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耐心等机会we
耐心等机会we
·
03-31
反正成本也不算高，往下空间有限，没什么好慌的
$山高控股(00412)$
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耐心等机会we
耐心等机会we
·
03-16
$小米集团-W(01810)$
可以说这一代已经进化成完全体了，销量可预见的会继续保持增长，市场肯定更有信心
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耐心等机会we
耐心等机会we
·
02-13
$山高控股(00412)$
今天这点涨幅看着不大，但趋势走出来了
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耐心等机会we
耐心等机会we
·
02-13
$牧原股份(02714)$
账上现金172亿，经营现金流285亿，这叫不缺钱的时候提前备粮草，是战略储备不是救命稻草。
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耐心等机会we
耐心等机会we
·
02-04
$HASHKEY HLDGS(03887)$
HashKey是HK本地一哥，75%市占不是吹的，新牌拿到就是锦上添花，拿不到也不伤根基
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耐心等机会we
耐心等机会we
·
02-04
大模型落地企业的最大阻力：业务部门不敢用。为什么？怕胡说。明略的解法是给模型加"护栏"——知识图谱定边界，垂直数据定内容，可信机制定标准。让AI从"能用"变成"敢用"。
$明略科技-W(02718)$
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1
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耐心等机会we
耐心等机会we
·
02-04
$汽车街(02443)$
从周期角度看，二手车行业现在处于谷底徘徊阶段。汽车街股价已经反映了大部分悲观预期，如果后续有月度经营数据回暖，情绪修复起来也会比较快。
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755
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耐心等机会we
耐心等机会we
·
01-21
大盘这几天震荡分化，A 股有的板块涨有的跌，山高跟着小跌也正常，不慌不慌[笑哭]
$山高控股(00412)$
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耐心等机会we
耐心等机会we
·
01-09
$地平线机器人-W(09660)$
以前市场按芯片公司给地平线估值，现在必须考虑其生态价值：技术授权收入、合资公司股权价值、生态企业协同潜力……HCT这次融资就像一把钥匙，打开了地平线作为“生态型平台企业”的估值新空间
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耐心等机会we
耐心等机会we
·
01-09
$MINIMAX-WP(00100)$
中国AI大模型公司MiniMax香港上市首日持续冲高，盘中一度涨约80%，现涨超70%；智谱涨幅扩大至逾22%。
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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>今天这点涨幅看着不大，但趋势走出来了","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>今天这点涨幅看着不大，但趋势走出来了","text":"$山高控股(00412)$今天这点涨幅看着不大，但趋势走出来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532203476042672","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532203340973416,"gmtCreate":1770953345597,"gmtModify":1770953347514,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 账上现金172亿，经营现金流285亿，这叫不缺钱的时候提前备粮草，是战略储备不是救命稻草。","listText":"<a 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href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>HashKey是HK本地一哥，75%市占不是吹的，新牌拿到就是锦上添花，拿不到也不伤根基","text":"$HASHKEY HLDGS(03887)$HashKey是HK本地一哥，75%市占不是吹的，新牌拿到就是锦上添花，拿不到也不伤根基","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529017275819440","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529016894481856,"gmtCreate":1770185713802,"gmtModify":1770185716017,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"title":"","htmlText":"大模型落地企业的最大阻力：业务部门不敢用。为什么？怕胡说。明略的解法是给模型加\"护栏\"——知识图谱定边界，垂直数据定内容，可信机制定标准。让AI从\"能用\"变成\"敢用\"。<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>","listText":"大模型落地企业的最大阻力：业务部门不敢用。为什么？怕胡说。明略的解法是给模型加\"护栏\"——知识图谱定边界，垂直数据定内容，可信机制定标准。让AI从\"能用\"变成\"敢用\"。<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>","text":"大模型落地企业的最大阻力：业务部门不敢用。为什么？怕胡说。明略的解法是给模型加\"护栏\"——知识图谱定边界，垂直数据定内容，可信机制定标准。让AI从\"能用\"变成\"敢用\"。$明略科技-W(02718)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529016894481856","isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529016627712480,"gmtCreate":1770185683775,"gmtModify":1770185685750,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a> 从周期角度看，二手车行业现在处于谷底徘徊阶段。汽车街股价已经反映了大部分悲观预期，如果后续有月度经营数据回暖，情绪修复起来也会比较快。","listText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a> 从周期角度看，二手车行业现在处于谷底徘徊阶段。汽车街股价已经反映了大部分悲观预期，如果后续有月度经营数据回暖，情绪修复起来也会比较快。","text":"$汽车街(02443)$ 从周期角度看，二手车行业现在处于谷底徘徊阶段。汽车街股价已经反映了大部分悲观预期，如果后续有月度经营数据回暖，情绪修复起来也会比较快。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529016627712480","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524125440004280,"gmtCreate":1768968273287,"gmtModify":1768968275253,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"title":"","htmlText":"大盘这几天震荡分化，A 股有的板块涨有的跌，山高跟着小跌也正常，不慌不慌[笑哭]<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"大盘这几天震荡分化，A 股有的板块涨有的跌，山高跟着小跌也正常，不慌不慌[笑哭]<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"大盘这几天震荡分化，A 股有的板块涨有的跌，山高跟着小跌也正常，不慌不慌[笑哭]$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524125440004280","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519979131703864,"gmtCreate":1767925422882,"gmtModify":1767925424888,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>以前市场按芯片公司给地平线估值，现在必须考虑其生态价值：技术授权收入、合资公司股权价值、生态企业协同潜力……HCT这次融资就像一把钥匙，打开了地平线作为“生态型平台企业”的估值新空间","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>以前市场按芯片公司给地平线估值，现在必须考虑其生态价值：技术授权收入、合资公司股权价值、生态企业协同潜力……HCT这次融资就像一把钥匙，打开了地平线作为“生态型平台企业”的估值新空间","text":"$地平线机器人-W(09660)$以前市场按芯片公司给地平线估值，现在必须考虑其生态价值：技术授权收入、合资公司股权价值、生态企业协同潜力……HCT这次融资就像一把钥匙，打开了地平线作为“生态型平台企业”的估值新空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519979131703864","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519799338513128,"gmtCreate":1767925390684,"gmtModify":1767925392611,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 中国AI大模型公司MiniMax香港上市首日持续冲高，盘中一度涨约80%，现涨超70%；智谱涨幅扩大至逾22%。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 中国AI大模型公司MiniMax香港上市首日持续冲高，盘中一度涨约80%，现涨超70%；智谱涨幅扩大至逾22%。","text":"$MINIMAX-WP(00100)$ 中国AI大模型公司MiniMax香港上市首日持续冲高，盘中一度涨约80%，现涨超70%；智谱涨幅扩大至逾22%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519799338513128","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}