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天地一指万物一马
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天地一指万物一马
天地一指万物一马
·
09-18
$吉利汽车(00175)$
我之前一直以为，公司营收涨，应付账款肯定跟着涨。吉利今年收入涨14.7%，贸易应付和去年年底差不多。等于盘子做大了，但没有多占用上游资金[捂脸][捂脸]
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天地一指万物一马
天地一指万物一马
·
09-03
港股波动大是老毛病，但也会给质地不错的公司留出布局机会。大盘带下来的回调，有时候反而是慢慢捡筹码的时机。吉利自身经营没毛病，大多只是被大行情拖累，碰到这种情况没必要慌。
$吉利汽车(00175)$
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天地一指万物一马
天地一指万物一马
·
08-16
$吉利汽车(00175)$
坚持就是胜利！不纠结个别车型短期表现，即便行业内卷加剧，吉利出口增速大幅领跑，海外市场撑起增长底气，高额分红、机构看多都是真实的支撑。短期盘面波动只是情绪影响，下半年新车集中交付会释放业绩弹性，我秉持长期主义，决定稳住心态长期持有！
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天地一指万物一马
天地一指万物一马
·
07-10
$MOMENTA-W(06880)$
世界模型量产落地只是开始，技术底子这么扎实的公司，一旦彻底爆发，涨幅绝对能超出所有人预期。
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天地一指万物一马
天地一指万物一马
·
06-22
$思格新能(06656)$
欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]
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天地一指万物一马
天地一指万物一马
·
06-22
$赛力斯(09927)$
可能是资金被大盘带跑了，先熬着[龇牙]
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天地一指万物一马
天地一指万物一马
·
06-04
$思格新能(06656)$
看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少
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天地一指万物一马
天地一指万物一马
·
05-18
$迈威生物-B(02493)$
现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的
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天地一指万物一马
天地一指万物一马
·
04-28
海外临床 + 授权一直在做，慢慢往全球化方向走
$迈威生物-B(02493)$
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天地一指万物一马
天地一指万物一马
·
04-28
$思格新能(06656)$
工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了
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href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>我之前一直以为，公司营收涨，应付账款肯定跟着涨。吉利今年收入涨14.7%，贸易应付和去年年底差不多。等于盘子做大了，但没有多占用上游资金[捂脸][捂脸]","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>我之前一直以为，公司营收涨，应付账款肯定跟着涨。吉利今年收入涨14.7%，贸易应付和去年年底差不多。等于盘子做大了，但没有多占用上游资金[捂脸][捂脸]","text":"$吉利汽车(00175)$我之前一直以为，公司营收涨，应付账款肯定跟着涨。吉利今年收入涨14.7%，贸易应付和去年年底差不多。等于盘子做大了，但没有多占用上游资金[捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/608979647824816","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603666006488384,"gmtCreate":1788416452162,"gmtModify":1788416454566,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"港股波动大是老毛病，但也会给质地不错的公司留出布局机会。大盘带下来的回调，有时候反而是慢慢捡筹码的时机。吉利自身经营没毛病，大多只是被大行情拖累，碰到这种情况没必要慌。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","listText":"港股波动大是老毛病，但也会给质地不错的公司留出布局机会。大盘带下来的回调，有时候反而是慢慢捡筹码的时机。吉利自身经营没毛病，大多只是被大行情拖累，碰到这种情况没必要慌。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","text":"港股波动大是老毛病，但也会给质地不错的公司留出布局机会。大盘带下来的回调，有时候反而是慢慢捡筹码的时机。吉利自身经营没毛病，大多只是被大行情拖累，碰到这种情况没必要慌。 $吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/603666006488384","isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597305092490272,"gmtCreate":1786844602451,"gmtModify":1786844606132,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 坚持就是胜利！不纠结个别车型短期表现，即便行业内卷加剧，吉利出口增速大幅领跑，海外市场撑起增长底气，高额分红、机构看多都是真实的支撑。短期盘面波动只是情绪影响，下半年新车集中交付会释放业绩弹性，我秉持长期主义，决定稳住心态长期持有！","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 坚持就是胜利！不纠结个别车型短期表现，即便行业内卷加剧，吉利出口增速大幅领跑，海外市场撑起增长底气，高额分红、机构看多都是真实的支撑。短期盘面波动只是情绪影响，下半年新车集中交付会释放业绩弹性，我秉持长期主义，决定稳住心态长期持有！","text":"$吉利汽车(00175)$ 坚持就是胜利！不纠结个别车型短期表现，即便行业内卷加剧，吉利出口增速大幅领跑，海外市场撑起增长底气，高额分红、机构看多都是真实的支撑。短期盘面波动只是情绪影响，下半年新车集中交付会释放业绩弹性，我秉持长期主义，决定稳住心态长期持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/597305092490272","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584176624768248,"gmtCreate":1783652748370,"gmtModify":1783652750517,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>世界模型量产落地只是开始，技术底子这么扎实的公司，一旦彻底爆发，涨幅绝对能超出所有人预期。","listText":"<a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>世界模型量产落地只是开始，技术底子这么扎实的公司，一旦彻底爆发，涨幅绝对能超出所有人预期。","text":"$MOMENTA-W(06880)$世界模型量产落地只是开始，技术底子这么扎实的公司，一旦彻底爆发，涨幅绝对能超出所有人预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584176624768248","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577834947158856,"gmtCreate":1782096463554,"gmtModify":1782096529973,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]","text":"$思格新能(06656)$欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577834947158856","isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577834227552792,"gmtCreate":1782096388975,"gmtModify":1782096524664,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 可能是资金被大盘带跑了，先熬着[龇牙]","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 可能是资金被大盘带跑了，先熬着[龇牙]","text":"$赛力斯(09927)$ 可能是资金被大盘带跑了，先熬着[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577834227552792","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571481794758864,"gmtCreate":1780546129699,"gmtModify":1780548352270,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少","text":"$思格新能(06656)$看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少","images":[{"img":"https://static.tigerbbs.com/d8b04a290fcb98708d6e4ea95cb44bea","width":"129","height":"133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571481794758864","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":565473432843416,"gmtCreate":1779089363955,"gmtModify":1779089366228,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的","text":"$迈威生物-B(02493)$ 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授权一直在做，慢慢往全球化方向走$迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558407032108112","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558406829336072,"gmtCreate":1777361504272,"gmtModify":1777361506625,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了","text":"$思格新能(06656)$工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558406829336072","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}