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响亮的大大名字
IP属地：北京
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响亮的大大名字
响亮的大大名字
·
01-15
$复宏汉霖(02696)$
22二期数据还是很不错的，但样本量毕竟只有31例。现在的股价不仅包含了对技术的认可，也包含了对三期大样本不确定性的折价。随着全球三期推进，确定性每增加一分，股价就该涨一分
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响亮的大大名字
响亮的大大名字
·
01-14
$霸王茶姬(CHA)$
单店GMV连续下滑压力大，但新模式把品牌和加盟商利益捆绑，总部必须全力帮门店赚钱。调优点位+挖掘早餐夜宵场景，说不定能盘活存量市场
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响亮的大大名字
响亮的大大名字
·
01-07
$复宏汉霖(02696)$
复宏汉霖在自动化、信息化和智能化转型方面做的还挺好，数字化从研发打通到生产，新药上市速度更快，医药内卷时代，这种快人一步的体系效率，比单纯看一个靶点更值钱
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响亮的大大名字
响亮的大大名字
·
01-06
$霸王茶姬(CHA)$
目前奶茶股估值普遍回调，霸王茶姬十几倍的PE，对比一些同业确实不算高。如果市场以后不只把它当奶茶股，而是参照东鹏特饮这类功能性饮料的逻辑来定价，或许会有重估的机会。
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响亮的大大名字
响亮的大大名字
·
2025-12-30
$霸王茶姬(CHA)$
恐慌的根源是信息差 。当大众还在为奶茶含咖啡因震惊时，聪明的资本已经看到了功能性饮品 的赛道
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响亮的大大名字
响亮的大大名字
·
2025-12-29
$小马智行(PONY)$
海外Robotaxi看起来热闹，但能长期跑的城市其实不多。反而是国内，在监管框架逐步明确后，城市级复制的可能性更高。
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响亮的大大名字
响亮的大大名字
·
2025-12-26
$霸王茶姬(CHA)$
看最近的减持好像是强制性、非自主的出售，是高管行使了期权（获得股票），需要出售一部分股票来缴纳产生的个人所得税以及支付行权的成本，这就是一个常规的操作
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响亮的大大名字
响亮的大大名字
·
2025-12-19
$霸王茶姬(CHA)$
昨晚有点恐怖啊，直接一根直线，被砸的有点懵
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164
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响亮的大大名字
响亮的大大名字
·
2025-12-16
$霸王茶姬(CHA)$
如果连除权的缺口都填不上，那还叫什么高成长股？看好年底前能填满，毕竟马来西亚的旺季要来
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响亮的大大名字
响亮的大大名字
·
2025-12-04
$霸王茶姬(CHA)$
有人说霸王茶姬出新太慢，但慢工出细活，能被时间留下来的“经典款”，从来不是靠赶工期赶出来的。快消这场长跑，终点是复购率，不是新鲜感。
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22二期数据还是很不错的，但样本量毕竟只有31例。现在的股价不仅包含了对技术的认可，也包含了对三期大样本不确定性的折价。随着全球三期推进，确定性每增加一分，股价就该涨一分","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522129218666712","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521701212861776,"gmtCreate":1768404430129,"gmtModify":1768405089125,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 单店GMV连续下滑压力大，但新模式把品牌和加盟商利益捆绑，总部必须全力帮门店赚钱。调优点位+挖掘早餐夜宵场景，说不定能盘活存量市场","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 单店GMV连续下滑压力大，但新模式把品牌和加盟商利益捆绑，总部必须全力帮门店赚钱。调优点位+挖掘早餐夜宵场景，说不定能盘活存量市场","text":"$霸王茶姬(CHA)$ 单店GMV连续下滑压力大，但新模式把品牌和加盟商利益捆绑，总部必须全力帮门店赚钱。调优点位+挖掘早餐夜宵场景，说不定能盘活存量市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521701212861776","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435177979528233","authorId":"3435177979528233","name":"Boyer","avatar":"https://static.tigerbbs.com/705733531e53ebcb852e0dc64420f2b7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3435177979528233","authorIdStr":"3435177979528233"},"content":"新模式把品牌和加盟商利益捆绑，这个怎么理解？","text":"新模式把品牌和加盟商利益捆绑，这个怎么理解？","html":"新模式把品牌和加盟商利益捆绑，这个怎么理解？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519160254714072,"gmtCreate":1767777298685,"gmtModify":1767777300971,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a>复宏汉霖在自动化、信息化和智能化转型方面做的还挺好，数字化从研发打通到生产，新药上市速度更快，医药内卷时代，这种快人一步的体系效率，比单纯看一个靶点更值钱","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a>复宏汉霖在自动化、信息化和智能化转型方面做的还挺好，数字化从研发打通到生产，新药上市速度更快，医药内卷时代，这种快人一步的体系效率，比单纯看一个靶点更值钱","text":"$复宏汉霖(02696)$ 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目前奶茶股估值普遍回调，霸王茶姬十几倍的PE，对比一些同业确实不算高。如果市场以后不只把它当奶茶股，而是参照东鹏特饮这类功能性饮料的逻辑来定价，或许会有重估的机会。","text":"$霸王茶姬(CHA)$ 目前奶茶股估值普遍回调，霸王茶姬十几倍的PE，对比一些同业确实不算高。如果市场以后不只把它当奶茶股，而是参照东鹏特饮这类功能性饮料的逻辑来定价，或许会有重估的机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519123807408528","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516413087990600,"gmtCreate":1767106700523,"gmtModify":1767106702733,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 恐慌的根源是信息差 。