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点滴投资思考
点滴投资思考
·
04-30
$迈威生物-B(02493)$
聊聊迈威生物这次港股IPO的时机。现在港股创新药板块情绪明显回暖，2025年全年27家医药新股上市，只有2家首日破发，超过三分之一的首日涨幅超100%。这个数据说明市场对优质医药股相当友好。迈威作为ADC赛道的头部玩家，核心产品9MW2821在国内靶向Nectin-4里跑得最快，全球也就仅次于那个年销40亿美元的Padcev。赶上这波热潮上市，首日氛围值得期待。
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点滴投资思考
点滴投资思考
·
04-30
我投资有个毛病，不喜欢赌方向，喜欢赌基础设施。
$HASHKEY HLDGS(03887)$
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1
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点滴投资思考
点滴投资思考
·
03-30
十五五战略清晰，项目储备充足，业绩下滑不影响成长逻辑，反而让估值更便宜，性价比更高[比心]
$山高控股(00412)$
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点滴投资思考
点滴投资思考
·
02-11
$山高控股(00412)$
这K线走得挺漂亮，量能也温和放大，不像之前那种一日游，这次感觉有戏
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1,656
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点滴投资思考
点滴投资思考
·
01-20
$MINIMAX-WP(00100)$
闫俊杰参会释放明确信号：国内AI龙头企业已进入政策视野核心区。MiniMax不仅技术上是全模态第一梯队，商业化也走在前面，2.12亿全球用户+13万企业客户，这样的硬实力才能被邀请发声，长期看好其成长。
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1
编组 21备份 2
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点滴投资思考
点滴投资思考
·
01-08
$天数智芯(09903)$
$阿里巴巴(BABA)$
$快手-W(01024)$
盘面上，今日大型科网股集体下挫拖累大市。阿里巴巴跌超3%，网易、快手跌超2%，美团、小米、腾讯、京东均跌超1%。
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点滴投资思考
点滴投资思考
·
2025-12-29
$极智嘉-W(02590)$
对比一下海外同赛道的公司，极智嘉现在的市值真的不算贵。随着业绩持续释放，这个坑肯定要填平的
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点滴投资思考
点滴投资思考
·
2025-12-18
$山高控股(00412)$
山高背后毕竟是山东高速集团，在基础设施投资、长期运营方面有基因。做风电虽然行业不同，但投资逻辑相似——都是长期运营、稳定现金流。这种经验是可以迁移的
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点滴投资思考
点滴投资思考
·
2025-12-18
$映恩生物-B(09606)$
DB-1310成为全球首款在此适应症上获FTD的HER3-ADC药物，这个适应症前景怎么样呢？
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点滴投资思考
点滴投资思考
·
2025-11-27
$蔚来(NIO)$
所以啥时候涨？
$蔚来-SW(09866)$
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href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>","listText":"我投资有个毛病，不喜欢赌方向，喜欢赌基础设施。<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>","text":"我投资有个毛病，不喜欢赌方向，喜欢赌基础设施。$HASHKEY HLDGS(03887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559039300080640","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548292479468040,"gmtCreate":1774847577569,"gmtModify":1774847579496,"author":{"id":"4215229380786360","authorId":"4215229380786360","name":"点滴投资思考","avatar":"https://static.tigerbbs.com/b4ae5bf42d773a8ce825db7288bca792","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229380786360","idStr":"4215229380786360"},"themes":[],"title":"","htmlText":"十五五战略清晰，项目储备充足，业绩下滑不影响成长逻辑，反而让估值更便宜，性价比更高[比心] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"十五五战略清晰，项目储备充足，业绩下滑不影响成长逻辑，反而让估值更便宜，性价比更高[比心] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"十五五战略清晰，项目储备充足，业绩下滑不影响成长逻辑，反而让估值更便宜，性价比更高[比心] $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548292479468040","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531488698242096,"gmtCreate":1770778959164,"gmtModify":1770778961245,"author":{"id":"4215229380786360","authorId":"4215229380786360","name":"点滴投资思考","avatar":"https://static.tigerbbs.com/b4ae5bf42d773a8ce825db7288bca792","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229380786360","idStr":"4215229380786360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 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闫俊杰参会释放明确信号：国内AI龙头企业已进入政策视野核心区。