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曼曼在海南
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曼曼在海南
曼曼在海南
·
09-01 22:22
$爱回收(RERE)$
中报发布后至今都已经近2周的交易日了，市场上利好利空各种声音都消化得差不多了，近期回补之前的跳空缺口不是不可能的
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曼曼在海南
曼曼在海南
·
08-31 17:29
$智谱(02513)$
1300的智谱是可能的
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201
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曼曼在海南
曼曼在海南
·
08-31 17:29
$黑芝麻智能(02533)$
当前黑芝麻智能2026年预测PS不足4倍，远低于端侧AI芯片行业9.8倍平均估值，叠加81.3%的高营收增速，估值错配程度进一步拉大
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曼曼在海南
曼曼在海南
·
08-27
$智谱(02513)$
明天还是可以持股看看情况的
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179
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编组 21备份 2
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曼曼在海南
曼曼在海南
·
08-27
$凯乐士科技(02729)$
凯乐士技术面形成“放量大阳线+连续缩量横盘”形态，5日均线快速上穿20日均线形成金叉，短期上行动能充足
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曼曼在海南
曼曼在海南
·
08-25
$晶泰控股(02228)$
换手率不断增大，AI制药板块市场关注度快速回升，资金已从其他AI细分赛道向AI for Science龙头切换
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566
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曼曼在海南
曼曼在海南
·
08-25
$宝济药业-B(02659)$
港股8月整体处于震荡修复状态，恒生生物技术板块未出现系统性大幅下挫，宝济目前的下跌也只是正常的震荡调整而已，非板块系统性抛售所致
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365
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曼曼在海南
曼曼在海南
·
08-21
$晶泰控股(02228)$
晶泰AI4S智慧解决方案业务2025年营收2.65亿元同比增62.6%，2026上半年剔除一次性扰动后增速高达120%，光伏领域成为当前最重要突破口客户包括巴斯夫、罗氏等国际巨头，整体服务复购率超75%
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曼曼在海南
曼曼在海南
·
08-19
$Tempus AI(TEM)$
今天可做多不
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192
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曼曼在海南
曼曼在海南
·
08-19
$叮咚买菜(DDL)$
美团以最高7.17亿美元收购叮咚核心生鲜业务，协议约定8月31日前叮咚可提取不超过2.8亿美元资金，当前距关键节点仅剩15天，交易推进确定性较高。
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href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 1300的智谱是可能的","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 1300的智谱是可能的","text":"$智谱(02513)$ 1300的智谱是可能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602651095249664","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602651002819392,"gmtCreate":1788168552841,"gmtModify":1788168555428,"author":{"id":"4184381897673700","authorId":"4184381897673700","name":"曼曼在海南","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184381897673700","authorIdStr":"4184381897673700"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02533\">$黑芝麻智能(02533)$ </a> 当前黑芝麻智能2026年预测PS不足4倍，远低于端侧AI芯片行业9.8倍平均估值，叠加81.3%的高营收增速，估值错配程度进一步拉大","listText":"<a 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href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 明天还是可以持股看看情况的","text":"$智谱(02513)$ 明天还是可以持股看看情况的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601240451962176","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601240645111848,"gmtCreate":1787824249208,"gmtModify":1787824251807,"author":{"id":"4184381897673700","authorId":"4184381897673700","name":"曼曼在海南","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184381897673700","authorIdStr":"4184381897673700"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02729\">$凯乐士科技(02729)$ </a> 凯乐士技术面形成“放量大阳线+连续缩量横盘”形态，5日均线快速上穿20日均线形成金叉，短期上行动能充足","listText":"<a href=\"https://laohu8.com/S/02729\">$凯乐士科技(02729)$ </a> 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换手率不断增大，AI制药板块市场关注度快速回升，资金已从其他AI细分赛道向AI for Science龙头切换","text":"$晶泰控股(02228)$ 换手率不断增大，AI制药板块市场关注度快速回升，资金已从其他AI细分赛道向AI for Science龙头切换","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600609548641728","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600634728014544,"gmtCreate":1787668983191,"gmtModify":1787668985565,"author":{"id":"4184381897673700","authorId":"4184381897673700","name":"曼曼在海南","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184381897673700","authorIdStr":"4184381897673700"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$ </a> 港股8月整体处于震荡修复状态，恒生生物技术板块未出现系统性大幅下挫，宝济目前的下跌也只是正常的震荡调整而已，非板块系统性抛售所致","listText":"<a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$ </a> 港股8月整体处于震荡修复状态，恒生生物技术板块未出现系统性大幅下挫，宝济目前的下跌也只是正常的震荡调整而已，非板块系统性抛售所致","text":"$宝济药业-B(02659)$ 港股8月整体处于震荡修复状态，恒生生物技术板块未出现系统性大幅下挫，宝济目前的下跌也只是正常的震荡调整而已，非板块系统性抛售所致","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600634728014544","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599078130279768,"gmtCreate":1787285180252,"gmtModify":1787285182758,"author":{"id":"4184381897673700","authorId":"4184381897673700","name":"曼曼在海南","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184381897673700","authorIdStr":"4184381897673700"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> 晶泰AI4S智慧解决方案业务2025年营收2.65亿元同比增62.6%，2026上半年剔除一次性扰动后增速高达120%，光伏领域成为当前最重要突破口客户包括巴斯夫、罗氏等国际巨头，整体服务复购率超75%","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> 晶泰AI4S智慧解决方案业务2025年营收2.65亿元同比增62.6%，2026上半年剔除一次性扰动后增速高达120%，光伏领域成为当前最重要突破口客户包括巴斯夫、罗氏等国际巨头，整体服务复购率超75%","text":"$晶泰控股(02228)$ 晶泰AI4S智慧解决方案业务2025年营收2.65亿元同比增62.6%，2026上半年剔除一次性扰动后增速高达120%，光伏领域成为当前最重要突破口客户包括巴斯夫、罗氏等国际巨头，整体服务复购率超75%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599078130279768","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598518824494168,"gmtCreate":1787148608346,"gmtModify":1787148610512,"author":{"id":"4184381897673700","authorId":"4184381897673700","name":"曼曼在海南","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184381897673700","authorIdStr":"4184381897673700"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 今天可做多不","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 今天可做多不","text":"$Tempus AI(TEM)$ 今天可做多不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598518824494168","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598518250096008,"gmtCreate":1787148495084,"gmtModify":1787148497374,"author":{"id":"4184381897673700","authorId":"4184381897673700","name":"曼曼在海南","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184381897673700","authorIdStr":"4184381897673700"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 美团以最高7.17亿美元收购叮咚核心生鲜业务，协议约定8月31日前叮咚可提取不超过2.8亿美元资金，当前距关键节点仅剩15天，交易推进确定性较高。","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 美团以最高7.17亿美元收购叮咚核心生鲜业务，协议约定8月31日前叮咚可提取不超过2.8亿美元资金，当前距关键节点仅剩15天，交易推进确定性较高。","text":"$叮咚买菜(DDL)$ 美团以最高7.17亿美元收购叮咚核心生鲜业务，协议约定8月31日前叮咚可提取不超过2.8亿美元资金，当前距关键节点仅剩15天，交易推进确定性较高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598518250096008","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}