股价才有搞头。
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别再下雨乐
别再下雨乐
·
2025-08-30
$禾赛(HSAI)$
星途新车把禾赛放在核心位置，不仅是一次合作，更是对禾赛技术的背书。国产车智能化大潮下，禾赛必然是最大赢家之一。
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别再下雨乐
别再下雨乐
·
2025-08-27
$禾赛(HSAI)$
比亚迪 B 平台新车的供应商早就确定了，禾赛才是主力，海豹07DMI和方程豹钛7都在其中。
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别再下雨乐
别再下雨乐
·
2025-08-25
$禾赛(HSAI)$
今年上半年，禾赛 44.97 万台的 ADAS 激光雷达出货量，接近速腾 22.05 万台出货量的两倍，在车企前装配套规模上占据明显优势；增速方面，禾赛 276.20% 的同比增长，与速腾出货量同比减少 6% 形成对比，侧面反映出两者在车企合作粘性、产品适配效率上的差距。
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别再下雨乐
别再下雨乐
·
2025-08-15
$禾赛(HSAI)$
禾赛ADAS 主激光雷达市占率 33%，机器人 3D 激光雷达也拿第一，国内外订单全线开花，丰田合资+欧洲大厂都签了，护城河越挖越深，稳得很。
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别再下雨乐
别再下雨乐
·
2025-08-13
$禾赛(HSAI)$
上半年全行业主激光雷达装机禾赛独占1/3，相当于每装车3颗雷达就有1颗来自禾赛，量产交付能力牛呀。
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别再下雨乐
别再下雨乐
·
2025-08-08
$禾赛(HSAI)$
伴随机器人这个细分赛道，之前听得少，这次和禾赛合作才知道Vbot 维他动力推出行业首款智能伴随机器。这要用上禾赛车规级激光雷达，既能安全避障，又能实时规划路径，家庭、社区场景都能用。
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别再下雨乐
别再下雨乐
·
2025-08-03
$益美国际控股(01870)$
股份认购的认购价总额32.4百万港元，将由Treasure Ship按等值基准抵销部分公司结欠Treasure Ship的贷款悉数偿付，这样的操作称为“贷款资本化”。 “贷款资本化”将有效改善益美国际的财务状况，并增加未使用信贷额度，这将为公司的业务发展及可再生能源领域的投资提供额外的财务资源。
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别再下雨乐
别再下雨乐
·
2025-08-01
$OMS Energy Technologies, Inc.(OMSE)$
110万刀花得值，之前看他们跟新加坡研究院搞3D打印还觉得悬，结果真把管件寿命大幅提升。就19个人的团队，把该拿的硬核认证（API）都拿齐了，螺纹加工精度还比行业标准高，现在连竞争对手都来找他们代工。刚曝光的安哥拉订单就是技术背书，国际市场这块算是慢慢打开了。
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脑动极光出海路径很清晰啊，合作将首先通过莱贺思宝的线下门店及会员网络进行产品推广，并重点推动产品进入新加坡的公立及私立医院体系。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524735304823392","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474276212773680,"gmtCreate":1756821585742,"gmtModify":1757302923025,"author":{"id":"4177826584080940","authorId":"4177826584080940","name":"别再下雨乐","avatar":"https://static.tigerbbs.com/85ed0dd56d2668a283d9bbac64644a15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177826584080940","idStr":"4177826584080940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a> 不错不错，又官宣了新客户。赶紧多签几个大客户，把销量搞起来，股价才有搞头。","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a> 不错不错，又官宣了新客户。赶紧多签几个大客户，把销量搞起来，股价才有搞头。","text":"$禾赛(HSAI)$ 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星途新车把禾赛放在核心位置，不仅是一次合作，更是对禾赛技术的背书。国产车智能化大潮下，禾赛必然是最大赢家之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473398031692240","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472122479727168,"gmtCreate":1756296167906,"gmtModify":1757295628958,"author":{"id":"4177826584080940","authorId":"4177826584080940","name":"别再下雨乐","avatar":"https://static.tigerbbs.com/85ed0dd56d2668a283d9bbac64644a15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177826584080940","idStr":"4177826584080940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a> 比亚迪 B 平台新车的供应商早就确定了，禾赛才是主力，海豹07DMI和方程豹钛7都在其中。","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a> 比亚迪 B 平台新车的供应商早就确定了，禾赛才是主力，海豹07DMI和方程豹钛7都在其中。","text":"$禾赛(HSAI)$ 比亚迪 B 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