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讲梦话
讲梦话
·
02-20
$海致科技集团(02706)$
最近美股的AI板块也在反弹，英伟达马上又要出财报了，港股AI板块热度再顺着春晚延续下去，看好海致AI除幻在AI领域的拓宽应用，成为下个千亿市值企业不是梦
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·
02-13
$海致科技集团(02706)$
海致是今年开年以来上市首日表现最好的新股了，再加上智谱这周股价也翻倍了，两只票完全点燃了这周AI板块的行情，接下来AI方面的新股估计只会更难中签了
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·
02-12
$MINIMAX-WP(00100)$
今天智谱和miniMax两个大模型龙头股再度拉动AI板块上升了，隔壁美股AI板块还在剧烈波动中，港股的AI板块终于走出了独立行情。下午新股海致科技暗盘，估计能给最近的AI板块再添一把火
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讲梦话
·
02-11
$海致科技集团(02706)$
海致科技累计完成3193.31亿港元孖展认购，以公开发售集资额7849万港元计，超购逾4067.44倍，成为近期港股打新市场最具人气的焦点之一。海致科技的火爆申购，不仅反映出市场对AI+产业互联网赛道的看好，也折射出当前港股市场资金对稀缺标的的追逐。在科技股行情回暖的背景下，具备硬核技术和明确落地场景的公司，或将成为资金布局的重点方向。
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讲梦话
·
02-10
$乐欣户外(02720)$
这周IPO打新的开胃菜就如此亮眼的收益，周四暗盘周五正式上市的海致科技更令人期待了。海致科技的市值也是一百亿，不算很大的票，应该也很容易拉起来。
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讲梦话
·
02-09
$智谱(02513)$
智谱投了海致科技的基石，这波猛涨是不是海致科技即将上市的利好所影响的，海致科技作为图计算第一，感觉能给投资人发个大红包
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讲梦话
·
02-09
$海致科技集团(02706)$
海致科技的逻辑其实可以对标美股的Palantir，都是靠硬核数据处理和图谱分析在政府和金融端通吃。在国内数字化转型和信创的大背景下，海致的AtlasGraph图数据库具备极强的替代潜力。放眼整个港股，你找不到第二家这么纯粹的图计算+智能体标的。尤其是2026年AI已经进入到‘应用为王’的下半场，谁能帮企业解决数据准确性问题，谁就是印钞机。如果海致能维持目前的营收增速，未来转入蓝筹指日可待。这波上市是捡漏高科技资产的好机会，长线投资者建议重点关注其上市后的业绩兑现
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·
02-05
$智谱(02513)$
AI 除幻第一股海致科技要上了，智谱去投了基石，估计正式上市的时候能把智谱的股价也拉一波，再等两天就来建仓
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讲梦话
·
02-03
$明略科技-W(02718)$
海致科技港股IPO，能不能引爆B2B赛道？ 现在的港股正缺这种有真实营收支撑、又在风口上的AI标的。海致2024年营收都破5亿了，增速很猛，客户全是能源、金融这些多金的KA大户。目前这种“图模融合”的垂直领域玩家还没几个上市的，一旦开闸，极易受到南向资金和机构的抢筹。别盯着那些亏损严重的纯模型公司了，这种能落地的才是真香！
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·
02-02
$海致科技集团(02706)$
看了一圈招股书，海致科技更像企业级软件+AI的结合体，不是情绪股。项目制决定下限，智能体决定上限。如果发行估值不离谱，打新参与一下性价比还是有的，至少逻辑比不少AI概念清晰。
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href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 最近美股的AI板块也在反弹，英伟达马上又要出财报了，港股AI板块热度再顺着春晚延续下去，看好海致AI除幻在AI领域的拓宽应用，成为下个千亿市值企业不是梦","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 最近美股的AI板块也在反弹，英伟达马上又要出财报了，港股AI板块热度再顺着春晚延续下去，看好海致AI除幻在AI领域的拓宽应用，成为下个千亿市值企业不是梦","text":"$海致科技集团(02706)$ 最近美股的AI板块也在反弹，英伟达马上又要出财报了，港股AI板块热度再顺着春晚延续下去，看好海致AI除幻在AI领域的拓宽应用，成为下个千亿市值企业不是梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534516433572120","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532187764761976,"gmtCreate":1770949542992,"gmtModify":1770949545547,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致是今年开年以来上市首日表现最好的新股了，再加上智谱这周股价也翻倍了，两只票完全点燃了这周AI板块的行情，接下来AI方面的新股估计只会更难中签了","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致是今年开年以来上市首日表现最好的新股了，再加上智谱这周股价也翻倍了，两只票完全点燃了这周AI板块的行情，接下来AI方面的新股估计只会更难中签了","text":"$海致科技集团(02706)$ 海致是今年开年以来上市首日表现最好的新股了，再加上智谱这周股价也翻倍了，两只票完全点燃了这周AI板块的行情，接下来AI方面的新股估计只会更难中签了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532187764761976","isVote":1,"tweetType":1,"viewCount":3617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531887744365144,"gmtCreate":1770876364949,"gmtModify":1770877848365,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 今天智谱和miniMax两个大模型龙头股再度拉动AI板块上升了，隔壁美股AI板块还在剧烈波动中，港股的AI板块终于走出了独立行情。下午新股海致科技暗盘，估计能给最近的AI板块再添一把火","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 今天智谱和miniMax两个大模型龙头股再度拉动AI板块上升了，隔壁美股AI板块还在剧烈波动中，港股的AI板块终于走出了独立行情。下午新股海致科技暗盘，估计能给最近的AI板块再添一把火","text":"$MINIMAX-WP(00100)$ 今天智谱和miniMax两个大模型龙头股再度拉动AI板块上升了，隔壁美股AI板块还在剧烈波动中，港股的AI板块终于走出了独立行情。