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芝士财富
芝士财富
·
15:10
$山高控股(00412)$
回调到位了吧，这价格挺香的，加了点小仓位
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109
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芝士财富
芝士财富
·
01-19
禾赛科技创始人团队入局通用机器人
激光雷达上市公司禾赛科技三位创始人向少卿、李一帆、孙恺共同创立了Sharpa。Sharpa主要开发通用机器人及其核心部件。 对此，禾赛科技内部人士向记者表示，禾赛和Sharpa是两家独立运营的公司，不存在股权上的从属或业务管控关系。对于禾赛而言，AI公司会扩大团队眼界、反哺禾赛。未来机器人激光雷达市场的体量可能会超过车载，禾赛也会做机器人发展需要的其他零部件，不仅是激光雷达。
$禾赛(HSAI)$
$禾赛-W(02525)$
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721
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1
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禾赛科技创始人团队入局通用机器人
芝士财富
芝士财富
·
01-08
$天数智芯(09903)$
2025 年上海集成电路营收目标 4600 亿元，国产 GPU 获产业政策加持，成为大盘波动中的结构性机会。
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596
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1
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芝士财富
芝士财富
·
2025-12-17
$赛力斯(09927)$
差不多到底了，抄底
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645
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1
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1
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芝士财富
芝士财富
·
2025-12-05
$找钢集团-W(06676)$
价格围绕价值波动，但绳子可以很长，你得有耐心等它被拉回
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472
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1
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芝士财富
芝士财富
·
2025-12-05
$金嗓子(06896)$
短期看情绪，长期看价值。金嗓子有品牌、在出海、肯分红，港股大盘的影响终究是暂时的，拿稳了别轻易下车
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1,002
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1
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芝士财富
芝士财富
·
2025-12-05
$明略科技-W(02718)$
看了一下招股书，明略的研发投入绝对值是在增加的，只是营收涨得更快所以比例降了。这说明技术没丢，钱也赚了，良性循环。
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1,253
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1
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1
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芝士财富
芝士财富
·
2025-11-27
$金嗓子(06896)$
除了喉糖，现在益生菌产品也成了主力，产品线丰富了。多条腿走路总是稳当点，能抗风险，免得一个品类到头了增长就停滞。
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474
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1
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芝士财富
芝士财富
·
2025-11-25
$德祥地产(00199)$
明天怎么看？
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595
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1
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芝士财富
芝士财富
·
2025-11-13
$金嗓子(06896)$
虽然收盘是平盘，但好在没亏！看到了向上的希望。
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805
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1
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对此，禾赛科技内部人士向记者表示，禾赛和Sharpa是两家独立运营的公司，不存在股权上的从属或业务管控关系。对于禾赛而言，AI公司会扩大团队眼界、反哺禾赛。未来机器人激光雷达市场的体量可能会超过车载，禾赛也会做机器人发展需要的其他零部件，不仅是激光雷达。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","listText":"激光雷达上市公司禾赛科技三位创始人向少卿、李一帆、孙恺共同创立了Sharpa。Sharpa主要开发通用机器人及其核心部件。 对此，禾赛科技内部人士向记者表示，禾赛和Sharpa是两家独立运营的公司，不存在股权上的从属或业务管控关系。对于禾赛而言，AI公司会扩大团队眼界、反哺禾赛。未来机器人激光雷达市场的体量可能会超过车载，禾赛也会做机器人发展需要的其他零部件，不仅是激光雷达。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"激光雷达上市公司禾赛科技三位创始人向少卿、李一帆、孙恺共同创立了Sharpa。Sharpa主要开发通用机器人及其核心部件。 对此，禾赛科技内部人士向记者表示，禾赛和Sharpa是两家独立运营的公司，不存在股权上的从属或业务管控关系。对于禾赛而言，AI公司会扩大团队眼界、反哺禾赛。未来机器人激光雷达市场的体量可能会超过车载，禾赛也会做机器人发展需要的其他零部件，不仅是激光雷达。 $禾赛(HSAI)$ $禾赛-W(02525)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523413242835832","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519700187509216,"gmtCreate":1767854852159,"gmtModify":1767854854471,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 2025 年上海集成电路营收目标 4600 亿元，国产 GPU 获产业政策加持，成为大盘波动中的结构性机会。","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 2025 年上海集成电路营收目标 4600 亿元，国产 GPU 获产业政策加持，成为大盘波动中的结构性机会。","text":"$天数智芯(09903)$ 2025 年上海集成电路营收目标 4600 亿元，国产 GPU 获产业政策加持，成为大盘波动中的结构性机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519700187509216","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511687357506464,"gmtCreate":1765950710830,"gmtModify":1765950712998,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 差不多到底了，抄底","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 差不多到底了，抄底","text":"$赛力斯(09927)$ 差不多到底了，抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511687357506464","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507377631912944,"gmtCreate":1764902170820,"gmtModify":1764902173052,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>价格围绕价值波动，但绳子可以很长，你得有耐心等它被拉回","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>价格围绕价值波动，但绳子可以很长，你得有耐心等它被拉回","text":"$找钢集团-W(06676)$价格围绕价值波动，但绳子可以很长，你得有耐心等它被拉回","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507377631912944","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507584475734072,"gmtCreate":1764902128100,"gmtModify":1764902129901,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>短期看情绪，长期看价值。金嗓子有品牌、在出海、肯分红，港股大盘的影响终究是暂时的，拿稳了别轻易下车","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>短期看情绪，长期看价值。金嗓子有品牌、在出海、肯分红，港股大盘的影响终究是暂时的，拿稳了别轻易下车","text":"$金嗓子(06896)$短期看情绪，长期看价值。金嗓子有品牌、在出海、肯分红，港股大盘的影响终究是暂时的，拿稳了别轻易下车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507584475734072","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507377603232552,"gmtCreate":1764902099305,"gmtModify":1764902101353,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 看了一下招股书，明略的研发投入绝对值是在增加的，只是营收涨得更快所以比例降了。这说明技术没丢，钱也赚了，良性循环。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 看了一下招股书，明略的研发投入绝对值是在增加的，只是营收涨得更快所以比例降了。这说明技术没丢，钱也赚了，良性循环。","text":"$明略科技-W(02718)$ 看了一下招股书，明略的研发投入绝对值是在增加的，只是营收涨得更快所以比例降了。这说明技术没丢，钱也赚了，良性循环。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/507377603232552","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504661011636280,"gmtCreate":1764227052453,"gmtModify":1764227055034,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>除了喉糖，现在益生菌产品也成了主力，产品线丰富了。多条腿走路总是稳当点，能抗风险，免得一个品类到头了增长就停滞。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>除了喉糖，现在益生菌产品也成了主力，产品线丰富了。多条腿走路总是稳当点，能抗风险，免得一个品类到头了增长就停滞。","text":"$金嗓子(06896)$除了喉糖，现在益生菌产品也成了主力，产品线丰富了。多条腿走路总是稳当点，能抗风险，免得一个品类到头了增长就停滞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504661011636280","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503986741007112,"gmtCreate":1764053961631,"gmtModify":1764053963485,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a> 明天怎么看？","listText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a> 明天怎么看？","text":"$德祥地产(00199)$ 明天怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503986741007112","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499698079768912,"gmtCreate":1763021553232,"gmtModify":1763021555036,"author":{"id":"4209807600629590","authorId":"4209807600629590","name":"芝士财富","avatar":"https://static.tigerbbs.com/7fe83d1c672106eb11674af49f16978f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807600629590","authorIdStr":"4209807600629590"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 虽然收盘是平盘，但好在没亏！看到了向上的希望。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 虽然收盘是平盘，但好在没亏！看到了向上的希望。","text":"$金嗓子(06896)$ 虽然收盘是平盘，但好在没亏！看到了向上的希望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499698079768912","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}