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思水笔记
思水笔记
·
06-08 13:24
$思格新能(06656)$
今天又补了点，均价452。逻辑很简单：全球储能还在前中期，AI+能源是未来几年的超级叙事，思格新能源在这个交叉口上的卡位目前看是最锋利的之一。错了认栽，对了拿久。祝各位周一顺利
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思水笔记
思水笔记
·
06-08 13:23
$山高控股(00412)$
这种控股平台估值本来就有折价，等市场认识到旗下资产的价值，重估是必然的。但问题是这个“等”要用多久，没人说得准。我现在就是拿着看
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思水笔记
思水笔记
·
05-21
$迈威生物-B(02493)$
港股募资、发债融资，钱进来了，研发就能继续推，管线不中断就是最大的利好[保佑][看涨]
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1
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思水笔记
思水笔记
·
04-30
$山高控股(00412)$
港股算力板块走强，山高控股受益，今天大涨，后续看板块持续性
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思水笔记
思水笔记
·
03-30
财报之前必定要把股价压到底部，明显17下不去了[得意]
$极智嘉-W(02590)$
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思水笔记
思水笔记
·
03-30
跌得不深、弹得不快[笑哭]
$瑞声科技(02018)$
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思水笔记
思水笔记
·
03-16
$金嗓子(06896)$
震荡上行，量能虽然不算爆量，但趋势很健康
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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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·
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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href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>","text":"财报之前必定要把股价压到底部，明显17下不去了[得意]$极智嘉-W(02590)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548167838937816","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548167325816600,"gmtCreate":1774853467022,"gmtModify":1774853469063,"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":"跌得不深、弹得不快[笑哭]<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a>","listText":"跌得不深、弹得不快[笑哭]<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a>","text":"跌得不深、弹得不快[笑哭]$瑞声科技(02018)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548167325816600","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543156344861136,"gmtCreate":1773632024068,"gmtModify":1773632025830,"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> 震荡上行，量能虽然不算爆量，但趋势很健康","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 震荡上行，量能虽然不算爆量，但趋势很健康","text":"$金嗓子(06896)$ 震荡上行，量能虽然不算爆量，但趋势很健康","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543156344861136","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531548784154312,"gmtCreate":1770791773899,"gmtModify":1770791776002,"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/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。","listText":"<a 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":1953,"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":1522,"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":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}