MiniMax不仅技术上是全模态第一梯队，商业化也走在前面，2.12亿全球用户+13万企业客户，这样的硬实力才能被邀请发声，长期看好其成长。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 闫俊杰参会释放明确信号：国内AI龙头企业已进入政策视野核心区。MiniMax不仅技术上是全模态第一梯队，商业化也走在前面，2.12亿全球用户+13万企业客户，这样的硬实力才能被邀请发声，长期看好其成长。","text":"$MINIMAX-WP(00100)$ 闫俊杰参会释放明确信号：国内AI龙头企业已进入政策视野核心区。MiniMax不仅技术上是全模态第一梯队，商业化也走在前面，2.12亿全球用户+13万企业客户，这样的硬实力才能被邀请发声，长期看好其成长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523666731410112","isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519559200391808,"gmtCreate":1767866762991,"gmtModify":1767866834737,"author":{"id":"4215229380786360","authorId":"4215229380786360","name":"点滴投资思考","avatar":"https://static.tigerbbs.com/b4ae5bf42d773a8ce825db7288bca792","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229380786360","idStr":"4215229380786360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 盘面上，今日大型科网股集体下挫拖累大市。阿里巴巴跌超3%，网易、快手跌超2%，美团、小米、腾讯、京东均跌超1%。","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 盘面上，今日大型科网股集体下挫拖累大市。阿里巴巴跌超3%，网易、快手跌超2%，美团、小米、腾讯、京东均跌超1%。","text":"$天数智芯(09903)$ $阿里巴巴(BABA)$ $快手-W(01024)$ 盘面上，今日大型科网股集体下挫拖累大市。阿里巴巴跌超3%，网易、快手跌超2%，美团、小米、腾讯、京东均跌超1%。","images":[{"img":"https://static.tigerbbs.com/245753731b61f77dcf49d5e1be29cd90","width":"1216","height":"700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519559200391808","isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":516153382191416,"gmtCreate":1766989034961,"gmtModify":1766989037192,"author":{"id":"4215229380786360","authorId":"4215229380786360","name":"点滴投资思考","avatar":"https://static.tigerbbs.com/b4ae5bf42d773a8ce825db7288bca792","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229380786360","idStr":"4215229380786360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 对比一下海外同赛道的公司，极智嘉现在的市值真的不算贵。随着业绩持续释放，这个坑肯定要填平的","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 对比一下海外同赛道的公司，极智嘉现在的市值真的不算贵。随着业绩持续释放，这个坑肯定要填平的","text":"$极智嘉-W(02590)$ 对比一下海外同赛道的公司，极智嘉现在的市值真的不算贵。随着业绩持续释放，这个坑肯定要填平的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516153382191416","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512038406504752,"gmtCreate":1766036336470,"gmtModify":1766036338381,"author":{"id":"4215229380786360","authorId":"4215229380786360","name":"点滴投资思考","avatar":"https://static.tigerbbs.com/b4ae5bf42d773a8ce825db7288bca792","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229380786360","idStr":"4215229380786360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高背后毕竟是山东高速集团，在基础设施投资、长期运营方面有基因。做风电虽然行业不同，但投资逻辑相似——都是长期运营、稳定现金流。这种经验是可以迁移的","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高背后毕竟是山东高速集团，在基础设施投资、长期运营方面有基因。做风电虽然行业不同，但投资逻辑相似——都是长期运营、稳定现金流。这种经验是可以迁移的","text":"$山高控股(00412)$ 山高背后毕竟是山东高速集团，在基础设施投资、长期运营方面有基因。做风电虽然行业不同，但投资逻辑相似——都是长期运营、稳定现金流。这种经验是可以迁移的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512038406504752","isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512036365508856,"gmtCreate":1766035836820,"gmtModify":1766035838657,"author":{"id":"4215229380786360","authorId":"4215229380786360","name":"点滴投资思考","avatar":"https://static.tigerbbs.com/b4ae5bf42d773a8ce825db7288bca792","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229380786360","idStr":"4215229380786360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物-B(09606)$</a> 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