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保本第一位
保本第一位
·
15:22
$小马智行(PONY)$
看数据就知道，产品收入同比增长65.4%，主要来自共建车队模式下Robotaxi交付量增加。
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9
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保本第一位
保本第一位
·
09-10 17:08
$小马智行(PONY)$
比起自己慢慢找客户，有产业客户一起推，商业化会容易不少。
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23
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1
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保本第一位
保本第一位
·
09-09 15:11
$霸王茶姬(CHA)$
摩根大通9月2日维持买入、目标价16.6美元，主流卖方对公司的看法在改善，不是一边倒的看空。
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67
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保本第一位
保本第一位
·
09-09 15:07
$小马智行(PONY)$
一套技术跑很多城市才行，否则每进入一个新城市都重新搭班子，成本和速度都撑不住。
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100
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保本第一位
保本第一位
·
09-08
$小马智行(PONY)$
小马现在的打法越来越像先把一个场景做深，再拿技术去复制。
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224
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保本第一位
保本第一位
·
09-07
$小马智行(PONY)$
Robotaxi和Robotruck现在越来越像两条腿走路了，一个管人出门，一个管货运输。这么一来，自动驾驶技术就能在不同场景里反复验，研发砸的钱也能让更多业务一起摊，成本压力就小多了。
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279
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保本第一位
保本第一位
·
09-04
$小马智行(PONY)$
早前工程师只管车跑得顺不顺，现在还得管车停哪儿、电够不够、车往哪儿集中、哪个点活儿多。这些看似鸡毛蒜皮的事，其实每一样都直接关系到赚不赚钱。
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381
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保本第一位
保本第一位
·
09-01
$霸王茶姬(CHA)$
同样是承压，霸王连续十几个季度盈利，现金储备厚，海外有增量。行业冬天里，谁有现金流、谁有品牌力、谁有出海空间，春天来了谁就抢得到份额。
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521
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保本第一位
保本第一位
·
08-31
$霸王茶姬(CHA)$
业绩有波动，股价已经杀了不少，悲观预期打得比较满。但海外高增长+盈利质量改善+回购三条主线都没断，现在估值反而有性价比。消费股最难的就是在数据不好看的时候敢下注
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508
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保本第一位
保本第一位
·
08-30
$霸王茶姬(CHA)$
主动调整发展节奏、强调高质量增长，而不是盲目冲规模，这个战略定力在现在的消费环境里挺难得的。能克制住不开垃圾店，反而说明管理层清醒。
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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi和Robotruck现在越来越像两条腿走路了，一个管人出门，一个管货运输。这么一来，自动驾驶技术就能在不同场景里反复验，研发砸的钱也能让更多业务一起摊，成本压力就小多了。","listText":"<a 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href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>同样是承压，霸王连续十几个季度盈利，现金储备厚，海外有增量。行业冬天里，谁有现金流、谁有品牌力、谁有出海空间，春天来了谁就抢得到份额。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>同样是承压，霸王连续十几个季度盈利，现金储备厚，海外有增量。行业冬天里，谁有现金流、谁有品牌力、谁有出海空间，春天来了谁就抢得到份额。","text":"$霸王茶姬(CHA)$同样是承压，霸王连续十几个季度盈利，现金储备厚，海外有增量。行业冬天里，谁有现金流、谁有品牌力、谁有出海空间，春天来了谁就抢得到份额。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602984146464784","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602641515619448,"gmtCreate":1788166296804,"gmtModify":1788166299249,"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/CHA\">$霸王茶姬(CHA)$</a>业绩有波动，股价已经杀了不少，悲观预期打得比较满。但海外高增长+盈利质量改善+回购三条主线都没断，现在估值反而有性价比。消费股最难的就是在数据不好看的时候敢下注","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>业绩有波动，股价已经杀了不少，悲观预期打得比较满。但海外高增长+盈利质量改善+回购三条主线都没断，现在估值反而有性价比。消费股最难的就是在数据不好看的时候敢下注","text":"$霸王茶姬(CHA)$业绩有波动，股价已经杀了不少，悲观预期打得比较满。但海外高增长+盈利质量改善+回购三条主线都没断，现在估值反而有性价比。消费股最难的就是在数据不好看的时候敢下注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602641515619448","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602280014144336,"gmtCreate":1788077980947,"gmtModify":1788079133148,"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/CHA\">$霸王茶姬(CHA)$</a>主动调整发展节奏、强调高质量增长，而不是盲目冲规模，这个战略定力在现在的消费环境里挺难得的。能克制住不开垃圾店，反而说明管理层清醒。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>主动调整发展节奏、强调高质量增长，而不是盲目冲规模，这个战略定力在现在的消费环境里挺难得的。能克制住不开垃圾店，反而说明管理层清醒。","text":"$霸王茶姬(CHA)$主动调整发展节奏、强调高质量增长，而不是盲目冲规模，这个战略定力在现在的消费环境里挺难得的。能克制住不开垃圾店，反而说明管理层清醒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602280014144336","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
