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保本第一位
保本第一位
·
03-06 13:59
$小马智行(PONY)$
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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保本第一位
保本第一位
·
03-04 11:26
$复宏汉霖(02696)$
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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93
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1
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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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118
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1
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保本第一位
保本第一位
·
02-27
$小马智行(PONY)$
尝试国际市场合作测试还是很有必要的，从投资角度，这种国内 + 国际双市场逻辑比单一市场更有韧性。
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307
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1
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保本第一位
保本第一位
·
02-26
$小马智行(PONY)$
深圳春节不打烊、付费订单创历史新高，背后不是一次性需求，而是车队规模扩大后还能把效率跑出来。Robotaxi 真正值钱的不是炫技，是一辆车一年能创造多少真实订单，小马这一步算是把模型跑通了一段。
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524
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1
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保本第一位
保本第一位
·
02-25
$复宏汉霖(02696)$
这种‘License-out’的轻资产模式真的香。复宏汉霖不用去东南亚、中东这些极其复杂的市场烧钱建销售团队，直接借Abbott的船出海，自己躺着收里程碑付款和销售分成。现金流有保障，省下的钱继续砸HLX43等创新管线，这个商业闭环已经完全跑通了
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136
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1
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保本第一位
保本第一位
·
02-24
$小马智行(PONY)$
说白了，Robotaxi 服务的本质是“准公共交通”，意味着可靠性必须极高。最起码需要通过不同城市的法规审查，安全体系和应急方案经得起验证，这也是资本最看重的部分。
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260
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1
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保本第一位
保本第一位
·
02-12
$小马智行(PONY)$
感觉全球机构真的在重仓自动驾驶这条赛道。Robotaxi 的商业化逻辑正在被长线资金接受，而不是短期炒作。
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448
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1
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保本第一位
保本第一位
·
02-11
$小马智行(PONY)$
盲目扩车只会放大亏损。控制节奏反而代表成熟
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220
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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":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537232817140008,"gmtCreate":1772181240117,"gmtModify":1772181241979,"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,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>尝试国际市场合作测试还是很有必要的，从投资角度，这种国内 + 国际双市场逻辑比单一市场更有韧性。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>尝试国际市场合作测试还是很有必要的，从投资角度，这种国内 + 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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>深圳春节不打烊、付费订单创历史新高，背后不是一次性需求，而是车队规模扩大后还能把效率跑出来。Robotaxi 真正值钱的不是炫技，是一辆车一年能创造多少真实订单，小马这一步算是把模型跑通了一段。","text":"$小马智行(PONY)$深圳春节不打烊、付费订单创历史新高，背后不是一次性需求，而是车队规模扩大后还能把效率跑出来。Robotaxi 真正值钱的不是炫技，是一辆车一年能创造多少真实订单，小马这一步算是把模型跑通了一段。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536970567922616","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536451383780960,"gmtCreate":1771990541943,"gmtModify":1771990544429,"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,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>这种‘License-out’的轻资产模式真的香。复宏汉霖不用去东南亚、中东这些极其复杂的市场烧钱建销售团队，直接借Abbott的船出海，自己躺着收里程碑付款和销售分成。现金流有保障，省下的钱继续砸HLX43等创新管线，这个商业闭环已经完全跑通了","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>这种‘License-out’的轻资产模式真的香。复宏汉霖不用去东南亚、中东这些极其复杂的市场烧钱建销售团队，直接借Abbott的船出海，自己躺着收里程碑付款和销售分成。现金流有保障，省下的钱继续砸HLX43等创新管线，这个商业闭环已经完全跑通了","text":"$复宏汉霖(02696)$这种‘License-out’的轻资产模式真的香。复宏汉霖不用去东南亚、中东这些极其复杂的市场烧钱建销售团队，直接借Abbott的船出海，自己躺着收里程碑付款和销售分成。现金流有保障，省下的钱继续砸HLX43等创新管线，这个商业闭环已经完全跑通了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536451383780960","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536272690651216,"gmtCreate":1771946913751,"gmtModify":1771946916092,"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,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>说白了，Robotaxi 服务的本质是“准公共交通”，意味着可靠性必须极高。最起码需要通过不同城市的法规审查，安全体系和应急方案经得起验证，这也是资本最看重的部分。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>说白了，Robotaxi 服务的本质是“准公共交通”，意味着可靠性必须极高。最起码需要通过不同城市的法规审查，安全体系和应急方案经得起验证，这也是资本最看重的部分。","text":"$小马智行(PONY)$说白了，Robotaxi 服务的本质是“准公共交通”，意味着可靠性必须极高。最起码需要通过不同城市的法规审查，安全体系和应急方案经得起验证，这也是资本最看重的部分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536272690651216","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532025444497016,"gmtCreate":1770908111067,"gmtModify":1770908113453,"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,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>感觉全球机构真的在重仓自动驾驶这条赛道。Robotaxi 的商业化逻辑正在被长线资金接受，而不是短期炒作。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>感觉全球机构真的在重仓自动驾驶这条赛道。Robotaxi 的商业化逻辑正在被长线资金接受，而不是短期炒作。","text":"$小马智行(PONY)$感觉全球机构真的在重仓自动驾驶这条赛道。Robotaxi 的商业化逻辑正在被长线资金接受，而不是短期炒作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532025444497016","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531664055902368,"gmtCreate":1770821764448,"gmtModify":1770821766518,"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,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>盲目扩车只会放大亏损。控制节奏反而代表成熟","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>盲目扩车只会放大亏损。控制节奏反而代表成熟","text":"$小马智行(PONY)$盲目扩车只会放大亏损。控制节奏反而代表成熟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531664055902368","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}