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保本第一位
保本第一位
·
04-24 14:29
$小马智行(PONY)$
行业趋势很清晰了。电动化解决“动力问题”，智能化解决“决策问题”，而自动驾驶是终极形态。
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保本第一位
·
04-24 13:59
$霸王茶姬(CHA)$
坚持直营的路难走，但品牌形象和用户体验能牢牢抓在自己手里
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保本第一位
保本第一位
·
04-23 17:38
$霸王茶姬(CHA)$
能承受被误解、被低估，陪伴企业穿越周期的人，才能收获时间的玫瑰。
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36
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保本第一位
保本第一位
·
04-23 17:26
$复宏汉霖(02696)$
复宏每年有5到6个IND的目标，部分项目优先内部推进，部分和合作伙伴共同开发，这种直接向海外输出创新基础设施的底层逻辑还是比较扎实的
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保本第一位
保本第一位
·
04-23 15:04
$小马智行(PONY)$
自动驾驶的扩张路径和互联网完全不同。不是指数级扩散，而是线性推进，每一个城市都要重新验证。
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140
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保本第一位
保本第一位
·
04-22 15:42
$霸王茶姬(CHA)$
和中粮旗下中茶公司战略合作。绑定“国家队”资源，供应链的稳定性和品质上限更有保障了。
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16
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保本第一位
保本第一位
·
04-22 14:07
$小马智行(PONY)$
强化学习路线的一个核心变化，是目标函数变成竞争关键。过去是像人开车，现在是开得更好。但更好怎么定义，本身也是一个复杂系统工程。
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保本第一位
保本第一位
·
04-21
$霸王茶姬(CHA)$
敢于直面问题、总结经验的团队，更值得长期信任。
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173
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保本第一位
保本第一位
·
04-21
$小马智行(PONY)$
北京车展要开了，听说小马也会参展。这种大规模行业展示，本质是释放一个信号，自动驾驶已经从实验室走向产业体系。
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保本第一位
保本第一位
·
04-20
$霸王茶姬(CHA)$
推行GMV分成制，意味着放弃旱涝保收的原料差价。这短期可能影响报表利润，但长期看，是和加盟商真正绑成“命运共同体”。
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href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>敢于直面问题、总结经验的团队，更值得长期信任。","text":"$霸王茶姬(CHA)$敢于直面问题、总结经验的团队，更值得长期信任。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555971614961696","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555917505934544,"gmtCreate":1776755219031,"gmtModify":1776755220964,"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>北京车展要开了，听说小马也会参展。这种大规模行业展示，本质是释放一个信号，自动驾驶已经从实验室走向产业体系。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>北京车展要开了，听说小马也会参展。这种大规模行业展示，本质是释放一个信号，自动驾驶已经从实验室走向产业体系。","text":"$小马智行(PONY)$北京车展要开了，听说小马也会参展。这种大规模行业展示，本质是释放一个信号，自动驾驶已经从实验室走向产业体系。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555917505934544","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555644301267952,"gmtCreate":1776688591332,"gmtModify":1776688593710,"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>推行GMV分成制，意味着放弃旱涝保收的原料差价。这短期可能影响报表利润，但长期看，是和加盟商真正绑成“命运共同体”。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>推行GMV分成制，意味着放弃旱涝保收的原料差价。这短期可能影响报表利润，但长期看，是和加盟商真正绑成“命运共同体”。","text":"$霸王茶姬(CHA)$推行GMV分成制，意味着放弃旱涝保收的原料差价。这短期可能影响报表利润，但长期看，是和加盟商真正绑成“命运共同体”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555644301267952","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
