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呱唧呱唧呱唧
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-18
$蜜雪集团(02097)$
消费就得抓最大和最小的
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802
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-18
$泡泡玛特(09992)$
泡泡已经有了比特币的属性
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926
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1
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1
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-18
$众安在线(06060)$
众安在线的稳定币机会源于香港合规化政策红利+ZA Bank的基础设施卡位+保险科技生态协同，短期内（6-12个月）股价有望随稳定币业务进展向25-30港元迈进。重点关注以下催化节点： 2025年Q3：香港首批稳定币牌照发放进度； 2025年Q4：ZA Bank稳定币储备规模及收入贡献数据； 2026年H1：保险产品嵌入稳定币场景的落地案例。
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-18
$维升药业-B(02561)$
维升药业近期股价暴涨主要由隆培促生长素商业化进程超预期、战略合作深化、政策红利释放及市场情绪回暖共同驱动。若产品在2025年H2顺利获批，叠加产能释放与渠道扩张，股价有望向中信证券目标价82港元迈进。重点关注6月底体重管理门诊政策落地情况、7月NMPA审批进展及Q2临床数据披露，把握阶段性机会。
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826
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2
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-03
$阿里巴巴-W(09988)$
2025财年全年营收9963.47亿元，同比增长6% ，净利润大幅提升。核心业务中，淘天集团客户管理收入增长，88VIP会员超5000万；阿里云收入增长加速至18% ，AI相关产品收入连续七个季度三位数增长。各业务减亏显著，还加大AI基础设施投入，未来发展潜力大。
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1,707
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1
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-03
$京东集团-SW(09618)$
京东进闪送应该也是迫于某种压力
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1,724
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1
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-03
$美团-W(03690)$
确实只要不内卷，很多行业都会比现在健康的多，行业监管需要跟资本扩张去平衡一下
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984
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-06-03
$维升药业-B(02561)$
生长素门槛这么高的赛道，突然进来一个维升还是很有冲击力了，海外隆培在中国复制确定性极高
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1,613
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1
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-04-29
$蜜雪集团(02097)$
蜜雪疯涨也算是迎接五一假期了
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653
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呱唧呱唧呱唧
呱唧呱唧呱唧
·
2025-04-29
$维升药业-B(02561)$
真正的操作时间应该在6月之后，目前药品没有上市，一堆机构还在里面趴着深套。但是隆培生长素是在欧美市场很成熟的产品了，在国内的定位比长春高新略高，如果业务销售启动，可以期待估值修复。
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2,051
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泡泡已经有了比特币的属性","text":"$泡泡玛特(09992)$ 泡泡已经有了比特币的属性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/447237152088352","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569366147647532","authorId":"3569366147647532","name":"赔10倍","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3569366147647532","idStr":"3569366147647532"},"content":"至少半个迪士尼 中国ip的起点","text":"至少半个迪士尼 中国ip的起点","html":"至少半个迪士尼 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，AI相关产品收入连续七个季度三位数增长。各业务减亏显著，还加大AI基础设施投入，未来发展潜力大。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> 2025财年全年营收9963.47亿元，同比增长6% ，净利润大幅提升。核心业务中，淘天集团客户管理收入增长，88VIP会员超5000万；阿里云收入增长加速至18% ，AI相关产品收入连续七个季度三位数增长。各业务减亏显著，还加大AI基础设施投入，未来发展潜力大。","text":"$阿里巴巴-W(09988)$ 2025财年全年营收9963.47亿元，同比增长6% ，净利润大幅提升。核心业务中，淘天集团客户管理收入增长，88VIP会员超5000万；阿里云收入增长加速至18% ，AI相关产品收入连续七个季度三位数增长。各业务减亏显著，还加大AI基础设施投入，未来发展潜力大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441872450200352","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441872427692624,"gmtCreate":1748917318353,"gmtModify":1748917618527,"author":{"id":"4208927893508910","authorId":"4208927893508910","name":"呱唧呱唧呱唧","avatar":"https://static.tigerbbs.com/4b57ef9cdc403db0b9df0a9500b1a5fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208927893508910","idStr":"4208927893508910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东进闪送应该也是迫于某种压力","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东进闪送应该也是迫于某种压力","text":"$京东集团-SW(09618)$ 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