社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
思水笔记
IP属地：未知
+关注
帖子 · 29
帖子 · 29
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
思水笔记
思水笔记
·
09-20
车企布局好比种树。有些树看到雨水来了才开始扎根，吉利早就扎根许久，就等这场政策春雨。新能源、海外市场、卫星技术都是它的枝干。树长得再好，想要成材，还需要时间，慢慢等开花结果，不能急于一时
$吉利汽车(00175)$
看
1,695
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
思水笔记
思水笔记
·
08-18
现在整车行业内卷严重，价格战打得热火朝天，不少车企增收不增利。对比同行，吉利上半年销量稳住，营收创新高，核心利润大幅增长，已经很难得了。国内汽车市场进入存量竞争，接下来就是行业出清阶段。吉利既有国内基本盘，又有海外增量，产品矩阵完整，在这一轮行业洗牌里面，属于优势很突出的车企，中长期逻辑很硬。
$吉利汽车(00175)$
看
1,269
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
思水笔记
思水笔记
·
07-15
大盘只要稍微回暖，这票肯定能率先拉升起来。
$MOMENTA-W(06880)$
看
744
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
思水笔记
思水笔记
·
06-29
$赛力斯(09927)$
整个消费板块都在调整，汽车也逃不掉。明显是被大盘误伤了，我觉得后面能V回来
看
1,368
回复
2
点赞
点赞
编组 21备份 2
分享
举报
思水笔记
思水笔记
·
06-08
$思格新能(06656)$
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
看
1,215
回复
评论
点赞
1
编组 21备份 2
分享
举报
思水笔记
思水笔记
·
06-08
$山高控股(00412)$
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
看
1,111
回复
评论
点赞
1
编组 21备份 2
分享
举报
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]
看
1,830
回复
评论
点赞
1
编组 21备份 2
分享
举报
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
看
1,277
回复
评论
点赞
1
编组 21备份 2
分享
举报
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]
$极智嘉-W(02590)$
看
2,111
回复
评论
点赞
1
编组 21备份 2
分享
举报
思水笔记
思水笔记
·
03-30
跌得不深、弹得不快[笑哭]
$瑞声科技(02018)$
看
2,010
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4215229504786570","uuid":"4215229504786570","gmtCreate":1752126317001,"gmtModify":1752128514791,"name":"思水笔记","pinyin":"ssbjsishuibiji","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":3,"tweetSize":29,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":609724269688200,"gmtCreate":1789885229459,"gmtModify":1789885231887,"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":"车企布局好比种树。有些树看到雨水来了才开始扎根，吉利早就扎根许久，就等这场政策春雨。新能源、海外市场、卫星技术都是它的枝干。树长得再好，想要成材，还需要时间，慢慢等开花结果，不能急于一时<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","listText":"车企布局好比种树。有些树看到雨水来了才开始扎根，吉利早就扎根许久，就等这场政策春雨。新能源、海外市场、卫星技术都是它的枝干。树长得再好，想要成材，还需要时间，慢慢等开花结果，不能急于一时<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","text":"车企布局好比种树。有些树看到雨水来了才开始扎根，吉利早就扎根许久，就等这场政策春雨。新能源、海外市场、卫星技术都是它的枝干。树长得再好，想要成材，还需要时间，慢慢等开花结果，不能急于一时$吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/609724269688200","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598032392914008,"gmtCreate":1787022185435,"gmtModify":1787022988066,"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":"现在整车行业内卷严重，价格战打得热火朝天，不少车企增收不增利。对比同行，吉利上半年销量稳住，营收创新高，核心利润大幅增长，已经很难得了。国内汽车市场进入存量竞争，接下来就是行业出清阶段。吉利既有国内基本盘，又有海外增量，产品矩阵完整，在这一轮行业洗牌里面，属于优势很突出的车企，中长期逻辑很硬。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","listText":"现在整车行业内卷严重，价格战打得热火朝天，不少车企增收不增利。对比同行，吉利上半年销量稳住，营收创新高，核心利润大幅增长，已经很难得了。国内汽车市场进入存量竞争，接下来就是行业出清阶段。吉利既有国内基本盘，又有海外增量，产品矩阵完整，在这一轮行业洗牌里面，属于优势很突出的车企，中长期逻辑很硬。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","text":"现在整车行业内卷严重，价格战打得热火朝天，不少车企增收不增利。对比同行，吉利上半年销量稳住，营收创新高，核心利润大幅增长，已经很难得了。国内汽车市场进入存量竞争，接下来就是行业出清阶段。吉利既有国内基本盘，又有海外增量，产品矩阵完整，在这一轮行业洗牌里面，属于优势很突出的车企，中长期逻辑很硬。 $吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598032392914008","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585940694888752,"gmtCreate":1784083356332,"gmtModify":1784083358156,"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":"大盘只要稍微回暖，这票肯定能率先拉升起来。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","listText":"大盘只要稍微回暖，这票肯定能率先拉升起来。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"大盘只要稍微回暖，这票肯定能率先拉升起来。 $MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585940694888752","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580269091021696,"gmtCreate":1782697350819,"gmtModify":1782697824661,"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/09927\">$赛力斯(09927)$</a> 整个消费板块都在调整，汽车也逃不掉。明显是被大盘误伤了，我觉得后面能V回来","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 整个消费板块都在调整，汽车也逃不掉。明显是被大盘误伤了，我觉得后面能V回来","text":"$赛力斯(09927)$ 整个消费板块都在调整，汽车也逃不掉。明显是被大盘误伤了，我觉得后面能V回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/580269091021696","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572923633567152,"gmtCreate":1780896263292,"gmtModify":1780897692383,"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/06656\">$思格新能(06656)$</a>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","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>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","text":"$思格新能(06656)$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","images":[{"img":"https://static.tigerbbs.com/8b0c7f90877636def682408b8e8ace1f","width":"486","height":"345"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572923633567152","isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":572923007246376,"gmtCreate":1780896199236,"gmtModify":1780897692008,"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/00412\">$山高控股(00412)$</a> 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","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 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","text":"$山高控股(00412)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572923007246376","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566520604677752,"gmtCreate":1779345075537,"gmtModify":1779345077676,"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/02493\">$迈威生物-B(02493)$</a>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]","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>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]","text":"$迈威生物-B(02493)$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]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566520604677752","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559051104364104,"gmtCreate":1777518808553,"gmtModify":1777518810506,"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/00412\">$山高控股(00412)$</a>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","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>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","text":"$山高控股(00412)$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559051104364104","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548167838937816,"gmtCreate":1774853522368,"gmtModify":1774853524228,"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":"财报之前必定要把股价压到底部，明显17下不去了[得意]<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>","listText":"财报之前必定要把股价压到底部，明显17下不去了[得意]<a 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":2111,"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":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}