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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
·
47 minutes ago
$复宏汉霖(02696)$
央视连续聚焦信达，信号很明确：创新药不再只是行业议题，而是被纳入新质生产力、高端制造、科技出海的大框架下讨论。
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响亮的大大名字
响亮的大大名字
·
06-04
$霸王茶姬(CHA)$
星巴克、耐克当年转型也磨叽了很久。霸王从"狂奔"切到"深耕"，阵痛难免，但这是成大品牌的必经之路。眼光放长。
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响亮的大大名字
响亮的大大名字
·
06-03
$复宏汉霖(02696)$
临床数据、BD授权、海外申报都在推进，产业趋势没坏，二级市场暂时不买账。这个阶段比的不是情绪，是产品能不能真正跑出来。
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响亮的大大名字
响亮的大大名字
·
06-02
$霸王茶姬(CHA)$
修复能不能持续，关键看下季度同店能不能转正。但至少说明战略调整起作用了，可以继续盯着。
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308
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1
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响亮的大大名字
响亮的大大名字
·
05-29
$复宏汉霖(02696)$
这周从70跌回63，港股医药集体承压，02696前期涨多了也需要歇脚。ASCO消息出来前，资金大概率继续观望。
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响亮的大大名字
响亮的大大名字
·
05-27
$小马智行(PONY)$
经营亏损环比收窄21%，这个信号比利润本身更重要。说明随着规模起量，成本端已出现优化空间，距离真正盈利不远了。
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477
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1
编组 21备份 2
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响亮的大大名字
响亮的大大名字
·
05-27
$复宏汉霖(02696)$
H药欧洲再下一城，2026 AACR年会数据是关键验证。复宏的Hanjugator™ ADC平台和CD28双信号TCE平台已经悄悄搭好，专挑前列腺癌、小细胞肺癌这些免疫冷肿瘤打。管线深度和平台厚度都在往上走。
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响亮的大大名字
响亮的大大名字
·
05-26
$小马智行(PONY)$
乘客车费收入+456.5%，这个才是最核心的指标。说明用户是真正在掏钱用，不是靠补贴堆出来的假需求。
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612
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响亮的大大名字
响亮的大大名字
·
05-26
$霸王茶姬(CHA)$
国内业务踩刹车，海外市场油门踩到底。我预计一季报会清晰呈现这一战略转向：国内开店节奏明显放缓，而海外扩张的规模和成效，将成为这份财报最值得关注的核心看点。
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响亮的大大名字
响亮的大大名字
·
05-21
$霸王茶姬(CHA)$
餐饮行业从"跑马圈地"转向"精耕细作"，霸王茶姬以文化空间体验和出海破局，为存量时代提供了差异化竞争的样本。
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href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 星巴克、耐克当年转型也磨叽了很久。霸王从\"狂奔\"切到\"深耕\"，阵痛难免，但这是成大品牌的必经之路。眼光放长。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 星巴克、耐克当年转型也磨叽了很久。霸王从\"狂奔\"切到\"深耕\"，阵痛难免，但这是成大品牌的必经之路。眼光放长。","text":"$霸王茶姬(CHA)$ 星巴克、耐克当年转型也磨叽了很久。霸王从\"狂奔\"切到\"深耕\"，阵痛难免，但这是成大品牌的必经之路。眼光放长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571528304814672","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571174801434672,"gmtCreate":1780471160609,"gmtModify":1780471486829,"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> 临床数据、BD授权、海外申报都在推进，产业趋势没坏，二级市场暂时不买账。这个阶段比的不是情绪，是产品能不能真正跑出来。","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a> 临床数据、BD授权、海外申报都在推进，产业趋势没坏，二级市场暂时不买账。这个阶段比的不是情绪，是产品能不能真正跑出来。","text":"$复宏汉霖(02696)$ 临床数据、BD授权、海外申报都在推进，产业趋势没坏，二级市场暂时不买账。这个阶段比的不是情绪，是产品能不能真正跑出来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571174801434672","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570912952340752,"gmtCreate":1780407212915,"gmtModify":1780407597075,"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/CHA\">$霸王茶姬(CHA)$ </a> 修复能不能持续，关键看下季度同店能不能转正。但至少说明战略调整起作用了，可以继续盯着。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 修复能不能持续，关键看下季度同店能不能转正。但至少说明战略调整起作用了，可以继续盯着。","text":"$霸王茶姬(CHA)$ 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这周从70跌回63，港股医药集体承压，02696前期涨多了也需要歇脚。ASCO消息出来前，资金大概率继续观望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569438461297216","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568848745456104,"gmtCreate":1779883294361,"gmtModify":1779887701080,"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/PONY\">$小马智行(PONY)$ </a> 经营亏损环比收窄21%，这个信号比利润本身更重要。说明随着规模起量，成本端已出现优化空间，距离真正盈利不远了。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 经营亏损环比收窄21%，这个信号比利润本身更重要。说明随着规模起量，成本端已出现优化空间，距离真正盈利不远了。","text":"$小马智行(PONY)$ 经营亏损环比收窄21%，这个信号比利润本身更重要。说明随着规模起量，成本端已出现优化空间，距离真正盈利不远了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568848745456104","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568733341340160,"gmtCreate":1779855119592,"gmtModify":1779855334427,"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> H药欧洲再下一城，2026 AACR年会数据是关键验证。复宏的Hanjugator™ ADC平台和CD28双信号TCE平台已经悄悄搭好，专挑前列腺癌、小细胞肺癌这些免疫冷肿瘤打。管线深度和平台厚度都在往上走。","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$ </a> H药欧洲再下一城，2026 AACR年会数据是关键验证。复宏的Hanjugator™ ADC平台和CD28双信号TCE平台已经悄悄搭好，专挑前列腺癌、小细胞肺癌这些免疫冷肿瘤打。管线深度和平台厚度都在往上走。","text":"$复宏汉霖(02696)$ H药欧洲再下一城，2026 AACR年会数据是关键验证。复宏的Hanjugator™ ADC平台和CD28双信号TCE平台已经悄悄搭好，专挑前列腺癌、小细胞肺癌这些免疫冷肿瘤打。管线深度和平台厚度都在往上走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568733341340160","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568447551313520,"gmtCreate":1779802398149,"gmtModify":1779802856966,"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/PONY\">$小马智行(PONY)$ </a> 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