下午新股海致科技暗盘，估计能给最近的AI板块再添一把火","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531887744365144","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531500396181040,"gmtCreate":1770781794143,"gmtModify":1770781796569,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致科技累计完成3193.31亿港元孖展认购，以公开发售集资额7849万港元计，超购逾4067.44倍，成为近期港股打新市场最具人气的焦点之一。海致科技的火爆申购，不仅反映出市场对AI+产业互联网赛道的看好，也折射出当前港股市场资金对稀缺标的的追逐。在科技股行情回暖的背景下，具备硬核技术和明确落地场景的公司，或将成为资金布局的重点方向。","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致科技累计完成3193.31亿港元孖展认购，以公开发售集资额7849万港元计，超购逾4067.44倍，成为近期港股打新市场最具人气的焦点之一。海致科技的火爆申购，不仅反映出市场对AI+产业互联网赛道的看好，也折射出当前港股市场资金对稀缺标的的追逐。在科技股行情回暖的背景下，具备硬核技术和明确落地场景的公司，或将成为资金布局的重点方向。","text":"$海致科技集团(02706)$ 海致科技累计完成3193.31亿港元孖展认购，以公开发售集资额7849万港元计，超购逾4067.44倍，成为近期港股打新市场最具人气的焦点之一。海致科技的火爆申购，不仅反映出市场对AI+产业互联网赛道的看好，也折射出当前港股市场资金对稀缺标的的追逐。在科技股行情回暖的背景下，具备硬核技术和明确落地场景的公司，或将成为资金布局的重点方向。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531500396181040","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531131506660544,"gmtCreate":1770691666453,"gmtModify":1770691668532,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a> 这周IPO打新的开胃菜就如此亮眼的收益，周四暗盘周五正式上市的海致科技更令人期待了。海致科技的市值也是一百亿，不算很大的票，应该也很容易拉起来。","listText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a> 这周IPO打新的开胃菜就如此亮眼的收益，周四暗盘周五正式上市的海致科技更令人期待了。海致科技的市值也是一百亿，不算很大的票，应该也很容易拉起来。","text":"$乐欣户外(02720)$ 这周IPO打新的开胃菜就如此亮眼的收益，周四暗盘周五正式上市的海致科技更令人期待了。海致科技的市值也是一百亿，不算很大的票，应该也很容易拉起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531131506660544","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530791592392040,"gmtCreate":1770608680416,"gmtModify":1770608682750,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 智谱投了海致科技的基石，这波猛涨是不是海致科技即将上市的利好所影响的，海致科技作为图计算第一，感觉能给投资人发个大红包","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 智谱投了海致科技的基石，这波猛涨是不是海致科技即将上市的利好所影响的，海致科技作为图计算第一，感觉能给投资人发个大红包","text":"$智谱(02513)$ 智谱投了海致科技的基石，这波猛涨是不是海致科技即将上市的利好所影响的，海致科技作为图计算第一，感觉能给投资人发个大红包","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530791592392040","isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530777063900672,"gmtCreate":1770603329778,"gmtModify":1770603332523,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致科技的逻辑其实可以对标美股的Palantir，都是靠硬核数据处理和图谱分析在政府和金融端通吃。在国内数字化转型和信创的大背景下，海致的AtlasGraph图数据库具备极强的替代潜力。放眼整个港股，你找不到第二家这么纯粹的图计算+智能体标的。尤其是2026年AI已经进入到‘应用为王’的下半场，谁能帮企业解决数据准确性问题，谁就是印钞机。如果海致能维持目前的营收增速，未来转入蓝筹指日可待。这波上市是捡漏高科技资产的好机会，长线投资者建议重点关注其上市后的业绩兑现","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致科技的逻辑其实可以对标美股的Palantir，都是靠硬核数据处理和图谱分析在政府和金融端通吃。在国内数字化转型和信创的大背景下，海致的AtlasGraph图数据库具备极强的替代潜力。放眼整个港股，你找不到第二家这么纯粹的图计算+智能体标的。尤其是2026年AI已经进入到‘应用为王’的下半场，谁能帮企业解决数据准确性问题，谁就是印钞机。如果海致能维持目前的营收增速，未来转入蓝筹指日可待。这波上市是捡漏高科技资产的好机会，长线投资者建议重点关注其上市后的业绩兑现","text":"$海致科技集团(02706)$ 海致科技的逻辑其实可以对标美股的Palantir，都是靠硬核数据处理和图谱分析在政府和金融端通吃。在国内数字化转型和信创的大背景下，海致的AtlasGraph图数据库具备极强的替代潜力。放眼整个港股，你找不到第二家这么纯粹的图计算+智能体标的。尤其是2026年AI已经进入到‘应用为王’的下半场，谁能帮企业解决数据准确性问题，谁就是印钞机。如果海致能维持目前的营收增速，未来转入蓝筹指日可待。这波上市是捡漏高科技资产的好机会，长线投资者建议重点关注其上市后的业绩兑现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530777063900672","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529341731996704,"gmtCreate":1770269868780,"gmtModify":1770269870971,"author":{"id":"4218084029851332","authorId":"4218084029851332","name":"讲梦话","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218084029851332","authorIdStr":"4218084029851332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> AI 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