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仓都嘉满
不踏空不满仓
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仓都嘉满
仓都嘉满
·
05-19
$智谱(02513)$
GLM-5.1在评分上领先V4,将智谱锚定在国内前沿集群中。如今,以显著的价格倍数实现评分领先是可市场化的
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仓都嘉满
仓都嘉满
·
05-19
$果下科技(02655)$
对于储能赛道而言,利润率抬升+现金流改善的组合,远比单纯的收入高增更具估值意义,这不仅验证了公司商业模式的可持续性,更为后续估值中枢上移筑牢了基本面基础,标志着公司从规模扩张正式迈入高质量发展阶段
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129
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仓都嘉满
仓都嘉满
·
05-15
$中慧生物-B(02627)$
创新药短期内还没有完全轮动起来,中慧趁机可以多做些准备工作,等复牌后就看刺激市场啦
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115
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1
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仓都嘉满
仓都嘉满
·
05-15
$果下科技(02655)$
果下还是有很多的资金关注,股价回调就会有南下资金大力买入进来
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196
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1
编组 21备份 2
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仓都嘉满
仓都嘉满
·
05-15
$智谱(02513)$
智谱最近两天还是要调整修复下,后市肯定还是会继续上升的
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192
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仓都嘉满
仓都嘉满
·
05-07
$中慧生物-B(02627)$
中慧应该是还需要一些时间来处理,复牌大概率没什么问题
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407
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1
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仓都嘉满
仓都嘉满
·
05-07
$智谱(02513)$
智谱这两天表现有点疲软,1000块的阻力位还是有点大啊
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276
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1
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仓都嘉满
仓都嘉满
·
05-07
$果下科技(02655)$
果下上午盘还算是比较坚挺,等着进一步扩大涨幅上来
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300
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1
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仓都嘉满
仓都嘉满
·
04-27
$中慧生物-B(02627)$
港股创新药板块最近比较弱势,中慧反而是躲过一劫
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548
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仓都嘉满
仓都嘉满
·
04-27
$智谱(02513)$
Deepseek对智谱的影响有限,智谱to B业务稳得一匹,而且新模型套餐更是被抢着购买
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513
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href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> GLM-5.1在评分上领先V4,将智谱锚定在国内前沿集群中。如今,以显著的价格倍数实现评分领先是可市场化的","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> GLM-5.1在评分上领先V4,将智谱锚定在国内前沿集群中。如今,以显著的价格倍数实现评分领先是可市场化的","text":"$智谱(02513)$ GLM-5.1在评分上领先V4,将智谱锚定在国内前沿集群中。如今,以显著的价格倍数实现评分领先是可市场化的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565759987226688","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565759852419176,"gmtCreate":1779159356342,"gmtModify":1779159358817,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$ </a> 对于储能赛道而言,利润率抬升+现金流改善的组合,远比单纯的收入高增更具估值意义,这不仅验证了公司商业模式的可持续性,更为后续估值中枢上移筑牢了基本面基础,标志着公司从规模扩张正式迈入高质量发展阶段","listText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$ </a> 对于储能赛道而言,利润率抬升+现金流改善的组合,远比单纯的收入高增更具估值意义,这不仅验证了公司商业模式的可持续性,更为后续估值中枢上移筑牢了基本面基础,标志着公司从规模扩张正式迈入高质量发展阶段","text":"$果下科技(02655)$ 对于储能赛道而言,利润率抬升+现金流改善的组合,远比单纯的收入高增更具估值意义,这不仅验证了公司商业模式的可持续性,更为后续估值中枢上移筑牢了基本面基础,标志着公司从规模扩张正式迈入高质量发展阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565759852419176","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564368595285264,"gmtCreate":1778819631092,"gmtModify":1778819633268,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02627\">$中慧生物-B(02627)$ </a> 创新药短期内还没有完全轮动起来,中慧趁机可以多做些准备工作,等复牌后就看刺激市场啦","listText":"<a href=\"https://laohu8.com/S/02627\">$中慧生物-B(02627)$ </a> 创新药短期内还没有完全轮动起来,中慧趁机可以多做些准备工作,等复牌后就看刺激市场啦","text":"$中慧生物-B(02627)$ 创新药短期内还没有完全轮动起来,中慧趁机可以多做些准备工作,等复牌后就看刺激市场啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564368595285264","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564368571421640,"gmtCreate":1778819612375,"gmtModify":1778819614320,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$ </a> 果下还是有很多的资金关注,股价回调就会有南下资金大力买入进来","listText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$ </a> 果下还是有很多的资金关注,股价回调就会有南下资金大力买入进来","text":"$果下科技(02655)$ 果下还是有很多的资金关注,股价回调就会有南下资金大力买入进来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564368571421640","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564368415106448,"gmtCreate":1778819593624,"gmtModify":1778819595776,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 智谱最近两天还是要调整修复下,后市肯定还是会继续上升的","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 智谱最近两天还是要调整修复下,后市肯定还是会继续上升的","text":"$智谱(02513)$ 智谱最近两天还是要调整修复下,后市肯定还是会继续上升的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564368415106448","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561538089412536,"gmtCreate":1778126037995,"gmtModify":1778126040463,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02627\">$中慧生物-B(02627)$ </a> 中慧应该是还需要一些时间来处理,复牌大概率没什么问题","listText":"<a href=\"https://laohu8.com/S/02627\">$中慧生物-B(02627)$ </a> 中慧应该是还需要一些时间来处理,复牌大概率没什么问题","text":"$中慧生物-B(02627)$ 中慧应该是还需要一些时间来处理,复牌大概率没什么问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561538089412536","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561537155065776,"gmtCreate":1778125809829,"gmtModify":1778125811742,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 智谱这两天表现有点疲软,1000块的阻力位还是有点大啊","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 智谱这两天表现有点疲软,1000块的阻力位还是有点大啊","text":"$智谱(02513)$ 智谱这两天表现有点疲软,1000块的阻力位还是有点大啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561537155065776","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561536032364336,"gmtCreate":1778125529602,"gmtModify":1778125531866,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$ </a> 果下上午盘还算是比较坚挺,等着进一步扩大涨幅上来","listText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$ </a> 果下上午盘还算是比较坚挺,等着进一步扩大涨幅上来","text":"$果下科技(02655)$ 果下上午盘还算是比较坚挺,等着进一步扩大涨幅上来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561536032364336","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558070071468960,"gmtCreate":1777279275464,"gmtModify":1777279278017,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02627\">$中慧生物-B(02627)$ </a> 港股创新药板块最近比较弱势,中慧反而是躲过一劫","listText":"<a href=\"https://laohu8.com/S/02627\">$中慧生物-B(02627)$ </a> 港股创新药板块最近比较弱势,中慧反而是躲过一劫","text":"$中慧生物-B(02627)$ 港股创新药板块最近比较弱势,中慧反而是躲过一劫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558070071468960","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558069808275808,"gmtCreate":1777279207049,"gmtModify":1777279209258,"author":{"id":"4229664385867060","authorId":"4229664385867060","name":"仓都嘉满","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229664385867060","authorIdStr":"4229664385867060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> Deepseek对智谱的影响有限,智谱to B业务稳得一匹,而且新模型套餐更是被抢着购买","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> Deepseek对智谱的影响有限,智谱to B业务稳得一匹,而且新模型套餐更是被抢着购买","text":"$智谱(02513)$ Deepseek对智谱的影响有限,智谱to B业务稳得一匹,而且新模型套餐更是被抢着购买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558069808275808","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}