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hh h
hh h
·
02-13
$小马智行(PONY)$
自动驾驶出行服务市场到 2030 年有望达到数千亿元规模，而中国市场占全球一半以上份额。Robotaxi 已经不是单一公司的红利了，而是整个行业和政策导向结合下的大机会
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hh h
hh h
·
02-12
$小马智行(PONY)$
合作车企的加盟，也说明整车厂对自动驾驶出行业务的信心在增长吧。感觉不久之后就会像网约车一样了
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304
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hh h
hh h
·
02-04
$小马智行-W(02026)$
部分投资收益让小马在去年Q4 单季度实现盈利，这点还是很关键的
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255
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1
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hh h
hh h
·
02-03
$小马智行(PONY)$
现在几家头部公司，其实都在做同一件事：先在一个城市跑出正现金流样板，再复制。样板跑不通，后面扩张全是空谈
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613
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1
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hh h
hh h
·
02-03
$归创通桥(02190)$
仔细看了一下ZYLOX Orca™这个新产品的三个技术突破点：高刚性材料解决钙化坍塌，双结构设计解决脱载，108mm超长设计解决单支架覆盖问题。这说明归创不是在做简单的仿制，而是针对临床痛点（钙化、脱载、长病变）做源头创新
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333
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hh h
hh h
·
02-03
$复宏汉霖(02696)$
今天涨幅将近5个点，22头对头K药胃癌三期临床研究者会议顺利举行，全球开发协同进一步提速
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203
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hh h
hh h
·
01-30
$小马智行(PONY)$
成本端这几年压得最狠的是自动驾驶套件。用车规级SoC替代工控机，本质就是把实验室方案换成量产方案，这一步不做，根本谈不上规模
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hh h
hh h
·
01-29
$小马智行(PONY)$
Robotaxi最近讨论明显增多，一步到位的全面无人化不大可能，但市场已经开始认可限定场景商业化的现实路径了
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678
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1
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hh h
hh h
·
01-27
$小马智行(PONY)$
Robotaxi现在看，明显不是全国一盘棋，而是一个个城市慢慢推进。政策、路况、运营成本差异太大，谁能在哪些区域先跑通，才是关键
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521
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1
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hh h
hh h
·
01-26
$霸王茶姬(CHA)$
年茶叶采购量万吨级，合作茶厂超100家，供应链底子算扎实的。新推的GMV抽成模式也提到要通过供应链优化来降低加盟商原料成本，如果能做实，对终端毛利改善应该是直接利好
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已经不是单一公司的红利了，而是整个行业和政策导向结合下的大机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532368640192672","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532157843619968,"gmtCreate":1770906751891,"gmtModify":1770908581263,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>合作车企的加盟，也说明整车厂对自动驾驶出行业务的信心在增长吧。感觉不久之后就会像网约车一样了","listText":"<a 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href=\"https://laohu8.com/S/02026\">$小马智行-W(02026)$</a>部分投资收益让小马在去年Q4 单季度实现盈利，这点还是很关键的","text":"$小马智行-W(02026)$部分投资收益让小马在去年Q4 单季度实现盈利，这点还是很关键的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528975255082424","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528787942659256,"gmtCreate":1770129792924,"gmtModify":1770129794803,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>现在几家头部公司，其实都在做同一件事：先在一个城市跑出正现金流样板，再复制。样板跑不通，后面扩张全是空谈","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>现在几家头部公司，其实都在做同一件事：先在一个城市跑出正现金流样板，再复制。样板跑不通，后面扩张全是空谈","text":"$小马智行(PONY)$现在几家头部公司，其实都在做同一件事：先在一个城市跑出正现金流样板，再复制。样板跑不通，后面扩张全是空谈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528787942659256","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528708818372064,"gmtCreate":1770109857955,"gmtModify":1770109859960,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>仔细看了一下ZYLOX Orca™这个新产品的三个技术突破点：高刚性材料解决钙化坍塌，双结构设计解决脱载，108mm超长设计解决单支架覆盖问题。