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韭菜星
韭菜星
·
09-18
感觉现在汽车行业玩法变了，不再只是拼销量、打价格战。后面拼的是整个生态好不好。一直压榨零部件企业，上游没钱搞研发，整车产品迟早跟不上。吉利主动优化账期，就是稳住供应链
$吉利汽车(00175)$
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韭菜星
韭菜星
·
09-03
$内蒙一机(600967)$
地面兵装龙头，近期受军工情绪、资产注入预期驱动连续走强，但半年报业绩同比下滑，股价更多依赖题材情绪推动。短期积累大量获利盘，高位分歧加大，上方13.7元存在较强压力，若量能跟不上，大概率出现冲高震荡洗盘；军工板块持续走强才有进一步冲高机会。 操作上，持仓者以12.5元作为短线防守支撑，收盘跌破则果断减仓，冲高乏力分批兑现利润，不盲目格局。空仓者禁止高位追涨，只适合回踩企稳后小仓位博弈，普通投资者应当观望，题材行情波动剧烈，注意控制整体仓位风险。
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韭菜星
韭菜星
·
09-03
行业里头都在比哪个功率数字大，吉利搞车桩云协同，毫秒级AI温控，
$吉利汽车(00175)$
减少锂析出，充得快的同时电池安全和寿命都顾到了，这个方向才是对的嘛。
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974
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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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836
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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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减少锂析出，充得快的同时电池安全和寿命都顾到了，这个方向才是对的嘛。","text":"行业里头都在比哪个功率数字大，吉利搞车桩云协同，毫秒级AI温控， $吉利汽车(00175)$ 减少锂析出，充得快的同时电池安全和寿命都顾到了，这个方向才是对的嘛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/603620618748520","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597296885494856,"gmtCreate":1786842599392,"gmtModify":1786842601746,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 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。","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 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。","text":"$吉利汽车(00175)$ 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 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