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韭菜星
韭菜星
·
08-16
$吉利汽车(00175)$
综合最近所有乘用车行业周报、深度研报的观点，汽车行业未来三大核心方向就是：全球化出海、智能驾驶升级、新能源产品迭代。吉利目前三条赛道全部押注，7 月出口大爆发、极氪高端新能源放量、千里浩瀚智驾持续迭代。。眼下大盘短期情绪偏弱只是暂时的，公司三条主线同步发力，基本面实打实稳步提升，不用被短期股价震荡影响心态，长期持有等待价值兑现就好。
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韭菜星
韭菜星
·
07-10
基石直接锁了大半筹码，外面流通盘本来就少得可怜，等后续资金冲进来，再想拿低价筹码根本没门
$MOMENTA-W(06880)$
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韭菜星
韭菜星
·
06-18
AI算力这条线今年还是热,电算协同、源网荷储这些概念虽然有点虚,但确实是国家在推的方向。山高卡这个位,长期逻辑没破。
$山高控股(00412)$
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韭菜星
韭菜星
·
06-04
$迈威生物-B(02493)$
港股 Biotech 集体回暖，CXO、创新药全线走强，[强][强]迈威跟着板块喝汤，行情持续性看大盘风向。
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韭菜星
韭菜星
·
06-04
$思格新能(06656)$
同行还在跟风做基础 AI 功能，思格新能源已经定义下一代能源系统形态，技术领先至少一个身位，坚定看多
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韭菜星
韭菜星
·
05-18
$山高控股(00412)$
世纪互联这笔交易，山高算是成功退出一个投资了吧？虽然可能不是最高点卖的，但能收回大笔现金也不错
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韭菜星
韭菜星
·
04-28
$思格新能(06656)$
2026年储能行业三重红利叠加：政策、刚需、经济性！兴业都看多全年高景气。思格新能源刚进港股通（可能标的），基本面硬得一批，底部区域筹码别轻易飞了。
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韭菜星
韭菜星
·
04-02
$车车科技(CCG)$
首次盈利！今天财报一出，我终于可以扬眉吐气了！
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韭菜星
韭菜星
·
03-26
$晶科电子股份(02551)$
布局第三代半导体有什么实质性的帮助吗
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韭菜星
韭菜星
·
01-29
$极智嘉-W(02590)$
大摩产业链调研后表示，中国人形机器人行业领先者与落后者之间的差距正在迅速扩大，首轮行业洗牌即将到来。具备技术实力和量产能力的核心零部件供应商将在这轮产业化浪潮中占据主导地位。随着2026年行业出货量实现数倍增长，具备先发优势的供应商将获得显著的市场份额和定价权。 那我极智嘉是不是可以起飞了？那几个机器人谁比得过极智嘉啊
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href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"基石直接锁了大半筹码，外面流通盘本来就少得可怜，等后续资金冲进来，再想拿低价筹码根本没门 $MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584164249576824","isVote":1,"tweetType":1,"viewCount":3768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576482514269688,"gmtCreate":1781766295977,"gmtModify":1781767068344,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"AI算力这条线今年还是热,电算协同、源网荷储这些概念虽然有点虚,但确实是国家在推的方向。山高卡这个位,长期逻辑没破。 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"AI算力这条线今年还是热,电算协同、源网荷储这些概念虽然有点虚,但确实是国家在推的方向。山高卡这个位,长期逻辑没破。 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"AI算力这条线今年还是热,电算协同、源网荷储这些概念虽然有点虚,但确实是国家在推的方向。山高卡这个位,长期逻辑没破。 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576482514269688","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571466813857856,"gmtCreate":1780542528334,"gmtModify":1780543079217,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>港股 Biotech 集体回暖，CXO、创新药全线走强，[强][强]迈威跟着板块喝汤，行情持续性看大盘风向。","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>港股 Biotech 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功能，思格新能源已经定义下一代能源系统形态，技术领先至少一个身位，坚定看多","text":"$思格新能(06656)$ 同行还在跟风做基础 AI 功能，思格新能源已经定义下一代能源系统形态，技术领先至少一个身位，坚定看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571466608812048","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565401207178760,"gmtCreate":1779071793420,"gmtModify":1779071795419,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 世纪互联这笔交易，山高算是成功退出一个投资了吧？虽然可能不是最高点卖的，但能收回大笔现金也不错","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 世纪互联这笔交易，山高算是成功退出一个投资了吧？虽然可能不是最高点卖的，但能收回大笔现金也不错","text":"$山高控股(00412)$ 世纪互联这笔交易，山高算是成功退出一个投资了吧？虽然可能不是最高点卖的，但能收回大笔现金也不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565401207178760","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558374781551984,"gmtCreate":1777353676587,"gmtModify":1777353688984,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>2026年储能行业三重红利叠加：政策、刚需、经济性！兴业都看多全年高景气。思格新能源刚进港股通（可能标的），基本面硬得一批，底部区域筹码别轻易飞了。","listText":"<a 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