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点滴投资思考
点滴投资思考
·
09-19
$吉利汽车(00175)$
外观跳出千篇一律的方盒子老旧风格，前脸大灯辨识度很高。内饰设计大气，开出门回头率直接爆爆爆，同时兼顾家用的精致感和实用性，诶嘛呀我可太喜欢了[爱你][爱你][爱你]
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点滴投资思考
点滴投资思考
·
09-07
$吉利汽车(00175)$
别死揪平台来源不放，技术买的也好合作来的也罢，[笑哭]关键看你能不能吃透改好。GEA可以对外输出，就说明改造这块跑通了。到头来市场只看车卖不卖得动，能不能赚到真金白银。
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点滴投资思考
点滴投资思考
·
07-14
行业从拼增量变成拼存量，
$赛力斯(09927)$
这时候股东回报就很重要
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点滴投资思考
点滴投资思考
·
06-25
$思格新能(06656)$
千亿光储龙头推出首个能源全域AI智能体，思格新能源这战略级动作，算是能源管理智能化的标志性节点了
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编组 21备份 2
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点滴投资思考
点滴投资思考
·
06-08
$现在位置不算高，往下空间有限，没必要来回折腾做 T
$迈威生物-B(02493)$
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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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1
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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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1,183
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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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2,904
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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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href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","text":"$现在位置不算高，往下空间有限，没必要来回折腾做 T $迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572878270850472","isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559039564387408,"gmtCreate":1777515970301,"gmtModify":1777515972973,"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/02493\">$迈威生物-B(02493)$</a>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。","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>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。","text":"$迈威生物-B(02493)$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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559039564387408","isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559039300080640,"gmtCreate":1777515905085,"gmtModify":1777515907238,"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":"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>","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":1183,"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":2226,"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> 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","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 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","text":"$山高控股(00412)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531488698242096","isVote":1,"tweetType":1,"viewCount":2904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523666731410112,"gmtCreate":1768889369907,"gmtModify":1768890120873,"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/00100\">$MINIMAX-WP(00100)$</a> 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