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响亮的大大名字
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响亮的大大名字
响亮的大大名字
·
04-01 22:46
$霸王茶姬(CHA)$
管理层明确2026年目标:收入利润与2025年持平,先求企稳。国内开店节奏放缓,重心转向存量门店健康度修复。大环境承压,先稳住基本盘、练好内功,等待周期回暖。短期股价或有压力,长期成效待验证。
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响亮的大大名字
响亮的大大名字
·
04-01 16:56
$复宏汉霖(02696)$
复宏汉霖透明质酸酶临床获批,短线情绪催化明显。皮下给药赛道本就受关注,叠加自研+AI赋能,管线协同逻辑顺畅。资金或借利好做情绪溢价,短期关注度提升,短线弹性值得跟踪。
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响亮的大大名字
响亮的大大名字
·
03-31 21:03
$霸王茶姬(CHA)$
从财报和后续动作看,公司2026年节奏没慢下来。海外继续推进,韩国市场即将进入,泰国清迈、巴厘岛已开店;国内聚焦会员体系升级和分场景营销(早茶、晚茶等)。一边对外扩张,一边对内深挖用户价值,方向清晰。
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响亮的大大名字
响亮的大大名字
·
03-31 15:36
$复宏汉霖(02696)$
今天复宏汉霖走势尚可,小幅回调消化前几日涨幅,68.6港元附近仍有承接盘。
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响亮的大大名字
响亮的大大名字
·
03-30
$复宏汉霖(02696)$
晚期结直肠癌后线治疗难度大,单药突破概率极低。复宏汉霖采用HLX701联合西妥昔单抗及化疗的"大分子+靶向+化疗"组合策略,更为务实。HLX701解除巨噬细胞免疫抑制,协同化疗和靶向药杀伤肿瘤,胜率远高于单药。临床设计精巧,关注后续ORR数据。
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响亮的大大名字
响亮的大大名字
·
03-27
$复宏汉霖(02696)$
这根放量大阳线,宣告前期估值压制被打破。2月H股全流通落地,流动性折价问题解决;紧接着高利润质量年报出炉。基本面底牌亮明,外资和南向资金进场抢筹顺理成章。
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响亮的大大名字
响亮的大大名字
·
03-26
$霸王茶姬(CHA)$
韩国工作强度大,咖啡因是刚需。我们的茶饮刚好切中痛点:好喝+提神,替代咖啡有空间。财报出来重点看单店营收能不能冲新高。
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响亮的大大名字
响亮的大大名字
·
03-26
$小马智行(PONY)$
车队规模1400+,丰田共建车型年内再补1000台。关键是合作分工,丰田承担车辆资产,小马负责系统和运营,按收益分成。自己不用全款买车,资金效率提上来了。自动驾驶商业化,省钱比炫技更重要。
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响亮的大大名字
响亮的大大名字
·
03-25
$霸王茶姬(CHA)$
产品线能打,不押宝单一爆款。新推的几款社交声量不低,产品力在线,财报营收的底气才足。
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响亮的大大名字
响亮的大大名字
·
03-25
$归创通桥(02190)$
账上26亿现金,分红7420万(占利润30%),再加1.3亿港元回购。18A"摘B"企业里,肯真金白银回馈股东的,港股医药板块确实不多见。
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今天复宏汉霖走势尚可,小幅回调消化前几日涨幅,68.6港元附近仍有承接盘。","text":"$复宏汉霖(02696)$ 今天复宏汉霖走势尚可,小幅回调消化前几日涨幅,68.6港元附近仍有承接盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548532312081712","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548115966071480,"gmtCreate":1774840858074,"gmtModify":1774840860401,"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,"authorIdStr":"4183449941580950","idStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a> 晚期结直肠癌后线治疗难度大,单药突破概率极低。复宏汉霖采用HLX701联合西妥昔单抗及化疗的\"大分子+靶向+化疗\"组合策略,更为务实。HLX701解除巨噬细胞免疫抑制,协同化疗和靶向药杀伤肿瘤,胜率远高于单药。临床设计精巧,关注后续ORR数据。","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a> 晚期结直肠癌后线治疗难度大,单药突破概率极低。复宏汉霖采用HLX701联合西妥昔单抗及化疗的\"大分子+靶向+化疗\"组合策略,更为务实。HLX701解除巨噬细胞免疫抑制,协同化疗和靶向药杀伤肿瘤,胜率远高于单药。临床设计精巧,关注后续ORR数据。","text":"$复宏汉霖(02696)$ 晚期结直肠癌后线治疗难度大,单药突破概率极低。复宏汉霖采用HLX701联合西妥昔单抗及化疗的\"大分子+靶向+化疗\"组合策略,更为务实。HLX701解除巨噬细胞免疫抑制,协同化疗和靶向药杀伤肿瘤,胜率远高于单药。临床设计精巧,关注后续ORR数据。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548115966071480","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547123290002568,"gmtCreate":1774598507392,"gmtModify":1774598509510,"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,"authorIdStr":"4183449941580950","idStr":"4183449941580950"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a> 这根放量大阳线,宣告前期估值压制被打破。2月H股全流通落地,流动性折价问题解决;紧接着高利润质量年报出炉。基本面底牌亮明,外资和南向资金进场抢筹顺理成章。","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ 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