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保本第一位
保本第一位
·
03-13 21:21
$小马智行(PONY)$
这波中东业务恢复，其实说明Robotaxi商业模式正在走向常态化。之前觉得海外只是测试，但现在是暂停后还能恢复运营，说明当地政策、资本、需求都在慢慢成熟，提前布局的反而更有优势。
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1
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保本第一位
保本第一位
·
03-11
$复宏汉霖(02696)$
最近复宏汉霖的IND确实密集，从双抗、四特异性抗体（HLX3901）、小分子（HLX97）再到这个融合蛋白，技术路线非常多元，一方面欣慰于公司底层研发平台的运转效率；另一方面，同时推进这么多早期创新管线还是很烧钱的。这也侧面验证了公司现有商业化基本盘持续提供净现金流的重要性。
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192
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1
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保本第一位
保本第一位
·
03-11
$小马智行(PONY)$
当初小马是在广州跑通之后，才开始更多提合作方投放。如果单车模型没验证，是很难说服合作方承担资产和运营风险的。
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2
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保本第一位
保本第一位
·
03-10
$小马智行(PONY)$
是否能引入合作方，其实是对Robotaxi商业模型的一次市场检验。只有当单车模型可预期，外部资本才愿意承担车辆资产。
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2
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保本第一位
保本第一位
·
03-09
$小马智行(PONY)$
局势还是不稳定啊，根本挡不住
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1
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保本第一位
保本第一位
·
03-09
$归创通桥(02190)$
今天的盘面有点难看的，清一色的调整啊，归创还能翻红
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71
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1
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保本第一位
保本第一位
·
03-06
$小马智行(PONY)$
Robotaxi 的核心优势在于规模带来的数据闭环，能持续扩展运营规模，就说明数据积累在加速，对算法迭代很关键。
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1
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保本第一位
保本第一位
·
03-04
$复宏汉霖(02696)$
HER2阳性乳腺癌一线治疗现在离不开化疗，患者非常痛苦。HLX22这个新表位单抗的作用机制很讨巧，既能和现有药物错位结合，还可以加速ADC药物的内吞。如果这个II/III期临床能证明‘免化疗’方案在疗效和安全性上胜出，那就是改写全球NCCN指南的颠覆性成果了
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保本第一位
保本第一位
·
03-03
$小马智行(PONY)$
好多人都在嫌Robotaxi慢，但真要商业化本来就不是一年两年的事
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保本第一位
保本第一位
·
03-02
$小马智行(PONY)$
今天整体都还在趋势里，还是涨了一个点
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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>是否能引入合作方，其实是对Robotaxi商业模型的一次市场检验。只有当单车模型可预期，外部资本才愿意承担车辆资产。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>是否能引入合作方，其实是对Robotaxi商业模型的一次市场检验。只有当单车模型可预期，外部资本才愿意承担车辆资产。","text":"$小马智行(PONY)$是否能引入合作方，其实是对Robotaxi商业模型的一次市场检验。只有当单车模型可预期，外部资本才愿意承担车辆资产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541106644932632","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540747138303368,"gmtCreate":1773036476052,"gmtModify":1773036478132,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>局势还是不稳定啊，根本挡不住","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>局势还是不稳定啊，根本挡不住","text":"$小马智行(PONY)$局势还是不稳定啊，根本挡不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540747138303368","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540746609116072,"gmtCreate":1773036281867,"gmtModify":1773036284072,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>今天的盘面有点难看的，清一色的调整啊，归创还能翻红","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>今天的盘面有点难看的，清一色的调整啊，归创还能翻红","text":"$归创通桥(02190)$今天的盘面有点难看的，清一色的调整啊，归创还能翻红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540746609116072","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539683555497112,"gmtCreate":1772776753235,"gmtModify":1772776755532,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi 的核心优势在于规模带来的数据闭环，能持续扩展运营规模，就说明数据积累在加速，对算法迭代很关键。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi 的核心优势在于规模带来的数据闭环，能持续扩展运营规模，就说明数据积累在加速，对算法迭代很关键。","text":"$小马智行(PONY)$Robotaxi 的核心优势在于规模带来的数据闭环，能持续扩展运营规模，就说明数据积累在加速，对算法迭代很关键。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539683555497112","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538926678566352,"gmtCreate":1772594792082,"gmtModify":1772594794350,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>HER2阳性乳腺癌一线治疗现在离不开化疗，患者非常痛苦。HLX22这个新表位单抗的作用机制很讨巧，既能和现有药物错位结合，还可以加速ADC药物的内吞。如果这个II/III期临床能证明‘免化疗’方案在疗效和安全性上胜出，那就是改写全球NCCN指南的颠覆性成果了","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>HER2阳性乳腺癌一线治疗现在离不开化疗，患者非常痛苦。HLX22这个新表位单抗的作用机制很讨巧，既能和现有药物错位结合，还可以加速ADC药物的内吞。如果这个II/III期临床能证明‘免化疗’方案在疗效和安全性上胜出，那就是改写全球NCCN指南的颠覆性成果了","text":"$复宏汉霖(02696)$HER2阳性乳腺癌一线治疗现在离不开化疗，患者非常痛苦。HLX22这个新表位单抗的作用机制很讨巧，既能和现有药物错位结合，还可以加速ADC药物的内吞。如果这个II/III期临床能证明‘免化疗’方案在疗效和安全性上胜出，那就是改写全球NCCN指南的颠覆性成果了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538926678566352","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538729529521520,"gmtCreate":1772546653480,"gmtModify":1772546655525,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>好多人都在嫌Robotaxi慢，但真要商业化本来就不是一年两年的事","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>好多人都在嫌Robotaxi慢，但真要商业化本来就不是一年两年的事","text":"$小马智行(PONY)$好多人都在嫌Robotaxi慢，但真要商业化本来就不是一年两年的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538729529521520","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538231841009736,"gmtCreate":1772425140008,"gmtModify":1772425142185,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>今天整体都还在趋势里，还是涨了一个点","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>今天整体都还在趋势里，还是涨了一个点","text":"$小马智行(PONY)$今天整体都还在趋势里，还是涨了一个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538231841009736","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}