这说明归创不是在做简单的仿制，而是针对临床痛点（钙化、脱载、长病变）做源头创新","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>仔细看了一下ZYLOX Orca™这个新产品的三个技术突破点：高刚性材料解决钙化坍塌，双结构设计解决脱载，108mm超长设计解决单支架覆盖问题。这说明归创不是在做简单的仿制，而是针对临床痛点（钙化、脱载、长病变）做源头创新","text":"$归创通桥(02190)$仔细看了一下ZYLOX Orca™这个新产品的三个技术突破点：高刚性材料解决钙化坍塌，双结构设计解决脱载，108mm超长设计解决单支架覆盖问题。这说明归创不是在做简单的仿制，而是针对临床痛点（钙化、脱载、长病变）做源头创新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528708818372064","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528703913530848,"gmtCreate":1770108660484,"gmtModify":1770108662513,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>今天涨幅将近5个点，22头对头K药胃癌三期临床研究者会议顺利举行，全球开发协同进一步提速","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>今天涨幅将近5个点，22头对头K药胃癌三期临床研究者会议顺利举行，全球开发协同进一步提速","text":"$复宏汉霖(02696)$今天涨幅将近5个点，22头对头K药胃癌三期临床研究者会议顺利举行，全球开发协同进一步提速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528703913530848","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527412109882168,"gmtCreate":1769783617270,"gmtModify":1769783619283,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>成本端这几年压得最狠的是自动驾驶套件。用车规级SoC替代工控机，本质就是把实验室方案换成量产方案，这一步不做，根本谈不上规模","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>成本端这几年压得最狠的是自动驾驶套件。用车规级SoC替代工控机，本质就是把实验室方案换成量产方案，这一步不做，根本谈不上规模","text":"$小马智行(PONY)$成本端这几年压得最狠的是自动驾驶套件。用车规级SoC替代工控机，本质就是把实验室方案换成量产方案，这一步不做，根本谈不上规模","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527412109882168","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527110567031752,"gmtCreate":1769697303901,"gmtModify":1769697306347,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi最近讨论明显增多，一步到位的全面无人化不大可能，但市场已经开始认可限定场景商业化的现实路径了","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi最近讨论明显增多，一步到位的全面无人化不大可能，但市场已经开始认可限定场景商业化的现实路径了","text":"$小马智行(PONY)$Robotaxi最近讨论明显增多，一步到位的全面无人化不大可能，但市场已经开始认可限定场景商业化的现实路径了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527110567031752","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526320168240416,"gmtCreate":1769523909541,"gmtModify":1769523911979,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi现在看，明显不是全国一盘棋，而是一个个城市慢慢推进。政策、路况、运营成本差异太大，谁能在哪些区域先跑通，才是关键","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi现在看，明显不是全国一盘棋，而是一个个城市慢慢推进。政策、路况、运营成本差异太大，谁能在哪些区域先跑通，才是关键","text":"$小马智行(PONY)$Robotaxi现在看，明显不是全国一盘棋，而是一个个城市慢慢推进。政策、路况、运营成本差异太大，谁能在哪些区域先跑通，才是关键","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526320168240416","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525983576851144,"gmtCreate":1769438838159,"gmtModify":1769438840695,"author":{"id":"4181440905021012","authorId":"4181440905021012","name":"hh h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181440905021012","authorIdStr":"4181440905021012"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>年茶叶采购量万吨级，合作茶厂超100家，供应链底子算扎实的。新推的GMV抽成模式也提到要通过供应链优化来降低加盟商原料成本，如果能做实，对终端毛利改善应该是直接利好","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>年茶叶采购量万吨级，合作茶厂超100家，供应链底子算扎实的。新推的GMV抽成模式也提到要通过供应链优化来降低加盟商原料成本，如果能做实，对终端毛利改善应该是直接利好","text":"$霸王茶姬(CHA)$年茶叶采购量万吨级，合作茶厂超100家，供应链底子算扎实的。新推的GMV抽成模式也提到要通过供应链优化来降低加盟商原料成本，如果能做实，对终端毛利改善应该是直接利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525983576851144","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}