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思水笔记
思水笔记
·
02-11
$卓正医疗(02677)$
很多医疗从业者都在感慨：市场下行期，民营医疗是不是越来越难了？但卓正医疗用14年坚守换来的上市荣光，恰恰证明了一个真相：民营医疗从不是“寒冬已至”，反而藏着大把机会；那些被忽视的科室、坚守初心的医生，正站在蓝海之上，静待花开。
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思水笔记
思水笔记
·
02-11
$极智嘉-W(02590)$
区别于行业多数产品仍停留在演示或实训阶段，极智嘉无人拣选工作站在发布3 个月之内即通过世界500强企业POC验证并完成验收，直接在真实仓储场景实现稳定作业，验证了其技术能力、工业级可靠性与商业价值。落地即创收，这个很难得的
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思水笔记
思水笔记
·
02-04
$金嗓子(06896)$
新基地的智能制造升级，说明金嗓子在硬实力上也在持续投入，不是吃老本。
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1
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思水笔记
思水笔记
·
02-04
$乐欣户外(02720)$
自有品牌转型有点意思，OBM毛利率42.6%还在提升。收购的英国品牌SOLAR六年销售额翻三倍，证明它真会运营品牌，不只是个代工厂
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思水笔记
思水笔记
·
02-02
$极智嘉-W(02590)$
今天大盘带崩了？按道理应该拉高入通啊
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思水笔记
思水笔记
·
01-20
从投资节奏看，“十五五”规划制定期是主题布局期。明年开局就是规划落地期。MiniMax这次高规格亮相，很可能贯穿整个规划周期的投资主线
$MINIMAX-WP(00100)$
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思水笔记
思水笔记
·
01-08
$恒生科技指数(HSTECH)$
$天数智芯(09903)$
整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。
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思水笔记
思水笔记
·
2025-12-29
$智汇矿业(02546)$
在西藏矿业板块，它锌、铅精矿产量能排到前五，是区域龙头之一
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533
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思水笔记
思水笔记
·
2025-12-29
$阿里巴巴-W(09988)$
$腾讯控股(00700)$
$巨人网络(002558)$
近期市场对MiniMax的亏损讨论颇多，作为一名关注AI赛道的中小投资者，我更愿意从投入产出效率的角度理性看待这一问题。在大厂动辄百亿级投流、千亿级资本开支的AI赛道上，MiniMax成立至今仅花费5亿美金，却能跻身全模态全球第一梯队，这样的效率对比，恰恰说明其亏损具备较强的合理性与阶段性。
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思水笔记
思水笔记
·
2025-12-18
$金嗓子(06896)$
兄弟们都还好吗？别割在地板上，再等等看
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href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>很多医疗从业者都在感慨：市场下行期，民营医疗是不是越来越难了？但卓正医疗用14年坚守换来的上市荣光，恰恰证明了一个真相：民营医疗从不是“寒冬已至”，反而藏着大把机会；那些被忽视的科室、坚守初心的医生，正站在蓝海之上，静待花开。","text":"$卓正医疗(02677)$很多医疗从业者都在感慨：市场下行期，民营医疗是不是越来越难了？但卓正医疗用14年坚守换来的上市荣光，恰恰证明了一个真相：民营医疗从不是“寒冬已至”，反而藏着大把机会；那些被忽视的科室、坚守初心的医生，正站在蓝海之上，静待花开。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531548784154312","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531540831019256,"gmtCreate":1770791681234,"gmtModify":1770791683559,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 区别于行业多数产品仍停留在演示或实训阶段，极智嘉无人拣选工作站在发布3 个月之内即通过世界500强企业POC验证并完成验收，直接在真实仓储场景实现稳定作业，验证了其技术能力、工业级可靠性与商业价值。落地即创收，这个很难得的","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 区别于行业多数产品仍停留在演示或实训阶段，极智嘉无人拣选工作站在发布3 个月之内即通过世界500强企业POC验证并完成验收，直接在真实仓储场景实现稳定作业，验证了其技术能力、工业级可靠性与商业价值。落地即创收，这个很难得的","text":"$极智嘉-W(02590)$ 区别于行业多数产品仍停留在演示或实训阶段，极智嘉无人拣选工作站在发布3 个月之内即通过世界500强企业POC验证并完成验收，直接在真实仓储场景实现稳定作业，验证了其技术能力、工业级可靠性与商业价值。落地即创收，这个很难得的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531540831019256","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529006460219448,"gmtCreate":1770183125177,"gmtModify":1770183126996,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>新基地的智能制造升级，说明金嗓子在硬实力上也在持续投入，不是吃老本。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>新基地的智能制造升级，说明金嗓子在硬实力上也在持续投入，不是吃老本。","text":"$金嗓子(06896)$新基地的智能制造升级，说明金嗓子在硬实力上也在持续投入，不是吃老本。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529006460219448","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529006268474536,"gmtCreate":1770183094694,"gmtModify":1770183097053,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a> 自有品牌转型有点意思，OBM毛利率42.6%还在提升。收购的英国品牌SOLAR六年销售额翻三倍，证明它真会运营品牌，不只是个代工厂","listText":"<a 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href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>今天大盘带崩了？按道理应该拉高入通啊","text":"$极智嘉-W(02590)$今天大盘带崩了？按道理应该拉高入通啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528363018343648","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523681016844536,"gmtCreate":1768892855980,"gmtModify":1768892857870,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"从投资节奏看，“十五五”规划制定期是主题布局期。明年开局就是规划落地期。MiniMax这次高规格亮相，很可能贯穿整个规划周期的投资主线<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"从投资节奏看，“十五五”规划制定期是主题布局期。明年开局就是规划落地期。MiniMax这次高规格亮相，很可能贯穿整个规划周期的投资主线<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"从投资节奏看，“十五五”规划制定期是主题布局期。明年开局就是规划落地期。MiniMax这次高规格亮相，很可能贯穿整个规划周期的投资主线$MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523681016844536","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519560332005440,"gmtCreate":1767867121016,"gmtModify":1767867122978,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。","text":"$恒生科技指数(HSTECH)$ $天数智芯(09903)$ 整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519560332005440","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515932176122800,"gmtCreate":1766990371972,"gmtModify":1766990373760,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>在西藏矿业板块，它锌、铅精矿产量能排到前五，是区域龙头之一","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>在西藏矿业板块，它锌、铅精矿产量能排到前五，是区域龙头之一","text":"$智汇矿业(02546)$在西藏矿业板块，它锌、铅精矿产量能排到前五，是区域龙头之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515932176122800","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516033292710488,"gmtCreate":1766990321976,"gmtModify":1766990324232,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 近期市场对MiniMax的亏损讨论颇多，作为一名关注AI赛道的中小投资者，我更愿意从投入产出效率的角度理性看待这一问题。在大厂动辄百亿级投流、千亿级资本开支的AI赛道上，MiniMax成立至今仅花费5亿美金，却能跻身全模态全球第一梯队，这样的效率对比，恰恰说明其亏损具备较强的合理性与阶段性。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 近期市场对MiniMax的亏损讨论颇多，作为一名关注AI赛道的中小投资者，我更愿意从投入产出效率的角度理性看待这一问题。在大厂动辄百亿级投流、千亿级资本开支的AI赛道上，MiniMax成立至今仅花费5亿美金，却能跻身全模态全球第一梯队，这样的效率对比，恰恰说明其亏损具备较强的合理性与阶段性。","text":"$阿里巴巴-W(09988)$ $腾讯控股(00700)$ $巨人网络(002558)$ 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