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舒克起飞
IP属地：广东
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舒克起飞
舒克起飞
·
02-03
$乐摩科技(02539)$
奥佳华靠本地合作爆火，乐摩的海外业务应该也能复刻吧
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舒克起飞
舒克起飞
·
02-02
$英特尔(INTC)$
抛开订单传闻，我看重的是其先进制程的爬坡进度。18A工艺能否如期量产并达到性能承诺，是衡量其能否在代工市场与台积电竞争的根本。我认为，这是公司当前所有故事的前提，技术执行力的兑现比任何订单消息都更重要。
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1
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舒克起飞
舒克起飞
·
01-30
$趣致集团(00917)$
AI，loT政策支持，公司也是扩张阶段高速增长，PEG估值也低，这么便宜还不拿？
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410
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1
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舒克起飞
舒克起飞
·
01-26
$中国平安(02318)$
从买卖经纪商看，代表内地资金的沪港通和国际大行摩根士丹利在买入，而瑞银等国际同行在卖出。这种“内资与部分外资买，另一部分外资卖”的分歧，我的看法是，可能源于对公司寿险改革成效、地产风险敞口以及未来增长动能的不同评估视角。
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935
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舒克起飞
舒克起飞
·
01-19
$泡泡玛特(09992)$
最近看到泡泡玛特的近期股价震荡，我认为这与市场对消费板块情绪有关，但公司基本盘依然稳固。就算短期波动，但是长期我还是看好的。
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685
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1
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1
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舒克起飞
舒克起飞
·
01-12
Palo Alto Networks（PANW.US）：提供全面网络安全解决方案，涵盖防火墙、云安全、物联网安全等领域。技术领先行业，客户群体广泛，订阅制模式保障现金流稳定，云安全与零信任架构布局，契合数字化转型趋势。
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舒克起飞
舒克起飞
·
01-05
$百事可乐(PEP)$
饮料与零食双业务驱动，产品组合丰富。饮料业务全球领先，零食业务通过并购持续扩张，多元化布局抵御行业周期波动。
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舒克起飞
舒克起飞
·
2025-12-30
万洲国际
$万洲国际(00288)$
全球猪肉食品龙头，双汇品牌国内市占率领先，海外猪肉养殖与加工业务协同，产业链一体化布局降低成本，抗周期能力强。
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抛开订单传闻，我看重的是其先进制程的爬坡进度。18A工艺能否如期量产并达到性能承诺，是衡量其能否在代工市场与台积电竞争的根本。我认为，这是公司当前所有故事的前提，技术执行力的兑现比任何订单消息都更重要。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 抛开订单传闻，我看重的是其先进制程的爬坡进度。18A工艺能否如期量产并达到性能承诺，是衡量其能否在代工市场与台积电竞争的根本。我认为，这是公司当前所有故事的前提，技术执行力的兑现比任何订单消息都更重要。","text":"$英特尔(INTC)$ 抛开订单传闻，我看重的是其先进制程的爬坡进度。18A工艺能否如期量产并达到性能承诺，是衡量其能否在代工市场与台积电竞争的根本。我认为，这是公司当前所有故事的前提，技术执行力的兑现比任何订单消息都更重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528287866929192","isVote":1,"tweetType":1,"viewCount":2257,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"content":"目前为止，靠传闻翻倍了吧","text":"目前为止，靠传闻翻倍了吧","html":"目前为止，靠传闻翻倍了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527347486446912,"gmtCreate":1769755089611,"gmtModify":1769755091783,"author":{"id":"4229576425865860","authorId":"4229576425865860","name":"舒克起飞","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229576425865860","idStr":"4229576425865860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> AI，loT政策支持，公司也是扩张阶段高速增长，PEG估值也低，这么便宜还不拿？","listText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> AI，loT政策支持，公司也是扩张阶段高速增长，PEG估值也低，这么便宜还不拿？","text":"$趣致集团(00917)$ AI，loT政策支持，公司也是扩张阶段高速增长，PEG估值也低，这么便宜还不拿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527347486446912","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525872605540936,"gmtCreate":1769413539710,"gmtModify":1769413542134,"author":{"id":"4229576425865860","authorId":"4229576425865860","name":"舒克起飞","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229576425865860","idStr":"4229576425865860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$ </a> 从买卖经纪商看，代表内地资金的沪港通和国际大行摩根士丹利在买入，而瑞银等国际同行在卖出。这种“内资与部分外资买，另一部分外资卖”的分歧，我的看法是，可能源于对公司寿险改革成效、地产风险敞口以及未来增长动能的不同评估视角。","listText":"<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$ </a> 从买卖经纪商看，代表内地资金的沪港通和国际大行摩根士丹利在买入，而瑞银等国际同行在卖出。