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财经小葡萄
财经小葡萄
·
07-06 11:16
$珞石机器人(03752)$
顶级资本组团背书。国家制造业基金领投4亿,是最大外部单一股东,深创投、刘永好南方希望、顺为资本持续加持,上市还有广发、华泰做基石,机构认可度拉满
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财经小葡萄
财经小葡萄
·
07-01
$长电科技(600584)$
忽略短期起伏,长线安心持有
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111
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财经小葡萄
财经小葡萄
·
06-11
$桦欣控股(01657)$
有朋友问港股流动性差点算?四方伟业入主后体量上嚟、知名度打开,进港股通系潜在期权。就算唔考虑港股通,净系国内机构透过QDII配呢只「中国Databricks+物理A」都够食,唔好用A股嘅换手率标准要求佢。
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财经小葡萄
财经小葡萄
·
06-09
领益智造,通过港交所IPO聆讯,国泰君安国际独家保荐
$国泰君安国际(01788)$
2026年6月7日,来自广东江门的A股上市公司广东领益智造股份有限公司LingyiiTech(Guangdong)Company(简称"领益智造”)向港交所递交招股书,拟在香港主板发行H股上市,国泰君安国际独家保荐。其于2025年11月20日、2026年5月20日先后两次递表。 领益智造,曾于2021年6月30日在港交所递交招股书,当时由中金公司、华泰国际、瑞银联席保荐。 领益智造(002600.SZ),于2018年反向收购江粉磁材并在深交所挂牌上市,并于2018年3月5日完成更名,截至2026年6月5日收市,其总市值约1102亿元人民币。
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领益智造,通过港交所IPO聆讯,国泰君安国际独家保荐
财经小葡萄
财经小葡萄
·
06-08
$桦欣控股(01657)$
新主太犀利,将咁好嘅资产装咗入嚟。
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415
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财经小葡萄
财经小葡萄
·
06-05
$桦欣控股(01657)$
产品同五一视界好贴近,五一都四百亿咁上下,佢好大潜力。
$五一视界(06651)$
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财经小葡萄
财经小葡萄
·
06-01
$百望股份(06657)$
最近这成交量也是没谁了,感觉主力都在躺平。不过我看它25年财报AI业务占比都快30%了,这第二增长曲线要是真跑通了,后面应该有点看头吧,先拿点底仓蹲着
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488
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2
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财经小葡萄
财经小葡萄
·
06-01
$云知声(09678)$
之前觉得大模型都是玩具,U2的思路让我改观——原生Agent,能拆任务、调工具、闭环执行。云知声把十几年医疗和生活场景的积淀揉进去了,至少在我关心的ToB领域,它是冲着"能干活"去的
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财经小葡萄
财经小葡萄
·
05-29
$云知声(09678)$
没点耐心可真不行,等U2落地,就起来了
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财经小葡萄
财经小葡萄
·
05-26
$云知声(09678)$
6月会涨起来,立帖为证
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375
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顶级资本组团背书。国家制造业基金领投4亿,是最大外部单一股东,深创投、刘永好南方希望、顺为资本持续加持,上市还有广发、华泰做基石,机构认可度拉满","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582763602302248","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581064239306224,"gmtCreate":1782891560552,"gmtModify":1782891562660,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600584\">$长电科技(600584)$ </a>忽略短期起伏,长线安心持有","listText":"<a href=\"https://laohu8.com/S/600584\">$长电科技(600584)$ </a>忽略短期起伏,长线安心持有","text":"$长电科技(600584)$ 忽略短期起伏,长线安心持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581064239306224","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574046930200888,"gmtCreate":1781162129114,"gmtModify":1781162914400,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a>有朋友问港股流动性差点算?四方伟业入主后体量上嚟、知名度打开,进港股通系潜在期权。就算唔考虑港股通,净系国内机构透过QDII配呢只「中国Databricks+物理A」都够食,唔好用A股嘅换手率标准要求佢。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a>有朋友问港股流动性差点算?四方伟业入主后体量上嚟、知名度打开,进港股通系潜在期权。就算唔考虑港股通,净系国内机构透过QDII配呢只「中国Databricks+物理A」都够食,唔好用A股嘅换手率标准要求佢。","text":"$桦欣控股(01657)$ 有朋友问港股流动性差点算?四方伟业入主后体量上嚟、知名度打开,进港股通系潜在期权。就算唔考虑港股通,净系国内机构透过QDII配呢只「中国Databricks+物理A」都够食,唔好用A股嘅换手率标准要求佢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574046930200888","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573176645428992,"gmtCreate":1780970935933,"gmtModify":1780971258411,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"领益智造,通过港交所IPO聆讯,国泰君安国际独家保荐","htmlText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a>2026年6月7日,来自广东江门的A股上市公司广东领益智造股份有限公司LingyiiTech(Guangdong)Company(简称\"领益智造”)向港交所递交招股书,拟在香港主板发行H股上市,国泰君安国际独家保荐。