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补天计划
补天计划
·
05-19
$驭势科技(01511)$
明天只要能守住发行价附近平稳运行就行
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228
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1
编组 21备份 2
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补天计划
补天计划
·
04-29
$思格新能(06656)$
新股不管涨跌，全明星基石阵容就是中期支撑。短期有震荡，但机构不会集体看错同一家公司。
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744
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1
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补天计划
补天计划
·
04-29
总体感觉，山高控股在一条确定的赛道上转型，有资源、有布局、也看到一些阶段性成果。短期业绩虽有波动，但长期战略方向是清晰的，可以保持跟踪
$山高控股(00412)$
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427
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1
编组 21备份 2
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补天计划
补天计划
·
04-21
$迈威生物-B(02493)$
A+H双平台启航：迈威生物A股（688062）已上市近4年，不是只有一张PPT的新股。港股上市后，既可连接国际资本与全球研发网络，又能凭借A股获得本土流动性支撑——估值重估箭在弦上
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1,645
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2
编组 21备份 2
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补天计划
补天计划
·
04-03
分布式储能是双碳战略的重要组成部分，政策支持力度大。思格新能源专注这个赛道，又有领先的产品和产能，长期来看会持续受益于政策红利和行业增长
$思格新能(06656)$
$派能科技(688063)$
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1,240
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1
编组 21备份 2
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补天计划
补天计划
·
03-27
港股流动性一般，压制了估值，但也让风险释放更充分。山高有实业资产支撑，底部区域不必过度看空
$山高控股(00412)$
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843
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1
编组 21备份 2
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补天计划
补天计划
·
03-12
$禾赛(HSAI)$
$禾赛-W(02525)$
不管外面怎么吵，禾赛的基本盘在就行，熬过这段再说吧
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1,274
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1
编组 21备份 2
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补天计划
补天计划
·
01-30
$金嗓子(06896)$
炒股要有耐心，着急吃不了热豆腐，慢慢熬吧
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988
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1
编组 21备份 2
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补天计划
补天计划
·
01-19
$MINIMAX-WP(00100)$
海外收入占比高达 73.1%，覆盖 200 多个国家和地区，不像纯依赖国内市场的公司，抗风险能力强，这也是我持仓的重要原因[吃瓜]
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2,205
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补天计划
补天计划
·
01-08
$明略科技-W(02718)$
看了之前的财报，Agentic AI已经开始贡献真金白银了，这种有业绩支撑的AI票估计反弹也快
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1,745
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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"总体感觉，山高控股在一条确定的赛道上转型，有资源、有布局、也看到一些阶段性成果。短期业绩虽有波动，但长期战略方向是清晰的，可以保持跟踪 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"总体感觉，山高控股在一条确定的赛道上转型，有资源、有布局、也看到一些阶段性成果。短期业绩虽有波动，但长期战略方向是清晰的，可以保持跟踪 $山高控股(00412)$","images":[{"img":"https://static.tigerbbs.com/00708a477fd006bcae3e00eea9a30144","width":"337","height":"491"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558718371321648","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":555904911594696,"gmtCreate":1776752144116,"gmtModify":1776752146490,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> A+H双平台启航：迈威生物A股（688062）已上市近4年，不是只有一张PPT的新股。港股上市后，既可连接国际资本与全球研发网络，又能凭借A股获得本土流动性支撑——估值重估箭在弦上","listText":"<a 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A+H双平台启航：迈威生物A股（688062）已上市近4年，不是只有一张PPT的新股。港股上市后，既可连接国际资本与全球研发网络，又能凭借A股获得本土流动性支撑——估值重估箭在弦上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555904911594696","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549584251766888,"gmtCreate":1775197750085,"gmtModify":1775609009185,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"分布式储能是双碳战略的重要组成部分，政策支持力度大。思格新能源专注这个赛道，又有领先的产品和产能，长期来看会持续受益于政策红利和行业增长 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a>","listText":"分布式储能是双碳战略的重要组成部分，政策支持力度大。思格新能源专注这个赛道，又有领先的产品和产能，长期来看会持续受益于政策红利和行业增长 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a>","text":"分布式储能是双碳战略的重要组成部分，政策支持力度大。思格新能源专注这个赛道，又有领先的产品和产能，长期来看会持续受益于政策红利和行业增长 $思格新能(06656)$ $派能科技(688063)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549584251766888","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547091246157904,"gmtCreate":1774590759484,"gmtModify":1774590761677,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"港股流动性一般，压制了估值，但也让风险释放更充分。山高有实业资产支撑，底部区域不必过度看空<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"港股流动性一般，压制了估值，但也让风险释放更充分。山高有实业资产支撑，底部区域不必过度看空<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"港股流动性一般，压制了估值，但也让风险释放更充分。山高有实业资产支撑，底部区域不必过度看空$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547091246157904","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541990294909696,"gmtCreate":1773317075234,"gmtModify":1773317077424,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 不管外面怎么吵，禾赛的基本盘在就行，熬过这段再说吧","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 不管外面怎么吵，禾赛的基本盘在就行，熬过这段再说吧","text":"$禾赛(HSAI)$ $禾赛-W(02525)$ 不管外面怎么吵，禾赛的基本盘在就行，熬过这段再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541990294909696","isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527330606874848,"gmtCreate":1769751039235,"gmtModify":1769751040928,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 炒股要有耐心，着急吃不了热豆腐，慢慢熬吧","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 炒股要有耐心，着急吃不了热豆腐，慢慢熬吧","text":"$金嗓子(06896)$ 炒股要有耐心，着急吃不了热豆腐，慢慢熬吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527330606874848","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523589613531664,"gmtCreate":1768807524373,"gmtModify":1768807526538,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>海外收入占比高达 73.1%，覆盖 200 多个国家和地区，不像纯依赖国内市场的公司，抗风险能力强，这也是我持仓的重要原因[吃瓜]","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>海外收入占比高达 73.1%，覆盖 200 多个国家和地区，不像纯依赖国内市场的公司，抗风险能力强，这也是我持仓的重要原因[吃瓜]","text":"$MINIMAX-WP(00100)$海外收入占比高达 73.1%，覆盖 200 多个国家和地区，不像纯依赖国内市场的公司，抗风险能力强，这也是我持仓的重要原因[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523589613531664","isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519681467298512,"gmtCreate":1767850666304,"gmtModify":1767850668441,"author":{"id":"4209806802629100","authorId":"4209806802629100","name":"补天计划","avatar":"https://static.tigerbbs.com/11461b7ec71bfa96c898d0ccc91ddc48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806802629100","authorIdStr":"4209806802629100"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>看了之前的财报，Agentic AI已经开始贡献真金白银了，这种有业绩支撑的AI票估计反弹也快","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>看了之前的财报，Agentic AI已经开始贡献真金白银了，这种有业绩支撑的AI票估计反弹也快","text":"$明略科技-W(02718)$看了之前的财报，Agentic AI已经开始贡献真金白银了，这种有业绩支撑的AI票估计反弹也快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519681467298512","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