这种“内资与部分外资买，另一部分外资卖”的分歧，我的看法是，可能源于对公司寿险改革成效、地产风险敞口以及未来增长动能的不同评估视角。","text":"$中国平安(02318)$ 从买卖经纪商看，代表内地资金的沪港通和国际大行摩根士丹利在买入，而瑞银等国际同行在卖出。这种“内资与部分外资买，另一部分外资卖”的分歧，我的看法是，可能源于对公司寿险改革成效、地产风险敞口以及未来增长动能的不同评估视角。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525872605540936","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523673064906936,"gmtCreate":1768821271711,"gmtModify":1768827635581,"author":{"id":"4229576425865860","authorId":"4229576425865860","name":"舒克起飞","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229576425865860","idStr":"4229576425865860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 最近看到泡泡玛特的近期股价震荡，我认为这与市场对消费板块情绪有关，但公司基本盘依然稳固。就算短期波动，但是长期我还是看好的。","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 最近看到泡泡玛特的近期股价震荡，我认为这与市场对消费板块情绪有关，但公司基本盘依然稳固。就算短期波动，但是长期我还是看好的。","text":"$泡泡玛特(09992)$ 最近看到泡泡玛特的近期股价震荡，我认为这与市场对消费板块情绪有关，但公司基本盘依然稳固。就算短期波动，但是长期我还是看好的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/523673064906936","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436781399541111","authorId":"3436781399541111","name":"顺势而为2007","avatar":"https://static.tigerbbs.com/c0f43c6f15f7107128ed8c27ede2d8bb","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3436781399541111","idStr":"3436781399541111"},"content":"这公司有什么护城河吗？","text":"这公司有什么护城河吗？","html":"这公司有什么护城河吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520912529999224,"gmtCreate":1768197170636,"gmtModify":1768197267481,"author":{"id":"4229576425865860","authorId":"4229576425865860","name":"舒克起飞","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229576425865860","idStr":"4229576425865860"},"themes":[],"title":"","htmlText":"Palo Alto Networks（PANW.US）：提供全面网络安全解决方案，涵盖防火墙、云安全、物联网安全等领域。技术领先行业，客户群体广泛，订阅制模式保障现金流稳定，云安全与零信任架构布局，契合数字化转型趋势。","listText":"Palo Alto Networks（PANW.US）：提供全面网络安全解决方案，涵盖防火墙、云安全、物联网安全等领域。技术领先行业，客户群体广泛，订阅制模式保障现金流稳定，云安全与零信任架构布局，契合数字化转型趋势。","text":"Palo Alto Networks（PANW.US）：提供全面网络安全解决方案，涵盖防火墙、云安全、物联网安全等领域。技术领先行业，客户群体广泛，订阅制模式保障现金流稳定，云安全与零信任架构布局，契合数字化转型趋势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520912529999224","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518661885465056,"gmtCreate":1767601360450,"gmtModify":1767601563967,"author":{"id":"4229576425865860","authorId":"4229576425865860","name":"舒克起飞","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229576425865860","idStr":"4229576425865860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PEP\">$百事可乐(PEP)$ </a> 饮料与零食双业务驱动，产品组合丰富。饮料业务全球领先，零食业务通过并购持续扩张，多元化布局抵御行业周期波动。","listText":"<a href=\"https://laohu8.com/S/PEP\">$百事可乐(PEP)$ </a> 饮料与零食双业务驱动，产品组合丰富。饮料业务全球领先，零食业务通过并购持续扩张，多元化布局抵御行业周期波动。","text":"$百事可乐(PEP)$ 饮料与零食双业务驱动，产品组合丰富。饮料业务全球领先，零食业务通过并购持续扩张，多元化布局抵御行业周期波动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518661885465056","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516420363235944,"gmtCreate":1767108395773,"gmtModify":1767108722561,"author":{"id":"4229576425865860","authorId":"4229576425865860","name":"舒克起飞","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229576425865860","idStr":"4229576425865860"},"themes":[],"title":"","htmlText":"万洲国际<a href=\"https://laohu8.com/S/00288\">$万洲国际(00288)$ </a> 全球猪肉食品龙头，双汇品牌国内市占率领先，海外猪肉养殖与加工业务协同，产业链一体化布局降低成本，抗周期能力强。","listText":"万洲国际<a href=\"https://laohu8.com/S/00288\">$万洲国际(00288)$ </a> 全球猪肉食品龙头，双汇品牌国内市占率领先，海外猪肉养殖与加工业务协同，产业链一体化布局降低成本，抗周期能力强。","text":"万洲国际$万洲国际(00288)$ 全球猪肉食品龙头，双汇品牌国内市占率领先，海外猪肉养殖与加工业务协同，产业链一体化布局降低成本，抗周期能力强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516420363235944","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}