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tiger0722
tiger0722
·
02-12 16:35
同样是新股，海致靠“图模融合”真本事。根治大模型幻觉，这才是产业AI的刚需
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tiger0722
tiger0722
·
02-12 16:34
$海致科技集团(02706)$
暗盘200%只是价值发现的第一声枪响，明天正式敲锣，让空头看看什么是“除幻”的爆发力！
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tiger0722
tiger0722
·
02-11
海致这个节点上市，恰好赶上市场风格切换——它有近三年26.8%的复合增长、已经扭亏的利润、清晰的客户付费模型。这种公司，当下更容易获得溢价
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tiger0722
tiger0722
·
02-11
$海致科技集团(02706)$
智谱华章关联方作为基石投资者，不是简单的财务投资。智谱做底层模型，海致做上层增强，双方有业务协同。产业链上下游互相站台，比纯VC背书更说明问题
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tiger0722
tiger0722
·
02-10
市场最近对细分龙头 + 题材稀缺的定价在明显抬升，乐欣的强势表现，本质是资金在为能讲清楚的龙头逻辑买单。AI板块情绪回暖时，更容易先拔估值的是“新股 + 叙事清晰 + 标签鲜明”的公司，
$海致科技集团(02706)$
天然具备聚光灯效应
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tiger0722
tiger0722
·
02-09
$海致科技集团(02706)$
这次IPO有智谱做基石，同行认可并真金白银下注，这比单纯财务投资更有说服力，说明海致技术价值在产业内被看好[强] [强]
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tiger0722
tiger0722
·
02-03
$澜起科技(06809)$
市场用脚投票，近20家机构预测澜起2025年净利润均值在22亿左右。大资金都在关注它的AI运力芯片布局，跟着聪明钱走
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tiger0722
tiger0722
·
02-03
$澜起科技(06809)$
澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺
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tiger0722
tiger0722
·
02-03
比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的]
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tiger0722
tiger0722
·
02-03
突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核
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市场用脚投票，近20家机构预测澜起2025年净利润均值在22亿左右。大资金都在关注它的AI运力芯片布局，跟着聪明钱走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716360855800","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528716211332144,"gmtCreate":1770111661466,"gmtModify":1770111663464,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06809\">$澜起科技(06809)$ </a> 澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺","listText":"<a href=\"https://laohu8.com/S/06809\">$澜起科技(06809)$ </a> 澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺","text":"$澜起科技(06809)$ 澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716211332144","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528716042687952,"gmtCreate":1770111621604,"gmtModify":1770111624528,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的] ","listText":"比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的] ","text":"比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716042687952","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528716154639000,"gmtCreate":1770111575327,"gmtModify":1770111577996,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核","listText":"突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核","text":"突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716154639000","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}