其于2025年11月20日、2026年5月20日先后两次递表。 领益智造,曾于2021年6月30日在港交所递交招股书,当时由中金公司、华泰国际、瑞银联席保荐。 领益智造(002600.SZ),于2018年反向收购江粉磁材并在深交所挂牌上市,并于2018年3月5日完成更名,截至2026年6月5日收市,其总市值约1102亿元人民币。","listText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a>2026年6月7日,来自广东江门的A股上市公司广东领益智造股份有限公司LingyiiTech(Guangdong)Company(简称\"领益智造”)向港交所递交招股书,拟在香港主板发行H股上市,国泰君安国际独家保荐。其于2025年11月20日、2026年5月20日先后两次递表。 领益智造,曾于2021年6月30日在港交所递交招股书,当时由中金公司、华泰国际、瑞银联席保荐。 领益智造(002600.SZ),于2018年反向收购江粉磁材并在深交所挂牌上市,并于2018年3月5日完成更名,截至2026年6月5日收市,其总市值约1102亿元人民币。","text":"$国泰君安国际(01788)$ 2026年6月7日,来自广东江门的A股上市公司广东领益智造股份有限公司LingyiiTech(Guangdong)Company(简称\"领益智造”)向港交所递交招股书,拟在香港主板发行H股上市,国泰君安国际独家保荐。其于2025年11月20日、2026年5月20日先后两次递表。 领益智造,曾于2021年6月30日在港交所递交招股书,当时由中金公司、华泰国际、瑞银联席保荐。 领益智造(002600.SZ),于2018年反向收购江粉磁材并在深交所挂牌上市,并于2018年3月5日完成更名,截至2026年6月5日收市,其总市值约1102亿元人民币。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/573176645428992","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4162794138249580","authorId":"4162794138249580","name":"赵琦君","avatar":"https://static.tigerbbs.com/609b14a54fe933fa900a952613cfc6f6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4162794138249580","idStr":"4162794138249580"},"content":"补充下,领益智造总市值超千亿,这种大型制造业企业赴港上市选择独家保荐机构很谨慎,能选中国泰君安国际,侧面印证机构跨境投行口碑、承销能力业内顶尖","text":"补充下,领益智造总市值超千亿,这种大型制造业企业赴港上市选择独家保荐机构很谨慎,能选中国泰君安国际,侧面印证机构跨境投行口碑、承销能力业内顶尖","html":"补充下,领益智造总市值超千亿,这种大型制造业企业赴港上市选择独家保荐机构很谨慎,能选中国泰君安国际,侧面印证机构跨境投行口碑、承销能力业内顶尖"},{"author":{"id":"4241824381986420","authorId":"4241824381986420","name":"M风沿","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4241824381986420","idStr":"4241824381986420"},"content":"利好落地,港股投行板块看国泰君安国际领涨","text":"利好落地,港股投行板块看国泰君安国际领涨","html":"利好落地,港股投行板块看国泰君安国际领涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572858410449264,"gmtCreate":1780880410121,"gmtModify":1780883592632,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a>新主太犀利,将咁好嘅资产装咗入嚟。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a>新主太犀利,将咁好嘅资产装咗入嚟。","text":"$桦欣控股(01657)$ 新主太犀利,将咁好嘅资产装咗入嚟。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572858410449264","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571835204147312,"gmtCreate":1780632404331,"gmtModify":1780635447517,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a>产品同五一视界好贴近,五一都四百亿咁上下,佢好大潜力。<a href=\"https://laohu8.com/S/06651\">$五一视界(06651)$ </a>","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$ </a>产品同五一视界好贴近,五一都四百亿咁上下,佢好大潜力。<a href=\"https://laohu8.com/S/06651\">$五一视界(06651)$ </a>","text":"$桦欣控股(01657)$ 产品同五一视界好贴近,五一都四百亿咁上下,佢好大潜力。$五一视界(06651)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571835204147312","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570482987934632,"gmtCreate":1780282335634,"gmtModify":1780282588640,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>最近这成交量也是没谁了,感觉主力都在躺平。不过我看它25年财报AI业务占比都快30%了,这第二增长曲线要是真跑通了,后面应该有点看头吧,先拿点底仓蹲着","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>最近这成交量也是没谁了,感觉主力都在躺平。不过我看它25年财报AI业务占比都快30%了,这第二增长曲线要是真跑通了,后面应该有点看头吧,先拿点底仓蹲着","text":"$百望股份(06657)$ 最近这成交量也是没谁了,感觉主力都在躺平。不过我看它25年财报AI业务占比都快30%了,这第二增长曲线要是真跑通了,后面应该有点看头吧,先拿点底仓蹲着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570482987934632","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570478359134904,"gmtCreate":1780281151739,"gmtModify":1780282588561,"author":{"id":"4227433389839290","authorId":"4227433389839290","name":"财经小葡萄","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227433389839290","idStr":"4227433389839290"},"themes":[],"title":"","htmlText":"<a 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