当大众还在为奶茶含咖啡因震惊时，聪明的资本已经看到了功能性饮品 的赛道","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 恐慌的根源是信息差 。当大众还在为奶茶含咖啡因震惊时，聪明的资本已经看到了功能性饮品 的赛道","text":"$霸王茶姬(CHA)$ 恐慌的根源是信息差 。当大众还在为奶茶含咖啡因震惊时，聪明的资本已经看到了功能性饮品 的赛道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516413087990600","isVote":1,"tweetType":1,"viewCount":7551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584686981709131","authorId":"3584686981709131","name":"牛渣糖","avatar":"https://static.tigerbbs.com/99975a390e8881c7935ecf4a6a577354","crmLevel":8,"crmLevelSwitch":1,"idStr":"3584686981709131","authorIdStr":"3584686981709131"},"content":"有点难，还是跟随销量，霸王销量确实下滑","text":"有点难，还是跟随销量，霸王销量确实下滑","html":"有点难，还是跟随销量，霸王销量确实下滑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516099896366168,"gmtCreate":1767021607564,"gmtModify":1767022043874,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 海外Robotaxi看起来热闹，但能长期跑的城市其实不多。反而是国内，在监管框架逐步明确后，城市级复制的可能性更高。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 海外Robotaxi看起来热闹，但能长期跑的城市其实不多。反而是国内，在监管框架逐步明确后，城市级复制的可能性更高。","text":"$小马智行(PONY)$ 海外Robotaxi看起来热闹，但能长期跑的城市其实不多。反而是国内，在监管框架逐步明确后，城市级复制的可能性更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516099896366168","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514995639178128,"gmtCreate":1766761724799,"gmtModify":1766761727096,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 看最近的减持好像是强制性、非自主的出售，是高管行使了期权（获得股票），需要出售一部分股票来缴纳产生的个人所得税以及支付行权的成本，这就是一个常规的操作","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 看最近的减持好像是强制性、非自主的出售，是高管行使了期权（获得股票），需要出售一部分股票来缴纳产生的个人所得税以及支付行权的成本，这就是一个常规的操作","text":"$霸王茶姬(CHA)$ 看最近的减持好像是强制性、非自主的出售，是高管行使了期权（获得股票），需要出售一部分股票来缴纳产生的个人所得税以及支付行权的成本，这就是一个常规的操作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514995639178128","isVote":1,"tweetType":1,"viewCount":4921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512526529884560,"gmtCreate":1766155509488,"gmtModify":1766155511315,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 昨晚有点恐怖啊，直接一根直线，被砸的有点懵","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 昨晚有点恐怖啊，直接一根直线，被砸的有点懵","text":"$霸王茶姬(CHA)$ 昨晚有点恐怖啊，直接一根直线，被砸的有点懵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512526529884560","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511466851271488,"gmtCreate":1765896871817,"gmtModify":1765896874010,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 如果连除权的缺口都填不上，那还叫什么高成长股？看好年底前能填满，毕竟马来西亚的旺季要来","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 如果连除权的缺口都填不上，那还叫什么高成长股？看好年底前能填满，毕竟马来西亚的旺季要来","text":"$霸王茶姬(CHA)$ 如果连除权的缺口都填不上，那还叫什么高成长股？看好年底前能填满，毕竟马来西亚的旺季要来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511466851271488","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507192563306792,"gmtCreate":1764806137906,"gmtModify":1764806139675,"author":{"id":"4183449941580950","authorId":"4183449941580950","name":"响亮的大大名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183449941580950","authorIdStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 有人说霸王茶姬出新太慢，但慢工出细活，能被时间留下来的“经典款”，从来不是靠赶工期赶出来的。快消这场长跑，终点是复购率，不是新鲜感。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 有人说霸王茶姬出新太慢，但慢工出细活，能被时间留下来的“经典款”，从来不是靠赶工期赶出来的。快消这场长跑，终点是复购率，不是新鲜感。","text":"$霸王茶姬(CHA)$ 有人说霸王茶姬出新太慢，但慢工出细活，能被时间留下来的“经典款”，从来不是靠赶工期赶出来的。快消这场长跑，终点是复购率，不是新鲜感。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/507192563306792","isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"看看古茗瑞幸的新品速度吧 星巴克也新品慢 倒闭专卖了","text":"看看古茗瑞幸的新品速度吧 星巴克也新品慢 倒闭专卖了","html":"看看古茗瑞幸的新品速度吧 星巴克也新品慢 倒闭专卖了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}